Pacer Industrial Real EstateINDSETF

13F holders, Q1 2025 (March 31)
60holders −9
6new positions
15sold out
$36.96avg. 13F price*

At the end of Q1 2025, 60 institutions reported holding Pacer Industrial Real Estate (INDS) in their 13F filings, down 9 from Q4 2024. 6 opened new positions and 15 sold out. The largest holders were Commonwealth Equity Services, LLC ($13.0M), Compound Planning, Inc. ($10.8M) and Bank of America Corp. ($8.0M).

Company
Pacer Industrial Real Estate
Filed as
PACER FDS TR (Q1 2025)
CUSIP
69374H766
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 70Q1 2024Q2 2024: 65Q2 2024Q3 2024: 63Q3 2024Q4 2024: 69Q4 2024Q1 2025: 60Q1 2025Q2 2025: 64Q2 2025Q3 2025: 65Q3 2025Q4 2025: 71Q4 2025Q1 2026: 75Q1 2026Q2 2026: 70Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions6$1.2M
Exits15$5.0M

All 13F filers, Q4 2024 → Q1 2025: 216,639 shares bought and 360,363 shares sold, net −143,724 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 60 holders

Commonwealth Equity Services, LLC 0.02% Add +5.8% 350,697 $13.0M
Compound Planning, Inc. 0.49% Add +26.0% 293,158 $10.8M
Bank of America Corp. 0.00% Add +27.3% 217,493 $8.0M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -10.2% 210,070 $7.8M
Morgan Stanley 0.00% Reduce -9.8% 167,981 $6.2M
Advisory Resource Group 0.83% Reduce -38.1% 110,766 $4.1M
Cetera Investment Advisers 0.01% Add +6.6% 104,222 $3.9M
LPL Financial LLC 0.00% Reduce -13.5% 75,366 $2.8M
Castle Wealth Management LLC 0.90% Add +4.3% 62,225 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.4% 60,881 $2.3M
Royal Bank of Canada 0.00% Reduce -3.1% 56,458 $2.1M
Haven Private, LLC 1.14% Reduce -12.4% 54,297 $2.0M
Flow Traders U.S. LLC 0.08% Add +7.0% 50,459 $1.9M
Invenio Wealth Partners LLC 0.62% Add +5.4% 39,732 $1.5M
Osaic Holdings, Inc. 0.00% Add +133.8% 36,546 $1.4M
Partners Capital Investment Group, LLP 0.02% Add +100.0% 34,274 $1.3M
Jane Street Group, LLC 0.00% Reduce -10.1% 33,983 $1.3M
Burns Matteson Capital Management, LLC 0.67% Add +2.2% 33,537 $1.2M
Scotia Capital Inc. 0.01% Add +4.3% 31,185 $1.2M
Private Advisor Group, LLC 0.01% Reduce -9.7% 23,898 $884K
Cornerstone Management, Inc. 0.16% Add +0.4% 22,605 $836K
Sound Financial Strategies Group, LLC 0.72% New 21,953 $812K
Avantax Advisory Services, Inc. 0.00% Reduce -14.2% 20,175 $746K
UBS Group AG 0.00% Reduce -69.8% 14,932 $552K
Bard Associates Inc. 0.20% Add +3.0% 14,489 $536K
Next Level Wealth Planning, LLC 0.41% Add +14.3% 14,467 $535K
Comprehensive Wealth Management, LLC 0.36% Add +6.9% 13,832 $511K
Napa Wealth Management 0.28% Reduce -7.9% 13,352 $494K
Kestra Advisory Services, LLC 0.00% Reduce -40.6% 12,910 $477K
Atria Wealth Solutions, Inc. 0.01% Reduce -1.4% 11,929 $441K
Sterling Group Wealth Management, LLC 0.18% Add +14.7% 9,201 $340K
Allworth Financial LP 0.00% Reduce -29.4% 9,212 $327K
Raymond James Financial Inc. 0.00% Reduce -66.2% 8,376 $310K
Main Line Retirement Advisors, LLC 0.18% Add +1.2% 7,358 $272K
Oppenheimer & Co. Inc. 0.00% New 6,804 $252K
JBR Co Financial Management Inc 0.14% Reduce -27.8% 6,287 $232K
Envestnet Asset Management Inc. 0.00% Reduce -51.8% 5,982 $221K
ORG Partners LLC 0.03% Add +1.1% 2,921 $108K
Aptus Capital Advisors, LLC 0.00% No change 2,579 $95K
Comerica Bank 0.00% Reduce -5.4% 1,895 $70K
GoalVest Advisory LLC 0.02% New 1,703 $63K
Creative Financial Designs Inc. 0.00% Add +1.3% 1,301 $48K
O'shaughnessy Asset Management, LLC 0.00% New 468 $17K
Golden State Wealth Management, LLC 0.00% New 300 $11K
Copia Wealth Management 0.01% Reduce -81.9% 272 $10K
Harbour Investments, Inc. 0.00% Reduce -79.7% 262 $10K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 200 $7K
Anfield Capital Management, LLC 0.00% No change 175 $6K
Steward Partners Investment Advisory, LLC 0.00% No change 119 $4K
Global Wealth Strategies & Associates 0.00% New 117 $4K
FMR LLC 0.00% No change 115 $4K
Cwm, LLC 0.00% Add +1.7% 120 $4K
WealthShield Partners, LLC 0.00% No change 75 $3K
Geneos Wealth Management Inc. 0.00% No change 75 $3K
Farther Finance Advisors, LLC 0.00% Reduce -80.6% 43 $2K
AE Wealth Management LLC 0.00% No change 22 $813
1620 Investment Advisors, Inc. 0.00% No change 11 $407
Bridge Generations Wealth Management LLC 0.00% No change 9 $333
CoreCap Advisors, LLC 0.00% No change 7 $259
Wells Fargo & Company 0.00% No change 1 $25

"% of holder's portfolio" is INDS's weight in each manager's 13F, not the share of Pacer Industrial Real Estate the manager owns.