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NYLI CBRE NextGen Real Estate ETF (ROOF) Institutional Ownership

NYLI CBRE NextGen Real Estate ETF logo
$20.96
+0.16 (+0.77%)
(As of 12:38 PM ET)

Institutional Ownership Changes (13F Filings) for NYLI CBRE NextGen Real Estate ETF (NYSEARCA:ROOF)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$133.07M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$42.04K
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ROOF Institutional Buying and Selling by Quarter

NYLI CBRE NextGen Real Estate ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2024 Family Wealth Partners LLC10,779$239K0.1%N/A0.146%
8/5/2024New York Life Investment Management LLC6,621,762$126.35M1.3%+0.4%89.483%
2/9/2024Corient Private Wealth LLC26,993$551K0.0%+3.9%2.454%
2/6/2024New York Life Investment Management LLC6,475,618$132.30M1.4%N/A588.693%
1/16/2024Raymond James & Associates20,288$414K0.0%-9.2%1.844%
10/31/2023Endowment Wealth Management Inc.11,182$199K0.2%-5.2%1.017%
8/8/2023Efficient Advisors LLC11,893$229K0.0%+5.4%1.081%
7/25/2023Raymond James & Associates22,199$428K0.0%-30.6%1.708%
5/10/2023Endowment Wealth Management Inc.12,112$233K0.2%-39.7%0.932%
4/28/2023Avantax Advisory Services Inc.11,908$229K0.0%-8.0%0.916%
4/14/2023Raymond James & Associates32,007$614K0.0%-1.9%2.134%
2/8/2023Efficient Advisors LLC11,283$214K0.0%N/A0.752%
2/8/2023Raymond James & Associates32,623$619K0.0%-8.3%2.175%
2/8/2023UBS Group AG6,958$132K0.0%+262.2%0.464%
2/7/2023LPL Financial LLC82,365$1.56M0.0%+380.1%5.491%
2/3/2023 Spire Wealth Management7,750$147K0.0%N/A0.517%
10/25/2022Raymond James & Associates35,595$655K0.0%+4.2%2.373%
10/4/2022Bowling Portfolio Management LLC25,501$469K0.1%-7.9%1.594%
7/21/2022Bowling Portfolio Management LLC27,690$585K0.1%N/A1.731%
(Data available from 1/1/2016 forward)

ROOF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ROOF shares?

During the previous two years, 10 institutional investors and hedge funds held shares of NYLI CBRE NextGen Real Estate ETF. The most heavily invested institutionals were New York Life Investment Management LLC ($126.35M), LPL Financial LLC ($1.56M), Corient Private Wealth LLC ($551K), Raymond James & Associates ($414K), Family Wealth Partners LLC ($239K), Efficient Advisors LLC ($229K), and Avantax Advisory Services Inc. ($229K).Learn more on ROOF's institutional investors.

Which institutional investors have been buying NYLI CBRE NextGen Real Estate ETF stock?

The following institutional investors have purchased NYLI CBRE NextGen Real Estate ETF stock in the last 24 months: New York Life Investment Management LLC ($6.50M), LPL Financial LLC ($65.21K), Efficient Advisors LLC ($11.89K), Family Wealth Partners LLC ($10.78K), Spire Wealth Management ($7.75K), UBS Group AG ($5.04K), and Corient Private Wealth LLC ($1.00K).

How much institutional buying is happening at NYLI CBRE NextGen Real Estate ETF?

Institutional investors have bought a total of 6,604,077 shares in the last 24 months. This purchase volume represents approximately $134.77M in transactions.

Which NYLI CBRE NextGen Real Estate ETF major shareholders have been selling company stock?

The following institutional investors have sold NYLI CBRE NextGen Real Estate ETF stock in the last 24 months: Raymond James & Associates ($15.45K), Endowment Wealth Management Inc. ($8.59K), and Avantax Advisory Services Inc. ($1.03K).

How much institutional selling is happening at NYLI CBRE NextGen Real Estate ETF?

Institutional investors have sold a total of 25,073 shares in the last 24 months. This volume of shares sold represents approximately $482.72K in transactions.



This page (NYSEARCA:ROOF) was last updated on 11/4/2024 by MarketBeat.com Staff
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