13F institutional ownership facts

Institutions tracked

50

Reported value

$82,618,517.00

Reported shares

891,150

Latest filing period

Q2 2026

Top institutional holders

  1. Wellington Management · $4,061,974,709 · 0.7%
  2. Capital International Investors · $1,347,563,452 · 0.28%
  3. Franklin Resources · $933,589,581 · 0.2%
  4. Adage Capital Partners · $84,140,815 · 0.12%
  5. Morgan Stanley · $2,320,018,679 · 0.12%
  6. Legal & General · $538,774,894 · 0.11%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$SRE

Institutional Holdings

50

Top Institutions

Top Institutions

1

Wellington Management

43,813,771 shares

0.70%

% of Portfolio

2

Capital International Investors

14,525,687 shares

0.28%

% of Portfolio

3

Franklin Resources

10,069,999 shares

0.20%

% of Portfolio

4

Adage Capital Partners

907,570 shares

0.12%

% of Portfolio

5

Morgan Stanley

25,024,468 shares

0.12%

% of Portfolio

6

Legal & General

5,811,400 shares

0.11%

% of Portfolio

7

State Street Corp

37,992,032 shares

0.11%

% of Portfolio

8

Israel Englander - Millennium Management

2,865,477 shares

0.10%

% of Portfolio

9

Jamie Dimon - JPMorgan Chase

20,050,848 shares

0.10%

% of Portfolio

10

Neuberger Berman

1,549,808 shares

0.10%

% of Portfolio

11

Invesco

11,693,217 shares

0.09%

% of Portfolio

12

Mitsubishi Ufj Asset Management Co., Ltd.

1,829,061 shares

0.09%

% of Portfolio

13

Cliff Asness - AQR Capital Management

2,528,386 shares

0.08%

% of Portfolio

14

Dmitry Balyasny - Balyasny Asset Management

719,532 shares

0.08%

% of Portfolio

15

Geode Capital Management

15,621,315 shares

0.08%

% of Portfolio

16

Larry Fink - BlackRock

60,280,191 shares

0.08%

% of Portfolio

17

New York State Teachers Retirement System - New York State Teachers Retirement System

489,641 shares

0.08%

% of Portfolio

18

T. Rowe Price

9,066,823 shares

0.08%

% of Portfolio

19

Northern Trust Corp

6,521,656 shares

0.07%

% of Portfolio

20

Renaissance Technologies

360,700 shares

0.05%

% of Portfolio

21

Charles Schwab

4,222,746 shares

0.05%

% of Portfolio

22

David Solomon - Goldman Sachs

5,596,341 shares

0.05%

% of Portfolio

23

Nuveen

2,202,117 shares

0.05%

% of Portfolio

24

Jennison Associates

2,045,621 shares

0.11%

% of Portfolio

25

Ensign Peak Advisors

677,961 shares

0.10%

% of Portfolio

26

Capital World Investors

6,231,386 shares

0.07%

% of Portfolio

27

CalPERS

1,131,095 shares

0.06%

% of Portfolio

28

Amundi

1,584,168 shares

0.04%

% of Portfolio

29

BNP Paribas

1,219,229 shares

0.04%

% of Portfolio

30

Joel Greenblatt - Gotham Asset Management

204,423 shares

0.04%

% of Portfolio

31

PSP Investments

186,642 shares

0.04%

% of Portfolio

32

UBS Group

1,813,175 shares

0.02%

% of Portfolio

33

Ken Griffin - Citadel Advisors

296,960 shares

0.00%

% of Portfolio

34

Two Sigma Investments

89,336 shares

0.01%

% of Portfolio

35

SG Americas Securities

170,922 shares

0.01%

% of Portfolio

36

Voya Investment Mgmt

100,256 shares

0.01%

% of Portfolio

37

Canada Pension Plan Investment Board

429,493 shares

0.02%

% of Portfolio

38

Jan van Eck - VanEck

278,599 shares

0.02%

% of Portfolio

39

PNC Financial Services

123,593 shares

0.01%

% of Portfolio

40

Robeco Institutional Asset Management

53,411 shares

0.01%

% of Portfolio

41

Jane Street Group

33,861 shares

NaN%

% of Portfolio

42

Lazard Asset Management

6,894 shares

NaN%

% of Portfolio

43

Mike Hankin - Brown Advisory INC

4,471 shares

NaN%

% of Portfolio

44

Fidelity International (FIL)

2,386 shares

NaN%

% of Portfolio

45

Ken Fisher - Fisher Asset Management

4,222 shares

NaN%

% of Portfolio

46

David E. Shaw - D.E. Shaw & Co.

0 shares

0.00%

% of Portfolio

47

George Soros - Soros Fund Management

441,114 shares

0.50%

% of Portfolio

48

Macquarie Group

476,446 shares

0.19%

% of Portfolio

49

New York Life Invest

97,459 shares

0.06%

% of Portfolio

50

Verition Fund Management LLC

78,266 shares

0.04%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

39%

LARGE

43%

MEDIUM

17%

SMALL

1%

Geographic Distribution

North America
69%
Europe
28%
Asia Pacific
14%
Other
5%

Institutional Activity

Buyers

44

Sellers

38

Holders

82

New

19

Exited

15

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Insider TradingPRO

Trading Statistics

Insider Buyers

22

Insider Sellers

38

Purchase Value

$27.8M

Role Distribution

CEO
24%
CFO
19%
Director
36%
VP
12%
Other
5%
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RatingPRO

64

C+

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
94
Recent Activity
88
Concentration
67
Momentum
91
Stability
78

Recent Actions

New

9

Increased

23

Decreased

20

Exited

4

Total

40

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