Who owns MGRE (MGRE)
Which tracked institutional funds hold MGRE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MGRE company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
109 tracked funds added or opened MGRE while 134 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MGRE’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes MGRE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in MGRE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 546 tracked filers holding MGRE, 305 increased or opened the position and 200 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MGRE between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 40
- VANGUARD PORTFOLIO MANAGEMENT LLC$376M
- VANGUARD CAPITAL MANAGEMENT LLC$325M
- VANGUARD FIDUCIARY TRUST CO$48M
- Woodline Partners LP$40M
- Point72 Asset Management, L.P.$12M
- Y-Intercept (Hong Kong) Ltd$7M
Full exits 26
- VANGUARD GROUP INC$760M
- Balyasny Asset Management L.P.$67M
- Holocene Advisors, LP$53M
- Alyeska Investment Group, L.P.$42M
- Aerodigm Wealth, LLC$26M
- Brandywine Global Investment Management, LLC$15M
Largest adds
- JANE STREET GROUP, LLC$58M
- Invesco Ltd.$51M
- BANK OF AMERICA CORP /DE/$46M
- ALLIANCEBERNSTEIN L.P.$34M
- Qube Research & Technologies Ltd$31M
- Caisse de depot et placement du Quebec$31M
Largest trims
- MILLENNIUM MANAGEMENT LLC$228M
- Clarkston Capital Partners, LLC$174M
- BlackRock, Inc.$150M
- Boston Partners$59M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$58M
- NORGES BANK$54M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 2,375,780 | $657M | 9.1% | 2026-Q1 |
| MORGAN STANLEY added | 1,732,512 | $479M | 6.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,359,793 | $376M | 5.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,174,746 | $325M | 4.5% | 2026-Q1 |
| ARIEL INVESTMENTS, LLC trimmed | 1,064,030 | $294M | 4.1% | 2026-Q1 |
| Boston Partners trimmed | 971,247 | $269M | 3.7% | 2026-Q1 |
| STATE STREET CORP trimmed | 926,733 | $256M | 3.5% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 760,213 | $210M | 2.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 718,313 | $199M | 2.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 635,778 | $176M | 2.4% | 2026-Q1 |
| LYRICAL ASSET MANAGEMENT LP trimmed | 502,121 | $139M | 1.9% | 2026-Q1 |
| Allianz Asset Management GmbH added | 488,742 | $135M | 1.9% | 2026-Q1 |
| LSV ASSET MANAGEMENT added | 476,811 | $132M | 1.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 409,578 | $113M | 1.6% | 2026-Q1 |
| NORTHERN TRUST CORP added | 348,882 | $97M | 1.3% | 2026-Q1 |
| Clarkston Capital Partners, LLC trimmed | 313,708 | $87M | 1.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 308,031 | $85M | 1.2% | 2026-Q1 |
| Channing Capital Management, LLC added | 302,672 | $84M | 1.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 300,265 | $83M | 1.1% | 2026-Q1 |
| Invesco Ltd. added | 283,893 | $79M | 1.1% | 2026-Q1 |
| Fisher Asset Management, LLC added | 253,263 | $70M | 1.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 252,505 | $70M | 1.0% | 2026-Q1 |
| BRUNI J V & CO /CO trimmed | 249,765 | $69M | 1.0% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 247,220 | $68M | 0.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 231,461 | $64M | 0.9% | 2026-Q1 |
| Caisse de depot et placement du Quebec added | 220,887 | $61M | 0.8% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 206,103 | $59M | 0.8% | 2026-Q1 |
| NORGES BANK trimmed | 352,676 | $59M | 0.8% | 2026-Q1 |
| Kiltearn Partners LLP trimmed | 195,114 | $54M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 185,357 | $51M | 0.7% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 183,621 | $51M | 0.7% | 2026-Q1 |
| Artisan Partners Limited Partnership added | 173,595 | $48M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 172,259 | $48M | 0.7% | 2026-Q1 |
| FMR LLC trimmed | 170,069 | $47M | 0.6% | 2026-Q1 |
| LORD, ABBETT & CO. LLC added | 154,670 | $43M | 0.6% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 154,233 | $43M | 0.6% | 2026-Q1 |
| Woodline Partners LP new | 145,879 | $40M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 140,540 | $38M | 0.5% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 130,848 | $36M | 0.5% | 2026-Q1 |
