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InfraCap REIT Preferred ETF

34 hedge funds and large institutions have $19.3M invested in InfraCap REIT Preferred ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

6% more funds holding

Funds holding: 3234 (+2)

0.3% less ownership

Funds ownership: 18.66%18.36% (-0.3%)

2% less capital invested

Capital invested by funds: $19.7M → $19.3M (-$459K)

Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$3.08M -$259K -14,117 -8%
KAS
2
Kestra Advisory Services
Texas
$2.69M +$326K +17,790 +14%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.06M +$36.6K +1,997 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.51M +$185K +10,090 +14%
Raymond James Financial
5
Raymond James Financial
Florida
$1.39M +$10.5K +575 +0.8%
LPL Financial
6
LPL Financial
California
$1.34M +$101K +5,532 +8%
PPW
7
Pasadena Private Wealth
California
$1.19M -$78.7K -4,293 -6%
UBS Group
8
UBS Group
Switzerland
$1.02M -$226K -12,330 -18%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$808K +$37.3K +2,033 +5%
KWA
10
Kingswood Wealth Advisors
California
$789K -$91.2K -4,978 -10%
Osaic Holdings
11
Osaic Holdings
Arizona
$758K +$73.6K +4,017 +11%
TGAM
12
TBH Global Asset Management
Tennessee
$434K +$374K +20,385 New
CFA
13
Camarda Financial Advisors
Florida
$374K +$15.1K +822 +4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$267K +$271K +14,810 New
GS
15
GTS Securities
New York
$266K +$270K +14,747 New
HighTower Advisors
16
HighTower Advisors
Illinois
$252K +$275 +15 +0.1%
DWM
17
Diversify Wealth Management
Utah
$234K -$30.8K -1,683 -12%
Lido Advisors
18
Lido Advisors
California
$202K
Comerica Bank
19
Comerica Bank
Texas
$199K -$52.2K -2,850 -21%
ACA
20
Aptus Capital Advisors
Alabama
$164K +$167K +9,112 New
Morgan Stanley
21
Morgan Stanley
New York
$62.4K +$715 +39 +1%
TAM
22
Tucker Asset Management
Colorado
$49.9K -$8.43K -460 -14%
US Bancorp
23
US Bancorp
Minnesota
$24.9K
AWM
24
AE Wealth Management
Kansas
$24.7K +$25.1K +1,370 New
National Bank of Canada
25
National Bank of Canada
Quebec, Canada
$12.6K

PFFR Hedge Fund Activity: Q4 2025 in Review

34 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in InfraCap REIT Preferred ETF (PFFR) for Q4 2025, worth a combined $19.3M — down 2.3% from $19.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PFFR positions and 6 closed out — a net gain of 2 holders — while 13 added to existing stakes and 9 trimmed.

The largest buyer was TBH Global Asset Management, opening a new position worth an estimated $374K. The largest seller was Inspire Advisors, exiting entirely with an estimated $461K sold.

  • 34 institutional investors held InfraCap REIT Preferred ETF (PFFR) as of Q4 2025, up from 32 in Q3 2025.
  • Funds reported $19.3M of InfraCap REIT Preferred ETF stock for Q4 2025, down 2.3% quarter-over-quarter.
  • 8 funds opened new InfraCap REIT Preferred ETF positions in Q4 2025 and 6 closed out, a net change of +2 holders.
  • The largest InfraCap REIT Preferred ETF buyer in Q4 2025 was TBH Global Asset Management, an estimated $374K added.
  • The largest InfraCap REIT Preferred ETF seller in Q4 2025 was Inspire Advisors, an estimated $461K sold.

Based on aggregated 13F filings for Q4 2025.