SPRE Institutional Ownership & Shareholders
SP/F S&P GLOBAL REIT SHARIA (SPRE) is currently held by 30 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $21.33M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Shariaportfolio, Inc. is currently the largest disclosed institutional shareholder of SPRE tracked by InsiderSet, reporting ownership valued at approximately $9.58M in its September 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 $9.39M, representing an estimated loss of -1.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% of the total disclosed SPRE value among the investors covered in this analysis. Major shareholders include Shariaportfolio, Inc., Rfg Advisory, Llc, Archpoint Investors, and several other long-term asset managers with concentrated positions in SP/F S&P GLOBAL REIT SHARIA (SPRE).
This page ranks the largest institutional SPRE 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
30
Total Reported Value
$21.33M
Largest Holder
Shariaportfolio, Inc.
Largest Position
$9.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Shariaportfolio, Inc. | 3.37% | 505,283 | $9,575,118 | $9,388,158 | -$186,960 | -1.95% | |
| Rfg Advisory, Llc | 0.03% | 90,165 | $1,907,000 | $1,675,266 | -$231,734 | -12.15% | |
| Archpoint Investors | 0.31% | 69,220 | $1,464,003 | $1,286,108 | -$177,895 | -12.15% | |
| Cwm, Llc | 0.00% | 69,855 | $1,368,459 | $1,297,906 | -$70,553 | -5.16% | |
| Tidal Investments Llc | 0.00% | 59,205 | $1,252,186 | $1,100,029 | -$152,157 | -12.15% | |
| Jane Street Group, Llc | 0.00% | 57,925 | $1,225,114 | $1,076,247 | -$148,868 | -12.15% | |
| Mariner, Llc | 0.00% | 52,535 | $1,111,115 | $976,100 | -$135,015 | -12.15% | |
| Royal Bank Of Canada | 0.00% | 29,290 | $619,000 | $544,208 | -$74,792 | -12.08% | |
| Gts Securities Llc | 0.01% | 21,783 | $460,710 | $404,728 | -$55,982 | -12.15% | |
| Creative Planning | 0.00% | 19,923 | $377,550 | $370,169 | -$7,381 | -1.95% | |
| Farther Finance Advisors, Llc | 0.00% | 18,916 | $358,461 | $351,459 | -$7,002 | -1.95% | |
| Hrt Financial Lp | 0.00% | 15,009 | $317,000 | $278,867 | -$38,133 | -12.03% | |
| Apollon Wealth Management, Llc | 0.00% | 16,350 | $309,830 | $303,783 | -$6,047 | -1.95% | |
| Envestnet Asset Management Inc | 0.00% | 10,257 | $216,945 | $190,575 | -$26,370 | -12.16% | |
| Mml Investors Services, Llc | 0.00% | 10,257 | $216,945 | $190,575 | -$26,370 | -12.16% | |
| Compagnie Lombard Odier Scma | 0.00% | 8,600 | $181,890 | $159,788 | -$22,102 | -12.15% | |
| Bank Of Montreal | 0.00% | 3,803 | $80,433 | $70,660 | -$9,773 | -12.15% | |
| Newedge Advisors, Llc | 0.00% | 2,995 | $63,344 | $55,647 | -$7,697 | -12.15% | |
| Ifp Advisors, Inc | 0.00% | 3,263 | $61,834 | $60,627 | -$1,207 | -1.95% | |
| Osaic Holdings, Inc. | 0.00% | 2,411 | $50,990 | $44,796 | -$6,194 | -12.15% | |
| National Bank Of Canada | 0.00% | 1,400 | $29,610 | $26,012 | -$3,598 | -12.15% | |
| Gables Capital Management Inc. | 0.01% | 993 | $21,002 | $18,450 | -$2,552 | -12.15% | |
| Smartleaf Asset Management Llc | 0.00% | 883 | $18,967 | $16,406 | -$2,561 | -13.50% | |
| Providence Capital Advisors, Llc | 0.00% | 708 | $14,975 | $13,155 | -$1,820 | -12.16% | |
| Guardian Partners Inc. | 0.00% | 470 | $8,906 | $8,733 | -$173 | -1.95% | |
| Burk Holdings Llc | 0.00% | 376 | $7,952 | $6,986 | -$966 | -12.15% | |
| Strengthening Families & Communities, Llc | 0.00% | 150 | $2,843 | $2,787 | -$56 | -1.97% | |
| Bogart Wealth, Llc | 0.00% | 100 | $2,115 | $1,858 | -$257 | -12.15% | |
| Td Waterhouse Canada Inc. | 0.00% | 38 | $709 | $706 | -$3 | -0.42% | |
| Morgan Stanley | 0.00% | 1 | $22 | $19 | -$3 | -15.55% |
Frequently asked questions about SPRE
Who are the largest institutional holders of SPRE?
The largest institutional holders of SPRE reported in the latest SEC Form 13F filings include Shariaportfolio, Inc., Rfg Advisory, Llc, Archpoint Investors, Cwm, Llc, and Tidal Investments Llc. InsiderSet ranks institutional holders by their latest reported SPRE position.
What is SPRE institutional ownership?
This page tracks SPRE positions reported by institutional investment managers through SEC Form 13F. SP/F S&P GLOBAL REIT SHARIA (SPRE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPRE?
InsiderSet currently tracks 30 institutional managers reporting SPRE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SPRE shareholders.
How much SPRE stock do institutions own?
Institutional investment managers disclosed approximately $21.33M in SPRE holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPRE institutional ownership last updated?
The latest SPRE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SPRE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SPRE position after the reporting date.
Are institutions buying or selling SPRE?
Institutional buying and selling can be analyzed by comparing SPRE positions across consecutive 13F reporting periods. InsiderSet's SPRE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPRE ownership changes.
How has SPRE institutional ownership changed over time?
InsiderSet tracks SPRE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.