2023 ETF Series Trust has 6 Schedule 13D or 13G filings on record since 2026-03-04. 2 holders' latest filing reports 5% or more of harrison street infrastructure active etf. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Harrison Street Private Wealth LLC | 97.2% | 4,203,172 | SCHEDULE 13D/A, 2026-08-07 | 2026-01-30 |
| BlackRock Portfolio Management LLC | 5.1% | 302,812 | SCHEDULE 13G/A, 2026-05-06 | 2026-04-30 |
Purpose of Transaction (Item 4)
Harrison Street Private Wealth LLC
The shares reported herein were acquired for investment purposes, in the ordinary course of business and not for the purpose of changing or influencing the control of NFRX. The Reporting Persons may seek to acquire additional securities of NFRX (which may include rights or securities exercisable, exchangeable or convertible into securities of NFRX) and/or may dispose of some or all of their shares, from time to time, by selling such shares on the secondary market or otherwise, depending on price, market liquidity, developments affecting NFRX, NFRXs business and prospects, other investment and business opportunities available to the Reporting Persons, general stock market and economic conditions, tax considerations and other factors deemed relevant. The Reporting Persons intend to review their investment in NFRX on an ongoing basis and, in the course of their review, may take actions (including through their affiliates) with respect to their investment or NFRX, including communicating with the board of trustees of NFRX (the "Board"), members of management or other security-holders of NFRX, or other third parties from time to time, taking steps to implement a course of action, including, without limitation, engaging advisors, including legal, financial, regulatory, technical and/or industry advisors, to assist in any review, and evaluating strategic alternatives as they may become available. The Reporting Persons may engage in discussions with management, the Board, and …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-08-07; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-03-04 | BlackRock Portfolio Management LLC | 13.6% | SCHEDULE 13G |
| 2026-03-04 | BlackRock Portfolio Management LLC | 11.4% | SCHEDULE 13G |
| 2026-03-19 | Harrison Street Private Wealth LLC | 89.9% | SCHEDULE 13D |
| 2026-04-07 | BlackRock Portfolio Management LLC | 5.1% | SCHEDULE 13G/A |
| 2026-05-06 | BlackRock Portfolio Management LLC | 5.1% | SCHEDULE 13G/A |
| 2026-08-07 | Harrison Street Private Wealth LLC | 97.2% | SCHEDULE 13D/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.