13F QoQ Ownership Changes
WSR Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 32 new · 63 added · 115 reduced · 27 exited
New Positions(32)
Added To(63)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,957,832 | +121,473 | $110.5M | +$14.3M | 1.6% |
| VANGUARD GROUP INC | 5,416,634 | +166,306 | $75.2M | +$10.8M | 3.2% |
| CHILTON CAPITAL MANAGEMENT LLC | 619,846 | +191,888 | $8.6M | +$3.4M | 44.8% |
| ENVESTNET ASSET MANAGEMENT INC | 251,958 | +98,699 | $3.5M | +$1.6M | 64.4% |
| MORGAN STANLEY | 727,929 | +27,229 | $10.1M | +$1.5M | 3.9% |
| TWO SIGMA INVESTMENTS, LP | 225,915 | +70,613 | $3.1M | +$1.2M | 45.5% |
| GOLDMAN SACHS GROUP INC | 484,291 | +32,314 | $6.7M | +$1.2M | 7.1% |
| DIMENSIONAL FUND ADVISORS LP | 621,615 | +8,249 | $8.6M | +$1.1M | 1.3% |
| FMR LLC | 225,663 | +41,237 | $3.1M | +$869.7K | 22.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 437,539 | +10,348 | $6.1M | +$831.5K | 2.4% |
| BANK OF AMERICA CORP /DE/ | 175,023 | +43,578 | $2.4M | +$816.9K | 33.1% |
| RENAISSANCE TECHNOLOGIES LLC | 118,300 | +40,500 | $1.6M | +$687.8K | 52.0% |
| Engineers Gate Manager LP | 48,626 | +36,295 | $675.4K | +$524.0K | 294.3% |
| JPMORGAN CHASE & CO | 313,939 | +648 | $4.4M | +$513.4K | 0.2% |
| WELLS FARGO & COMPANY/MN | 196,630 | +15,984 | $2.7M | +$512.9K | 8.8% |
| FEDERATED HERMES, INC. | 49,458 | +31,956 | $687.0K | +$472.0K | 182.6% |
| INTECH INVESTMENT MANAGEMENT LLC | 48,001 | +25,499 | $666.7K | +$390.4K | 113.3% |
| PRUDENTIAL FINANCIAL INC | 86,713 | +12,589 | $1.2M | +$294.2K | 17.0% |
| FIRST TRUST ADVISORS LP | 150,096 | +3,497 | $2.1M | +$284.6K | 2.4% |
| EXCHANGE TRADED CONCEPTS, LLC | 156,034 | +2,526 | $2.2M | +$282.2K | 1.6% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 46,082 | +15,706 | $640.1K | +$267.1K | 51.7% |
| Swiss National Bank | 90,600 | +7,700 | $1.3M | +$240.4K | 9.3% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 121,130 | +1,268 | $1.7M | +$210.6K | 1.1% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 41,717 | +8,650 | $579.4K | +$173.4K | 26.1% |
| TWO SIGMA ADVISERS, LP | 52,100 | +6,800 | $723.7K | +$167.4K | 15.0% |
| NOMURA ASSET MANAGEMENT CO LTD | 69,200 | +4,000 | $961.2K | +$160.5K | 6.1% |
| Quantinno Capital Management LP | 43,688 | +6,954 | $606.8K | +$155.7K | 18.9% |
| Asset Management One Co., Ltd. | 65,000 | +3,812 | $903.5K | +$152.1K | 6.2% |
| ADVISORY RESEARCH INC | 66,829 | +3,331 | $928.3K | +$148.5K | 5.2% |
| Voya Investment Management LLC | 81,305 | +1,423 | $1.1M | +$148.4K | 1.8% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,728 | +5,751 | $343.5K | +$110.4K | 30.3% |
| DEUTSCHE BANK AG\ | 31,589 | +4,697 | $438.8K | +$108.5K | 17.5% |
| Horizon Investments, LLC | 46,189 | +2,334 | $641.6K | +$107.0K | 5.3% |
| LPL Financial LLC | 40,879 | +1,448 | $567.8K | +$83.6K | 3.7% |
| Russell Investments Group, Ltd. | 36,732 | +1,626 | $510.2K | +$79.1K | 4.6% |
| Garner Asset Management Corp | 38,521 | +8 | $535.1K | +$62.1K | 0.0% |
| HighTower Advisors, LLC | 34,035 | +197 | $472.7K | +$57.2K | 0.6% |
| Cetera Investment Advisers | 20,411 | +1,793 | $283.5K | +$54.9K | 9.6% |
| LAZARD ASSET MANAGEMENT LLC | 15,164 | +2,343 | $210.6K | +$53.2K | 18.3% |
| CIBC Private Wealth Group LLC | 3,523 | +3,522 | $48.9K | +$48.9K | 352200.0% |
| Illinois Municipal Retirement Fund | 24,304 | +49 | $337.6K | +$39.7K | 0.2% |
| KLP KAPITALFORVALTNING AS | 9,900 | +1,500 | $137.5K | +$34.4K | 17.9% |
| Creative Planning | 12,950 | +1,030 | $179.9K | +$33.5K | 8.6% |
| AlphaQuest LLC | 14,485 | +453 | $201.2K | +$28.9K | 3.2% |
| Avalon Trust Co | 3,200 | +1,100 | $44.4K | +$18.7K | 52.4% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 10,224 | +100 | $142.0K | +$17.7K | 1.0% |
| Salomon & Ludwin, LLC | 751 | +689 | $10.3K | +$9.5K | 1111.3% |
| GW&K Investment Management, LLC | 1,106,910 | +506,664 | $15.4K | +$8.0K | 84.4% |
| Mirae Asset Global Investments Co., Ltd. | 1,342 | +394 | $18.6K | +$7.0K | 41.6% |
| Versant Capital Management, Inc | 550 | +218 | $7.6K | +$3.6K | 65.7% |
| Smartleaf Asset Management LLC | 1,239 | +73 | $17.2K | +$2.9K | 6.3% |
| GF FUND MANAGEMENT CO. LTD. | 761 | +36 | $10.6K | +$1.7K | 5.0% |
| Farther Finance Advisors, LLC | 326 | +76 | $4.5K | +$1.5K | 30.4% |
| CSM Advisors, LLC | 571,315 | +7,222 | $7.9K | +$1.0K | 1.3% |
| MAI Capital Management | 171 | +17 | $2.4K | +$484 | 11.0% |
| ROTHSCHILD INVESTMENT LLC | 108 | +3 | $1.5K | +$211 | 2.9% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 55,394 | +2,989 | $770 | +$126 | 5.7% |
| State of Alaska, Department of Revenue | 47,207 | +231 | $654 | +$79 | 0.5% |
| SG Americas Securities, LLC | 11,910 | +3,686 | $165 | +$64 | 44.8% |
| Daiwa Securities Group Inc. | 16,854 | +1,019 | $234 | +$40 | 6.4% |
| BESSEMER GROUP INC | 1,006 | +792 | $14 | +$11 | 370.1% |
| HANTZ FINANCIAL SERVICES, INC. | 854 | +444 | $12 | +$7 | 108.3% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 853 | +196 | $12 | +$4 | 29.8% |