NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO - CORENERGY INFRASTRUCTURE TR ownership

Quarter-by-quarter ownership
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ownership history of CORENERGY INFRASTRUCTURE TR
ValueSharesWeighting
Q2 2018$50,0000.0%2,0000.0%0.00%
Q1 2018$50,000
-2.0%
2,0000.0%0.00%
Q4 2017$51,000
-1.9%
2,0000.0%0.00%
Q3 2017$52,0002,0000.00%
Other shareholders
CORENERGY INFRASTRUCTURE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Orinda Asset Management LLC 224,650$5,783,0005.04%
LDR Capital Management LLC 162,797$4,190,0003.75%
Sterneck Capital Management, LLC 101,242$2,606,0001.56%
Forward Management, LLC 500,000$12,870,0001.45%
BARD ASSOCIATES INC 55,955$1,440,0000.69%
CUE ADVISORY SERVICES, INC. 35,053$902,0000.59%
Yorktown Management & Research Co Inc 60,000$1,544,0000.44%
RMR Advisors LLC 24,800$638,0000.24%
FinTrust Investment Advisory Services, LLC 10,000$257,0000.23%
KCM INVESTMENT ADVISORS LLC 73,995$1,905,0000.11%
View complete list of CORENERGY INFRASTRUCTURE TR shareholders