| UBS Group AG trimmed | 129,121 | $36M | 0.5% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 119,615 | $33M | 0.5% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 109,750 | $30M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 107,654 | $30M | 0.4% | 2026-Q1 |
| Treasurer of the State of North Carolina added | 103,528 | $29M | 0.4% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 103,473 | $29M | 0.4% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 101,736 | $28M | 0.4% | 2026-Q1 |
| Quantinno Capital Management LP added | 95,058 | $26M | 0.4% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 92,346 | $26M | 0.4% | 2026-Q1 |
| Arbejdsmarkedets Tillaegspension added | 91,949 | $25M | 0.4% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 91,635 | $25M | 0.4% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 91,398 | $25M | 0.3% | 2026-Q1 |
| Man Group plc added | 90,548 | $25M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 90,193 | $25M | 0.3% | 2026-Q1 |
| Polar Capital Holdings Plc trimmed | 87,278 | $24M | 0.3% | 2026-Q1 |
| Retirement Systems of Alabama added | 86,240 | $24M | 0.3% | 2026-Q1 |
| LOOMIS SAYLES & CO L P added | 85,945 | $24M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 76,741 | $21M | 0.3% | 2026-Q1 |
| Empowered Funds, LLC added | 75,572 | $21M | 0.3% | 2026-Q1 |
| NORTH STAR ASSET MANAGEMENT INC trimmed | 70,191 | $19M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System added | 69,902 | $19M | 0.3% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 66,254 | $18M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 65,272 | $18M | 0.2% | 2026-Q1 |
| Wallace Capital Management Inc. trimmed | 62,874 | $17M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 62,786 | $17M | 0.2% | 2026-Q1 |
| Prana Capital Management, LP added | 61,489 | $17M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 61,098 | $17M | 0.2% | 2026-Q1 |
| Freestone Grove Partners LP trimmed | 57,832 | $16M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 56,242 | $16M | 0.2% | 2026-Q1 |
| Swiss National Bank trimmed | 55,600 | $15M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 51,936 | $14M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 50,615 | $14M | 0.2% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. added | 49,291 | $14M | 0.2% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS added | 48,257 | $13M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 45,388 | $13M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 44,273 | $12M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 40,814 | $11M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 39,442 | $11M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. | 39,261 | $11M | 0.2% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 38,819 | $11M | 0.1% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 37,988 | $10M | 0.1% | 2026-Q1 |
| Calamos Advisors LLC | 35,430 | $10M | 0.1% | 2026-Q1 |
| Livforsakringsbolaget Skandia, Omsesidigt added | 34,950 | $10M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 34,828 | $10M | 0.1% | 2026-Q1 |
| BW Gestao de Investimentos Ltda. trimmed | 33,000 | $9M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 32,852 | $9M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 32,770 | $9M | 0.1% | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT added | 32,724 | $9M | 0.1% | 2026-Q1 |
| Goodman Financial Corp trimmed | 32,492 | $9M | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 32,136 | $9M | 0.1% | 2026-Q1 |
| Oak Thistle LLC added | 31,835 | $9M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 2,635,835 | $760M | 10.5% | 2025-Q4 stale |
| Balyasny Asset Management L.P. trimmed | 231,675 | $67M | 0.9% | 2025-Q4 stale |
| Holocene Advisors, LP trimmed | 184,010 | $53M | 0.7% | 2025-Q4 stale |
| Alyeska Investment Group, L.P. trimmed | 145,483 | $42M | 0.6% | 2025-Q4 stale |
| Aerodigm Wealth, LLC new | 88,749 | $26M | 0.4% | 2025-Q4 stale |
| MACQUARIE GROUP LTD trimmed | 87,601 | $21M | 0.3% | 2025-Q3 stale |
| GREAT LAKES ADVISORS, LLC trimmed | 106,270 | $18M | 0.2% | 2025-Q1 stale |
| Brandywine Global Investment Management, LLC trimmed | 50,902 | $15M | 0.2% | 2025-Q4 stale |
| ExodusPoint Capital Management, LP added | 37,845 | $11M | 0.2% | 2025-Q4 stale |
| Verition Fund Management LLC added | 54,591 | $9M | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.