SRVR — Pacer Benchmark Data & Infrastructure Real Estate

Ownership history in FOSTER & MOTLEY INC  ·  24 quarters on record

AI Ownership Summary

FOSTER & MOTLEY INC reported Pacer Benchmark Data & Infrastructure Real Estate (SRVR) in 24 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.79% in 2023 Q4. The latest visible filing shows SRVR at 0.57% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SRVR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FOSTER & MOTLEY INC's position in Pacer Benchmark Data & Infrastructure Real Estate, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SRVR was reported at 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.79% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SRVR stock page FOSTER & MOTLEY INC fund profile FOSTER & MOTLEY INC full holdings
How FOSTER & MOTLEY INC held SRVR — position size vs. price
% of Fund (quarterly)    SRVR price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 372,918 +2,393 +0.6% 0.57% $10.7M 2026-02-14 (Est.) $33.05
2025 Q3 ADDED 370,525 +4,659 +1.3% 0.63% $11.7M 2025-10-23 $31.11
2025 Q2 ADDED 365,866 +1,948 +0.5% 0.68% $11.8M 2025-07-29 $31.61
2025 Q1 ADDED 363,918 +10,062 +2.8% 0.67% $10.7M 2025-05-08 $30.13
2024 Q4 REDUCED 353,856 -11,974 -3.3% 0.69% $10.6M 2025-01-23 $29.40
2024 Q3 REDUCED 365,830 -915 -0.2% 0.75% $11.8M 2024-10-30 $31.03
2024 Q2 REDUCED 366,745 -7,818 -2.1% 0.69% $10.0M 2024-08-02 $28.48
2024 Q1 ADDED 374,563 +18,074 +5.1% 0.74% $10.7M 2024-04-18 $24.82
2023 Q4 REDUCED 356,489 -47,827 -11.8% 0.79% $10.6M 2024-02-01 $27.34
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SRVR

As of 2025 Q4 — sorted by position size

INVENIO WEALTH PARTNERS LLC 0.42% Baron Financial Group, LLC 3Y 0.27% Cornerstone Management, Inc. 0.2% PATRON PARTNERS, LLC 3Y 0.19% ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3Y 0.15% Proactive Wealth Strategies LLC 0.14% WT Wealth Management 3Y 0.13% FLOW TRADERS U.S. LLC 3Y 7Y 0.13% Summit Financial, LLC 3Y 7Y 0.05% Motiv8 Investments LLC 0.04%

FAQ About FOSTER & MOTLEY INC and SRVR

These are the practical questions this page is built to answer before you even open the full history table.

How long has FOSTER & MOTLEY INC reported owning SRVR?

FOSTER & MOTLEY INC reported SRVR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SRVR position in FOSTER & MOTLEY INC's portfolio?

The largest reported portfolio weight for SRVR was 0.79% in 2023 Q4.

What is the latest reported SRVR position on this page?

The most recent filing on this page is 2025 Q4, when FOSTER & MOTLEY INC reported 372,918 shares, equal to 0.57% of portfolio, with an estimated market value of $10.7M.

What does the chart on this SRVR ownership page compare?

The chart compares FOSTER & MOTLEY INC's quarterly SRVR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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