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Fund shareholders of Altarea SCA

ISIN FR0000033219 · SIREN 335 480 877 · France · LEI 969500ICGCY1PD6OT783

Fund shareholders
42
Of which ETFs
18 24 other funds
Value held
78.4M $ 35.1K € · 1.6M SEK
Share of capital
2.4 % of 24.8M shares on Aug 3, 2026

42 funds hold this company: 40 declare it in a regulatory filing, and this table serves those page by page; 2 more are read from the reports their funds publish, and are not in it.

FundSharesValueWeight in fundShare of capital
Fidelity International Small Cap Fund Fidelity Investment Trust 164,75721.6M $0.39 %0.67 %as of Apr 30, 2026
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND VANGUARD STAR FUNDS 98,80713M $0.00 %0.40 %as of Apr 30, 2026
VANGUARD DEVELOPED MARKETS INDEX FUND VANGUARD TAX-MANAGED FUNDS 74,8889.8M $0.00 %0.30 %as of Mar 31, 2026
DFA International Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 39,3495.2M $0.16 %0.16 %as of Apr 30, 2026
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 28,6393.8M $0.03 %0.12 %as of Apr 30, 2026
VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 23,1243M $0.08 %0.09 %as of Apr 30, 2026
iShares MSCI EAFE Small-Cap ETF iShares Trust 22,8553M $0.02 %0.09 %as of Apr 30, 2026
iShares Core MSCI EAFE ETF iShares Trust 21,7732.9M $0.00 %0.09 %as of Apr 30, 2026
iShares Global REIT ETF iShares Trust 20,6312.7M $0.06 %0.08 %as of Apr 30, 2026
VANGUARD EUROPEAN STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 18,6712.5M $0.01 %0.08 %as of Apr 30, 2026
Schwab International Small-Cap Equity ETF SCHWAB STRATEGIC TRUST 13,3622M $0.04 %0.05 %as of Feb 28, 2026
International Small-Cap Portfolio PACIFIC SELECT FUND 12,7401.7M $0.66 %0.05 %as of Mar 31, 2026
Dimensional Global Real Estate ETF Dimensional ETF Trust 8,7971.2M $0.03 %0.04 %as of Apr 30, 2026
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 6,299827.9K $0.00 %0.03 %as of Apr 30, 2026
Xtrackers International Real Estate ETF DBX ETF Trust 6,092925K $0.09 %0.02 %as of Feb 27, 2026
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 4,414577.3K $0.00 %0.02 %as of Mar 31, 2026
Avantis Real Estate ETF American Century ETF Trust 4,155630.8K $0.08 %0.02 %as of Feb 28, 2026
Fidelity Total International Index Fund Fidelity Salem Street Trust 3,561467.3K $0.00 %0.01 %as of Apr 30, 2026
iShares International Developed Small Cap Value Factor ETF iShares Trust 2,854373.3K $0.13 %0.01 %as of Mar 31, 2026
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund FlexShares Trust 2,464323.1K $0.05 %0.01 %as of Apr 30, 2026
Vert Global Sustainable Real Estate ETF Manager Directed Portfolios 2,406311.6K $0.07 %0.01 %as of Mar 31, 2026
Global Real Estate Index Fund Northern Funds 1,880247.6K $0.04 %0.01 %as of Mar 31, 2026
Fidelity SAI International Small Cap Index Fund Fidelity Concord Street Trust 1,664218.3K $0.02 %0.01 %as of Apr 30, 2026
State Street Global All Cap Equity ex-U.S. Index Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 1,444188.3K $0.00 %0.01 %as of Mar 31, 2026
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 1,3341.6M SEK0.01 %0.01 %as of Mar 31, 2026
iShares Developed Real Estate Index Fund BlackRock Funds 1,127148.1K $0.05 %0.00 %as of Apr 30, 2026
VANGUARD ESG INTERNATIONAL STOCK ETF VANGUARD WORLD FUND 1,106167.9K $0.00 %0.00 %as of Feb 28, 2026
Parametric International Equity Fund Eaton Vance Mutual Funds Trust 956125.6K $0.06 %0.00 %as of Apr 30, 2026
iShares International Developed Real Estate ETF iShares Trust 921121K $0.14 %0.00 %as of Apr 30, 2026
iShares MSCI World Small-Cap ETF iShares Trust 915138.9K $0.02 %0.00 %as of Feb 28, 2026
iShares MSCI Europe Small-Cap ETF iShares Trust 69991.9K $0.05 %0.00 %as of Apr 30, 2026
Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF Invesco Exchange-Traded Fund Trust II 69591.3K $0.02 %0.00 %as of Apr 30, 2026
Wilmington Real Asset Fund Wilmington Funds 58877.3K $0.02 %0.00 %as of Apr 30, 2026
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 32642.9K $0.00 %0.00 %as of Mar 31, 2026
State Street(R) SPDR(R) Portfolio Europe ETF SPDR INDEX SHARES FUNDS 26033.7K $0.01 %0.00 %as of Mar 31, 2026
1290 VT Real Estate Portfolio EQ Advisors Trust 15920.9K $0.05 %0.00 %as of Mar 31, 2026
iShares Environmentally Aware Real Estate ETF iShares Trust 526.8K $0.05 %0.00 %as of Apr 30, 2026
Xtrackers MSCI Eurozone Hedged Equity ETF DBX ETF Trust 497.4K $0.01 %0.00 %as of Feb 27, 2026
Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust 81.2K $0.00 %0.00 %as of Feb 28, 2026
MULTIGESTION, FI MULTIGESTION/EURO SOCIMI-REIT DIVIDEND INVERSIS GESTIÓN, S.A., SGIIC 35.1K €2.81 %as of Dec 31, 2025

