Mobile Infrastructure Corp: which funds bought and sold

Institutions that bought and sold Mobile Infrastructure shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 29 institutions that filed 13F reports for both quarters added to or opened positions in Mobile Infrastructure, and 41 cut or closed them. Together they sold a net 1.0M shares, −3.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 241K shares (+191.2%); index fund managers were net sellers of 989K shares (−49.1%). 13 opened a new position and 21 sold out entirely.

Bought, Q2 2026 29 institutions, 13 of them new holders Sold, Q2 2026 41 institutions, 21 of them sold out

Net change, all compared −1.0M shares (−3.7%)

Net change, active managers +241K shares (+191.2%), 5 bought, 2 sold

Buyers versus sellers

institutions compared, 78

29 bought 8 41 sold

Active managers and hedge funds 5 bought · 2 sold · +241K

Index fund managers 1 bought · 8 sold · −989K

Other institutions 23 bought · 31 sold · −262K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	+113K New position	113K	$155,289
Bridgeway Capital Management, LLC Active manager	+70K New position	70K	$96,600
Jane Street Group, LLC	+55K New position	55K	$75,760
Goldman Sachs Group Inc	+29K +154.2%	48K	$65,876
Susquehanna International Group, LLP	+29K New position	29K	$39,421
Gsa Capital Partners LLP	+27K New position	27K	$37,000
AQR Capital Management LLC Hedge fund	+25K New position	25K	$33,932
Qube Research & Technologies Ltd Hedge fund	+20K New position	20K	$27,872
Citadel Advisors LLC Hedge fund	+20K +117.9%	37K	$51,295
Morgan Stanley	+16K +250.8%	22K	$30,909
Arkadios Wealth Advisors	+15K New position	15K	$20,799
D.A. Davidson & Co.	+13K New position	13K	$18,202
Vanguard Capital Management LLC Index funds	+13K +2.6%	516K	$712,453
Ameritas Advisory Services, LLC	+4,361 New position	4,361	$6,018
Royal Bank Of Canada	+1,353 +111.5%	2,566	$4,000
Arax Advisory Partners	+423 +3845.5%	434	$599
NISA Investment Advisors, LLC	+141 New position	141	$195
Focus Partners Wealth	+93 +0.6%	16K	$22,311
Essential Partners LLC	+71 +394.4%	89	$123
Integrated Wealth Concepts LLC	+60 New position	60	$82

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	+113K New position	113K	$155,289
Bridgeway Capital Management, LLC Active manager	+70K New position	70K	$96,600
AQR Capital Management LLC Hedge fund	+25K New position	25K	$33,932
Qube Research & Technologies Ltd Hedge fund	+20K New position	20K	$27,872
Citadel Advisors LLC Hedge fund	+20K +117.9%	37K	$51,295

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	−487K −78.3%	135K	$186,357
Geode Capital Management, LLC Index funds	−187K −44.3%	234K	$323,480
State Street Corp Index funds	−119K −86.8%	18K	$25,059
Quadrant Capital Group LLC	−113K −71.5%	45K	$62,107
Vanguard Portfolio Management LLC Index funds	−74K Sold out	0	—
Northern Trust Corp Index funds	−74K −66.9%	37K	$50,502
Connective Capital Management, LLC	−69K Sold out	0	—
North Star Investment Management Corp.	−68K Sold out	0	—
Charles Schwab Investment Management Inc Index funds	−46K Sold out	0	—
Bank Of New York Mellon Corp	−28K Sold out	0	—
Xtx Topco Ltd	−26K Sold out	0	—
Deutsche Bank Ag\	−20K Sold out	0	—
Nuveen, LLC	−19K Sold out	0	—
New York State Common Retirement Fund	−18K Sold out	0	—
Dimensional Fund Advisors LP	−16K −49.8%	16K	$22,146
Hodges Capital Management Inc.	−11K −51.7%	10K	$13,800
Bank Of America Corp	−10K Sold out	0	—
Rhumbline Advisers Index funds	−9,949 Sold out	0	—
UBS Group AG	−7,765 −51.9%	7,207	$9,946
Mai Capital Management	−6,259 Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
First Manhattan Co. Llc. Active manager	−5,750 −5.3%	102K	$141,174
FMR LLC Active manager	−295 −25.6%	859	$1,185

New positions

largest by value

Institution	Shares	Value June 30, 2026
Millennium Management LLCHedge fund	113K	$155,289
Bridgeway Capital Management, LLCActive manager	70K	$96,600
Jane Street Group, LLC	55K	$75,760
Susquehanna International Group, LLP	29K	$39,421
Gsa Capital Partners LLP	27K	$37,000
AQR Capital Management LLCHedge fund	25K	$33,932
Qube Research & Technologies LtdHedge fund	20K	$27,872
Arkadios Wealth Advisors	15K	$20,799
D.A. Davidson & Co.	13K	$18,202
Ameritas Advisory Services, LLC	4,361	$6,018

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Vanguard Portfolio Management LLCIndex funds	74K	$166,690
Connective Capital Management, LLC	69K	$153,879
North Star Investment Management Corp.	68K	$152,320
Charles Schwab Investment Management IncIndex funds	46K	$103,206
Bank Of New York Mellon Corp	28K	$62,458
Xtx Topco Ltd	26K	$58,041
Deutsche Bank Ag\	20K	$44,361
Nuveen, LLC	19K	$42,134
New York State Common Retirement Fund	18K	$41,216
Bank Of America Corp	10K	$23,222

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 57
Ten largest holders: 97.8%
Index fund managers: 3.9%
Active managers and hedge funds: 1.4%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	5	2	4	0	+241K	+191.2%
Index fund managers	1	8	0	3	−989K	−49.1%
Other institutions	23	31	9	18	−262K	−1.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Mobile Infrastructure.

Only managers that filed a holdings report for both quarters are compared (78 here). 2 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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