Tricon Residential Ownership 2024 | Who Owns Tricon Residential Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

40.23%

Insider Ownership

3.12%

Retail Ownership

56.66%

Institutional Holders

131.00

Tricon Residential Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.5.90%0.10%18,368,3361,880,51211.41%142,355,000Mar 31, 2023
ROYAL BANK OF CANADA4.32%0.03%13,452,818450,5773.47%104,259,000,000Mar 31, 2023
VANGUARD GROUP INC3.63%0.00%11,301,768222,9222.01%87,588,701,000Mar 31, 2023
JANUS HENDERSON GROUP PLC2.39%0.04%7,426,47020,0400.27%57,508,693,000Mar 31, 2023
MACQUARIE GROUP LTD2.29%0.06%7,112,1401,695,68731.31%55,119,000,000Mar 31, 2023
1832 ASSET MANAGEMENT L.P.2.06%0.10%6,419,5251,901,52842.09%49,751,318,000Mar 31, 2023
COHEN & STEERS, INC.1.88%0.10%5,842,213-8,230,145-58.48%45,277,000Mar 31, 2023
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP1.83%0.46%5,701,7225,585,0104785.29%44,210,678,000Mar 31, 2023
WELLINGTON MANAGEMENT GROUP LLP1.01%0.00%3,149,724-4,407,924-58.32%24,396,988,000Mar 31, 2023
CANOE FINANCIAL LP0.99%0.33%3,075,6173,075,617100.00%23,849,414,000Mar 31, 2023
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC0.98%0.41%3,039,057-56,241-1.82%23,552,692,000Mar 31, 2023
PEMBROKE MANAGEMENT, LTD0.77%2.73%2,383,303685,35640.36%24,977,015,000Mar 31, 2023
ALBERTA INVESTMENT MANAGEMENT CORP0.73%0.17%2,261,100519,88829.86%17,522,561,000Mar 31, 2023
ANSON FUNDS MANAGEMENT LP0.63%2.49%1,953,214-891,592-31.34%15,144,779,000Mar 31, 2023
MACKENZIE FINANCIAL CORP0.63%0.02%1,944,797275,44316.50%15,079,515,000Mar 31, 2023
BALYASNY ASSET MANAGEMENT L.P.0.59%0.04%1,838,798-1,018,369-35.64%14,258,080,000Mar 31, 2023
MANUFACTURERS LIFE INSURANCE COMPANY, THE0.53%0.01%1,638,92645,6472.87%12,701,611,000Mar 31, 2023
MILLENNIUM MANAGEMENT LLC0.50%0.01%1,553,312341,43428.17%12,032,000Mar 31, 2023
LEGAL & GENERAL GROUP PLC0.42%0.00%1,296,91584,7796.99%10,042,867,000Mar 31, 2023
GLUSKIN SHEFF & ASSOC INC0.41%0.54%1,288,326-117,706-8.37%9,987,921,000Mar 31, 2023

Tricon Residential's largest institutional shareholder is T. ROWE PRICE INVESTMENT MANAGEMENT, INC., holding 5.90% of the company's total share outstanding, currently valued at $142.35M. The top 10 institutional shareholders own together 26.31% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
EWING MORRIS & CO. INVESTMENT PARTNERS LTD.0.26%4.99%810,46355,5577.36%6,331,618,000Mar 31, 2023
PEMBROKE MANAGEMENT, LTD0.77%2.73%2,383,303685,35640.36%24,977,015,000Mar 31, 2023
ANSON FUNDS MANAGEMENT LP0.63%2.49%1,953,214-891,592-31.34%15,144,779,000Mar 31, 2023
LINCLUDEN MANAGEMENT LTD0.34%0.93%1,059,428334,79046.20%8,195,000Mar 31, 2023
TACITA CAPITAL INC0.04%0.82%139,945-1,210-0.86%1,084,000Mar 31, 2023
CALDWELL INVESTMENT MANAGEMENT LTD.0.03%0.74%95,740--741,680,000Mar 31, 2023
VOSS CAPITAL, LLC0.19%0.60%606,403-22,381-3.56%4,699,624,000Mar 31, 2023
GLUSKIN SHEFF & ASSOC INC0.41%0.54%1,288,326-117,706-8.37%9,987,921,000Mar 31, 2023
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP1.83%0.46%5,701,7225,585,0104785.29%44,210,678,000Mar 31, 2023
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC0.98%0.41%3,039,057-56,241-1.82%23,552,692,000Mar 31, 2023
INTACT INVESTMENT MANAGEMENT INC.0.35%0.34%1,073,907198,40022.66%8,326,831,000Mar 31, 2023
CANOE FINANCIAL LP0.99%0.33%3,075,6173,075,617100.00%23,849,414,000Mar 31, 2023
CIDEL ASSET MANAGEMENT INC0.29%0.32%907,869--7,030,620,000Mar 31, 2023
BASKIN FINANCIAL SERVICES INC.0.09%0.22%274,167-656-0.24%2,125,000Mar 31, 2023
ALBERTA INVESTMENT MANAGEMENT CORP0.73%0.17%2,261,100519,88829.86%17,522,561,000Mar 31, 2023
PDT PARTNERS, LLC0.05%0.15%144,51438,27236.02%1,119,984,000Mar 31, 2023
BECK MACK & OLIVER LLC0.16%0.11%506,48229,7666.24%3,925,236,000Mar 31, 2023
AIGEN INVESTMENT MANAGEMENT, LP0.03%0.11%103,668103,668100.00%803,878,000Mar 31, 2023
1832 ASSET MANAGEMENT L.P.2.06%0.10%6,419,5251,901,52842.09%49,751,318,000Mar 31, 2023
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.5.90%0.10%18,368,3361,880,51211.41%142,355,000Mar 31, 2023

