INVESTMENT MANAGERS SER TR I - AXS REAL ESTATE (RINC)

CUSIP: 46144X438

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class
Equity / AXS REAL ESTATE
Total 13F shares
369,811
Share change
-7,420
Total reported value
$9,524,828
Price per share
$25.75
Number of holders
23
Value change
-$190,845
Number of buys
11
Number of sells
8

Quarterly Holders Quick Answers

What is CUSIP 46144X438?
CUSIP 46144X438 identifies RINC - INVESTMENT MANAGERS SER TR I - AXS REAL ESTATE in SEC institutional holdings data.

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Institutional Holders of INVESTMENT MANAGERS SER TR I - AXS REAL ESTATE (RINC) as of Q4 2023

As of 31 Dec 2023, INVESTMENT MANAGERS SER TR I - AXS REAL ESTATE (RINC) was held by 23 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 369,811 shares. The largest 10 holders included SUSQUEHANNA INTERNATIONAL GROUP, LLP, Goldstone Financial Group, LLC, LPL Financial LLC, FLAGSTAR ADVISORS INC, OSAIC HOLDINGS, INC., Steward Partners Investment Advisory, LLC, ROYAL BANK OF CANADA, Virtu Financial LLC, MORGAN STANLEY, and COMMONWEALTH EQUITY SERVICES, LLC. This page lists 23 institutional shareholders reporting positions in this security for the Q4 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.