Q4 2024 13F Holders as of 12/31/2024
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Type / Class
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Equity / AXS REAL ESTATE
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Number of holders
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17
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Total shares
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131K
-
Shares change
-
+30.3K
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Total reported value, excl. options
-
$2.87M
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Value change
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+$661K
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Number of buys
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7
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Number of sells
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-8
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Price
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$21.94
Significant Holders of INVESTMENT MANAGERS SER TR I - AXS REAL ESTATE (RINC) as of Q4 2024
22 filings reported holding RINC - INVESTMENT MANAGERS SER TR I - AXS REAL ESTATE as of Q4 2024.
INVESTMENT MANAGERS SER TR I - AXS REAL ESTATE (RINC) has 17 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 131K shares
.
Largest 10 shareholders include FLAGSTAR ADVISORS INC (40K shares), SFI Advisors, LLC (23.6K shares), LPL Financial LLC (23.2K shares), Steward Partners Investment Advisory, LLC (15.6K shares), Virtu Financial LLC (12.8K shares), MORGAN STANLEY (9.42K shares), OSAIC HOLDINGS, INC. (1.67K shares), Royal Bank of Canada (987 shares), WELLS FARGO & COMPANY/MN (959 shares), and Transce3nd, LLC (557 shares).
This table shows the top 17 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.