Titelia

Fund shareholders of Helical PLC

ISIN GB00B0FYMT95 · United Kingdom · LEI 2138003SBD2Z7WV2MP70

Fund shareholders
33
Of which ETFs
7 26 other funds
Value held
12M $
FundSharesValueWeight in fund
INTERNATIONAL CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,114,2062.9M $0.01 %as of Apr 30, 2026 ↗
Third Avenue International Real Estate Value Fund Third Avenue Trust 890,5682.3M $2.08 %as of Apr 30, 2026 ↗
Janus Henderson Global Real Estate Fund JANUS INVESTMENT FUND 550,0001.3M $0.40 %as of Mar 31, 2026 ↗
VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 391,4811M $0.03 %as of Apr 30, 2026 ↗
DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 372,591969.2K $0.01 %as of Apr 30, 2026 ↗
iShares Global REIT ETF iShares Trust 279,816728.8K $0.02 %as of Apr 30, 2026 ↗
DFA International Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 170,349443.1K $0.01 %as of Apr 30, 2026 ↗
iShares International Small-Cap Equity Factor ETF iShares Trust 166,910434.7K $0.07 %as of Apr 30, 2026 ↗
WisdomTree International SmallCap Dividend Fund WisdomTree Trust 160,921372.2K $0.04 %as of Mar 31, 2026 ↗
International Vector Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 109,132283.9K $0.01 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) International Small Cap ETF SPDR INDEX SHARES FUNDS 84,190194.7K $0.02 %as of Mar 31, 2026 ↗
WisdomTree Dynamic International SmallCap Equity Fund WisdomTree Trust 68,081157.5K $0.04 %as of Mar 31, 2026 ↗
World ex U.S. Core Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 54,773142.5K $0.00 %as of Apr 30, 2026 ↗
Multi-Manager Global Real Estate Fund Northern Funds 50,000116.1K $0.15 %as of Mar 31, 2026 ↗
International Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 46,922122.1K $0.00 %as of Apr 30, 2026 ↗
WisdomTree Europe SmallCap Dividend Fund WisdomTree Trust 34,98480.9K $0.05 %as of Mar 31, 2026 ↗
THE UNITED KINGDOM SMALL COMPANY SERIES DFA INVESTMENT TRUST CO 28,41273.9K $0.00 %as of Apr 30, 2026 ↗
International Social Core Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 27,08270.4K $0.00 %as of Apr 30, 2026 ↗
WisdomTree International Equity Fund WisdomTree Trust 20,98248.5K $0.01 %as of Mar 31, 2026 ↗
World ex U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 20,91754.4K $0.01 %as of Apr 30, 2026 ↗
Wilmington Real Asset Fund Wilmington Funds 17,40745.3K $0.01 %as of Apr 30, 2026 ↗
Vert Global Sustainable Real Estate ETF Manager Directed Portfolios 17,18939.8K $0.01 %as of Mar 31, 2026 ↗
iShares Developed Real Estate Index Fund BlackRock Funds 14,78938.5K $0.01 %as of Apr 30, 2026 ↗
iShares International Developed Real Estate ETF iShares Trust 12,61432.9K $0.04 %as of Apr 30, 2026 ↗
LVIP Dimensional International Core Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,72520.4K $0.00 %as of Mar 31, 2026 ↗
AZL DFA International Core Equity Fund Allianz Variable Insurance Products Trust 5,18712K $0.00 %as of Mar 31, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 4,41910.3K $0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio Europe ETF SPDR INDEX SHARES FUNDS 4,40110.2K $0.00 %as of Mar 31, 2026 ↗
M International Equity Fund M FUND INC 3,0467.1K $0.00 %as of Mar 31, 2026 ↗
VOYA MULTI-MANAGER INTERNATIONAL SMALL CAP FUND Voya Mutual Funds 2,2245.8K $0.00 %as of Apr 30, 2026 ↗
1290 VT Real Estate Portfolio EQ Advisors Trust 2,1565K $0.01 %as of Mar 31, 2026 ↗
Dimensional VA International Small Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,8684.9K $0.00 %as of Apr 30, 2026 ↗
iShares Environmentally Aware Real Estate ETF iShares Trust 9282.4K $0.02 %as of Apr 30, 2026 ↗

Download this table: CSV, JSON

Report an error

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
Third Avenue International Real Estate Value Fund Third Avenue Trust 2.08 %as of Apr 30, 2026 ↗
Janus Henderson Global Real Estate Fund JANUS INVESTMENT FUND 0.40 %as of Mar 31, 2026 ↗
Multi-Manager Global Real Estate Fund Northern Funds 0.15 %as of Mar 31, 2026 ↗
iShares International Small-Cap Equity Factor ETF iShares Trust 0.07 %as of Apr 30, 2026 ↗
WisdomTree Europe SmallCap Dividend Fund WisdomTree Trust 0.05 %as of Mar 31, 2026 ↗
WisdomTree International SmallCap Dividend Fund WisdomTree Trust 0.04 %as of Mar 31, 2026 ↗
iShares International Developed Real Estate ETF iShares Trust 0.04 %as of Apr 30, 2026 ↗
WisdomTree Dynamic International SmallCap Equity Fund WisdomTree Trust 0.04 %as of Mar 31, 2026 ↗
VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 0.03 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) International Small Cap ETF SPDR INDEX SHARES FUNDS 0.02 %as of Mar 31, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
2026Q233-24,737,270-3.3 %
2026Q13504,896,727+7.4 %
2025Q435-14,558,289-3.1 %
2025Q336-24,706,203-18.7 %
2025Q238-35,788,085-26.9 %
2025Q141-17,917,974-15.9 %
2024Q442-29,412,375-1.8 %
2024Q34409,586,715-3.8 %
2024Q244+39,964,421+40.0 %
2024Q141-57,119,980-22.7 %
2023Q4469,208,234
Cite this page

Titelia. "Fund shareholders of Helical PLC". https://titelia.com/en/stocks/helical-plc-GB00B0FYMT95