Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / AXS REAL ESTATE
-
Total 13F shares
-
142,804
-
Share change
-
+10,555
-
Total reported value
-
$3,171,368
-
Price per share
-
$22.21
-
Number of holders
-
15
-
Value change
-
+$237,771
-
Number of buys
-
4
-
Number of sells
-
7
Institutional Holders of INVESTMENT MANAGERS SER TR I - AXS REAL ESTATE (RINC) as of Q1 2025
As of 31 Mar 2025,
INVESTMENT MANAGERS SER TR I - AXS REAL ESTATE (RINC) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
142,804 shares.
The largest 10 holders included
SFI Advisors, LLC, FLAGSTAR ADVISORS INC, LPL Financial LLC, Steward Partners Investment Advisory, LLC, MORGAN STANLEY, OSAIC HOLDINGS, INC., UBS Group AG, ROYAL BANK OF CANADA, WELLS FARGO & COMPANY/MN, and HARBOUR INVESTMENTS, INC..
This page lists
15
institutional shareholders reporting positions in this security
for the Q1 2025 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.