Leona M. & Harry B. Helmsley Charitable Trust has filed its quarterly 13F-HR report, detailing its investment holdings as of March 31, 2026. This filing is significant as it provides insights into the trust's investment strategy and asset allocation.
Background
The Helmsley Charitable Trust, based in New York, operates under the Central Index Key (CIK) 0001665901. It is classified as an 'other' entity type and has a fiscal year ending on March 31. The trust has made several filings recently, including multiple 13F-HR reports on October 20, 2026.
What the Filing Says
According to the filing dated October 20, 2026, the Helmsley Charitable Trust reported a total value of $219,051,887 in its holdings. The report includes investments in two major exchange-traded funds (ETFs): the State Street SPDR S&P 500 ETF Trust and the iShares MSCI EAFE ETF. The trust holds 321,615 shares of the SPDR S&P 500 ETF, valued at approximately $209,159,099, and 101,851 shares of the iShares MSCI EAFE ETF, valued at about $9,892,788.
Impact
This filing may impact various stakeholders, including other charitable trusts and investment managers who monitor the Helmsley Charitable Trust's strategies. The trust's significant holdings in ETFs suggest a preference for diversified investment approaches, which could influence similar entities in the sector.
What's Next
The filing does not say what happens next.