The largest Tricon Residential shareholder by % of total assets is EWING MORRIS & CO. INVESTMENT PARTNERS LTD.. The company owns 810.46K shares of Tricon Residential (TCN), representing 4.99% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP1.83%0.46%5,701,7225,585,0104785.29%44,210,678,000Mar 31, 2023
CANOE FINANCIAL LP0.99%0.33%3,075,6173,075,617100.00%23,849,414,000Mar 31, 2023
1832 ASSET MANAGEMENT L.P.2.06%0.10%6,419,5251,901,52842.09%49,751,318,000Mar 31, 2023
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.5.90%0.10%18,368,3361,880,51211.41%142,355,000Mar 31, 2023
MACQUARIE GROUP LTD2.29%0.06%7,112,1401,695,68731.31%55,119,000,000Mar 31, 2023
PEMBROKE MANAGEMENT, LTD0.77%2.73%2,383,303685,35640.36%24,977,015,000Mar 31, 2023
ALBERTA INVESTMENT MANAGEMENT CORP0.73%0.17%2,261,100519,88829.86%17,522,561,000Mar 31, 2023
ROYAL BANK OF CANADA4.32%0.03%13,452,818450,5773.47%104,259,000,000Mar 31, 2023
MILLENNIUM MANAGEMENT LLC0.50%0.01%1,553,312341,43428.17%12,032,000Mar 31, 2023
LINCLUDEN MANAGEMENT LTD0.34%0.93%1,059,428334,79046.20%8,195,000Mar 31, 2023
VERITION FUND MANAGEMENT LLC0.23%0.08%717,558286,13066.32%5,561,075,000Mar 31, 2023
MACKENZIE FINANCIAL CORP0.63%0.02%1,944,797275,44316.50%15,079,515,000Mar 31, 2023
D. E. SHAW & CO., INC.0.08%0.00%253,500253,500100.00%1,965,582,000Mar 31, 2023
ALLIANZ ASSET MANAGEMENT GMBH0.09%0.00%268,713234,282680.44%2,080,841,000Mar 31, 2023
CUBIST SYSTEMATIC STRATEGIES, LLC0.08%0.01%247,230228,8991248.70%1,915,898,000Mar 31, 2023
VANGUARD GROUP INC3.63%0.00%11,301,768222,9222.01%87,588,701,000Mar 31, 2023
INTACT INVESTMENT MANAGEMENT INC.0.35%0.34%1,073,907198,40022.66%8,326,831,000Mar 31, 2023
PEAK6 INVESTMENTS LLC0.04%0.01%137,000132,0002640.00%1,061,750,000Mar 31, 2023
AIGEN INVESTMENT MANAGEMENT, LP0.03%0.11%103,668103,668100.00%803,878,000Mar 31, 2023
LEGAL & GENERAL GROUP PLC0.42%0.00%1,296,91584,7796.99%10,042,867,000Mar 31, 2023

