Advertisement
Screener

Metis Global Partners, LLC Historic Quarter Change: USA Funds, Sold Out

Metis Global Partners, LLC historic quarter change: USA Funds, Sold out

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Metis Global Partners, LLC opened 3 positions, added to 7, reduced 0 and sold out of 3.

  • Q2 2026: Stock SERVICE PPTYS TR; Country of operation United States; Class COM SH BEN INT; Shares before 34,798.
  • Q2 2025: Stock EQUITY COMWLTH; Country of operation United States; Class COM SH BEN INT; Shares before 11,533.
  • Q1 2025: Stock RETAIL OPPORTUNITY INVTS COR; Country of operation United States; Class COM; Shares before 14,619.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1594916), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-07); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-11); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-06); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-07); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-05); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-06); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-06); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026SERVICE PPTYS TR
CUSIP 81761L102
United StatesCOM SH BEN INT34,7980-34,798$47,151$0-$47,1512026-08-10
Q2 2025EQUITY COMWLTH
CUSIP 294628102
United StatesCOM SH BEN INT11,5330-11,533$18,568$0-$18,5682025-08-06
Q1 2025RETAIL OPPORTUNITY INVTS COR
CUSIP 76131N101
United StatesCOM14,6190-14,619$253,786$0-$253,7862025-05-07

Similar Firms

Firm NameCountry13F ValueHoldings
Munich Reinsurance Co Stock Corp in MunichGermany$4.068B175
RIVERBRIDGE PARTNERS LLCUnited States$4.086B192
Ilex Capital Partners (UK) LLPUnited Kingdom$4.058B77
Brave Warrior Advisors, LLCUnited States$4.040B36
BOWEN HANES & CO INCUnited States$4.106B151
CARY STREET PARTNERS FINANCIAL LLCUnited States$4.037B1,357
JOURNEY STRATEGIC WEALTH LLCUnited States$4.029B3,980
Caprock Group, LLCUnited States$4.120B1,109
Arbejdsmarkedets TillaegspensionDenmark$4.020B169
ALTAROCK PARTNERS LPUnited States$4.126B8