- Quarter end
- 31 Mar 2026
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 12 May 2026
- Managers listing it
- 14
- at least, of 95 tracked, among listed positions
- Comparable managers
- 91
- filed both Q4 2025 and Q1 2026; 1 listed it in both
- Shares listed
- 24,851,770
- combined, among listed positions
- Reported value
- $3.1bn
- combined, at the quarter end
AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.
Among the 91 comparable managers: 9 buyers (opened or added shares) and 7 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +2,125,944.
Managers listing IJR in Q1 2026
14 of 14 holders
Largest increases and reductions, by shares
Increases
- Fidelity (FMR LLC)existing position · 23,576,940 shares now+2,190,712
- Jane Street Group LLCexisting position · 413,238 shares now+408,936
- AQR Capital Management LLCexisting position · 144,679 shares now+38,963
- Quantbot Technologies LPnew position · 18,056 shares now+18,056
- AllianceBernstein LPexisting position · 526,010 shares now+13,110
Reductions
- Susquehanna International Group LLPexisting position · 23,866 shares now-62,495
- Balyasny Asset Management LLCexisting position · 102,769 shares now-51,294
- Neuberger Berman Group LLCexisting position · 19,781 shares now-12,554
- Millennium Management LLCexisting position · 2,564 shares now-1,186
New positions and exits
New (2)
Exited (3)
- Citadel Advisors LLCwas $38m
- D. E. Shaw & Co.was $11m
- Renaissance Technologies LLCwas $2.1m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 1 | $6.9m | n.a. | n.a. |
| Q4 2013 | 2 | $1.3m | n.a. | n.a. |
| Q4 2014 | 1 | $4.9m | n.a. | n.a. |
| Q1 2015 | 1 | $8.7m | n.a. | n.a. |
| Q2 2015 | 1 | $6.3m | n.a. | n.a. |
| Q3 2015 | 1 | $444k | n.a. | n.a. |
| Q4 2015 | 1 | $4.7m | n.a. | n.a. |
| Q1 2016 | 1 | $6.7m | n.a. | n.a. |
| Q2 2016 | 1 | $8.6m | n.a. | n.a. |
| Q3 2016 | 1 | $6.3m | n.a. | n.a. |
| Q4 2016 | 3 | $485m | n.a. | n.a. |
| Q1 2017 | 2 | $711m | n.a. | n.a. |
| Q2 2017 | 1 | $851m | n.a. | n.a. |
| Q3 2017 | 2 | $1.0bn | n.a. | n.a. |
| Q4 2017 | 2 | $1.1bn | n.a. | n.a. |
| Q1 2018 | 2 | $1.2bn | n.a. | n.a. |
| Q2 2018 | 1 | $1.4bn | n.a. | n.a. |
| Q3 2018 | 1 | $1.4bn | n.a. | n.a. |
| Q4 2018 | 1 | $1.2bn | n.a. | n.a. |
| Q1 2019 | 2 | $1.3bn | n.a. | n.a. |
| Q2 2019 | 2 | $1.3bn | n.a. | n.a. |
| Q3 2019 | 2 | $1.0bn | n.a. | n.a. |
| Q4 2019 | 2 | $1.1bn | n.a. | n.a. |
| Q1 2020 | 1 | $1.3bn | n.a. | n.a. |
| Q2 2020 | 2 | $1.9bn | n.a. | n.a. |
| Q3 2020 | 3 | $2.2bn | n.a. | n.a. |
| Q4 2020 | 1 | $2.9bn | n.a. | n.a. |
| Q1 2021 | 1 | $2.7bn | n.a. | n.a. |
| Q2 2021 | 1 | $2.1bn | n.a. | n.a. |
| Q3 2021 | 1 | $1.9bn | n.a. | n.a. |
| Q4 2021 | 2 | $2.1bn | n.a. | n.a. |
| Q1 2022 | 2 | $1.8bn | n.a. | n.a. |
| Q2 2022 | 1 | $1.5bn | n.a. | n.a. |
| Q3 2022 | 1 | $1.3bn | n.a. | n.a. |
| Q4 2022 | 1 | $1.4bn | n.a. | n.a. |
| Q1 2023 | 3 | $1.6bn | n.a. | n.a. |
| Q2 2023 | 2 | $1.4bn | n.a. | n.a. |
| Q3 2023 | 4 | $1.6bn | n.a. | n.a. |
| Q4 2023 | 4 | $2.1bn | 3 | 2 |
| Q1 2024 | 2 | $2.5bn | 1 | 2 |
| Q2 2024 | 3 | $2.2bn | 3 | 0 |
| Q3 2024 | 3 | $2.6bn | 2 | 1 |
| Q4 2024 | 3 | $2.6bn | 2 | 1 |
| Q1 2025 | 1 | $2.1bn | 0 | 2 |
| Q2 2025 | 3 | $1.8bn | 2 | 1 |
| Q3 2025 | 1 | $2.2bn | 1 | 0 |
| Q4 2025 | 1 | $2.6bn | 9 | 8 |
| Q1 2026 | 2 | $2.9bn | 9 | 7 |
| Q2 2026 | 3 | $3.7bn | 10 | 6 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own IJR, latest filings →Back to the 13F Explorer →