As of Mar 31 2023, Tricon Residential's largest institutional buyer is BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP. The company purchased 5.59M stocks of TCN, valued at $44.21B.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
COHEN & STEERS, INC.1.88%0.10%5,842,213-8,230,145-58.48%45,277,000Mar 31, 2023
WELLINGTON MANAGEMENT GROUP LLP1.01%0.00%3,149,724-4,407,924-58.32%24,396,988,000Mar 31, 2023
CITADEL ADVISORS LLC0.13%0.00%402,720-1,533,772-79.20%3,121,080,000Mar 31, 2023
VISION CAPITAL CORP----1,333,942-100.00%-Mar 31, 2023
BALYASNY ASSET MANAGEMENT L.P.0.59%0.04%1,838,798-1,018,369-35.64%14,258,080,000Mar 31, 2023
ANSON FUNDS MANAGEMENT LP0.63%2.49%1,953,214-891,592-31.34%15,144,779,000Mar 31, 2023
FIERA CAPITAL CORP0.40%0.03%1,257,569-655,128-34.25%9,745,858,000Mar 31, 2023
FIL LTD0.19%0.01%603,425-424,257-41.28%4,679,167,000Mar 31, 2023
TWO SIGMA INVESTMENTS, LP0.09%0.01%292,882-330,100-52.99%2,269,836,000Mar 31, 2023
TIMELO INVESTMENT MANAGEMENT INC.----310,000-100.00%-Mar 31, 2023
AMERICAN CENTURY COMPANIES INC0.02%0.00%46,875-290,448-86.10%363,138,000Mar 31, 2023
ACADIAN ASSET MANAGEMENT LLC0.14%0.02%443,900-257,900-36.75%3,434,000Mar 31, 2023
NATIONAL BANK OF CANADA /FI/0.07%0.00%226,363-252,618-52.74%1,746,987,000Mar 31, 2023
MORGAN STANLEY0.33%0.00%1,035,403-201,241-16.27%8,024,374,000Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.01%-15,800-188,900-92.28%122,450,000Mar 31, 2023
D. E. SHAW & CO., INC.0.05%0.00%167,500-121,600-42.06%1,298,757,000Mar 31, 2023
RENAISSANCE TECHNOLOGIES LLC0.04%0.00%114,103-121,397-51.55%884,000Mar 31, 2023
GLUSKIN SHEFF & ASSOC INC0.41%0.54%1,288,326-117,706-8.37%9,987,921,000Mar 31, 2023
MARSHALL WACE, LLP----117,203-100.00%-Mar 31, 2023
JANE STREET GROUP, LLC0.02%0.00%69,049-115,871-62.66%535,351,000Mar 31, 2023

As of Mar 31 2023, Tricon Residential's biggest institutional seller is COHEN & STEERS, INC.. The company sold -8.23M shares of TCN, valued at $45.28M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CANOE FINANCIAL LP0.99%0.33%3,075,6173,075,617100.00%23,849,414,000Mar 31, 2023
D. E. SHAW & CO., INC.0.08%0.00%253,500253,500100.00%1,965,582,000Mar 31, 2023
AIGEN INVESTMENT MANAGEMENT, LP0.03%0.11%103,668103,668100.00%803,878,000Mar 31, 2023
SIMPLEX TRADING, LLC0.03%0.00%79,17179,171100.00%613,000Mar 31, 2023
DYNAMIC TECHNOLOGY LAB PRIVATE LTD0.02%0.05%65,22065,220100.00%505,000Mar 31, 2023
PEAK6 INVESTMENTS LLC0.02%0.00%54,77854,778100.00%424,530,000Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.02%0.00%48,78348,783100.00%378,068,000Mar 31, 2023
SIG NORTH TRADING, ULC0.01%0.01%38,47938,479100.00%298,212,000Mar 31, 2023
HRT FINANCIAL LP0.01%0.00%23,46923,469100.00%181,000Mar 31, 2023
SIG NORTH TRADING, ULC0.01%0.01%23,10023,100100.00%179,025,000Mar 31, 2023
GROUP ONE TRADING, L.P.0.01%0.00%17,18417,184100.00%133,176,000Mar 31, 2023
STATE OF WISCONSIN INVESTMENT BOARD0.01%0.00%15,84315,843100.00%122,684,000Mar 31, 2023
LEITH WHEELER INVESTMENT COUNSEL LTD.0.00%0.02%14,84214,842100.00%115,082,000Mar 31, 2023
IEQ CAPITAL, LLC0.00%0.00%14,67314,673100.00%113,716,000Mar 31, 2023
DAVIS-REA LTD.0.00%0.06%13,00013,000100.00%100,709,000Mar 31, 2023
CAPITAL SQUARE, LLC0.00%0.09%11,95111,951100.00%95,729,000Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.00%-11,80011,800100.00%91,450,000Mar 31, 2023
XTX TOPCO LTD0.00%0.02%11,39211,392100.00%88,288,000Mar 31, 2023
ROYAL BANK OF CANADA0.00%-10,00010,000100.00%78,000,000Mar 31, 2023
AMERITAS ADVISORY SERVICES, LLC0.00%0.00%300300100.00%2,388,000Mar 31, 2023

