11 tracked 13F filers disclose a position in RTRE as of the latest SEC 13F filings, a combined $43.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | $35.5M | 1.4M | ▲+22% Added · +257K sh | Q1 2026 | |
| 2 | Hobbs Group Advisors, LLC | $4.0M | 159K | ▲+1.9% Added · +3K sh | Q1 2026 | |
| 3 | Oregon Pacific Wealth Management, LLC | $1.2M | 49K | ▼−17% Reduced · −10K sh | Q2 2026 | |
| 4 | PFG Advisors | $744K | 30K | ▲+272% Added · +22K sh | Q2 2026 | |
| 5 | Independent Wealth Network Inc. | $678K | 27K | ▲+0.4% Added · +98 sh | Q2 2026 | |
| 6 | CITADEL ADVISORS LLC | $475K | 19K | ▲New +19K sh | Q1 2026 | |
| 7 | GeoWealth Management, LLC | $303K | 12K | ▲+7.5% Added · +845 sh | Q1 2026 | |
| 8 | JANE STREET GROUP, LLC | $243K | 10K | ▼−33% Reduced · −5K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $98K | 4K | ▲4k× Added · +4K sh | Q1 2026 | |
| 10 | UBS Group AG | $1K | 59 | ▼−56% Reduced · −76 sh | Q1 2026 | |
| 11 | AE Wealth Management LLC | $175 | 7 | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in RTRE and 4 added to an existing one, while 0 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 4 funds | $3.3B |
| ISHARES CORE S&P 500 ETFIVV | 4 funds | $2.7B |
| AMAZON.COM INCAMZN | 4 funds | $1.7B |
| MICRON TECHNOLOGY INCMU | 4 funds | $1.6B |
| APPLE INCAAPL | 4 funds | $1.4B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 4 funds | $1.4B |
| META PLATFORMS INC-CLASS AMETA | 4 funds | $1.1B |
| MICROSOFT CORPMSFT | 4 funds | $1.0B |
| BROADCOM INCAVGO | 4 funds | $1.0B |
| ALPHABET INC-CL AGOOGL | 4 funds | $855.0M |
| TESLA INCTSLA | 4 funds | $797.3M |
| JPMORGAN CHASE & COJPM | 4 funds | $739.3M |
Ranked by how many of RTRE's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/RTRE/capital-change-brief"
Use Arkolith's capital_change_brief for RTRE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for RTRE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.