Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / AXS REAL ESTATE
-
Total 13F shares
-
170,411
-
Share change
-
+27,607
-
Total reported value
-
$3,555,350
-
Price per share
-
$20.86
-
Number of holders
-
19
-
Value change
-
+$575,198
-
Number of buys
-
8
-
Number of sells
-
6
Institutional Holders of INVESTMENT MANAGERS SER TR I - AXS REAL ESTATE (RINC) as of Q2 2025
As of 30 Jun 2025,
INVESTMENT MANAGERS SER TR I - AXS REAL ESTATE (RINC) was held by
19 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
170,411 shares.
The largest 10 holders included
SFI Advisors, LLC, FLAGSTAR ADVISORS INC, LPL Financial LLC, Virtu Financial LLC, Steward Partners Investment Advisory, LLC, JANE STREET GROUP, LLC, MORGAN STANLEY, Ameritas Advisory Services, LLC, UBS Group AG, and OSAIC HOLDINGS, INC..
This page lists
19
institutional shareholders reporting positions in this security
for the Q2 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.