As of the latest SEC filings, PRIMARY HEALTH PROPERTIES PLC (PHP) is held by 36 institutional funds. The largest fund shareholder is DFA International Real Estate Securities Portfolio (DFITX), holding an estimated $21,717,626.59 in market value, representing 0.66% of its portfolio.
Funds holding PRIMARY HEALTH PROPERTIES PLC (PHP)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PHP
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
DFITX
DFA International Real Estate Securities Portfolio
|
MF | Dimensional Fund Advisors | 0.66% | $21,717,626.59 | 17,070,242 | Apr 30, 2026 | Jun 24, 2026 |
|
SCHC
Schwab International Small-Cap Equity ETF
|
ETF | Charles Schwab | 0.14% | $7,803,141.98 | 5,359,159 | Feb 28, 2026 | Apr 24, 2026 |
|
IRCYX
International Small Cap Portfolio
|
MF | Independent / Boutique | 0.48% | $5,729,290.09 | 4,764,518 | Mar 31, 2026 | May 26, 2026 |
|
HAUZ
Xtrackers International Real Estate ETF
|
ETF | Independent / Boutique | 0.36% | $3,882,882.85 | 2,666,741 | Feb 27, 2026 | Apr 29, 2026 |
|
SPDW
State Street(R) SPDR(R) Portfolio Developed World ex-US ETF
|
ETF | State Street (SPDR) | 0.01% | $3,704,255.36 | 3,091,934 | Mar 31, 2026 | May 28, 2026 |
|
-
CBRE Global Real Estate Portfolio
|
ETF | Independent / Boutique | 0.30% | $2,392,167.06 | 1,973,949 | Mar 31, 2026 | May 28, 2026 |
|
RWO
State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF
|
ETF | State Street (SPDR) | 0.20% | $2,291,981.45 | 1,913,112 | Mar 31, 2026 | May 28, 2026 |
|
RWX
State Street(R) SPDR(R) Dow Jones(R) International Real Estate ETF
|
ETF | State Street (SPDR) | 0.71% | $1,881,513.17 | 1,570,495 | Mar 31, 2026 | May 28, 2026 |
|
VGSR
Vert Global Sustainable Real Estate ETF
|
ETF | Independent / Boutique | 0.32% | $1,476,183.11 | 1,232,162 | Mar 31, 2026 | May 29, 2026 |
|
AMTZX
AB All Market Real Return Portfolio
|
MF | AllianceBernstein | 0.18% | $1,459,943.23 | 1,147,528 | Apr 30, 2026 | Jun 24, 2026 |
|
DRLYX
BNY Mellon Developed Markets Real Estate Securities Fund
|
MF | Independent / Boutique | 0.43% | $1,435,178.80 | 1,129,776 | Apr 30, 2026 | Jun 26, 2026 |
|
FNDC
Schwab Fundamental International Small Equity ETF
|
ETF | Charles Schwab | 0.04% | $1,433,969.35 | 984,843 | Feb 28, 2026 | Apr 24, 2026 |
|
AVRE
Avantis Real Estate ETF
|
ETF | American Century | 0.15% | $1,176,689.33 | 806,433 | Feb 28, 2026 | Apr 29, 2026 |
|
GRASX
Goldman Sachs Multi-Manager Real Assets Strategy Fund
|
MF | Goldman Sachs | 0.07% | $1,070,895.35 | 841,733 | Apr 30, 2026 | Jun 24, 2026 |
|
NGREX
Global Real Estate Index Fund
|
MF | Independent / Boutique | 0.15% | $1,039,802.92 | 858,016 | Mar 31, 2026 | May 28, 2026 |
|
SSGVX
State Street Global All Cap Equity ex-U.S. Index Portfolio
|
MF | State Street (SPDR) | 0.01% | $892,140.79 | 744,668 | Mar 31, 2026 | May 28, 2026 |
|
ARIIX
AB Global Real Estate Investment Fund II
|
MF | Independent / Boutique | 0.45% | $844,179.01 | 663,532 | Apr 30, 2026 | Jun 24, 2026 |
|
CFGIX
Cromwell Foresight Global Infrastructure Fund
|
MF | Independent / Boutique | 1.36% | $718,541.83 | 599,765 | Mar 31, 2026 | May 26, 2026 |
|
OWSMX
Old Westbury Small & Mid Cap Strategies Fund
|
MF | Independent / Boutique | 0.01% | $650,341.70 | 511,173 | Apr 30, 2026 | Jun 26, 2026 |
|
SBHSX
SBH INTERNATIONAL SMALL CAP FUND
|
MF | Independent / Boutique | 0.60% | $476,580.72 | 396,341 | Mar 31, 2026 | May 29, 2026 |
|
BIRDX
iShares Developed Real Estate Index Fund
|
MF | BlackRock / iShares | 0.15% | $466,291.30 | 366,509 | Apr 30, 2026 | Jun 25, 2026 |
|
GADVX
The Gabelli ABC Fund
|
MF | GAMCO / Gabelli | 0.11% | $464,762.62 | 386,500 | Mar 31, 2026 | Jun 1, 2026 |
|
PDN
Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF
|
ETF | Invesco | 0.08% | $309,106.00 | 243,299 | Apr 30, 2026 | Jun 29, 2026 |
|
IRGIX
VY(R) CBRE Global Real Estate Portfolio
|
MF | Voya | 0.29% | $308,571.58 | 256,612 | Mar 31, 2026 | Jun 1, 2026 |
|
WSML
iShares MSCI World Small-Cap ETF
|
ETF | BlackRock / iShares | 0.04% | $301,660.87 | 206,687 | Feb 28, 2026 | Apr 23, 2026 |
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