PXED — PHOENIX ED PARTNERS INC
As of Q2 2026, 28 SEC-registered investment managers reported holding PXED (PHOENIX ED PARTNERS INC) in their latest 13F filings, with a combined reported value of $101.06M across 3.08M shares. That is +4.7% by share count (+136.86K shares) versus the previous quarter, while reported value moved +9.3%. Ownership is concentrated: the five largest holders account for 79.7% of reported value and the top ten for 90.5%.
Compared with the prior quarter, 6 opened new positions, 15 added to existing stakes, 6 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
PXED is classified in the Real Estate sector.
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.
Q2 2026 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wellington Management Group history | 743.11K | $24.41M | 0.00% | Add |
| MFS Investment Management history | 659.36K | $21.66M | 0.01% | Reduce |
| First Eagle Investment Management history | 415.51K | $13.65M | 0.02% | Add |
| BlackRock Inc history | 384.18K | $12.62M | 0.00% | Add |
| Fidelity International (FIL) history | 250.00K | $8.21M | 0.01% | Hold |
| Geode Capital Management history | 119.74K | $3.93M | 0.00% | Add |
| Morgan Stanley history | 73.23K | $2.41M | 0.00% | Add |
| Goldman Sachs Group history | 49.96K | $1.64M | 0.00% | Reduce |
| Two Sigma Investments history | 46.30K | $1.52M | 0.00% | Add |
| JPMorgan Chase & Co history | 42.68K | $1.41M | 0.00% | New |
| Northern Trust Corp history | 39.22K | $1.29M | 0.00% | Add |
| Citadel Advisors history | 36.68K | $1.20M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 35.86K | $1.18M | 0.00% | Add |
| Bank of America Corp history | 33.02K | $1.08M | 0.00% | New |
| AQR Capital Management history | 26.38K | $866.55K | 0.00% | Add |
| UBS Group AG history | 23.68K | $777.89K | 0.00% | Reduce |
| Millennium Management history | 18.16K | $596.52K | 0.00% | Reduce |
| Arrowstreet Capital history | 13.58K | $446.23K | 0.00% | New |
| Deutsche Bank AG history | 13.18K | $433.06K | 0.00% | Add |
| Point72 Asset Management history | 11.07K | $363.81K | 0.00% | New |
| BNY Mellon history | 11.06K | $363.42K | 0.00% | Add |
| Prudential Financial history | 6.81K | $223.71K | 0.00% | Add |
| Renaissance Technologies history | 6.60K | $216.81K | 0.00% | New |
| Invesco Ltd history | 6.42K | $211.00K | 0.00% | New |
| Wells Fargo & Co history | 4.85K | $159.35K | 0.00% | Add |
| Citigroup Inc history | 2.50K | $82.16K | 0.00% | Add |
| Legal & General Investment Management America history | 1.96K | $64.25K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.29K | $42.44K | 0.00% | Reduce |
Q1 2026 — 25 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| MFS Investment Management history | 677.33K | $21.31M | 0.01% | Reduce |
| Wellington Management Group history | 501.12K | $15.77M | 0.00% | Add |
| BlackRock Inc history | 332.11K | $10.45M | 0.00% | Add |
| First Eagle Investment Management history | 275.81K | $8.68M | 0.01% | Add |
| Fidelity International (FIL) history | 250.00K | $7.87M | 0.01% | Hold |
| Citadel Advisors history | 147.17K | $4.63M | 0.00% | Reduce |
| Marshall Wace history | 120.73K | $3.80M | 0.00% | Reduce |
| Geode Capital Management history | 110.86K | $3.49M | 0.00% | Add |
| CDPQ (Caisse de Depot) history | 107.29K | $3.38M | 0.01% | New |
| Fidelity Management & Research (FMR) history | 92.16K | $2.90M | 0.00% | Reduce |
| Goldman Sachs Group history | 67.32K | $2.12M | 0.00% | Add |
| Millennium Management history | 46.17K | $1.45M | 0.00% | New |
| Morgan Stanley history | 39.32K | $1.24M | 0.00% | Add |
| Northern Trust Corp history | 34.80K | $1.09M | 0.00% | Add |
| Charles Schwab Investment Management history | 33.87K | $1.07M | 0.00% | Reduce |
| Two Sigma Investments history | 27.61K | $868.77K | 0.00% | New |
| UBS Group AG history | 26.04K | $819.06K | 0.00% | Reduce |
| AQR Capital Management history | 16.00K | $503.52K | 0.00% | New |
| BNY Mellon history | 10.97K | $345.08K | 0.00% | Add |
| Deutsche Bank AG history | 10.82K | $340.52K | 0.00% | Add |
| Prudential Financial history | 6.70K | $210.78K | 0.00% | New |
| Balyasny Asset Management history | 2.81K | $88.50K | 0.00% | Add |
| Wells Fargo & Co history | 1.82K | $57.26K | 0.00% | Reduce |
| Legal & General Investment Management America history | 444 | $14.00K | 0.00% | Reduce |
| Citigroup Inc history | 251 | $7.90K | 0.00% | Add |
Q4 2025 — 25 funds
New Positions (Q2 2026)
- JPMorgan Chase & Co 42.68K sh · $1.41M
- Bank of America Corp 33.02K sh · $1.08M
- Arrowstreet Capital 13.58K sh · $446.23K
- Point72 Asset Management 11.07K sh · $363.81K
- Renaissance Technologies 6.60K sh · $216.81K
- Invesco Ltd 6.42K sh · $211.00K
Fully Exited (vs previous quarter)
- Marshall Wace sold 120.73K sh · $3.80M
- CDPQ (Caisse de Depot) sold 107.29K sh · $3.38M
- Balyasny Asset Management sold 2.81K sh · $88.50K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|
| Wellington Management Group | 743.11K | 501.12K | 348.48K |
| MFS Investment Management | 659.36K | 677.33K | 715.53K |
| First Eagle Investment Management | 415.51K | 275.81K | 180.15K |
| BlackRock Inc | 384.18K | 332.11K | 263.90K |
| Fidelity International (FIL) | 250.00K | 250.00K | 250.00K |
| Geode Capital Management | 119.74K | 110.86K | 99.49K |
| Morgan Stanley | 73.23K | 39.32K | 20.89K |
| Goldman Sachs Group | 49.96K | 67.32K | 8.55K |
| Two Sigma Investments | 46.30K | 27.61K | — |
| JPMorgan Chase & Co | 42.68K | — | 1.98K |
| Northern Trust Corp | 39.22K | 34.80K | 33.20K |
| Citadel Advisors | 36.68K | 147.17K | 178.43K |
| Charles Schwab Investment Management | 35.86K | 33.87K | 34.99K |
| Bank of America Corp | 33.02K | — | 10.68K |
| AQR Capital Management | 26.38K | 16.00K | — |
| UBS Group AG | 23.68K | 26.04K | 86.39K |
| Millennium Management | 18.16K | 46.17K | — |
| Arrowstreet Capital | 13.58K | — | — |
| Deutsche Bank AG | 13.18K | 10.82K | 2.95K |
| Point72 Asset Management | 11.07K | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details