The Leona M. & Harry B. Helmsley Charitable Trust filed a Form 13F-HR with the Securities and Exchange Commission on October 20, 2026, disclosing its equity holdings as of the close of business on March 31, 2026.
The filing lists Joshua Fenton as the Chief Investment Officer for the Trust, which is headquartered at 230 Park Avenue, Suite 659, in New York, NY.
The trust reported ownership of two exchange-traded funds (ETFs) in its equity portfolio:
- SPDR S&P 500 ETF Trust (Ticker: SPY): The trust holds 321,615 shares.
- iShares MSCI EAFE ETF (Ticker: IEFA): The trust holds 101,851 shares.
