Who owns PFFR?
InfraCap REIT Preferred ETF · InfraCap
35 institutions reported holding PFFR, worth $22.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PFFR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Kestra Advisory Services, LLC | Austin, TX | $3.0M | 169,711 | +3,880 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $2.8M | 158,965 | +801 shares |
| Strategic Financial Concepts, LLC | San Antonio, TX | $2.5M | 141,566 | +130,929 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $2.0M | 117,627 | +5,849 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $1.8M | 102,560 | +19,316 shares |
| Janney Montgomery Scott LLC | Philadelphia, PA | $1.7M | 99,861 | +9,511 shares |
| LPL Financial LLC | Fort Mill, SC | $1.5M | 87,365 | −2,414 shares |
| UBS Group AG | Zurich, Switzerland | $1.0M | 60,088 | −3,330 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $948K | 54,465 | +6,220 shares |
| Pasadena Private Wealth, LLC | Pasadena, CA | $773K | 44,414 | −14,747 shares |
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 PFFR?
35 institutional managers reported holding PFFR in Form 13F filings for June 30, 2026, worth $22.9M in total. The largest reported position was held by Kestra Advisory Services, LLC, at $3.0M.
Did institutions buy or sell PFFR last quarter?
Reported 13F value rose 9.1% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 4 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 PFFR 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.