T ROWE PR CAPTL APPREC-I (TRAIX) Institutional Ownership Changes & 13F Activity
T ROWE PR CAPTL APPREC-I (TRAIX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Fairfield Financial Advisors, Ltd, Kelleher Financial Advisors, Garton & Associates Financial Advisors Llc, Wealthspire Advisors, Llc, and Arvest Bank Trust Division.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wealthspire Advisors, Llc | Buy | +16,860 | — | 16,860 | $638.66K | Q2 2026 | Aug 11, 2026 |
| Kelleher Financial Advisors | Buy | +136,245 | +88.9% | 289,435 | $10.96M | Q2 2026 | Aug 06, 2026 |
| Nbt Bank N A | Buy | +3,333 | — | 3,333 | $126.26K | Q2 2026 | Jul 29, 2026 |
| Arvest Bank Trust Division | Sell | -6,172 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Garton & Associates Financial Advisors Llc | Sell | -88,046 | -100.0% | 0 | $0.00 | Q2 2026 | May 11, 2026 |
| Fairfield Financial Advisors, Ltd | Sell | -430,837 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 27, 2026 |
Frequently asked questions about TRAIX activity
Which institutional owners are buying TRAIX?
Institutional owners buying TRAIX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in TRAIX activity?
"Buy" means an investor increased their reported position in TRAIX compared to the prior reporting period. This reflects growing exposure to T ROWE PR CAPTL APPREC-I (TRAIX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in TRAIX increasing?
Institutional interest in TRAIX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.