Common shares of beneficial interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| TEACHER RETIREMENT SYSTEM OF TEXAS | 04/30/2026 | 600.00 K | $15.92 M | 100.00% | 2.84% |
| TIGER GLOBAL MANAGEMENT LLC | 05/15/2026 | 400.00 K | $10.62 M | 100.00% | 1.89% |
| LMR PARTNERS LLP | 05/15/2026 | 400.00 K | $10.62 M | 100.00% | 1.89% |
| ORLAND PROPERTIES LTD | 05/06/2026 | 120.00 K | $3.18 M | 100.00% | 0.57% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 117.58 K | $3.12 M | 100.00% | 0.56% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 75.96 K | $2.02 M | 100.00% | 0.36% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 70.31 K | $1.87 M | 100.00% | 0.33% |
| DELTA GLOBAL MANAGEMENT LP | 05/15/2026 | 70.31 K | $1.87 M | 100.00% | 0.33% |
| JANE STREET GROUP, LLC | 05/12/2026 | 67.82 K | $1.80 M | 100.00% | 0.32% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 40.06 K | $1.06 M | 100.00% | 0.19% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 23.16 K | $615.00 K | 100.00% | 0.11% |
| IEQ CAPITAL, LLC | 05/15/2026 | 20.00 K | $530.80 K | 100.00% | 0.09% |
| HRT FINANCIAL LP | 05/14/2026 | 9.27 K | $246.00 K | 100.00% | 0.04% |
| UBS GROUP AG | 05/05/2026 | 5.00 K | $132.70 K | 100.00% | 0.02% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 4.40 K | $116.78 K | 100.00% | 0.02% |
| BOGART WEALTH, LLC | 04/28/2026 | 1.01 K | $26.83 K | 100.00% | 0.00% |
| SWAN CAPITAL LLC | 05/14/2026 | 384 | $10.19 K | 100.00% | 0.00% |
| STEIGERWALD, GORDON & KOCH INC. | 04/28/2026 | 250 | $6.64 K | 100.00% | 0.00% |
| COSTELLO ASSET MANAGEMENT, INC | 04/30/2026 | 100 | $2.65 K | 100.00% | 0.00% |
| DHJJ FINANCIAL ADVISORS, LTD. | 04/09/2026 | 50 | $1.33 K | 100.00% | 0.00% |
| WESTERN WEALTH MANAGEMENT, LLC | 05/19/2026 | 33 | $876 | 100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 25 | $664 | 100.00% | 0.00% |
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Common shares of beneficial interest institutional Ownership - FAQ's
During the previous two years, 22 institutional investors and hedge funds held shares of Common shares of beneficial interest. The most heavily invested institutionals were:
TEACHER RETIREMENT SYSTEM OF TEXAS: 600,000
TIGER GLOBAL MANAGEMENT LLC: 400,000
LMR Partners LLP: 400,000
Orland Properties Ltd: 120,000
Cetera Investment Advisers: 117,583
ENVESTNET ASSET MANAGEMENT INC: 75,961
9.59% of Common shares of beneficial interest stock is owned by institutional investors.
Institutional investors have bought a total of 2.03 M shares in the last 24 months. This purchase volume represents approximately $44.63 M in transactions.