As of the latest SEC filings, MORGUARD NORTH AMERICAN RESIDENTIAL REAL ESTATE INVESTMENT TRUST (MRG.U) is held by 8 institutional funds. The largest fund shareholder is International Small Cap Portfolio (IRCYX), holding an estimated $2,178,444.68 in market value, representing 0.18% of its portfolio.
Funds holding MORGUARD NORTH AMERICAN RESIDENTIAL REAL ESTATE INVESTMENT TRUST (MRG.U)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- MRG.U
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IRCYX
International Small Cap Portfolio
|
MF | Independent / Boutique | 0.18% | $2,178,444.68 | 180,383 | Mar 31, 2026 | May 26, 2026 |
|
DFITX
DFA International Real Estate Securities Portfolio
|
MF | Dimensional Fund Advisors | 0.05% | $1,602,669.64 | 129,198 | Apr 30, 2026 | Jun 24, 2026 |
|
VGRNX
VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND
|
ETF | Vanguard | 0.02% | $746,294.92 | 60,162 | Apr 30, 2026 | Jun 26, 2026 |
|
ISCF
iShares International Small-Cap Equity Factor ETF
|
ETF | BlackRock / iShares | 0.07% | $463,342.44 | 37,352 | Apr 30, 2026 | Jun 25, 2026 |
|
GWX
State Street(R) SPDR(R) S&P(R) International Small Cap ETF
|
ETF | State Street (SPDR) | 0.03% | $283,308.52 | 23,534 | Mar 31, 2026 | May 28, 2026 |
|
DFGR
Dimensional Global Real Estate ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $257,559.51 | 20,805 | Apr 30, 2026 | Jun 29, 2026 |
|
OWSMX
Old Westbury Small & Mid Cap Strategies Fund
|
MF | Independent / Boutique | 0.00% | $120,202.08 | 9,690 | Apr 30, 2026 | Jun 26, 2026 |
|
WMMRX
Wilmington Real Asset Fund
|
MF | Independent / Boutique | 0.00% | $22,427.80 | 1,808 | Apr 30, 2026 | Jun 26, 2026 |
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