Question 1

Which hedge funds and institutional investors hold XRT?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for XRT shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for XRT whale holdings?

Accepted Answer

Conviction level reflects how significant XRT is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to XRT, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for XRT?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about XRT?

Accepted Answer

QoQ changes for XRT show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Citadel	1.1M	$85.0M	0.0%	$618.5B
Citadel	713.7K	$57.4M	0.0%	$618.5B
Millennium	250.0K	$20.1M	0.0%	$240.3B
Millennium	150.0K	$12.1M	0.0%	$240.3B
Balyasny	125.3K	$10.1M	0.0%	$77.1B
DE Shaw	78.8K	$6.3M	0.0%	$166.3B
Point72	65.0K	$5.2M	0.0%	$78.1B
Tudor	56.6K	$4.6M	0.0%	$53.9B
Point72	25.0K	$2.0M	0.0%	$78.1B
Fisher Investments	10.7K	$862K	0.0%	$294.9B
Marshall Wace	8.0K	$644K	0.0%	$100.4B
Fidelity (FMR)	1.9K	$153K	—	$1898.4B
BlackRock	276	$22K	—	$5723.5B
Marshall Wace	100	$8K	—	$100.4B
First Eagle	300.0K	$0	—	$59.0B

XRT

Who Holds XRT

Changes This Quarter