LAMR · Lamar Advertising Co · Shareholders & Ownership

$155.99 -1.31 (-0.83%) At close · Nov 6 Play latest call Q2 2026 earnings call transcript

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$15.85B

101.58M

Volume · Nov 6 993.24K Avg daily vol (3M) 563.18K

Every disclosed holder of LAMR in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns LAMR

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	786	85,622,712	84.29%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	1	11,845,257	11.66%	Yes
Remaining	—	4,112,377	4.05%	Rest
Registered funds (N-PORT, not summed)	524	41,828,679	41.18%	No

Shares outstanding: 101,580,346, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of LAMR

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Kevin P. Reilly, Jr. 13G CIK 1041017 · Unknown · Dec 31, 2025 Rule 13d-1(d), exempt investor	11,845,257	11.66%	+26,400	Dec 31, 2025	Rule 13d-1(d), exempt investor
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	9,614,182	9.46%	-368,095	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,979,198	2.93%	+103,280	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	350,368	0.34%	+21,009	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Core U.S. REIT ETF Fund S000015627 · Registered fund · Jul 31, 2026 iShares Trust, not summed	319,893	0.31%	+39,203	Jul 31, 2026	iShares Trust, not summed
2.4	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	312,606	0.31%	-3,999	Jun 30, 2026	iShares Trust, not summed
2.5	iShares U.S. Real Estate ETF Fund S000004328 · Registered fund · Jun 30, 2026 iShares Trust, not summed	300,597	0.30%	+26,109	Jun 30, 2026	iShares Trust, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,506,411	7.39%	+21,344	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,927,671	3.87%	+29,579	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD REAL ESTATE INDEX FUND Fund S000002924 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	3,271,135	3.22%	+81,214	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
6	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,170,047	3.12%	-633,106	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	618,153	0.61%	+111,700	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
6.2	Fidelity Equity-Income Fund Fund S000006064 · Registered fund · Jul 31, 2026 Fidelity Devonshire Trust, not summed	559,778	0.55%	-152,547	Jul 31, 2026	Fidelity Devonshire Trust, not summed
6.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	423,746	0.42%	-25,192	Aug 31, 2026	Fidelity Concord Street Trust, not summed
6.4	VIP Equity-Income Portfolio Fund S000007716 · Registered fund · Jun 30, 2026 Variable Insurance Products Fund, not summed	349,499	0.34%	-91,009	Jun 30, 2026	Variable Insurance Products Fund, not summed
6.5	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	323,273	0.32%	+3,549	Jul 31, 2026	Fidelity Salem Street Trust, not summed
7	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Sep 30, 2026	2,829,546	2.79%	+22,093	Sep 30, 2026
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,764,634	2.72%	+3,277	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,728,605	2.69%	+49,632	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	440,653	0.43%	+16,320	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	80,820	0.08%	+1,742	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.3	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	53,446	0.05%	+113	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	29,335	0.03%	-1,000	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
9.5	State Street(R) SPDR(R) Russell 1000 Yield Focus ETF Fund S000051787 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	18,261	0.02%	-5,971	Jun 30, 2026	SPDR SERIES TRUST, not summed
10	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,724,525	2.68%	-40,606	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Janus Henderson Mid Cap Value Fund Fund S000010471 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	322,843	0.32%	0	Jun 30, 2026	Janus Investment Fund, not summed
10.2	Janus Henderson VIT Enterprise Portfolio Fund S000010396 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	69,053	0.07%	-901	Jun 30, 2026	Janus Aspen Series, not summed
10.3	Janus Henderson VIT Mid Cap Value Portfolio Fund S000010397 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	19,353	0.02%	-413	Jun 30, 2026	Janus Aspen Series, not summed
10.4	Janus Henderson Small-Mid Cap Value Fund Fund S000035097 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	14,558	0.01%	-862	Jun 30, 2026	Janus Investment Fund, not summed
10.5	Janus Henderson Mid Cap Growth Alpha ETF Fund S000087757 · Registered fund · Jul 31, 2026 Janus Detroit Street Trust, not summed	2,464	0.00%	-7	Jul 31, 2026	Janus Detroit Street Trust, not summed
