GIA
Z icon

Gladstone Institutional Advisory’s Zillow Z Stock Holding History

Gladstone Institutional Advisory’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,681
Closed -$207K – 849
2025
Q3 		$207K Sell
2,681
-649
-19% -$53K 0.01% 750
2025
Q2 		$233K Hold
3,330
– – 0.01% 666
2025
Q1 		$228K Hold
3,330
– – 0.01% 655
2024
Q4 		$247K Hold
3,330
– – 0.01% 633
2024
Q3 		$213K Buy
+3,330
New +$179K 0.01% 647
2024
Q1 		– Sell
-3,685
Closed -$213K – 719
2023
Q4 		$213K Buy
+3,685
New +$162K 0.01% 615
2023
Q3 		– Sell
-7,113
Closed -$357K – 681
2023
Q2 		$357K Sell
7,113
-17,484
-71% -$804K 0.02% 469
2023
Q1 		$1.09M Buy
24,597
+508
+2% +$21.6K 0.07% 267
2022
Q4 		$776K Sell
24,089
-3,119
-11% -$103K 0.05% 321
2022
Q3 		$778K Buy
27,208
+8,628
+46% +$300K 0.06% 317
2022
Q2 		$590K Buy
18,580
+6,220
+50% +$250K 0.05% 375
2022
Q1 		$609K Buy
12,360
+8,833
+250% +$475K 0.04% 385
2021
Q4 		$225K Buy
3,527
+502
+17% +$36.2K 0.02% 538
2021
Q3 		$267K Buy
+3,025
New +$306K 0.03% 459
2021
Q1 		– Sell
-1,640
Closed -$213K – 446
2020
Q4 		$213K Buy
+1,640
New +$181K 0.04% 280

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return