Who owns ERET?
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10 institutions reported holding ERET, worth $5.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ERET
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Westfuller Advisors, LLC | New York, NY | $2.1M | 70,937 | +17,156 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.1M | 38,422 | New position |
| Jane Street Group, LLC | New York, NY | $1.1M | 36,929 | New position |
| SBE LLC DBA Cedar Cove Wealth Partners | Bloomington, MN | $650K | 22,469 | +1,099 shares |
| Vestment Financial LLC | Chanhassen, MN | $304K | 10,516 | −1,826 shares |
| EP Wealth Advisors, LLC | Torrance, CA | $158K | 5,461 | New position |
| Keystone Financial Group, Inc. | Atlanta, GA | $75K | 2,599 | No change |
| StrongBox Wealth, LLC | Lee'S Summit, MO | $14K | 483 | New position |
| Osaic Holdings, Inc. | Scottsdale, AZ | $12K | 421 | −13 shares |
| Morgan Stanley | New York, NY | $3K | 94 | 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 ERET?
10 institutional managers reported holding ERET in Form 13F filings for June 30, 2026, worth $5.4M in total. The largest reported position was held by Westfuller Advisors, LLC, at $2.1M.
Did institutions buy or sell ERET last quarter?
Reported 13F value rose 62.8% from March 31, 2026, which includes price moves as well as buying and selling. 4 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 ERET 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.