Who owns RTRE (RTRE)
Which tracked institutional funds hold RTRE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RTRE 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
2 tracked funds added or opened RTRE while 2 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
RTRE’s largest tracked holder by dollar value, Belpointe Asset Management LLC, sizes it at 1.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in RTRE 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 16 tracked filers holding RTRE, 13 increased or opened the position and 3 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 RTRE 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.
Full exits 1
- PUFF WEALTH MANAGEMENT, LLC$874K
Largest adds
- Belpointe Asset Management LLC$6M
- Oregon Pacific Wealth Management, LLC$675K
Largest trims
- Astoria Portfolio Advisors LLC.$2M
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 |
|---|---|---|---|---|
| Belpointe Asset Management LLC added | 1,416,149 | $35M | 68.3% | 2026-Q1 |
| Astoria Portfolio Advisors LLC. trimmed | 242,189 | $6M | 11.7% | 2026-Q1 |
| Hobbs Group Advisors, LLC added | 158,549 | $4M | 7.6% | 2026-Q1 |
| Oregon Pacific Wealth Management, LLC added | 58,501 | $1M | 2.8% | 2026-Q1 |
| Independent Wealth Network Inc. added | 27,025 | $677K | 1.3% | 2026-Q1 |
| Latitude Advisors, LLC added | 25,005 | $626K | 1.2% | 2026-Q1 |
| World Investment Advisors added | 21,626 | $541K | 1.0% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 18,979 | $475K | 0.9% | 2026-Q1 |
| SILVERLAKE WEALTH MANAGEMENT LLC added | 14,820 | $371K | 0.7% | 2026-Q1 |
| GeoWealth Management, LLC added | 12,114 | $303K | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 9,699 | $243K | 0.5% | 2026-Q1 |
| PFG Advisors new | 8,007 | $200K | 0.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 3,910 | $98K | 0.2% | 2026-Q1 |
| Sound Income Strategies, LLC new | 932 | $23K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 59 | $1K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC | 7 | $175 | 0.0% | 2026-Q1 |
| PUFF WEALTH MANAGEMENT, LLC added | 34,672 | $874K | 1.7% | 2025-Q4 stale |
| GWN SECURITIES INC. new | 20,785 | $520K | 1.0% | 2025-Q1 stale |
| Nova Wealth Management, Inc. new | 351 | $9K | 0.0% | 2025-Q2 stale |
| OSAIC HOLDINGS, INC. | 173 | $4K | 0.0% | 2025-Q1 stale |
| WealthTrak Capital Management LLC new | 137 | $3K | 0.0% | 2025-Q2 stale |
| BARTLETT & CO. WEALTH MANAGEMENT LLC trimmed | 18 | $452 | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.