Funds holding MFS Global Real Estate Fund
ISIN US5529827207 · United States · LEI ROYDM6SL56ZXYAENS860
- Fund holders
- 15
- Of which ETFs
- 0 15 other funds
- Value held
- 874.4M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| MFS Growth Allocation Fund MFS SERIES TRUST X | 15,692,466 | 270.9M $ | 4.01 % | as of May 31, 2026 ↗ |
| MFS Moderate Allocation Fund MFS SERIES TRUST X | 11,219,941 | 193.7M $ | 3.00 % | as of May 31, 2026 ↗ |
| MFS Aggressive Growth Allocation Fund MFS SERIES TRUST X | 8,844,813 | 152.7M $ | 4.96 % | as of May 31, 2026 ↗ |
| MFS Conservative Allocation Fund MFS SERIES TRUST X | 4,153,832 | 71.7M $ | 1.99 % | as of May 31, 2026 ↗ |
| MFS Lifetime 2040 Fund MFS SERIES TRUST XII | 1,821,480 | 33.2M $ | 4.03 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2050 Fund MFS SERIES TRUST XII | 1,740,395 | 31.7M $ | 5.20 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2045 Fund MFS SERIES TRUST XII | 1,416,774 | 25.8M $ | 4.69 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2055 Fund MFS SERIES TRUST XII | 1,278,402 | 23.3M $ | 5.38 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2035 Fund MFS SERIES TRUST XII | 1,031,838 | 18.8M $ | 3.06 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime Income Fund MFS SERIES TRUST XII | 848,842 | 15.5M $ | 2.09 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2060 Fund MFS SERIES TRUST XII | 792,593 | 14.4M $ | 5.27 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2030 Fund MFS SERIES TRUST XII | 757,194 | 13.8M $ | 2.16 % | as of Jul 31, 2026 ↗ |
| PFG MFS Aggressive Growth Strategy Fund Northern Lights Fund Trust | 309,917 | 5.6M $ | 5.24 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2065 Fund MFS SERIES TRUST XII | 173,786 | 3.2M $ | 5.38 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2070 Fund MFS SERIES TRUST XII | 3,539 | 64.5K $ | 5.27 % | as of Jul 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| MFS Lifetime 2065 Fund MFS SERIES TRUST XII | 5.38 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2055 Fund MFS SERIES TRUST XII | 5.38 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2070 Fund MFS SERIES TRUST XII | 5.27 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2060 Fund MFS SERIES TRUST XII | 5.27 % | as of Jul 31, 2026 ↗ |
| PFG MFS Aggressive Growth Strategy Fund Northern Lights Fund Trust | 5.24 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2050 Fund MFS SERIES TRUST XII | 5.20 % | as of Jul 31, 2026 ↗ |
| MFS Aggressive Growth Allocation Fund MFS SERIES TRUST X | 4.96 % | as of May 31, 2026 ↗ |
| MFS Lifetime 2045 Fund MFS SERIES TRUST XII | 4.69 % | as of Jul 31, 2026 ↗ |
| MFS Lifetime 2040 Fund MFS SERIES TRUST XII | 4.03 % | as of Jul 31, 2026 ↗ |
| MFS Growth Allocation Fund MFS SERIES TRUST X | 4.01 % | as of May 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 15 | 0 | 50,085,813 | -3.6 % |
| 2026Q2 | 15 | 0 | 51,946,298 | -0.1 % |
| 2026Q1 | 15 | 0 | 51,991,196 | +0.2 % |
| 2025Q4 | 15 | 0 | 51,867,657 | +0.1 % |
| 2025Q3 | 15 | 0 | 51,794,576 | +0.1 % |
| 2025Q2 | 15 | 0 | 51,751,525 | +2.5 % |
| 2025Q1 | 15 | 0 | 50,498,111 | +2.2 % |
| 2024Q4 | 15 | 0 | 49,413,614 | -3.7 % |
| 2024Q3 | 15 | 0 | 51,336,158 | -0.3 % |
| 2024Q2 | 15 | 0 | 51,483,530 | -0.6 % |
| 2024Q1 | 15 | 0 | 51,781,761 | +3.0 % |
| 2023Q4 | 15 | 50,295,387 |
Cite this page
Titelia. "Funds holding MFS Global Real Estate Fund". https://titelia.com/en/stocks/mfs-global-real-estate-fund-US5529827207