Who owns BYRE?
Principal Real Estate Active Opportunities ETF · Principal
8 institutions reported holding BYRE, worth $40.9M, in Form 13F filings for June 30, 2026.
Top 8 institutional holders of BYRE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Principal Securities, Inc. | Des Moines, IA | $17.7M | 649,260 | +10,086 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $17.4M | 638,252 | +9,755 shares |
| Principal Financial Group Inc. | Des Moines, IA | $5.4M | 199,204 | No change |
| Virtu Financial LLC | New York, NY | $250K | 9,150 | New position |
| Morgan Stanley | New York, NY | $26K | 955 | −7,762 shares |
| CoreCap Advisors, LLC | Southfield, MI | $9K | 321 | No change |
| UBS Group AG | Zurich, Switzerland | $2K | 78 | New position |
| Farther Finance Advisors, LLC | San Francisco, CA | $1K | 43 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns BYRE?
8 institutional managers reported holding BYRE in Form 13F filings for June 30, 2026, worth $40.9M in total. The largest reported position was held by Principal Securities, Inc., at $17.7M.
Did institutions buy or sell BYRE last quarter?
Reported 13F value rose 9.7% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is BYRE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.