XTRACKERS INTL REAL ESTATE (HAUZ) Institutional Shareholders
XTRACKERS INTL REAL ESTATE (HAUZ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $934.67M in HAUZ holdings during the latest filing period.
Charles Schwab Investment Management Inc is currently the largest disclosed institutional shareholder of HAUZ tracked by InsiderSet, reporting ownership valued at approximately $876.25M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $848.50M, representing an estimated loss of -3.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed HAUZ value among the investors covered in this analysis. Major shareholders include Charles Schwab Investment Management Inc, Bleakley Financial Group, Llc, Aire Advisors, Llc, and several other long-term asset managers with concentrated positions in XTRACKERS INTL REAL ESTATE (HAUZ).
This page ranks the largest institutional HAUZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
112
Total Reported Value
$934.67M
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$876.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
143
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 0.12% | 39,083,213 | $876,245,635 | $848,496,554 | -$27,749,081 | -3.17% | |
| Bleakley Financial Group, Llc | 0.33% | 1,161,656 | $26,044,325 | $25,219,552 | -$824,773 | -3.17% | |
| Aire Advisors, Llc | 1.25% | 342,156 | $7,671,144 | $7,428,207 | -$242,937 | -3.17% | |
| Cetera Investment Advisers | 0.00% | 146,539 | $3,285,420 | $3,181,362 | -$104,058 | -3.17% | |
| Clark Capital Management Group, Inc. | 0.02% | 125,224 | $2,807,522 | $2,718,613 | -$88,909 | -3.17% | |
| Envestnet Asset Management Inc | 0.00% | 89,614 | $2,009,137 | $1,945,520 | -$63,617 | -3.17% | |
| Fairview Capital Investment Management, Llc | 0.10% | 84,543 | $1,895,454 | $1,835,429 | -$60,025 | -3.17% | |
| Sentinel Trust Co Lba | 0.16% | 78,300 | $1,755,000 | $1,699,893 | -$55,107 | -3.14% | |
| Osaic Holdings, Inc. | 0.00% | 74,545 | $1,671,350 | $1,618,372 | -$52,978 | -3.17% | |
| Lpl Financial Llc | 0.00% | 65,214 | $1,462,104 | $1,415,796 | -$46,308 | -3.17% | |
| American Financial & Tax Strategies Inc | 0.46% | 45,358 | $1,016,926 | $984,722 | -$32,204 | -3.17% | |
| Orion Porfolio Solutions, Llc | 0.01% | 41,298 | $925,904 | $896,580 | -$29,324 | -3.17% | |
| Jane Street Group, Llc | 0.00% | 26,557 | $595,408 | $576,552 | -$18,856 | -3.17% | |
| Hrt Financial Lp | 0.00% | 24,197 | $542,000 | $525,317 | -$16,683 | -3.08% | |
| Betterment Llc | 0.00% | 23,858 | $535,000 | $517,957 | -$17,043 | -3.19% | |
| Alphacore Capital Llc | 0.01% | 22,137 | $496,312 | $480,594 | -$15,718 | -3.17% | |
| Corient Private Wealth Llc | 0.00% | 20,604 | $461,946 | $447,313 | -$14,633 | -3.17% | |
| Quantinno Capital Management Lp | 0.00% | 17,930 | $401,991 | $389,260 | -$12,731 | -3.17% | |
| Mariner, Llc | 0.00% | 16,444 | $368,671 | $356,999 | -$11,672 | -3.17% | |
| Nuveen, Llc | 0.00% | 15,542 | $348,437 | $337,417 | -$11,020 | -3.16% | |
| Brand Asset Management Group, Inc. | 0.08% | 15,517 | $347,892 | $336,874 | -$11,018 | -3.17% | |
| Aqr Capital Management Llc | 0.00% | 13,043 | $292,424 | $283,164 | -$9,260 | -3.17% | |
| Focus Partners Wealth | 0.00% | 12,853 | $288,165 | $279,039 | -$9,126 | -3.17% | |
| Ellis Investment Partners, Llc | 0.04% | 12,273 | $275,161 | $266,447 | -$8,714 | -3.17% | |
| Cerity Partners Llc | 0.00% | 12,217 | $274,076 | $265,231 | -$8,845 | -3.23% | |
| Virtu Financial Llc | 0.01% | 11,329 | $254,000 | $245,953 | -$8,047 | -3.17% | |
| Park Avenue Securities Llc | 0.00% | 11,304 | $253,000 | $245,410 | -$7,590 | -3.00% | |
| Strategic Financial Planning, Inc. | 0.13% | 11,177 | $250,593 | $242,653 | -$7,940 | -3.17% | |
| Principal Securities, Inc. | 0.00% | 10,843 | $243,100 | $235,402 | -$7,698 | -3.17% | |
| Brooklyn Investment Group | 0.01% | 10,181 | $230,035 | $221,030 | -$9,005 | -3.91% | |
| Mercer Global Advisors Inc | 0.00% | 10,096 | $226,352 | $219,184 | -$7,168 | -3.17% | |
| Ancora Advisors Llc | 0.00% | 10,000 | $224,200 | $217,100 | -$7,100 | -3.17% | |
| Ariadne Wealth Management, Lp | 0.10% | 10,000 | $224,200 | $217,100 | -$7,100 | -3.17% | |
| Fmr Llc | 0.00% | 8,382 | $187,923 | $181,973 | -$5,950 | -3.17% | |
| Blackrock, Inc. | 0.00% | 4,817 | $107,997 | $104,577 | -$3,420 | -3.17% | |
| Morgan Stanley | 0.00% | 3,398 | $76,204 | $73,771 | -$2,433 | -3.19% | |
| Farther Finance Advisors, Llc | 0.00% | 1,201 | $26,926 | $26,074 | -$852 | -3.17% | |
| Aptus Capital Advisors, Llc | 0.00% | 1,200 | $26,904 | $26,052 | -$852 | -3.17% | |
| Royal Bank Of Canada | 0.00% | 1,105 | $24,000 | $23,990 | -$10 | -0.04% | |
| Allworth Financial Lp | 0.00% | 1,022 | $22,914 | $22,188 | -$726 | -3.17% | |
| Corecap Advisors, Llc | 0.00% | 967 | $21,680 | $20,994 | -$686 | -3.17% | |
| Us Bancorp \De\ | 0.00% | 962 | $21,568 | $20,885 | -$683 | -3.17% | |
| Parallel Advisors, Llc | 0.00% | 812 | $18,209 | $17,629 | -$580 | -3.19% | |
| Jones Financial Companies Lllp | 0.00% | 780 | $17,527 | $16,934 | -$593 | -3.38% | |
| Cwm, Llc | 0.00% | 756 | $17,083 | $16,413 | -$670 | -3.92% | |
| Brooklyn Fi, Llc | 0.00% | 738 | $16,882 | $16,022 | -$860 | -5.09% | |
| Wells Fargo & Company/Mn | 0.00% | 684 | $15,337 | $14,850 | -$487 | -3.18% | |
| 1620 Investment Advisors, Inc. | 0.01% | 681 | $15,268 | $14,785 | -$483 | -3.17% | |
| Hoey Investments, Inc | 0.00% | 550 | $12,331 | $11,941 | -$391 | -3.17% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 524 | $11,748 | $11,376 | -$372 | -3.17% |
Frequently asked questions about HAUZ
Who owns the most HAUZ stock?
The largest holders of HAUZ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for XTRACKERS INTL REAL ESTATE (HAUZ).
Is HAUZ widely held by superinvestors?
Many widely followed stocks like HAUZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HAUZ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.