As of the latest SEC filings, ASPEN GROUP LIMITED ( AUSTRALIA) (APZ) is held by 8 institutional funds. The largest fund shareholder is DFA International Real Estate Securities Portfolio (DFITX), holding an estimated $4,903,011.52 in market value, representing 0.15% of its portfolio.
Funds holding ASPEN GROUP LIMITED ( AUSTRALIA) (APZ)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- APZ
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
DFITX
DFA International Real Estate Securities Portfolio
|
MF | Dimensional Fund Advisors | 0.15% | $4,903,011.52 | 1,407,946 | Apr 30, 2026 | Jun 24, 2026 |
|
HAUZ
Xtrackers International Real Estate ETF
|
ETF | Independent / Boutique | 0.10% | $1,029,034.59 | 231,403 | Feb 27, 2026 | Apr 29, 2026 |
|
OWSMX
Old Westbury Small & Mid Cap Strategies Fund
|
MF | Independent / Boutique | 0.01% | $1,014,447.08 | 291,308 | Apr 30, 2026 | Jun 26, 2026 |
|
DLS
WisdomTree International SmallCap Dividend Fund
|
ETF | WisdomTree | 0.05% | $483,915.75 | 154,606 | Mar 31, 2026 | Jun 1, 2026 |
|
AVRE
Avantis Real Estate ETF
|
ETF | American Century | 0.03% | $256,789.08 | 57,841 | Feb 28, 2026 | Apr 29, 2026 |
|
DDLS
WisdomTree Dynamic International SmallCap Equity Fund
|
ETF | WisdomTree | 0.05% | $231,913.73 | 74,094 | Mar 31, 2026 | Jun 1, 2026 |
|
BIRDX
iShares Developed Real Estate Index Fund
|
MF | BlackRock / iShares | 0.04% | $109,625.51 | 31,480 | Apr 30, 2026 | Jun 25, 2026 |
|
-
AB Global Dynamic Allocation Portfolio
|
ETF | Independent / Boutique | 0.00% | $27,247.62 | 8,602 | Mar 31, 2026 | May 28, 2026 |
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