Which funds hold IREZ?

As of 2026-Q2, 1 institutional funds reported holding IREZ (INVESTMENT MANAGERS SER TR I) in SEC 13F filings, with a combined reported value of $327.64K.

How many shares of IREZ do institutions own?

13F filers reported 40.40K shares of IREZ, worth $327.64K in aggregate at the end of 2026-Q2.

Is institutional ownership of IREZ rising or falling?

Share counts moved -2.3% versus the prior quarter — distribution.

Where does this data come from?

All figures are computed from SEC Form 13F quarterly filings, which institutional investment managers must file within 45 days of quarter end for long positions of $100,000 or more.

Home › Stocks › IREZ

IREZ — INVESTMENT MANAGERS SER TR I

Reported value held$544.29K

Funds holding (latest)2

Sector—

Funds holding (Q2 2026)1

Institutional value$327.64K · 40.40K sh

New / Add / Cut / Exit0 / 1 / 0 / 1

Top-5 / Top-10 concentration100.0% / 100.0%

Institutional holdings change Reducing -2.3% (-943 sh)

Institutional value change Down -73.7%

As of Q2 2026, 1 SEC-registered investment managers reported holding IREZ (INVESTMENT MANAGERS SER TR I) in their latest 13F filings, with a combined reported value of $327.64K across 40.40K shares. That is -2.3% by share count (-943 shares) versus the previous quarter, while reported value moved -73.7%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 added to existing stakes, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Fund	Quarter	Shares	Value	Portfolio Weight	Change
Citadel Advisors history	Q2 2026	40.40K	$327.64K	0.00%	Add
Renaissance Technologies history	Q1 2026	7.20K	$216.65K	0.00%	New

New Positions (Q2 2026)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

Renaissance Technologies sold 7.20K sh · $216.65K

Fund Position History — shares by quarter (top 2 funds)

Fund	Q1 2026	Q2 2026
Citadel Advisors	34.14K	40.40K
Renaissance Technologies	7.20K	—

Download holders (CSV)