Who owns SREA (SREA)
Which tracked institutional funds hold SREA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SREA 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
The tracked-fund tape on SREA is one-sided between 2025-Q4 and 2026-Q1: 392 added or opened and 129 trimmed or exited — on balance accumulating.
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
SREA’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes SREA more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SREA 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 1262 tracked filers holding SREA, 662 increased or opened the position and 506 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 SREA 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 58
- VANGUARD CAPITAL MANAGEMENT LLC$4.1B
- VANGUARD PORTFOLIO MANAGEMENT LLC$2.7B
- VANGUARD FIDUCIARY TRUST CO$357M
- Capital World Investors$203M
- Vanguard Global Advisers, LLC$139M
- Voss Capital, LP$122M
Full exits 45
- VANGUARD GROUP INC$6.8B
- Brandywine Global Investment Management, LLC$77M
- RNC CAPITAL MANAGEMENT LLC$54M
- BW Gestao de Investimentos Ltda.$17M
- Y-Intercept (Hong Kong) Ltd$13M
- COMERICA BANK$13M
Largest adds
- JPMORGAN CHASE & CO$659M
- Capital Research Global Investors$443M
- NORGES BANK$426M
- MORGAN STANLEY$394M
- STATE STREET CORP$375M
- WELLINGTON MANAGEMENT GROUP LLP$365M
Largest trims
- Capital International Investors$2.8B
- M&T Bank Corp$83M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$67M
- NEUBERGER BERMAN GROUP LLC$66M
- Zimmer Partners, LP$56M
- Nuveen, LLC$56M
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 | 53,458,575 | $5.2B | 8.7% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 46,135,422 | $4.5B | 7.5% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 42,406,476 | $4.1B | 6.9% | 2026-Q1 |
| STATE STREET CORP added | 37,302,515 | $3.6B | 6.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 28,017,688 | $2.7B | 4.6% | 2026-Q1 |
| MORGAN STANLEY added | 24,349,232 | $2.4B | 4.0% | 2026-Q1 |
| Capital International Investors trimmed | 18,754,548 | $1.8B | 3.1% | 2026-Q1 |
| FMR LLC added | 18,560,745 | $1.8B | 3.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 17,947,904 | $1.7B | 2.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 14,687,957 | $1.4B | 2.4% | 2026-Q1 |
| NORGES BANK added | 18,793,539 | $1.3B | 2.3% | 2026-Q1 |
| Newport Trust Company, LLC trimmed | 11,229,015 | $1.1B | 1.8% | 2026-Q1 |
| Invesco Ltd. added | 10,448,862 | $1.0B | 1.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 10,385,174 | $1.0B | 1.7% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 9,964,394 | $968M | 1.6% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 9,329,490 | $907M | 1.5% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 9,190,940 | $893M | 1.5% | 2026-Q1 |
| NORTHERN TRUST CORP added | 6,614,733 | $643M | 1.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 6,120,329 | $595M | 1.0% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 5,776,308 | $561M | 0.9% | 2026-Q1 |
| Capital Research Global Investors added | 5,286,599 | $514M | 0.9% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 5,045,825 | $490M | 0.8% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 4,966,865 | $483M | 0.8% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 4,673,880 | $454M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 4,568,060 | $444M | 0.7% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 4,413,656 | $429M | 0.7% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 4,264,987 | $414M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 4,182,694 | $406M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 3,673,798 | $357M | 0.6% | 2026-Q1 |
| BAHL & GAYNOR INC trimmed | 3,395,158 | $330M | 0.6% | 2026-Q1 |
| COHEN & STEERS, INC. added | 3,319,062 | $323M | 0.5% | 2026-Q1 |
| Perpetual Ltd trimmed | 3,039,155 | $295M | 0.5% | 2026-Q1 |
| National Pension Service added | 3,006,032 | $292M | 0.5% | 2026-Q1 |
| UBS Group AG added | 2,957,557 | $287M | 0.5% | 2026-Q1 |
| Nuveen, LLC trimmed | 2,780,549 | $270M | 0.5% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 2,436,960 | $237M | 0.4% | 2026-Q1 |
| DekaBank Deutsche Girozentrale | 2,332,884 | $231M | 0.4% | 2026-Q1 |
| Magellan Asset Management Ltd added | 2,258,369 | $219M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,241,673 | $218M | 0.4% | 2026-Q1 |
