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Wilmington Savings Fund Society’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Wilmington Savings Fund Society’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
2025
Q3 		– Sell
-220
Closed -$7.11K – 1975
2025
Q2 		$7.11K Buy
220
+9
+4% +$276 ﹤0.01% 1702
2025
Q1 		$6.19K Sell
211
-100
-32% -$3.03K ﹤0.01% 1747
2024
Q4 		$9.32K Sell
311
-209
-40% -$6.54K ﹤0.01% 1673
2024
Q3 		$16.7K Buy
+520
New +$15.5K ﹤0.01% 1513

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wilmington Savings Fund Society's SRVR Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q3 2025, closing a stake of 220 shares — an estimated $7.11K sold.

Wilmington Savings Fund Society first reported a position in SRVR in Q3 2024 and held it in 4 quarters. The position peaked at $16.7K in Q3 2024. 107 funds tracked by Wall St. Rank hold SRVR as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 220 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2025, an estimated $7.11K.
  • Wilmington Savings Fund Society first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's Pacer Data & Infrastructure Real Estate ETF position peaked at $16.7K in Q3 2024.
  • 107 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.