Who owns RTRE?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of RTRE from SEC Form 13F filings across 11 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 11 institutions disclosed 287,778 shares of RTRE worth $7.2M; the largest disclosed holder is WELLS FARGO & COMPANY/MN. Source: SEC Form 13F filings, parsed by EvidInvest.
11
13F holders
$7.2M
value, 2026 filers
287,778
shares disclosed
5
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of RTRE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MNNEW | 58,967 | $1.5M | 0.0% | — | new |
| 2 | GOLDMAN SACHS GROUP INCNEW | 56,026 | $1.4M | 0.0% | — | new |
| 3 | Oregon Pacific Wealth Management, LLC | 48,704 | $1.2M | 1.1% | — | -16.7% |
| 4 | CITADEL ADVISORS LLC | 33,511 | $837,440 | 0.0% | — | +76.6% |
| 5 | PFG Advisors | 29,779 | $744,178 | 0.0% | — | +271.9% |
| 6 | Independent Wealth Network Inc. | 27,123 | $677,804 | 0.2% | — | +0.4% |
| 7 | World Investment Advisors | 21,626 | $541,414 | 0.0% | — | 0.0% |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 10,389 | $259,621 | 0.0% | — | new |
| 9 | Integrated Wealth Concepts LLCNEW | 1,642 | $41,027 | 0.0% | — | new |
| 10 | AE Wealth Management LLC | 7 | $175 | 0.0% | — | 0.0% |
| 11 | Arax Advisory PartnersNEW | 4 | $100 | 0.0% | — | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.