AX.UN - Artis Real Estate Investment Trust Stock - Stock Price, Institutional Ownership, Shareholders (TSX)

Artis Real Estate Investment Trust
CA ˙ TSX ˙ CA04315L1058
$7.39 ↑0.08 (1.09%)
2025-09-05
SHARE PRICE
Basic Stats
Institutional Owners 15 total, 15 long only, 0 short only, 0 long/short - change of 0.00% MRQ
Share Price 7.39
Average Portfolio Allocation 0.1100 % - change of 199.81% MRQ
Shares Outstanding shares (source: Capital IQ)
Institutional Shares (Long) 1,128,726 - 1.17% (ex 13D/G) - change of -0.13MM shares -10.57% MRQ
Institutional Value (Long) $ 5,972 USD ($1000)
Institutional Ownership and Shareholders

Artis Real Estate Investment Trust (CA:AX.UN) has 15 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 1,128,726 shares. Largest shareholders include DFA INVESTMENT DIMENSIONS GROUP INC - DFA International Real Estate Securities Portfolio - Institutional Class, VGRLX - Vanguard Global ex-U.S. Real Estate Index Fund Admiral, GWX - SPDR(R) S&P(R) International Small Cap ETF, FNDC - Schwab Fundamental International Small Company Index ETF, BLDG - Cambria Global Real Estate ETF, HAUZ - Xtrackers International Real Estate ETF, DFGR - Dimensional Global Real Estate ETF, QCSTRX - Stock Account Class R1, ISCF - iShares Edge MSCI Multifactor Intl Small-Cap ETF, and SFILX - Schwab Fundamental International Small Company Index Fund Institutional Shares .

Artis Real Estate Investment Trust (TSX:AX.UN) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.

The share price as of September 5, 2025 is 7.39 / share. Previously, on September 9, 2024, the share price was 7.54 / share. This represents a decline of 1.99% over that period.

CA:AX.UN / Artis Real Estate Investment Trust Institutional Ownership
Fund Sentiment Score

The Fund Sentiment Score (fka Ownership Accumulation Score) finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. The scoring model uses a combination of the total increase in disclosed owners, the changes in portfolio allocations in those owners and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.

Update Frequency: Daily

See Ownership Explorer, which provides a list of highest-ranking companies.

13F and NPORT Filings

Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

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File Date Source Investor Type Avg Price
(Est)
Shares Δ Shares
(%)
Reported
Value
($1000)
Δ Value
(%)
Port Alloc
(%)
2025-07-25 NP SFREX - Schwab Fundamental Global Real Estate Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,975 -26.15 47 -26.56
2025-06-27 NP BLDG - Cambria Global Real Estate ETF 83,483 137.17 438 77.64
2025-07-28 NP AVRE - Avantis Real Estate ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18,896 3.11 99 1.03
2025-07-23 NP HAUZ - Xtrackers International Real Estate ETF 61,091 2.11 319 0.00
2025-06-24 NP SFILX - Schwab Fundamental International Small Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 23,342 -33.33 122 -33.70
2025-06-30 NP PDN - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 19,128 -42.12 100 -42.53
2025-06-26 NP DFGR - Dimensional Global Real Estate ETF 61,081 14.42 320 13.52
2025-07-25 NP FNDC - Schwab Fundamental International Small Company Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 109,809 -42.43 574 -43.67
2025-08-28 NP GWX - SPDR(R) S&P(R) International Small Cap ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 113,683 -1.57 636 2.58
2025-08-26 NP NGREX - Northern Global Real Estate Index Fund 20,185 -36.98 113 -33.92
2025-08-28 NP SSGVX - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14,000 0.00 78 4.00
2025-08-28 NP QCSTRX - Stock Account Class R1 34,977 -35.61 196 -32.99
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - DFA International Real Estate Securities Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 344,916 -6.98 1,809 -7.33
2025-06-26 NP ISCF - iShares Edge MSCI Multifactor Intl Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 33,127 -44.54 174 -44.90
2025-06-30 NP VGRLX - Vanguard Global ex-U.S. Real Estate Index Fund Admiral This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 182,033 -0.01 955 -0.42
Other Listings
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