As of 31 Dec 2025, 8 institutional investors reported holding 171,378 shares of STONE RIDGE TR - LIFEX 2035 INCM (LDDR).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 171,378 | $14,406,411 | -$115,404,190 | $84.06 | 8 |
| 2025 Q3 | 1,544,258 | $132,396,842 | -$109,789,547 | $85.74 | 6 |
| 2025 Q2 | 2,824,787 | $246,013,767 | +$2,485,317 | $87.09 | 6 |
| 2025 Q1 | 2,796,249 | $247,307,733 | +$247,307,733 | $88.44 | 5 |