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Integrated Wealth Concepts’s Transcontinental Realty Investors TCI Stock Holding History

Integrated Wealth Concepts’s Portfolio TCI Stock Details TCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$184 Buy
+4
New +$152 ﹤0.01% 5757
2025
Q1 		– Sell
-9,095
Closed -$271K – 1825
2024
Q4 		$271K Sell
9,095
-7,717
-46% -$218K ﹤0.01% 1428
2024
Q3 		$484K Hold
16,812
– – 0.01% 1099
2024
Q2 		$466K Hold
16,812
– – 0.01% 1076
2024
Q1 		$633K Sell
16,812
-280
-2% -$10.9K 0.01% 944
2023
Q4 		$591K Hold
17,092
– – 0.01% 925
2023
Q3 		$523K Sell
17,092
-2,720
-14% -$91.7K 0.01% 969
2023
Q2 		$726K Hold
19,812
– – 0.01% 814
2023
Q1 		$840K Buy
+19,812
New +$882K 0.02% 682

Other funds holding TCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Integrated Wealth Concepts's TCI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Transcontinental Realty Investors (TCI) in Q2 2026: 4 shares worth $184. The stake represents ﹤0.01% of the portfolio and ranks #5757 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in TCI as recently as Q4 2024.

Integrated Wealth Concepts first reported a position in TCI in Q1 2023 and has held it in 9 quarters since. The position peaked at $840K in Q1 2023. 46 funds tracked by Wall St. Rank hold TCI as of Q2 2026.

  • Integrated Wealth Concepts held 4 shares of Transcontinental Realty Investors worth $184 as of Q2 2026.
  • Transcontinental Realty Investors was a new Integrated Wealth Concepts position in Q2 2026.
  • Transcontinental Realty Investors made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5757 holding.
  • Integrated Wealth Concepts first reported a position in Transcontinental Realty Investors in Q1 2023 and has held it in 9 quarters since.
  • Integrated Wealth Concepts's Transcontinental Realty Investors position peaked at $840K in Q1 2023.
  • 46 funds tracked by Wall St. Rank held Transcontinental Realty Investors as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.