As of the latest SEC filings, ALTAREA SCA (ALTA) is held by 15 institutional funds. The largest fund shareholder is DFA International Real Estate Securities Portfolio (DFITX), holding an estimated $5,171,737.69 in market value, representing 0.16% of its portfolio.
Funds holding ALTAREA SCA (ALTA)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- ALTA
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
DFITX
DFA International Real Estate Securities Portfolio
|
MF | Dimensional Fund Advisors | 0.16% | $5,171,737.69 | 39,349 | Apr 30, 2026 | Jun 24, 2026 |
|
SCHC
Schwab International Small-Cap Equity ETF
|
ETF | Charles Schwab | 0.04% | $2,028,860.09 | 13,362 | Feb 28, 2026 | Apr 24, 2026 |
|
-
International Small-Cap Portfolio
|
ETF | Independent / Boutique | 0.66% | $1,666,255.83 | 12,740 | Mar 31, 2026 | May 27, 2026 |
|
HAUZ
Xtrackers International Real Estate ETF
|
ETF | Independent / Boutique | 0.09% | $924,997.98 | 6,092 | Feb 27, 2026 | Apr 29, 2026 |
|
AVRE
Avantis Real Estate ETF
|
ETF | American Century | 0.08% | $630,825.60 | 4,155 | Feb 28, 2026 | Apr 29, 2026 |
|
VGSR
Vert Global Sustainable Real Estate ETF
|
ETF | Independent / Boutique | 0.07% | $311,596.27 | 2,406 | Mar 31, 2026 | May 29, 2026 |
|
SSGVX
State Street Global All Cap Equity ex-U.S. Index Portfolio
|
MF | State Street (SPDR) | 0.00% | $188,263.31 | 1,444 | Mar 31, 2026 | May 28, 2026 |
|
BIRDX
iShares Developed Real Estate Index Fund
|
MF | BlackRock / iShares | 0.05% | $148,124.44 | 1,127 | Apr 30, 2026 | Jun 25, 2026 |
|
WSML
iShares MSCI World Small-Cap ETF
|
ETF | BlackRock / iShares | 0.02% | $138,918.27 | 915 | Feb 28, 2026 | Apr 23, 2026 |
|
ERISX
Parametric International Equity Fund
|
MF | Eaton Vance | 0.06% | $125,649.48 | 956 | Apr 30, 2026 | Jun 26, 2026 |
|
WMMRX
Wilmington Real Asset Fund
|
MF | Independent / Boutique | 0.02% | $77,282.37 | 588 | Apr 30, 2026 | Jun 26, 2026 |
|
-
AB Global Dynamic Allocation Portfolio
|
ETF | Independent / Boutique | 0.00% | $42,935.65 | 326 | Mar 31, 2026 | May 28, 2026 |
|
SPEU
State Street(R) SPDR(R) Portfolio Europe ETF
|
ETF | State Street (SPDR) | 0.01% | $33,671.89 | 260 | Mar 31, 2026 | May 28, 2026 |
|
DBEZ
Xtrackers MSCI Eurozone Hedged Equity ETF
|
ETF | Independent / Boutique | 0.01% | $7,445.74 | 49 | Feb 27, 2026 | Apr 29, 2026 |
|
GTPE
Goldman Sachs MSCI World Private Equity Return Tracker ETF
|
ETF | Goldman Sachs | 0.00% | $1,214.71 | 8 | Feb 28, 2026 | Apr 28, 2026 |
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