Tricon Residential's largest new institutional shareholder by number of shares is CANOE FINANCIAL LP, purchased 3.08M shares, valued at $23.85B, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VISION CAPITAL CORP----1,333,942-100.00%-Mar 31, 2023
TIMELO INVESTMENT MANAGEMENT INC.----310,000-100.00%-Mar 31, 2023
MARSHALL WACE, LLP----117,203-100.00%-Mar 31, 2023
BARCLAYS PLC----109,450-100.00%-Mar 31, 2023
QUANTBOT TECHNOLOGIES LP----32,466-100.00%-Mar 31, 2023
ARISTIDES CAPITAL LLC----29,597-100.00%-Mar 31, 2023
MOORS & CABOT, INC.----21,800-100.00%-Mar 31, 2023
STATE OF TENNESSEE, TREASURY DEPARTMENT----20,700-100.00%-Mar 31, 2023
WOLVERINE TRADING, LLC----19,800-100.00%-Mar 31, 2023
NEUBERGER BERMAN GROUP LLC----11,910-100.00%-Mar 31, 2023
VERSOR INVESTMENTS LP----11,664-100.00%-Mar 31, 2023
QUBE RESEARCH & TECHNOLOGIES LTD----11,495-100.00%-Mar 31, 2023
ROCKEFELLER CAPITAL MANAGEMENT L.P.----1,935-100.00%-Mar 31, 2023
ALLIANZ ASSET MANAGEMENT GMBH----300-100.00%-Mar 31, 2023
BELL INVESTMENT ADVISORS, INC----202-100.00%-Mar 31, 2023
MONEY CONCEPTS CAPITAL CORP----200-100.00%-Mar 31, 2023

Tricon Residential's largest sold out institutional shareholder by shares sold is VISION CAPITAL CORP, sold -1.33M shares, valued at -, as of undefined.

