DFA Real Estate Secs - Real Estate Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Real Estate
Price per share
$40.80
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
3,735
Total reported value
$148,000
% of total 13F portfolios
0%
Share change
+573
Value change
+$23,126
Number of holders
2
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 2 institutional investors reported holding 3,735 shares of DFA Real Estate Secs - Real Estate.

Institutional Holders of DFA Real Estate Secs - Real Estate across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 3,735 $148,000 +$23,126 $40.80 2
2025 Q3 3,162 $130,000 -$31,899 $41.11 1
2025 Q2 3,945 $160,528 -$76,738 $40.69 2
2025 Q1 5,831 $239,000 -$568,467 $40.99 1
2024 Q4 20,594 $828,047 -$902,838 $40.20 3
2024 Q3 40,936 $1,816,281 +$5,014 $44.37 4
2024 Q2 40,823 $1,561,182 -$1,329,970 $38.25 4
2024 Q1 40,814 $1,574,167 +$3,098 $38.58 4
2023 Q4 74,628 $2,927,592 -$54,153,365 $39.24 6
2023 Q3 1,454,127 $53,684,108 +$51,451,640 $34.12 5
2023 Q2 63,392 $2,342,695 -$1,788,334 $37.38 4
2023 Q1 112,759 $4,193,274 +$3,402,938 $37.19 4
2022 Q4 21,258 $779,000 +$1,943 $36.65 2
2022 Q3 21,205 $789,000 -$301,887 $37.20 2
2022 Q2 28,146 $1,175,000 $41.76 2
2022 Q1 28,146 $1,379,000 -$52,176 $48.98 2
2021 Q4 29,146 $1,510,000 +$57,216 $51.80 3
2021 Q3 28,050 $1,279,000 +$423,000 $45.60 2
2021 Q2 18,770 $853,000 $47.22 2
2021 Q1 18,770 $761,000 +$4,041 $39.88 2
2020 Q4 18,667 $700,000 +$700,000 $37.50 1
2020 Q1 0 $0 -$41,000 $40.80 0
2019 Q4 158 $41,000 $259.49 1
2019 Q1 0 $0 -$11,000 $40.80 0
2018 Q4 344 $11,000 -$17,000 $31.98 1
2018 Q3 498 $17,000 +$17,000 $34.14 1
2018 Q1 0 $0 -$6,937,000 $40.80 0
2017 Q4 196,514 $6,937,000 -$5,146,680 $35.30 4
2017 Q3 159,419,513 $12,063,916 +$4,015,754 $35.18 5
2017 Q2 391,032 $13,634,218 +$4,323,587 $34.86 5
2017 Q1 275,313 $9,526,263 +$5,607,905 $34.60 5
2016 Q4 113,229 $3,908,131 -$226,445 $34.53 4
2016 Q3 119,437 $4,352,182 +$356,861 $36.44 5
2016 Q2 109,650 $4,042,606 -$946,193 $36.87 3
2016 Q1 135,670 $4,728,776 -$225,089 $34.86 5
2015 Q4 142,116 $4,709,585 +$117,267 $33.13 4
2015 Q3 138,549 $4,329,764 +$43,970 $31.25 3
2015 Q2 137,142 $4,182,482 -$216,357 $30.50 3
2015 Q1 143,479 $4,926,673 +$758,394 $34.34 4
2014 Q4 121,394 $4,014,000 -$36,141 $33.06 3
2014 Q3 122,472 $3,577,000 -$396,503 $29.17 2
2014 Q2 135,553 $4,101,000 -$329,281 $30.24 4
2014 Q1 174,534 $5,132,673 -$128,335 $28.46 4