RTRE COLLABORATIVE INVESTMNT SER: institutional ownership and insider trading

10 funds reported holding $44.2M of COLLABORATIVE INVESTMNT SER in their latest 13F filings; in Q2 2026 funds net sold $4.95M, with 4 new positions and 9 funds selling out.

Famous investors holding RTRE

Largest institutional holders of RTRE

  1. Belpointe Asset Management LLC — $38.3M
  2. WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) — $1.47M
  3. GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) — $1.40M
  4. CITADEL ADVISORS LLC — $837K
  5. PFG Advisors — $704K
  6. Independent Wealth Network Inc. — $625K
  7. World Investment Advisors — $541K
  8. SUSQUEHANNA INTERNATIONAL GROUP, LLP — $260K
  9. AE Wealth Management LLC — $175
  10. Arax Advisory Partners — $100

All RTRE 13F holders