Tricon Residential Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
DNP SELECT INCOME FUND INC1.28%10,000,000--Jan 31, 2024
Barings Private Equity Opportunities & Commitments Fund1.25%1,500,000--Dec 31, 2023
BNY Mellon U.S. Mortgage Fund, Inc.1.09%3,500,000--Apr 30, 2022
VANGUARD VALLEY FORGE FUNDS0.96%500,000--Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS0.67%350,000--Mar 31, 2024
MASSMUTUAL PREMIER FUNDS0.35%10,000,000--Dec 31, 2023
MASSMUTUAL PREMIER FUNDS0.30%8,500,000--Dec 31, 2023
MASSMUTUAL PREMIER FUNDS0.28%8,000,000--Dec 31, 2023
MASSMUTUAL PREMIER FUNDS0.25%7,000,000--Dec 31, 2023
MASSMUTUAL PREMIER FUNDS0.25%7,000,000--Dec 31, 2023
Securian Funds Trust0.23%2,300,000--Mar 31, 2024
CARILLON SERIES TRUST0.22%12,230,00012,230,000-Mar 31, 2024
MASSMUTUAL PREMIER FUNDS0.21%6,000,000--Dec 31, 2023
Federated Hermes Investment Series Funds, Inc.0.20%2,315,000--Feb 29, 2024
NEW COVENANT FUNDS0.19%850,351--Dec 31, 2023
CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS0.18%1,172,741--Jan 31, 2024
VIRTUS VARIABLE INSURANCE TRUST0.17%260,000--Mar 28, 2024
RiverNorth Funds0.15%3,700,000--Dec 31, 2023
SEASONS SERIES TRUST0.12%3,000,000--Mar 31, 2024
Versus Capital Real Assets Fund LLC0.11%850,000850,000-Mar 28, 2024
Virtus Global Multi-Sector Income Fund0.10%150,000--Feb 29, 2024
Virtus Total Return Fund Inc.0.09%185,000--Feb 29, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS 120.09%281,915--Jan 31, 2024
CAPITAL INCOME BUILDER0.09%19,525,137--Jan 31, 2024
INTERMEDIATE BOND FUND OF AMERICA0.08%20,413,415-2,342,457-10.29%Feb 29, 2024
American Beacon Institutional Funds Trust0.08%160,000--Jan 31, 2024
Short-Term Bond Fund of America0.07%8,048,392--Feb 29, 2024
HARTFORD SERIES FUND INC0.07%3,148,861--Mar 31, 2024
JPMorgan Institutional Trust0.07%1,837,000--Feb 29, 2024
VIRTUS EQUITY TRUST0.06%515,000--Mar 28, 2024
Guggenheim Variable Funds Trust0.06%250,000250,000-Dec 31, 2023
THRIVENT MUTUAL FUNDS0.06%5,750,0001,000,00021.05%Jan 31, 2024
MML Series Investment Fund II0.05%10,000,000--Dec 31, 2023
American Beacon Institutional Funds Trust0.05%101,000--Jan 31, 2024
Federated Hermes Total Return Series, Inc.0.04%5,500,000--Feb 29, 2024
AMERICAN CENTURY INVESTMENT TRUST0.04%6,000,000--Mar 31, 2024
BlackRock Funds II0.04%3,551,000--Jan 31, 2024
MML Series Investment Fund II0.04%7,000,000--Dec 31, 2023
MML Series Investment Fund II0.04%7,000,000--Dec 31, 2023
JPMORGAN INSURANCE TRUST0.03%459,000--Mar 31, 2023
Brookfield Investment Funds0.03%55,000--Mar 31, 2024
FIDELITY SECURITIES FUND0.03%3,000,000--Jan 31, 2024
THRIVENT SERIES FUND INC0.03%3,250,0002,250,000225.00%Mar 28, 2024
GUGGENHEIM FUNDS TRUST0.03%16,015,00016,015,000-Dec 31, 2023
NATIONWIDE MUTUAL FUNDS0.03%3,500,000--Jan 31, 2024
MML Series Investment Fund II0.03%5,000,000--Dec 31, 2023
MML Series Investment Fund II0.03%5,000,000--Dec 31, 2023
Federated Hermes Managed Pool Series0.02%300,000--Mar 31, 2024
VIRTUS OPPORTUNITIES TRUST0.02%6,490,000--Mar 28, 2024
