T Rowe PR Captl Apprec-InvPRWCX
13F holders, Q1 2025 (March 31)3holders
1new positions
1sold out
$34.60avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding T Rowe PR Captl Apprec-Inv (PRWCX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Ferguson Wellman Capital Management, Inc. ($405K), Vermillion Wealth Management, Inc. ($273K) and Coston, McIsaac & Partners ($228K).
- Company
- T Rowe PR Captl Apprec-Inv
- CUSIP
- 77954M105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $273K |
| Exits | 1 | $48K |
All 13F filers, Q4 2024 → Q1 2025: 7,881 shares bought and 1,397 shares sold, net +6,484 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 11,688 | $405K |
| Vermillion Wealth Management, Inc. | 0.08% | New | 7,881 | $273K |
| Coston, McIsaac & Partners | 0.07% | No change | 6,597 | $228K |
"% of holder's portfolio" is PRWCX's weight in each manager's 13F, not the share of T Rowe PR Captl Apprec-Inv the manager owns.