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Bleakley Financial Group’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

Bleakley Financial Group’s Portfolio HAUZ Stock Details HAUZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26M Buy
1,161,656
+70,524
+6% +$1.64M 0.33% 61
2026
Q1 		$24.7M Buy
1,091,132
+979,052
+874% +$23.6M 0.39% 54
2025
Q4 		$2.6M Buy
+112,080
New +$2.62M 0.05% 304

Other funds holding HAUZ

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $615M AUM 25.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $221M AUM 16.9% 1-Year Est. Return

Bleakley Financial Group's HAUZ Position: Q2 2026 in Review

Bleakley Financial Group increased its Xtrackers International Real Estate ETF (HAUZ) stake by 6.5% in Q2 2026, buying an estimated $1.64M and bringing the position to 1,161,656 shares worth $26M. The position accounts for 0.33% of the portfolio, ranked #61.

Bleakley Financial Group first reported a position in HAUZ in Q4 2025 and has held it in 3 quarters since. 113 funds tracked by Wall St. Rank hold HAUZ as of Q2 2026.

  • Bleakley Financial Group held 1,161,656 shares of Xtrackers International Real Estate ETF worth $26M as of Q2 2026.
  • Bleakley Financial Group bought 70,524 Xtrackers International Real Estate ETF shares in Q2 2026, an estimated $1.64M.
  • Xtrackers International Real Estate ETF made up 0.33% of Bleakley Financial Group's portfolio in Q2 2026, its #61 holding.
  • Bleakley Financial Group first reported a position in Xtrackers International Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • 113 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.