| BESSEMER GROUP INC added | 2,231,728 | $217M | 0.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 2,196,601 | $213M | 0.4% | 2026-Q1 |
| Mitsubishi UFJ Trust & Banking Corp trimmed | 2,183,861 | $212M | 0.4% | 2026-Q1 |
| JENNISON ASSOCIATES LLC trimmed | 2,112,069 | $205M | 0.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,096,382 | $204M | 0.3% | 2026-Q1 |
| Capital World Investors added | 2,088,465 | $203M | 0.3% | 2026-Q1 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO added | 2,086,667 | $203M | 0.3% | 2026-Q1 |
| REAVES W H & CO INC trimmed | 2,068,019 | $201M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 1,915,400 | $186M | 0.3% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 1,808,706 | $176M | 0.3% | 2026-Q1 |
| ANTIPODES PARTNERS Ltd added | 1,722,592 | $167M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,709,381 | $166M | 0.3% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 1,662,356 | $162M | 0.3% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 1,632,683 | $159M | 0.3% | 2026-Q1 |
| BARCLAYS PLC added | 1,614,623 | $157M | 0.3% | 2026-Q1 |
| BROOKFIELD Corp /ON/ trimmed | 1,610,550 | $156M | 0.3% | 2026-Q1 |
| Amundi trimmed | 1,588,184 | $154M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 1,563,584 | $152M | 0.3% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 1,551,868 | $151M | 0.3% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 1,546,170 | $150M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,522,855 | $148M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 1,425,699 | $139M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 1,425,616 | $139M | 0.2% | 2026-Q1 |
| Merewether Investment Management, LP trimmed | 1,412,788 | $137M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP added | 1,358,767 | $132M | 0.2% | 2026-Q1 |
| Energy Income Partners, LLC added | 1,342,678 | $130M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,316,599 | $128M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,304,989 | $127M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,264,633 | $123M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 1,261,844 | $123M | 0.2% | 2026-Q1 |
| Voss Capital, LP new | 1,255,000 | $122M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 1,226,979 | $119M | 0.2% | 2026-Q1 |
| Empower Advisory Group, LLC added | 1,221,072 | $119M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 1,209,412 | $118M | 0.2% | 2026-Q1 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed | 1,158,276 | $113M | 0.2% | 2026-Q1 |
| TORTOISE CAPITAL ADVISORS, L.L.C. trimmed | 1,129,673 | $110M | 0.2% | 2026-Q1 |
| AVIVA PLC added | 1,106,615 | $108M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 1,006,969 | $98M | 0.2% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD added | 1,001,487 | $97M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 1,006,115 | $97M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 988,043 | $96M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 981,261 | $95M | 0.2% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 974,196 | $95M | 0.2% | 2026-Q1 |
| Aberdeen Group plc added | 965,969 | $94M | 0.2% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 933,604 | $91M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC added | 884,642 | $86M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 835,610 | $81M | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 832,697 | $81M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 826,495 | $80M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 825,929 | $80M | 0.1% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 808,686 | $79M | 0.1% | 2026-Q1 |
| KAYNE ANDERSON CAPITAL ADVISORS LP trimmed | 776,402 | $75M | 0.1% | 2026-Q1 |
| BANK OF NOVA SCOTIA added | 772,584 | $75M | 0.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 764,004 | $74M | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 758,354 | $74M | 0.1% | 2026-Q1 |
| Zimmer Partners, LP trimmed | 699,600 | $68M | 0.1% | 2026-Q1 |
| Ensign Peak Advisors, Inc trimmed | 684,502 | $67M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 76,733,025 | $6.8B | 11.4% | 2025-Q4 stale |
| Maple-Brown Abbott Ltd added | 1,320,706 | $94M | 0.2% | 2025-Q1 stale |
| Corvex Management LP | 1,056,110 | $80M | 0.1% | 2025-Q2 stale |
| Brandywine Global Investment Management, LLC trimmed | 869,717 | $77M | 0.1% | 2025-Q4 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.