BRISTOL MYERS SQUIBB CO NON-TR REIT

BRISTOL MYERS SQUIBB CO NON-TR REIT is a security (CUSIP 604CVR027) tracked across SEC portfolio filings. 2 institutional managers reported positions on Form 13F as of 2026-06-30; 11 registered fund positions totaling $678K via N-PORT as of 2026-04-30.

Summary

Top institutional holders (Form 13F)

ManagerLocationValueShares
Sterling Capital Management LLCCHARLOTTE, NC109
GAMMA Investing LLCFOSTER CITY, CA223

Top fund holders (N-PORT)

FundRegistrantValue% of fund
LVIP Franklin Templeton Multi-Factor SMID Cap Equity FundLINCOLN VARIABLE INSURANCE PRODUCTS TRUST$259K2.85%
U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC$196K0.26%
BlackRock Health Sciences Term TrustBlackRock Health Sciences Term Trust$142K1.41%
The Gabelli ABC FundGabelli Investor Funds Inc$35K0.84%
Enterprise Mergers and Acquisitions FundGabelli 787 Fund, Inc.$15K2.63%
BlackRock Health Sciences TrustBlackRock Health Sciences Trust$12K0.23%
GDL FundGDL Fund$10K0.87%
ALGER SMALL CAP GROWTH INSTITUTIONAL FUNDALGER INSTITUTIONAL FUNDS$6K0.89%
Comstock Capital Value FundComstock Funds, Inc.$2K1.70%
Dimensional US Core Equity 1 ETFDimensional ETF Trust$1340.00%
First Trust Merger Arbitrage ETFFirst Trust Exchange-Traded Fund III

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