As of the latest SEC filings, PACS Group, Inc. (PACS) is held by 257 institutional funds. The largest fund shareholder is Cohen & Steers Real Estate Securities Fund (CREFX), holding an estimated $96,964,819.60 in market value, representing 1.12% of its portfolio.
Funds holding PACS Group, Inc. (PACS)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PACS
- CIK:
- 0002001184
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
CREFX
Cohen & Steers Real Estate Securities Fund
|
MF | Cohen & Steers | 1.12% | $96,964,819.60 | 3,018,830 | Mar 31, 2026 | May 29, 2026 |
|
FVLKX
Fidelity Value Fund
|
MF | Fidelity | 0.70% | $68,224,394.70 | 2,033,514 | Apr 30, 2026 | Jun 26, 2026 |
|
CSRIX
Cohen & Steers Institutional Realty Shares
|
MF | Cohen & Steers | 0.53% | $43,218,327.24 | 1,345,527 | Mar 31, 2026 | May 29, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $39,946,391.32 | 1,243,661 | Mar 31, 2026 | May 28, 2026 |
|
CSJCX
Cohen & Steers Realty Shares
|
MF | Cohen & Steers | 0.54% | $39,143,294.96 | 1,218,658 | Mar 31, 2026 | May 29, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.16% | $37,001,059.50 | 1,013,450 | Feb 28, 2026 | Apr 29, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.05% | $34,605,317.12 | 1,077,376 | Mar 31, 2026 | May 28, 2026 |
|
FSMVX
Fidelity Mid Cap Value Fund
|
MF | Fidelity | 1.63% | $34,319,301.50 | 1,022,930 | Apr 30, 2026 | Jun 26, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.02% | $29,008,021.68 | 903,114 | Mar 31, 2026 | May 28, 2026 |
|
ANOIX
Small Cap Growth Fund
|
MF | American Century | 0.47% | $24,045,519.85 | 716,707 | Apr 30, 2026 | Jun 26, 2026 |
|
CSMIX
Columbia Small Cap Value Discovery Fund
|
MF | Columbia Threadneedle | 0.83% | $18,396,068.90 | 548,318 | Apr 30, 2026 | Jun 25, 2026 |
|
RYTFX
Royce Small-Cap Total Return Fund
|
MF | Independent / Boutique | 1.91% | $16,216,906.20 | 504,885 | Mar 31, 2026 | May 21, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.04% | $16,208,940.44 | 504,637 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $15,711,273.16 | 489,143 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.04% | $14,616,627.85 | 435,667 | Apr 30, 2026 | Jun 26, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.01% | $14,103,813.00 | 386,300 | Feb 28, 2026 | Apr 24, 2026 |
|
FSCRX
Fidelity Small Cap Discovery Fund
|
MF | Fidelity | 0.55% | $12,212,200.00 | 364,000 | Apr 30, 2026 | Jun 26, 2026 |
|
FJACX
Fidelity Series Small Cap Discovery Fund
|
MF | Fidelity | 0.55% | $10,766,195.00 | 320,900 | Apr 30, 2026 | Jun 26, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.09% | $10,763,636.84 | 335,107 | Mar 31, 2026 | May 28, 2026 |
|
COVAX
Columbia Small Cap Value and Inflection Fund
|
MF | Columbia Threadneedle | 1.27% | $10,499,180.70 | 287,570 | Feb 28, 2026 | Apr 27, 2026 |
|
TCSEX
Nuveen Quant Small Cap Equity Fund
|
MF | TIAA / Nuveen | 0.26% | $10,216,981.50 | 304,530 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.02% | $8,262,614.61 | 226,311 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.05% | $7,969,293.27 | 218,277 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.04% | $7,666,588.86 | 209,986 | Feb 28, 2026 | Apr 24, 2026 |
|
FBCVX
Fidelity Blue Chip Value Fund
|
MF | Fidelity | 1.06% | $6,777,100.00 | 202,000 | Apr 30, 2026 | Jun 26, 2026 |
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