T ROWE PR CAPTL APPREC-I (TRAIX) Institutional Ownership and Insiders Activity

T ROWE PR CAPTL APPREC-I (TRAIX) is widely held by institutional investors, with 3 firms reporting positions valued at approximately $11.73M based on SEC Form 13F filings for the quarter ended June 30, 2026.

Kelleher Financial Advisors is the largest disclosed holder, reporting approximately $10.96M in TRAIX holdings in its latest filing.

Institutional ownership remains highly concentrated, with Kelleher Financial Advisors representing the majority of disclosed value.