As of the latest SEC filings, SHAFTESBURY CAPITAL PLC (SHC.LN) is held by 15 institutional funds. The largest fund shareholder is DFA International Real Estate Securities Portfolio (DFITX), holding an estimated $17,786,570.76 in market value, representing 0.54% of its portfolio.
Funds holding SHAFTESBURY CAPITAL PLC (SHC.LN)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SHC.LN
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
DFITX
DFA International Real Estate Securities Portfolio
|
MF | Dimensional Fund Advisors | 0.54% | $17,786,570.76 | 9,756,603 | Apr 30, 2026 | Jun 24, 2026 |
|
SCHC
Schwab International Small-Cap Equity ETF
|
ETF | Charles Schwab | 0.11% | $6,456,899.77 | 3,108,502 | Feb 28, 2026 | Apr 24, 2026 |
|
SPDW
State Street(R) SPDR(R) Portfolio Developed World ex-US ETF
|
ETF | State Street (SPDR) | 0.01% | $3,573,185.48 | 2,125,199 | Mar 31, 2026 | May 28, 2026 |
|
RWO
State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF
|
ETF | State Street (SPDR) | 0.21% | $2,425,115.00 | 1,442,369 | Mar 31, 2026 | May 28, 2026 |
|
RWX
State Street(R) SPDR(R) Dow Jones(R) International Real Estate ETF
|
ETF | State Street (SPDR) | 0.75% | $1,987,428.15 | 1,182,049 | Mar 31, 2026 | May 28, 2026 |
|
-
Diversified Real Assets Fund
|
ETF | John Hancock | 0.10% | $820,730.87 | 484,595 | Mar 31, 2026 | May 29, 2026 |
|
SSGVX
State Street Global All Cap Equity ex-U.S. Index Portfolio
|
MF | State Street (SPDR) | 0.01% | $622,086.30 | 369,994 | Mar 31, 2026 | May 28, 2026 |
|
CAEAX
Columbia Acorn European Fund
|
MF | Columbia Threadneedle | 1.23% | $412,171.93 | 244,237 | Mar 31, 2026 | May 28, 2026 |
|
BIRDX
iShares Developed Real Estate Index Fund
|
MF | BlackRock / iShares | 0.13% | $398,226.17 | 219,215 | Apr 30, 2026 | Jun 25, 2026 |
|
RIFSX
Global Real Estate Securities Fund
|
MF | Russell Investments | 0.03% | $265,544.14 | 156,534 | Mar 31, 2026 | May 18, 2026 |
|
WSML
iShares MSCI World Small-Cap ETF
|
ETF | BlackRock / iShares | 0.03% | $259,593.93 | 125,000 | Feb 28, 2026 | Apr 23, 2026 |
|
SPEU
State Street(R) SPDR(R) Portfolio Europe ETF
|
ETF | State Street (SPDR) | 0.02% | $114,055.49 | 67,836 | Mar 31, 2026 | May 28, 2026 |
|
RRESX
Global Real Estate Securities Fund
|
MF | Russell Investments | 0.03% | $108,018.14 | 59,122 | Apr 30, 2026 | Jun 22, 2026 |
|
-
AB Global Dynamic Allocation Portfolio
|
ETF | Independent / Boutique | 0.01% | $104,584.70 | 61,651 | Mar 31, 2026 | May 28, 2026 |
|
RALIX
Lazard Real Assets Portfolio
|
MF | Independent / Boutique | 0.92% | $57,650.42 | 33,984 | Mar 31, 2026 | May 28, 2026 |
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