Wellington group discloses 10.36% Trex Company (TREX) ownership in 13G/A
Rhea-AI Filing Summary
Trex Company, Inc. received an updated ownership report from a group of Wellington entities, led by Wellington Management Group LLP, regarding holdings of its common stock. As of July 31, 2026, the Wellington complex is reported to beneficially own 10,558,010 shares of Trex common stock, representing 10.36% of the class.
The Wellington entities report no sole voting or dispositive power, with authority instead held on a shared basis across affiliated investment advisers. For several Wellington entities, shared voting power is reported over 8,216,754 shares and shared dispositive power over 10,558,002 shares
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Key Figures
Beneficial ownership: 10,558,010 shares
Ownership percentage: 10.36 %
Shared voting power: 8,216,754 shares
+2 more
5 metrics
Beneficial ownership
10,558,010 shares
Total Trex common shares reported as beneficially owned by Wellington entities
Ownership percentage
10.36 %
Percent of Trex common stock class beneficially owned by Wellington entities
Shared voting power
8,216,754 shares
Shares of Trex over which certain Wellington entities report shared voting power
Shared dispositive power
10,558,002 shares
Shares of Trex over which certain Wellington entities report shared dispositive power
Wellington Management Company LLP stake
8.7 %
Ownership percentage in Trex common stock reported for Wellington Management Company LLP
Key Terms
beneficially owned, shared voting power, shared dispositive power, investment advisers, +1 more
5 terms
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: See the responses to Item 9"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
investment advisers financial
"The securities as to which this Schedule is filed are owned of record by clients of one or more investment advisers"
parent holding company financial
"The securities as to which this Schedule is filed by Wellington Management Group LLP, as parent holding company"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What percentage of Trex (TREX) does Wellington report owning in this Schedule 13G/A?
Wellington entities report beneficial ownership of 10.36% of Trex Company, Inc. common stock, based on 10,558,010 shares as disclosed in the amended Schedule 13G.
Do any single Wellington clients hold more than 5% of Trex (TREX) stock?
No. The filing states that while clients of Wellington investment advisers own the reported shares, no such client is known to have more than 5% of Trex’s common stock.
Which Wellington entities are included in this Trex (TREX) ownership report?
The report covers Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP, along with related investment adviser affiliates.