11	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,342,304	2.31%	-568,149	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Victory Sycamore Established Value Fund Fund S000000788 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	1,695,000	1.67%	-405,000	Jun 30, 2026	Victory Portfolios, not summed
11.2	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	9,980	0.01%	+117	Jul 31, 2026	Victory Portfolios III, not summed
12	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,317,282	2.28%	+80,643	Jun 30, 2026	carried, not yet filed for the newest quarter
13	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,125,742	2.09%	+27,100	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	VANGUARD GLOBAL WELLESLEY INCOME FUND Fund S000059218 · Registered fund · Aug 31, 2026 VANGUARD WORLD FUND, not summed	43,526	0.04%	-10,465	Aug 31, 2026	VANGUARD WORLD FUND, not summed
14	COHEN & STEERS, INC. 13F CIK 1284812 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,111,982	2.08%	-298,107	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Cohen & Steers Institutional Realty Shares Fund S000011976 · Registered fund · Jun 30, 2026 COHEN & STEERS INSTITUTIONAL REALTY SHARES INC, not summed	307,805	0.30%	0	Jun 30, 2026	COHEN & STEERS INSTITUTIONAL REALTY SHARES INC, not summed
14.2	Cohen & Steers Realty Shares Fund S000011975 · Registered fund · Jun 30, 2026 COHEN & STEERS REALTY SHARES INC, not summed	288,937	0.28%	0	Jun 30, 2026	COHEN & STEERS REALTY SHARES INC, not summed
15	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,996,084	1.97%	-7,919	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,536,592	1.51%	-21,497	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	56,588	0.06%	+1,983	Jun 30, 2026	Northern Funds, not summed
16.2	Income Equity Fund Fund S000001269 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,969	0.00%	-112	Jun 30, 2026	Northern Funds, not summed
16.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	4,173	0.00%	+198	Jul 31, 2026	FlexShares Trust, not summed
16.4	Multi-Manager Global Real Estate Fund Fund S000024145 · Registered fund · Jun 30, 2026 Northern Funds, not summed	2,775	0.00%	-1,402	Jun 30, 2026	Northern Funds, not summed
17	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,435,353	1.41%	+58,996	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	104	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
18	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,434,345	1.41%	+189,242	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	214,371	0.21%	+30,202	Jun 30, 2026	AQR Funds, not summed
18.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	81,866	0.08%	+1	Jun 30, 2026	AQR Funds, not summed
18.3	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	22,636	0.02%	-2,017	Jun 30, 2026	AQR Funds, not summed
18.4	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	18,277	0.02%	0	Jun 30, 2026	AQR Funds, not summed
18.5	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	4,122	0.00%	-14,580	Jun 30, 2026	AQR Funds, not summed
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,342,240	1.32%	+50,738	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Schwab U.S. REIT ETF Fund S000030518 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	685,569	0.67%	+71,074	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	240,802	0.24%	+6,054	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	91,700	0.09%	+213	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	52,403	0.05%	+1,864	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	52,376	0.05%	+1,443	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	1,334,528	1.31%	+24,484	Sep 30, 2026
20.1	DFA REAL ESTATE SECURITIES PORTFOLIO Fund S000000949 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	472,788	0.47%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
20.2	DFA Global Real Estate Securities Portfolio Fund S000021884 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	326,428	0.32%	-6,272	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
20.3	Dimensional Global Real Estate ETF Fund S000078988 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	163,004	0.16%	+9,122	Jul 31, 2026	Dimensional ETF Trust, not summed
20.4	Dimensional US Real Estate ETF Fund S000075150 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	115,812	0.11%	+1,866	Jul 31, 2026	Dimensional ETF Trust, not summed
21	Hamlin Capital Management, LLC 13F CIK 1277403 · Registered investment adviser · Sep 30, 2026	1,320,340	1.30%	-19,873	Sep 30, 2026
21.1	Hamlin High Dividend Equity Fund Fund S000036634 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE FUND, not summed	546,544	0.54%	+13,040	Jun 30, 2026	ADVISORS' INNER CIRCLE FUND, not summed
22	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,060,982	1.04%	-185,946	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	281,800	0.28%	+22,800	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
