MGRE · Affiliated Managers Group, Inc. · Shareholders & Ownership
Every disclosed holder of MGRE 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.
Who Owns MGRE
13F quarter Sep 30, 2026; this listing alone: insiders and shares outstanding are issuer-wide, so they are left outNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 97,500 | — |
| Insiders (Forms 3, 4, 5) | 0 | — |
| 13D/G-only blocks | 0 | — |
| Registered funds (N-PORT, not summed) | 4,775,218 | — |
% Out is unavailable: shares outstanding is an issuer-wide count, not one listing's.
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 MGRE
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
First Trust Preferred Securities and Income ETF
Fund
S000034980 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded Fund III, not summed
|
1,245,955 | ||
| 2 |
iShares Preferred and Income Securities ETF
Fund
S000013499 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
1,191,454 | ||
| 3 |
State Street(R) SPDR(R) ICE Preferred Securities ETF
Fund
S000026152 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
181,786 | ||
| 4 |
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
Fund
· Registered fund · Jul 31, 2026
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund, not summed
|
151,751 | ||
| 4.1 |
First Trust Intermediate Duration Preferred & Income Fund
Fund
· Registered fund · Jul 31, 2026
First Trust Intermediate Duration Preferred & Income Fund, not summed
|
374,488 | ||
| 4.2 |
John Hancock Premium Dividend Fund
Fund
· Registered fund · Jul 31, 2026
John Hancock Premium Dividend Fund, not summed
|
309,200 | ||
| 4.3 |
John Hancock Preferred Income Fund III
Fund
· Registered fund · Jul 31, 2026
John Hancock Preferred Income Fund III, not summed
|
282,125 | ||
| 4.4 |
John Hancock Preferred Income Fund
Fund
· Registered fund · Jul 31, 2026
John Hancock Preferred Income Fund, not summed
|
261,450 | ||
| 4.5 |
John Hancock Preferred Income Fund II
Fund
· Registered fund · Jul 31, 2026
John Hancock Preferred Income Fund II, not summed
|
207,900 | ||
| 5 |
Fidelity Strategic Dividend and Income Fund
Fund
S000017681 · Registered fund · Aug 31, 2026
Fidelity Salem Street Trust, not summed
|
89,800 | ||
| 6 |
SHIKIAR ASSET MANAGEMENT INC
13F
CIK 1058022 · Registered investment adviser · Sep 30, 2026
|
79,300 | ||
| 7 |
John Hancock Preferred Income ETF
Fund
S000074603 · Registered fund · Jun 30, 2026
John Hancock Exchange-Traded Fund Trust, not summed
|
51,790 | ||
| 8 |
Sterling Capital Management LLC
13F
CIK 1329883 · Registered investment adviser · Sep 30, 2026
|
18,200 | ||
| 9 |
Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF
Fund
S000084202 · Registered fund · Aug 31, 2026
Goldman Sachs ETF Trust, not summed
|
7,586 |
10 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.