T Rowe PR Captl Apprec-InvPRWCX
13F holders, Q3 2025 (September 30)4holders +1
1new positions
1sold out
$38.27avg. 13F price*
At the end of Q3 2025, 4 institutions reported holding T Rowe PR Captl Apprec-Inv (PRWCX) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 1 sold out. The largest holders were Ferguson Wellman Capital Management, Inc. ($437K), Vermillion Wealth Management, Inc. ($302K) and Coston, McIsaac & Partners ($252K).
- Company
- T Rowe PR Captl Apprec-Inv
- CUSIP
- 77954M105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $302K |
| Exits | 1 | $62K |
All 13F filers, Q2 2025 → Q3 2025: 7,881 shares bought and 1,945 shares sold, net +5,936 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -2.3% | 11,419 | $437K |
| Vermillion Wealth Management, Inc. | 0.08% | New | 7,881 | $302K |
| Coston, McIsaac & Partners | 0.06% | No change | 6,597 | $252K |
| Financial Gravity Asset Management, Inc. | 0.04% | — | 4,648 | $178K |
"% 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.