22.2	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	130,200	0.13%	-95,306	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
22.3	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	93,617	0.09%	+20,398	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
22.4	T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. Fund S000002073 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed	55,556	0.05%	-100,614	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
22.5	T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund Fund S000052904 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	46,673	0.05%	-16,224	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
23	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	997,813	0.98%	+29,166	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	DAVENPORT & Co LLC 13F CIK 887777 · Registered investment adviser · Sep 30, 2026	990,670	0.98%	-21,578	Sep 30, 2026
24.1	DAVENPORT VALUE & INCOME FUND Fund S000030554 · Registered fund · Jun 30, 2026 Williamsburg Investment Trust, not summed	166,231	0.16%	0	Jun 30, 2026	Williamsburg Investment Trust, not summed
24.2	DAVENPORT EQUITY OPPORTUNITIES FUND Fund S000030555 · Registered fund · Jun 30, 2026 Williamsburg Investment Trust, not summed	107,463	0.11%	-26,017	Jun 30, 2026	Williamsburg Investment Trust, not summed
24.3	DAVENPORT BALANCED INCOME FUND Fund S000052150 · Registered fund · Jun 30, 2026 Williamsburg Investment Trust, not summed	24,867	0.02%	0	Jun 30, 2026	Williamsburg Investment Trust, not summed
25	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	936,805	0.92%	-140,059	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Invesco Main Street Mid Cap Fund Fund S000064651 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	140,733	0.14%	+2,618	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
25.2	Invesco Real Estate Fund Fund S000000255 · Registered fund · Aug 31, 2026 AIM Investment Securities Funds (Invesco Investment Securities Funds), not summed	83,952	0.08%	-18,427	Aug 31, 2026	AIM Investment Securities Funds (Invesco Investment Securities Funds), not summed
25.3	Invesco S&P MidCap Low Volatility ETF Fund S000030966 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	56,122	0.06%	-7,908	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
25.4	Invesco S&P Ultra Dividend Revenue ETF Fund S000064597 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	37,874	0.04%	+13,761	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
25.5	Invesco Bloomberg Pricing Power ETF Fund S000060841 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	22,282	0.02%	-5,569	Aug 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
26	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	903,020	0.89%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Income Fund of America Fund S000008814 · Registered fund · Jul 31, 2026 Income Fund of America, not summed	903,020	0.89%	0	Jul 31, 2026	Income Fund of America, not summed
28	Daiwa Securities Group Inc. 13F CIK 1481045 · Unknown · Sep 30, 2026	887,995	0.87%	-59,219	Sep 30, 2026
29	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	873,591	0.86%	+196,389	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Egerton Capital (UK) LLP 13F CIK 1581811 · Registered investment adviser · Sep 30, 2026	867,591	0.85%	-223,028	Sep 30, 2026
31	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	857,601	0.84%	-8,004	Sep 30, 2026
31.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	14,591	0.01%	+879	Jul 31, 2026	BNY Mellon ETF Trust, not summed
32	Janus Henderson Enterprise Fund Fund S000010490 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	808,899	0.80%	-31,972	Jun 30, 2026	Janus Investment Fund, not summed
33	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	775,936	0.76%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
34	HighTower Advisors, LLC 13F CIK 1462245 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	774,828	0.76%	-45,190	Jun 30, 2026	carried, not yet filed for the newest quarter
35	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	751,003	0.74%	-15,525	Jun 30, 2026	carried, not yet filed for the newest quarter
36	CANADA PENSION PLAN INVESTMENT BOARD 13F CIK 1283718 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	742,175	0.73%	-611,020	Jun 30, 2026	carried, not yet filed for the newest quarter
37	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	656,405	0.65%	-424	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Columbia Select Mid Cap Value Fund Fund S000010792 · Registered fund · Aug 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	340,884	0.34%	0	Aug 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
37.2	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · Aug 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	59,134	0.06%	-2,909	Aug 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