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Tocqueville PME La Financière de l'Échiquier 3.99 %as of Jun 30, 2025
MULTIGESTION, FI MULTIGESTION/EURO SOCIMI-REIT DIVIDEND INVERSIS GESTIÓN, S.A., SGIIC 2.81 %as of Dec 31, 2025
DNCA Invest - Sustain Real Estate DNCA Finance Luxembourg 1.52 %as of Dec 31, 2025
International Small-Cap Portfolio PACIFIC SELECT FUND 0.66 %as of Mar 31, 2026
Fidelity International Small Cap Fund Fidelity Investment Trust 0.39 %as of Apr 30, 2026
DFA International Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 0.16 %as of Apr 30, 2026
iShares International Developed Real Estate ETF iShares Trust 0.14 %as of Apr 30, 2026
iShares International Developed Small Cap Value Factor ETF iShares Trust 0.13 %as of Mar 31, 2026
Xtrackers International Real Estate ETF DBX ETF Trust 0.09 %as of Feb 27, 2026
Avantis Real Estate ETF American Century ETF Trust 0.08 %as of Feb 28, 2026

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2380593,487+6.1 %
2026Q1380559,394-0.1 %
2025Q438+1559,770+7.1 %
2025Q337+4522,474+9.6 %
2025Q233+1476,828+2.7 %
2025Q132-1464,167+2.6 %
2024Q433+3452,394-1.6 %
2024Q330-1459,529+17.9 %
2024Q231+4389,630+33.4 %
2024Q127-7292,020-29.8 %
2023Q434416,145

Threshold crossings on Altarea SCA

3 threshold crossings filed with the AMF (article L.233-7 of the French commercial code). The stake is the one the filer states holding on that day.

ShareholderCrossingDeclared stake
APG Asset Management N.V.below 5 % of the capital and voting rights4.99 %as of Mar 12, 2026
AltaGroupe SASbelow 25 % of the capital and voting rights24.98 %as of Mar 11, 2025
Monsieur Jacques Ehrmannbelow 5 % of the capital and voting rights0.12 %as of Jan 10, 2025

Funds holding the debt of Altarea SCA

6 funds declare 8 bond lines of this company. The amount is the one filed, never a share of the debt: no regulator publishes the amount outstanding in open access.

FundBond linesValue
Six Circles Global Bond Fund28.8M $as of Mar 31, 2026
VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND11.6M $as of Apr 30, 2026
VANGUARD TOTAL INTERNATIONAL BOND II INDEX FUND11.6M $as of Apr 30, 2026
iShares Core International Aggregate Bond ETF2551.3K $as of Apr 30, 2026
Nuveen International Aggregate Bond ETF1413.4K $as of Mar 31, 2026
iShares Euro Investment Grade Corporate Bond USD Hedged ETF1107.8K $as of Apr 30, 2026
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Titelia. "Fund shareholders of Altarea SCA". https://titelia.com/en/stocks/altarea-sca-FR0000033219