Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Primaris Real Estate Investment Trust include
WSML - iShares MSCI World Small-Cap ETF,
and
HWTIX - International Small Cap Diversified Value Fund Class Z
.
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 (%) |
2025-07-25 |
NP |
WSML - iShares MSCI World Small-Cap ETF
|
|
|
|
2,821 |
|
32 |
|
|
2025-03-26 |
NP |
TAISX - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class
|
|
|
|
288,222 |
27.76 |
2,961 |
17.00 |
|
2025-06-30 |
NP |
VGRLX - Vanguard Global ex-U.S. Real Estate Index Fund Admiral
|
|
|
|
183,753 |
2.71 |
1,917 |
4.30 |
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - 1290 VT Real Estate Portfolio Class IB
|
|
|
|
1,996 |
6.85 |
22 |
10.53 |
|
2025-08-27 |
NP |
NGJAX - Nuveen Global Real Estate Securities Fund Class A
|
|
|
|
22,562 |
109.24 |
244 |
118.92 |
|
2025-07-28 |
NP |
AVRE - Avantis Real Estate ETF
|
|
|
|
19,640 |
3.12 |
220 |
5.80 |
|
2025-07-22 |
NP |
DRAFX - Destinations Real Assets Fund Class I
|
|
|
|
28,449 |
37.46 |
318 |
41.33 |
|
2025-06-26 |
NP |
REET - iShares Global REIT ETF
|
|
|
|
236,399 |
2.34 |
2,466 |
3.92 |
|
2025-08-26 |
NP |
NRIAX - Nuveen Real Asset Income Fund Class A
|
|
|
|
304,124 |
85.43 |
3,287 |
93.69 |
|
2025-08-28 |
NP |
SPDW - SPDR(R) Portfolio Developed World ex-US ETF
|
|
|
|
33,381 |
2.74 |
360 |
7.14 |
|
2025-06-25 |
NP |
WMMRX - Wilmington Real Asset Fund Class A Shares
|
|
|
|
4,411 |
79.97 |
46 |
84.00 |
|
2025-06-26 |
NP |
IXUS - iShares Core MSCI Total International Stock ETF
|
|
|
|
169,005 |
13.22 |
1,763 |
14.94 |
|
2025-08-26 |
NP |
Nuveen Real Asset Income & Growth Fund
|
|
|
|
147,990 |
85.98 |
1,600 |
94.29 |
|
2025-06-26 |
NP |
IFGL - iShares International Developed Real Estate ETF
|
|
|
|
13,821 |
0.01 |
144 |
2.13 |
|
2025-08-27 |
NP |
VTMGX - Vanguard Developed Markets Index Fund Admiral Shares
|
|
|
|
894,266 |
7.27 |
9,667 |
12.06 |
|
2025-08-20 |
NP |
HWTIX - International Small Cap Diversified Value Fund Class Z
|
|
|
|
2,100 |
|
23 |
|
|
2025-07-25 |
NP |
SWASX - Schwab Global Real Estate Fund
|
|
|
|
103,200 |
224.53 |
1,154 |
232.28 |
|
2025-07-23 |
NP |
HAUZ - Xtrackers International Real Estate ETF
|
|
|
|
70,202 |
2.12 |
783 |
3.98 |
|
2025-06-26 |
NP |
DFGR - Dimensional Global Real Estate ETF
|
|
|
|
72,368 |
14.93 |
753 |
16.02 |
|