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Institutional Ownership · SEC Form 13F

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.

550
Institutional holders
24,748,610
Shares held (tracked funds)
42.3%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed2,375,780$657M9.1%2026-Q1
MORGAN STANLEY added1,732,512$479M6.6%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new1,359,793$376M5.2%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new1,174,746$325M4.5%2026-Q1
ARIEL INVESTMENTS, LLC trimmed1,064,030$294M4.1%2026-Q1
Boston Partners trimmed971,247$269M3.7%2026-Q1
STATE STREET CORP trimmed926,733$256M3.5%2026-Q1
FULLER & THALER ASSET MANAGEMENT, INC. added760,213$210M2.9%2026-Q1
DIMENSIONAL FUND ADVISORS LP added718,313$199M2.7%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added635,778$176M2.4%2026-Q1
LYRICAL ASSET MANAGEMENT LP trimmed502,121$139M1.9%2026-Q1
Allianz Asset Management GmbH added488,742$135M1.9%2026-Q1
LSV ASSET MANAGEMENT added476,811$132M1.8%2026-Q1
BANK OF AMERICA CORP /DE/ added409,578$113M1.6%2026-Q1
NORTHERN TRUST CORP added348,882$97M1.3%2026-Q1
Clarkston Capital Partners, LLC trimmed313,708$87M1.2%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added308,031$85M1.2%2026-Q1
Channing Capital Management, LLC added302,672$84M1.2%2026-Q1
Bank of New York Mellon Corp added300,265$83M1.1%2026-Q1
Invesco Ltd. added283,893$79M1.1%2026-Q1
Fisher Asset Management, LLC added253,263$70M1.0%2026-Q1
JANE STREET GROUP, LLC added252,505$70M1.0%2026-Q1
BRUNI J V & CO /CO trimmed249,765$69M1.0%2026-Q1
CITADEL ADVISORS LLC trimmed247,220$68M0.9%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed231,461$64M0.9%2026-Q1
Caisse de depot et placement du Quebec added220,887$61M0.8%2026-Q1
ALLIANCEBERNSTEIN L.P. added206,103$59M0.8%2026-Q1
NORGES BANK trimmed352,676$59M0.8%2026-Q1
Kiltearn Partners LLP trimmed195,114$54M0.7%2026-Q1
GOLDMAN SACHS GROUP INC added185,357$51M0.7%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed183,621$51M0.7%2026-Q1
Artisan Partners Limited Partnership added173,595$48M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new172,259$48M0.7%2026-Q1
FMR LLC trimmed170,069$47M0.6%2026-Q1
LORD, ABBETT & CO. LLC added154,670$43M0.6%2026-Q1
Qube Research & Technologies Ltd added154,233$43M0.6%2026-Q1
Woodline Partners LP new145,879$40M0.6%2026-Q1
JPMORGAN CHASE & CO added140,540$38M0.5%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC added130,848$36M0.5%2026-Q1
UBS Group AG trimmed129,121$36M0.5%2026-Q1
FRANKLIN RESOURCES INC added119,615$33M0.5%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added109,750$30M0.4%2026-Q1
SEI INVESTMENTS CO added107,654$30M0.4%2026-Q1
Treasurer of the State of North Carolina added103,528$29M0.4%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added103,473$29M0.4%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed101,736$28M0.4%2026-Q1
Quantinno Capital Management LP added95,058$26M0.4%2026-Q1
Russell Investments Group, Ltd. added92,346$26M0.4%2026-Q1
Arbejdsmarkedets Tillaegspension added91,949$25M0.4%2026-Q1
VICTORY CAPITAL MANAGEMENT INC trimmed91,635$25M0.4%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND trimmed91,398$25M0.3%2026-Q1
Man Group plc added90,548$25M0.3%2026-Q1
WELLS FARGO & COMPANY/MN added90,193$25M0.3%2026-Q1
Polar Capital Holdings Plc trimmed87,278$24M0.3%2026-Q1
Retirement Systems of Alabama added86,240$24M0.3%2026-Q1
LOOMIS SAYLES & CO L P added85,945$24M0.3%2026-Q1
RHUMBLINE ADVISERS added76,741$21M0.3%2026-Q1
Empowered Funds, LLC added75,572$21M0.3%2026-Q1
NORTH STAR ASSET MANAGEMENT INC trimmed70,191$19M0.3%2026-Q1
California Public Employees Retirement System added69,902$19M0.3%2026-Q1
Schonfeld Strategic Advisors LLC added66,254$18M0.3%2026-Q1
Nuveen, LLC added65,272$18M0.2%2026-Q1
Wallace Capital Management Inc. trimmed62,874$17M0.2%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added62,786$17M0.2%2026-Q1
Prana Capital Management, LP added61,489$17M0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added61,098$17M0.2%2026-Q1
Freestone Grove Partners LP trimmed57,832$16M0.2%2026-Q1
FIRST TRUST ADVISORS LP trimmed56,242$16M0.2%2026-Q1
Swiss National Bank trimmed55,600$15M0.2%2026-Q1
DEUTSCHE BANK AG\ added51,936$14M0.2%2026-Q1
PRUDENTIAL FINANCIAL INC added50,615$14M0.2%2026-Q1
Robeco Institutional Asset Management B.V. added49,291$14M0.2%2026-Q1
STOREBRAND ASSET MANAGEMENT AS added48,257$13M0.2%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH added45,388$13M0.2%2026-Q1
Point72 Asset Management, L.P. added44,273$12M0.2%2026-Q1
Legal & General Group Plc trimmed40,814$11M0.2%2026-Q1
Thrivent Financial for Lutherans trimmed39,442$11M0.2%2026-Q1
D. E. Shaw & Co., Inc.39,261$11M0.2%2026-Q1
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed38,819$11M0.1%2026-Q1
NORDEA INVESTMENT MANAGEMENT AB trimmed37,988$10M0.1%2026-Q1
Calamos Advisors LLC35,430$10M0.1%2026-Q1
Livforsakringsbolaget Skandia, Omsesidigt added34,950$10M0.1%2026-Q1
NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed34,828$10M0.1%2026-Q1
BW Gestao de Investimentos Ltda. trimmed33,000$9M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added32,852$9M0.1%2026-Q1
AMERIPRISE FINANCIAL INC trimmed32,770$9M0.1%2026-Q1
ZACKS INVESTMENT MANAGEMENT added32,724$9M0.1%2026-Q1
Goodman Financial Corp trimmed32,492$9M0.1%2026-Q1
Corient Private Wealth LLC trimmed32,136$9M0.1%2026-Q1
Oak Thistle LLC added31,835$9M0.1%2026-Q1
VANGUARD GROUP INC trimmed2,635,835$760M10.5%2025-Q4 stale
Balyasny Asset Management L.P. trimmed231,675$67M0.9%2025-Q4 stale
Holocene Advisors, LP trimmed184,010$53M0.7%2025-Q4 stale
Alyeska Investment Group, L.P. trimmed145,483$42M0.6%2025-Q4 stale
Aerodigm Wealth, LLC new88,749$26M0.4%2025-Q4 stale
MACQUARIE GROUP LTD trimmed87,601$21M0.3%2025-Q3 stale
GREAT LAKES ADVISORS, LLC trimmed106,270$18M0.2%2025-Q1 stale
Brandywine Global Investment Management, LLC trimmed50,902$15M0.2%2025-Q4 stale
ExodusPoint Capital Management, LP added37,845$11M0.2%2025-Q4 stale
Verition Fund Management LLC added54,591$9M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership