Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Crombie Real Estate Investment Trust include
OWSMX - Old Westbury Small & Mid Cap Strategies Fund,
KGDAX - DWS Global Small Cap Fund Class A,
and
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 |
IDEV - iShares Core MSCI International Developed Markets ETF
|
|
|
|
62,242 |
18.12 |
659 |
35.11 |
|
2025-06-26 |
NP |
DFGR - Dimensional Global Real Estate ETF
|
|
|
|
76,109 |
3.82 |
804 |
18.09 |
|
2025-06-26 |
NP |
REET - iShares Global REIT ETF
|
|
|
|
267,224 |
6.20 |
2,828 |
21.58 |
|
2025-06-26 |
NP |
OWSMX - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
65,100 |
|
689 |
|
|
2025-07-25 |
NP |
WSML - iShares MSCI World Small-Cap ETF
|
|
|
|
3,094 |
|
33 |
|
|
2025-06-26 |
NP |
IFGL - iShares International Developed Real Estate ETF
|
|
|
|
15,636 |
2.36 |
165 |
17.02 |
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - 1290 VT Real Estate Portfolio Class IB
|
|
|
|
2,132 |
2.21 |
23 |
15.00 |
|
2025-07-28 |
NP |
AVRE - Avantis Real Estate ETF
|
|
|
|
18,992 |
3.12 |
205 |
13.97 |
|
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
|
|
|
|
40,160 |
291.42 |
438 |
332.67 |
|
2025-07-23 |
NP |
HAUZ - Xtrackers International Real Estate ETF
|
|
|
|
100,748 |
2.11 |
1,085 |
12.20 |
|
2025-07-25 |
NP |
SWASX - Schwab Global Real Estate Fund
|
|
|
|
86,798 |
333.99 |
937 |
380.00 |
|
2025-03-24 |
NP |
KGDAX - DWS Global Small Cap Fund Class A
|
|
|
|
41,864 |
|
387 |
|
|
2025-06-30 |
NP |
VGRLX - Vanguard Global ex-U.S. Real Estate Index Fund Admiral
|
|
|
|
193,727 |
0.00 |
2,050 |
14.46 |
|