BLACKROCK ALLOCATION TARGET SHARES0.02%2,099,000--Mar 28, 2024
AMERICAN CENTURY INVESTMENT TRUST0.02%3,000,0003,000,000-Mar 31, 2024
LAZARD FUNDS INC0.02%748,548748,548-Mar 31, 2024
MASSMUTUAL PREMIER FUNDS0.02%500,000--Dec 31, 2023
NATIONWIDE VARIABLE INSURANCE TRUST0.02%2,250,000--Mar 31, 2024
American Funds Multi-Sector Income Fund0.02%2,342,457--Mar 31, 2024
John Hancock Exchange-Traded Fund Trust0.02%100,000--Jan 31, 2024
Voya VARIABLE PORTFOLIOS INC0.02%513,000513,000-Mar 31, 2024
MML Series Investment Fund II0.02%3,000,000--Dec 31, 2023
IVY FUNDS0.01%4,875,000--Mar 28, 2024
EQ PREMIER VIP TRUST0.01%515,000--Sep 30, 2023
NATIONWIDE VARIABLE INSURANCE TRUST0.01%1,900,0001,900,000-Mar 31, 2024
BlackRock ESG Capital Allocation Trust0.01%887,000--Mar 31, 2024
DoubleLine Funds Trust0.01%16,000,000--Mar 31, 2024
American Funds Multi-Sector Income Fund0.01%1,750,000--Mar 31, 2024
Invesco Exchange-Traded Self-Indexed Fund Trust0.01%2,612,000540,00026.06%Feb 29, 2024
VANGUARD SCOTTSDALE FUNDS0.01%23,750,0005,185,00027.93%Feb 29, 2024
BAIRD FUNDS INC0.01%13,100,000--Mar 31, 2024
AB BOND FUND, INC.0.01%1,194,000--Jan 31, 2024
MML Series Investment Fund II0.01%2,000,000--Dec 31, 2023
BlackRock Capital Allocation Trust0.01%887,000--Mar 31, 2024
AMERICAN BALANCED FUND0.01%5,757,0005,757,000-Mar 31, 2024
SUNAMERICA SERIES TRUST0.01%3,170,000--Mar 31, 2024
DoubleLine Funds Trust0.01%10,000,000--Mar 31, 2024
OLD WESTBURY FUNDS INC0.01%968,000--Jan 31, 2024
Invesco Exchange-Traded Self-Indexed Fund Trust0.01%1,640,000540,00049.09%Feb 29, 2024
SEASONS SERIES TRUST0.01%165,000165,000-Mar 31, 2024
American Funds Multi-Sector Income Fund0.01%904,000--Mar 31, 2024
JOHN HANCOCK INVESTMENT TRUST0.01%512,362--Mar 31, 2024
Franklin Custodian Funds0.01%3,000,000--Mar 31, 2024
JPMORGAN TRUST II0.01%5,835,000--Feb 29, 2024
VANGUARD BOND INDEX FUNDS0.01%7,616,000460,0006.43%Mar 31, 2024
SCHWAB STRATEGIC TRUST0.01%3,130,000200,0006.83%Mar 31, 2024
MML Series Investment Fund II0.01%1,000,000--Dec 31, 2023
VANGUARD SCOTTSDALE FUNDS0.00%9,962,000-1,595,000-13.80%Feb 29, 2024
GUGGENHEIM FUNDS TRUST0.00%2,722,000--Dec 31, 2023
Dunham Funds0.00%300,000--Jan 31, 2024
VANGUARD BOND INDEX FUNDS0.00%5,480,000--Mar 31, 2024
JPMORGAN TRUST II0.00%4,100,0004,100,000-Feb 29, 2024
FIDELITY ADVISOR SERIES I0.00%672,000--Feb 29, 2024
SEI INSTITUTIONAL MANAGED TRUST0.00%10,250,000--Dec 31, 2023
BOND FUND OF AMERICA0.00%27,334,992-2,342,457-7.89%Mar 31, 2024
AMERICAN BALANCED FUND0.00%2,169,792--Mar 31, 2024
JPMorgan Trust I0.00%3,760,000--Feb 29, 2024
Advisors' Inner Circle Fund III0.00%335,000200,000148.15%Jan 31, 2024
Goldman Sachs ETF Trust0.00%285,000--Feb 29, 2024
AMERICAN BALANCED FUND0.00%1,893,0001,893,000-Mar 31, 2024
NORTHERN FUNDS0.00%400,000--Mar 28, 2024
J.P. Morgan Exchange-Traded Fund Trust0.00%1,264,000--Feb 29, 2024
Franklin Alternative Strategies Funds0.00%1,423,000--Feb 29, 2024
AMERICAN BALANCED FUND0.00%1,718,000--Mar 31, 2024

