Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Summit Real Estate Holdings Ltd 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 | SCZ - iShares MSCI EAFE Small-Cap ETF | 133,581 | 3.04 | 1,970 | -6.06 | ||||
| 2025-06-30 | NP | VGTSX - Vanguard Total International Stock Index Fund Investor Shares | 611,500 | 5.06 | 9,020 | -4.21 | ||||
| 2025-07-25 | NP | WSML - iShares MSCI World Small-Cap ETF | 2,366 | 36 | ||||||
| 2025-06-26 | NP | IEFA - iShares Core MSCI EAFE ETF | 111,863 | 0.97 | 1,650 | -7.92 | ||||
| 2025-06-26 | NP | DISVX - Dfa International Small Cap Value 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 | 545,146 | 1.16 | 8,041 | -7.75 | ||||
| 2025-08-27 | NP | VTMGX - Vanguard Developed Markets Index Fund Admiral Shares | 361,570 | 3.18 | 6,577 | 29.50 | ||||
| 2025-07-28 | NP | AVDS - Avantis International Small Cap Equity ETF | 1,642 | 80.24 | 25 | 78.57 |
