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 Q2	$275K	Hold	8,667	–	–	0.01%	167
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Partners Capital Investment Group's SRVR Position: Q2 2026 in Review

Partners Capital Investment Group held its Pacer Data & Infrastructure Real Estate ETF (SRVR) position steady in Q2 2026 at 8,667 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #167.

Partners Capital Investment Group first reported a position in SRVR in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.46M in Q3 2024. 111 funds tracked by Wall St. Rank hold SRVR as of Q2 2026.

Partners Capital Investment Group held 8,667 shares of Pacer Data & Infrastructure Real Estate ETF worth $275K as of Q2 2026.
Partners Capital Investment Group left its Pacer Data & Infrastructure Real Estate ETF share count unchanged in Q2 2026.
Pacer Data & Infrastructure Real Estate ETF made up 0.01% of Partners Capital Investment Group's portfolio in Q2 2026, its #167 holding.
Partners Capital Investment Group first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q2 2022 and has held it in 17 quarters since.
Partners Capital Investment Group's Pacer Data & Infrastructure Real Estate ETF position peaked at $1.46M in Q3 2024.
111 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.