State of Michigan Retirement System
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State of Michigan Retirement System’s Texas Pacific Land TPL Stock Holding History

State of Michigan Retirement System’s Portfolio TPL Stock Details TPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.91M Sell
15,800
-3,800
-19% -$1.54M 0.03% 382
2026
Q1 		$9.3M Sell
19,600
-200
-1% -$86K 0.05% 299
2025
Q4 		$5.69M Buy
19,800
+300
+2% +$91.6K 0.03% 396
2025
Q3 		$6.07M Buy
19,500
+300
+2% +$94.5K 0.03% 392
2025
Q2 		$6.76M Buy
19,200
+900
+5% +$368K 0.04% 365
2025
Q1 		$8.08M Hold
18,300
– – 0.05% 311
2024
Q4 		$6.75M Buy
18,300
+1,500
+9% +$613K 0.04% 359
2024
Q3 		$4.95M Hold
16,800
– – 0.02% 432
2024
Q2 		$4.11M Buy
16,800
+13,200
+367% +$2.77M 0.02% 450
2024
Q1 		$694K Hold
3,600
– – ﹤0.01% 920
2023
Q4 		$629K Hold
3,600
– – ﹤0.01% 932
2023
Q3 		$729K Sell
3,600
-900
-20% -$170K ﹤0.01% 886
2023
Q2 		$658K Hold
4,500
– – ﹤0.01% 920
2023
Q1 		$851K Hold
4,500
– – 0.01% 856
2022
Q4 		$1.17M Buy
+4,500
New +$1.19M 0.01% 753

Other funds holding TPL

Horizon Kinetics Asset Management
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State of Michigan Retirement System's TPL Position: Q2 2026 in Review

State of Michigan Retirement System reduced its Texas Pacific Land (TPL) stake by 19% in Q2 2026, selling an estimated $1.54M and leaving 15,800 shares worth $6.91M. The position accounts for 0.03% of the portfolio, ranked #382.

State of Michigan Retirement System first reported a position in TPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.3M in Q1 2026. 876 funds tracked by Wall St. Rank hold TPL as of Q2 2026.

  • State of Michigan Retirement System held 15,800 shares of Texas Pacific Land worth $6.91M as of Q2 2026.
  • State of Michigan Retirement System sold 3,800 Texas Pacific Land shares in Q2 2026, an estimated $1.54M.
  • Texas Pacific Land made up 0.03% of State of Michigan Retirement System's portfolio in Q2 2026, its #382 holding.
  • State of Michigan Retirement System first reported a position in Texas Pacific Land in Q4 2022 and has held it in 15 quarters since.
  • State of Michigan Retirement System's Texas Pacific Land position peaked at $9.3M in Q1 2026.
  • 876 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2026.

Based on State of Michigan Retirement System's 13F filing for Q2 2026, filed 30 Jul 2026.