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Partners Capital Investment Group’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Partners Capital Investment Group’s Portfolio SRVR Stock Details SRVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$271K Sell
8,667
-14,047
-62% -$442K 0.01% 149
2025
Q4 		$651K Hold
22,714
– – 0.02% 116
2025
Q3 		$720K Hold
22,714
– – 0.03% 117
2025
Q2 		$734K Sell
22,714
-22,715
-50% -$697K 0.03% 116
2025
Q1 		$1.33M Buy
45,429
+22,715
+100% +$688K 0.02% 130
2024
Q4 		$681K Sell
22,714
-22,715
-50% -$711K 0.02% 110
2024
Q3 		$1.46M Hold
45,429
– – 0.02% 131
2024
Q2 		$1.24M Buy
45,429
+22,715
+100% +$618K 0.02% 137
2024
Q1 		$651K Sell
22,714
-22,715
-50% -$655K 0.02% 127
2023
Q4 		$1.35M Hold
45,429
– – 0.03% 133
2023
Q3 		$1.18M Buy
45,429
+26,488
+140% +$757K 0.03% 136
2023
Q2 		$553K Buy
18,941
+9,558
+102% +$277K 0.01% 163
2023
Q1 		$278K Buy
9,383
+57
+0.6% +$1.72K 0.01% 119
2022
Q4 		$271K Hold
9,326
– – 0.01% 123
2022
Q3 		$267K Hold
9,326
– – 0.02% 119
2022
Q2 		$321K Buy
+9,326
New +$342K 0.02% 102

Other funds holding SRVR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Partners Capital Investment Group's SRVR Position: Q1 2026 in Review

Partners Capital Investment Group reduced its Pacer Data & Infrastructure Real Estate ETF (SRVR) stake by 62% in Q1 2026, selling an estimated $442K and leaving 8,667 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #149.

Partners Capital Investment Group first reported a position in SRVR in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.46M in Q3 2024. 104 funds tracked by Wall St. Rank hold SRVR as of Q1 2026.

  • Partners Capital Investment Group held 8,667 shares of Pacer Data & Infrastructure Real Estate ETF worth $271K as of Q1 2026.
  • Partners Capital Investment Group sold 14,047 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2026, an estimated $442K.
  • Pacer Data & Infrastructure Real Estate ETF made up 0.01% of Partners Capital Investment Group's portfolio in Q1 2026, its #149 holding.
  • Partners Capital Investment Group first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q2 2022 and has held it in 16 quarters since.
  • Partners Capital Investment Group's Pacer Data & Infrastructure Real Estate ETF position peaked at $1.46M in Q3 2024.
  • 104 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2026.

Based on Partners Capital Investment Group's 13F filing for Q1 2026, filed 12 May 2026.