37.3	CTIVP - Victory Sycamore Established Value Fund Fund S000019850 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	45,800	0.05%	-9,100	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
37.4	Columbia Variable Portfolio - Select Mid Cap Value Fund Fund S000019847 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	33,480	0.03%	0	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
37.5	Columbia Real Estate Equity Fund Fund S000012072 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	8,483	0.01%	-1,531	Jun 30, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
38	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	638,408	0.63%	+297,690	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Goldman Sachs Large Cap Growth Insights Fund Fund S000009328 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	12,582	0.01%	-48,325	Jul 31, 2026	Goldman Sachs Trust, not summed
38.2	Goldman Sachs U.S. Equity Insights Fund Fund S000009327 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	12,468	0.01%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
38.3	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	9,634	0.01%	0	Jun 30, 2026	Goldman Sachs Trust, not summed
38.4	Goldman Sachs Variable Insurance Trust U.S. Equity Insights Fund Fund S000009352 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	7,207	0.01%	—	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
38.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	3,338	0.00%	-34	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
39	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	632,357	0.62%	-5,708	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
40	VANGUARD REAL ESTATE II INDEX FUND Fund S000059086 · Registered fund · Jul 31, 2026 VANGUARD FIXED INCOME SECURITIES FUNDS, not summed	580,244	0.57%	+8,484	Jul 31, 2026	VANGUARD FIXED INCOME SECURITIES FUNDS, not summed
41	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	575,586	0.57%	+15,609	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
42	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	563,269	0.55%	-220,531	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Nuveen Real Estate Securities Select Fund Fund S000005369 · Registered fund · Jun 30, 2026 TIAA-CREF Funds, not summed	205,538	0.20%	-102,347	Jun 30, 2026	TIAA-CREF Funds, not summed
42.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	78,088	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
42.3	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	67,322	0.07%	-35,695	Jun 30, 2026	College Retirement Equities Fund, not summed
42.4	Nuveen Real Estate Securities Fund Fund S000005563 · Registered fund · Jun 30, 2026 Nuveen Investment Funds, Inc., not summed	32,378	0.03%	-19,430	Jun 30, 2026	Nuveen Investment Funds, Inc., not summed
42.5	Nuveen Real Asset Income Fund Fund S000033768 · Registered fund · Jun 30, 2026 Nuveen Investment Funds, Inc., not summed	26,882	0.03%	-13,908	Jun 30, 2026	Nuveen Investment Funds, Inc., not summed
43	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	553,246	0.54%	+2,965	Jun 30, 2026	carried, not yet filed for the newest quarter
44	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	544,914	0.54%	+55,156	Jun 30, 2026	carried, not yet filed for the newest quarter
45	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	508,524	0.50%	-16,417	Jun 30, 2026	carried, not yet filed for the newest quarter
46	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	507,505	0.50%	-219,706	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	MFS Global Real Estate Fund Fund S000024971 · Registered fund · Aug 31, 2026 MFS SERIES TRUST XIII, not summed	179,132	0.18%	-117,598	Aug 31, 2026	MFS SERIES TRUST XIII, not summed
46.2	MFS Blended Research Mid Cap Equity Fund Fund S000054892 · Registered fund · Aug 31, 2026 MFS Series Trust X, not summed	84,697	0.08%	-6,890	Aug 31, 2026	MFS Series Trust X, not summed
46.3	MFS Diversified Income Fund Fund S000012219 · Registered fund · Aug 31, 2026 MFS Series Trust XIII, not summed	32,886	0.03%	-9,253	Aug 31, 2026	MFS Series Trust XIII, not summed
46.4	MFS Global Real Estate Portfolio Fund S000008069 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	15,217	0.02%	-6,628	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
47	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	468,752	0.46%	+49,178	Jun 30, 2026	carried, not yet filed for the newest quarter
48	MILLER HOWARD INVESTMENTS INC /NY 13F CIK 903947 · Registered investment adviser · Sep 30, 2026	465,454	0.46%	-4,009	Sep 30, 2026
49	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	461,941	0.45%	-29,605	Jun 30, 2026	carried, not yet filed for the newest quarter
50	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	394,539	0.39%	+4,863	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1090425 CUSIP 512816109 13F (30d) 407 filings 363 filers Visit website Investor relations