Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in BWP Trust include
WSML - iShares MSCI World Small-Cap ETF
.
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new 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 (%) |
2025-06-26 |
NP |
DFGR - Dimensional Global Real Estate ETF
|
|
|
|
767,202 |
8.60 |
1,757 |
17.29 |
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - 1290 VT Real Estate Portfolio Class IB
|
|
|
|
10,871 |
3.23 |
25 |
13.64 |
|
2025-06-30 |
NP |
VGTSX - Vanguard Total International Stock Index Fund Investor Shares
|
|
|
|
7,630,395 |
1.48 |
17,495 |
10.87 |
|
2025-06-26 |
NP |
REET - iShares Global REIT ETF
|
|
|
|
1,329,106 |
2.36 |
3,047 |
11.82 |
|
2025-06-30 |
NP |
VPACX - Vanguard Pacific Stock Index Fund Investor Shares
|
|
|
|
657,625 |
0.15 |
1,508 |
9.36 |
|
2025-06-26 |
NP |
IXUS - iShares Core MSCI Total International Stock ETF
|
|
|
|
1,176,298 |
39.61 |
2,697 |
52.55 |
|
2025-06-26 |
NP |
IEFA - iShares Core MSCI EAFE ETF
|
|
|
|
3,682,620 |
0.99 |
8,444 |
10.32 |
|
2025-07-28 |
NP |
AVRE - Avantis Real Estate ETF
|
|
|
|
253,307 |
3.12 |
578 |
9.26 |
|
2025-08-28 |
NP |
SPDW - SPDR(R) Portfolio Developed World ex-US ETF
|
|
|
|
506,112 |
2.79 |
1,168 |
10.30 |
|
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
|
|
|
|
161,573 |
22.67 |
373 |
30.99 |
|
2025-07-25 |
NP |
WSML - iShares MSCI World Small-Cap ETF
|
|
|
|
33,033 |
|
75 |
|
|
2025-06-27 |
NP |
RITA - ETFB Green SRI REITs ETF
|
|
|
|
6,628 |
7.13 |
15 |
15.38 |
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA
|
|
|
|
61,169 |
2.70 |
142 |
10.16 |
|
2025-07-25 |
NP |
SWASX - Schwab Global Real Estate Fund
|
|
|
|
962,817 |
134.84 |
2,198 |
148.64 |
|
2025-06-26 |
NP |
MSTFX - Morningstar International Equity Fund
|
|
|
|
86,858 |
2.76 |
199 |
12.43 |
|
2025-06-26 |
NP |
FTIHX - Fidelity Total International Index Fund
|
|
|
|
257,585 |
2.02 |
591 |
11.53 |
|
2025-06-24 |
NP |
GQRE - FlexShares Global Quality Real Estate Index Fund
|
|
|
|
481,338 |
0.26 |
1,103 |
8.25 |
|
2025-06-30 |
NP |
VGRLX - Vanguard Global ex-U.S. Real Estate Index Fund Admiral
|
|
|
|
2,048,920 |
0.00 |
4,698 |
9.26 |
|