AI Holders Summary · Q2 2026

55 institutions reported RLTY in Q2 2026. MORGAN STANLEY leads at 28.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$16M1.0M0.00%Q2 2026 02

Pathstone Holdings, LLC

CIK 0002011612

$9M565K0.03%Q2 2026 03

Advisors Asset Management, Inc.

CIK 0001297376

$7M457K0.11%Q1 2026 04

BANK OF AMERICA CORP /DE/

CIK 0000070858

$3M213K0.00%Q2 2026 05

WOLVERINE ASSET MANAGEMENT LLC

CIK 0001279891

$3M206K0.03%Q2 2026 06

ROYAL BANK OF CANADA

CIK 0001000275

$3M178K0.00%Q2 2026 07

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$2M120K0.00%Q2 2026 08

WELLS FARGO & COMPANY/MN

CIK 0000072971

$2M118K0.00%Q2 2026 09

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$2M118K0.00%Q2 2026 10

UBS Group AG

CIK 0001610520

$2M116K0.00%Q2 2026 11

LexAurum Advisors, LLC

CIK 0001729677

$1M89K0.16%Q2 2026 12

Beacon Capital Management, Inc.

CIK 0001575301

$1M84K0.08%Q2 2026 13

Closed-End Fund Advisors, Inc.

CIK 0002103520

$1M67K1.03%Q2 2026 14

World Investment Advisors

CIK 0001652594

$953K66K0.02%Q1 2026 15

Invesco Ltd.

CIK 0000914208

$916K58K0.00%Q2 2026 16

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

CIK 0001034546

$916K58K0.06%Q2 2026 17

FIRST FOUNDATION ADVISORS

CIK 0001086763

$884K56K0.03%Q2 2026 18

Moloney Securities Asset Management, LLC

CIK 0001697934

$849K56K0.10%Q3 2025 19

LPL Financial LLC

CIK 0001403438

$760K48K0.00%Q2 2026 20

INDEPENDENT FINANCIAL GROUP, LLC

CIK 0000275484

$669K42K0.01%Q2 2026

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