Tricon Residential's largest mutual fund holder by % of total assets is "DNP SELECT INCOME FUND INC", owning 10.00M shares, compromising 1.28% of its total assets.

Tricon Residential Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 23131-1.50%
31 Dec, 221332.31%
30 Sep, 221301.56%
30 Jun, 22128-0.78%
31 Mar, 2212915.18%
31 Dec, 2111211100.00%
30 Sep, 211-
30 Jun, 21--
31 Mar, 21--
31 Dec, 20--100.00%
30 Sep, 201-
30 Jun, 201-
31 Mar, 201-
31 Dec, 191-
30 Sep, 191-
30 Jun, 191-
31 Mar, 191-
31 Dec, 181-
30 Sep, 181-
30 Jun, 181-
31 Mar, 181-
31 Dec, 171-
30 Sep, 171-
30 Jun, 171-
31 Mar, 171-50.00%
31 Dec, 162100.00%
30 Sep, 161-
30 Jun, 161-50.00%
31 Mar, 162100.00%
31 Dec, 151-
30 Sep, 151-50.00%
30 Jun, 152100.00%
31 Mar, 151-
31 Dec, 141-50.00%
30 Sep, 142-
30 Jun, 142-33.33%
31 Mar, 143-57.14%
31 Dec, 137-

As of 31 Mar 23, 131 institutions are holding Tricon Residential's shares, representing a decrease of -1.50% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 23125,150,839-15.66%
31 Dec, 22148,395,876-5.73%
30 Sep, 22157,418,0158.30%
30 Jun, 22145,349,805-1.08%
31 Mar, 22146,934,6715.87%
31 Dec, 21138,782,67948950.04%
30 Sep, 21282,941-
30 Jun, 21--
31 Mar, 21--
31 Dec, 20--100.00%
30 Sep, 2033,361-88.79%
30 Jun, 20297,697-8.58%
31 Mar, 20325,619-4.80%
31 Dec, 19342,02115.89%
30 Sep, 19295,127-22.10%
30 Jun, 19378,8310.90%
31 Mar, 19375,446-1.01%
31 Dec, 18379,274-55.61%
30 Sep, 18854,39032.56%
30 Jun, 18644,521-1.32%
31 Mar, 18653,159-35.96%
31 Dec, 171,019,8447.17%
30 Sep, 17951,648-7.46%
30 Jun, 171,028,33530.32%
31 Mar, 17789,09617.26%
31 Dec, 16672,94916088.33%
30 Sep, 164,157-99.72%
30 Jun, 161,478,31699.34%
31 Mar, 16741,618119.08%
31 Dec, 15338,518-65.46%
30 Sep, 15980,004-39.38%
30 Jun, 151,616,54141.20%
31 Mar, 151,144,85522.62%
31 Dec, 14933,65676.78%
30 Sep, 14528,138-6.76%
30 Jun, 14566,425-7.20%
31 Mar, 14610,373-52.76%
31 Dec, 131,291,942-

Tricon Residential (TCN) has 125.15M shares outstanding as of 31 Mar 23, down -15.66% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2340.23%-39.79%
31 Dec, 2266.81%-5.73%
30 Sep, 2270.87%8.30%
30 Jun, 2265.44%-1.08%
31 Mar, 2266.15%-6.67%
31 Dec, 2170.88%48952.87%
30 Sep, 210.14%-
30 Jun, 21--
31 Mar, 21--
31 Dec, 20--
30 Sep, 20--
30 Jun, 20--
31 Mar, 20--
31 Dec, 19--
30 Sep, 19--
30 Jun, 19--
31 Mar, 19--
31 Dec, 18--
30 Sep, 18--
30 Jun, 18--
31 Mar, 18--
31 Dec, 17--
30 Sep, 17--
30 Jun, 17--
31 Mar, 17--
31 Dec, 16--
30 Sep, 16--
30 Jun, 16--
31 Mar, 16--
31 Dec, 15--
30 Sep, 15--
30 Jun, 15--
31 Mar, 15--
31 Dec, 14--
30 Sep, 14--
30 Jun, 14--
31 Mar, 14--
31 Dec, 13--

As of 31 Mar 23, Tricon Residential is held by 40.23% institutional shareholders, representing a -39.79% negative growth compared to 31 Dec 22.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 2353-1.85%
31 Dec, 225422.73%
30 Sep, 22442.33%
30 Jun, 224316.22%
31 Mar, 22373600.00%
31 Dec, 211-
30 Sep, 21--
30 Jun, 21--
31 Mar, 21--
31 Dec, 20--
30 Sep, 20--
30 Jun, 20--
31 Mar, 20--100.00%
31 Dec, 191-
30 Sep, 19--100.00%
30 Jun, 191-
31 Mar, 19--
31 Dec, 18--100.00%
30 Sep, 181-
30 Jun, 18--
31 Mar, 18--100.00%
31 Dec, 171-
30 Sep, 17--100.00%
30 Jun, 171-
31 Mar, 171-
31 Dec, 16--
30 Sep, 16--100.00%
30 Jun, 161-
31 Mar, 161-
31 Dec, 15--
30 Sep, 15--
30 Jun, 15--100.00%
31 Mar, 151-
31 Dec, 141-
30 Sep, 141-
30 Jun, 14--100.00%
31 Mar, 141-
31 Dec, 13--

53 institutional shareholders have increased their position in TCN stock as of 31 Mar 23 compared to 54 in the previous quarter (a -1.85% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 2344-
31 Dec, 2244-15.38%
30 Sep, 22526.12%
30 Jun, 2249-2.00%
31 Mar, 2250-
31 Dec, 21--
30 Sep, 21--
30 Jun, 21--
31 Mar, 21--
31 Dec, 20--100.00%
30 Sep, 201-
30 Jun, 201-
31 Mar, 201-
31 Dec, 19--100.00%
30 Sep, 191-
30 Jun, 19--100.00%
31 Mar, 191-
31 Dec, 181-
30 Sep, 18--100.00%
30 Jun, 181-
31 Mar, 181-
31 Dec, 17--100.00%
30 Sep, 171-
30 Jun, 17--
31 Mar, 17--
31 Dec, 16--100.00%
30 Sep, 161-
30 Jun, 16--
31 Mar, 16--100.00%
31 Dec, 151-
30 Sep, 15--100.00%
30 Jun, 151-
31 Mar, 15--
31 Dec, 14--
30 Sep, 14--100.00%
30 Jun, 142100.00%
31 Mar, 141-
31 Dec, 13--

