As of the latest SEC filings, AXIS REAL ESTATE INVESTMENT TRUST (AXRB) is held by 8 institutional funds. The largest fund shareholder is DFA International Real Estate Securities Portfolio (DFITX), holding an estimated $4,930,410.36 in market value, representing 0.15% of its portfolio.
Funds holding AXIS REAL ESTATE INVESTMENT TRUST (AXRB)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- AXRB
- 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% | $4,930,410.36 | 9,736,820 | Apr 30, 2026 | Jun 24, 2026 |
|
HAUZ
Xtrackers International Real Estate ETF
|
ETF | Independent / Boutique | 0.07% | $743,510.06 | 1,425,122 | Feb 27, 2026 | Apr 29, 2026 |
|
EWX
State Street(R) SPDR(R) S&P(R) Emerging Markets Small Cap ETF
|
ETF | State Street (SPDR) | 0.08% | $550,924.30 | 1,161,819 | Mar 31, 2026 | May 28, 2026 |
|
SSGVX
State Street Global All Cap Equity ex-U.S. Index Portfolio
|
MF | State Street (SPDR) | 0.00% | $286,454.25 | 601,686 | Mar 31, 2026 | May 28, 2026 |
|
AVRE
Avantis Real Estate ETF
|
ETF | American Century | 0.03% | $210,394.61 | 403,500 | Feb 28, 2026 | Apr 29, 2026 |
|
EEMS
iShares MSCI Emerging Markets Small-Cap ETF
|
ETF | BlackRock / iShares | 0.05% | $208,673.91 | 400,200 | Feb 28, 2026 | Apr 23, 2026 |
|
SPGM
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF
|
ETF | State Street (SPDR) | 0.01% | $110,154.61 | 232,300 | Mar 31, 2026 | May 28, 2026 |
|
XCNY
State Street(R) SPDR(R) S&P Emerging Markets ex-China ETF
|
ETF | State Street (SPDR) | 0.02% | $1,707.09 | 3,600 | Mar 31, 2026 | May 28, 2026 |
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