13F institutional ownership facts

Institutions tracked

50

Reported value

$27,447,818,521.00

Reported shares

282,357,324

Latest filing period

Q1 2026

Top institutional holders

  1. Wellington Management · $4,482,978,956 · 0.84%
  2. Adage Capital Partners · $150,241,339 · 0.23%
  3. Dmitry Balyasny - Balyasny Asset Management · $175,751,962 · 0.23%
  4. Capital International Investors · $1,821,958,529 · 0.43%
  5. Franklin Resources · $968,240,120 · 0.24%
  6. Invesco · $1,026,610,297 · 0.16%

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

46,135,422 shares

0.84%

% of Portfolio

2

Adage Capital Partners

1,546,170 shares

0.23%

% of Portfolio

3

Dmitry Balyasny - Balyasny Asset Management

1,808,706 shares

0.23%

% of Portfolio

4

Capital International Investors

18,754,548 shares

0.43%

% of Portfolio

5

Franklin Resources

9,964,394 shares

0.24%

% of Portfolio

6

Invesco

10,565,095 shares

0.16%

% of Portfolio

7

Morgan Stanley

24,349,232 shares

0.14%

% of Portfolio

8

Legal & General

6,120,329 shares

0.14%

% of Portfolio

9

State Street Corp

37,302,515 shares

0.13%

% of Portfolio

10

Ensign Peak Advisors

684,502 shares

0.12%

% of Portfolio

11

Mitsubishi Ufj Asset Management Co., Ltd.

1,709,381 shares

0.11%

% of Portfolio

12

Neuberger Berman

1,551,868 shares

0.11%

% of Portfolio

13

Larry Fink - BlackRock

59,911,827 shares

0.10%

% of Portfolio

14

T. Rowe Price

9,190,940 shares

0.10%

% of Portfolio

15

Geode Capital Management

14,687,957 shares

0.09%

% of Portfolio

16

Israel Englander - Millennium Management

2,196,601 shares

0.09%

% of Portfolio

17

SG Americas Securities

884,642 shares

0.09%

% of Portfolio

18

Northern Trust Corp

6,614,733 shares

0.08%

% of Portfolio

19

Steve Cohen - Point72 Asset Management

618,059 shares

0.08%

% of Portfolio

20

Nuveen

2,780,549 shares

0.07%

% of Portfolio

21

Charles Schwab

4,182,694 shares

0.06%

% of Portfolio

22

David Solomon - Goldman Sachs

4,568,060 shares

0.05%

% of Portfolio

23

Jennison Associates

2,112,069 shares

0.14%

% of Portfolio

24

CalPERS

981,261 shares

0.06%

% of Portfolio

25

UBS Group

2,957,557 shares

0.04%

% of Portfolio

26

Cliff Asness - AQR Capital Management

1,010,188 shares

0.04%

% of Portfolio

27

BNP Paribas

835,610 shares

0.04%

% of Portfolio

28

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

672,770 shares

0.04%

% of Portfolio

29

AllianceBernstein (AB)

640,366 shares

0.02%

% of Portfolio

30

Ken Griffin - Citadel Advisors

1,264,633 shares

0.02%

% of Portfolio

31

Jane Street Group

172,680 shares

0.00%

% of Portfolio

32

Voya Investment Mgmt

104,156 shares

0.01%

% of Portfolio

33

Capital World Investors

2,088,465 shares

0.03%

% of Portfolio

34

Canada Pension Plan Investment Board

429,493 shares

0.03%

% of Portfolio

35

Janus Henderson Group

328,845 shares

0.02%

% of Portfolio

36

Jan van Eck - VanEck

255,710 shares

0.02%

% of Portfolio

37

PNC Financial Services

122,569 shares

0.01%

% of Portfolio

38

Robeco Institutional Asset Management

71,227 shares

0.01%

% of Portfolio

39

Lazard Asset Management

37,026 shares

0.01%

% of Portfolio

40

Two Sigma Investments

40,585 shares

NaN%

% of Portfolio

41

Fidelity International (FIL)

27,057 shares

NaN%

% of Portfolio

42

Mike Hankin - Brown Advisory INC

4,399 shares

NaN%

% of Portfolio

43

Ken Fisher - Fisher Asset Management

3,435 shares

NaN%

% of Portfolio

44

Jefferies Group

310,028 shares

0.21%

% of Portfolio

45

Macquarie Group LTD

422,102 shares

0.24%

% of Portfolio

46

Verition Fund Management LLC

196,739 shares

0.12%

% of Portfolio

47

George Soros - Soros Fund Management

108,570 shares

0.12%

% of Portfolio

48

New York State Teachers Retirement System

500,971 shares

0.10%

% of Portfolio

49

PSP Investments

185,728 shares

0.06%

% of Portfolio

50

New York Life Invest

92,372 shares

0.08%

% 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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