44 institutional shareholders have reduced their position in TCN stock as of 31 Mar 23 compared to 44 in the previous quarter (a 0.00% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 23131-1.50%125,150,839-15.66%40.23%-39.79%53-1.85%44-
31 Dec, 221332.31%148,395,876-5.73%66.81%-5.73%5422.73%44-15.38%
30 Sep, 221301.56%157,418,0158.30%70.87%8.30%442.33%526.12%
30 Jun, 22128-0.78%145,349,805-1.08%65.44%-1.08%4316.22%49-2.00%
31 Mar, 2212915.18%146,934,6715.87%66.15%-6.67%373600.00%50-
31 Dec, 2111211100.00%138,782,67948950.04%70.88%48952.87%1---
30 Sep, 211-282,941-0.14%-----
30 Jun, 21----------
31 Mar, 21----------
31 Dec, 20--100.00%--100.00%------100.00%
30 Sep, 201-33,361-88.79%----1-
30 Jun, 201-297,697-8.58%----1-
31 Mar, 201-325,619-4.80%----100.00%1-
31 Dec, 191-342,02115.89%--1---100.00%
30 Sep, 191-295,127-22.10%----100.00%1-
30 Jun, 191-378,8310.90%--1---100.00%
31 Mar, 191-375,446-1.01%----1-
31 Dec, 181-379,274-55.61%----100.00%1-
30 Sep, 181-854,39032.56%--1---100.00%
30 Jun, 181-644,521-1.32%----1-
31 Mar, 181-653,159-35.96%----100.00%1-
31 Dec, 171-1,019,8447.17%--1---100.00%
30 Sep, 171-951,648-7.46%----100.00%1-
30 Jun, 171-1,028,33530.32%--1---
31 Mar, 171-50.00%789,09617.26%--1---
31 Dec, 162100.00%672,94916088.33%------100.00%
30 Sep, 161-4,157-99.72%----100.00%1-
30 Jun, 161-50.00%1,478,31699.34%--1---
31 Mar, 162100.00%741,618119.08%--1---100.00%
31 Dec, 151-338,518-65.46%----1-
30 Sep, 151-50.00%980,004-39.38%------100.00%
30 Jun, 152100.00%1,616,54141.20%----100.00%1-
31 Mar, 151-1,144,85522.62%--1---
31 Dec, 141-50.00%933,65676.78%--1---
30 Sep, 142-528,138-6.76%--1---100.00%
30 Jun, 142-33.33%566,425-7.20%----100.00%2100.00%
31 Mar, 143-57.14%610,373-52.76%--1-1-
31 Dec, 137-1,291,942-------

Tricon Residential Peer Ownership


TickerCompany
MLPMaui Land & Pineapple Company, Inc.
MAYSJ.W. Mays, Inc.
NMRKNewmark Group, Inc.
HOUSAnywhere Real Estate Inc.
TCITranscontinental Realty Investors, Inc.
CWKCushman & Wakefield plc
RMAXRE/MAX Holdings, Inc.
CBRECBRE Group, Inc.
FRPHFRP Holdings, Inc.
JLLJones Lang LaSalle Incorporated
CIGIColliers International Group Inc.
MMIMarcus & Millichap, Inc.

TCN Ownership FAQ


Tricon Residential is owned by institutional shareholders (40.23%), insiders (3.12%), and public (56.66%). The largest institutional shareholder of Tricon Residential is T. ROWE PRICE INVESTMENT MANAGEMENT, INC. (5.90% of total shares) and the top mutual fund owner is DNP SELECT INCOME FUND INC (1.28% of total shares).

Tricon Residential's major institutional shareholders are T. ROWE PRICE INVESTMENT MANAGEMENT, INC., ROYAL BANK OF CANADA, VANGUARD GROUP INC, JANUS HENDERSON GROUP PLC, and MACQUARIE GROUP LTD. The top five shareholders own together 18.53% of the company's share outstanding.

As of Mar 2023, there are 131 institutional shareholders of Tricon Residential.

T. ROWE PRICE INVESTMENT MANAGEMENT, INC owns 18.37M shares of Tricon Residential, representing 5.90% of the company's total shares outstanding, valued at $142.36M (as of Mar 2023).

As of Mar 2023, ROYAL BANK OF CANADA holds 13.45M shares of Tricon Residential (TCN), compromising 4.32% of the company, valued at $104.26B.

VANGUARD GROUP INC is the third largest holder of Tricon Residential. The company owns 11.3M of the company's shares outstanding (worth $87.59B).