Baron Partners Fund-RTLBPTRX
13F holders, Q2 2026 (June 30)2holders +1
2new positions
0sold out
$278.72avg. 13F price*
At the end of Q2 2026, 2 institutions reported holding Baron Partners Fund-RTL (BPTRX) in their 13F filings, up 1 from Q1 2026. 2 opened new positions and 0 sold out. The largest holders were Wealthspire Advisors, LLC ($219K) and Kelleher Financial Advisors ($69K).
- Company
- Baron Partners Fund-RTL
- CUSIP
- 06828M108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $287K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 1,031 shares bought, net +1,031 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Wealthspire Advisors, LLC | 0.00% | New | 784 | $219K |
| Kelleher Financial Advisors | 0.01% | New | 247 | $69K |
"% of holder's portfolio" is BPTRX's weight in each manager's 13F, not the share of Baron Partners Fund-RTL the manager owns.