SENIOR HSG PPTYS TR's ticker is SNH and the CUSIP is 81721M109.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $9,909,000 | -42.5% | 517,462 | -41.3% | 0.24% | -48.2% |
| Q3 2017 | $17,246,000 | -2.2% | 882,161 | +2.2% | 0.47% | -7.4% |
| Q2 2017 | $17,642,000 | -9.7% | 863,114 | -10.5% | 0.51% | -4.5% |
| Q1 2017 | $19,533,000 | -38.9% | 964,578 | -42.9% | 0.54% | -40.0% |
| Q4 2016 | $31,951,000 | -24.1% | 1,687,835 | -8.9% | 0.89% | -24.5% |
| Q3 2016 | $42,087,000 | – | 1,853,254 | – | 1.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SECURITY CAPITAL RESEARCH & MANAGEMENT INC | 7,028,168 | $137,401,000 | 4.30% |
| Garner Asset Management Corp | 139,468 | $2,727,000 | 2.43% |
| CHELSEA COUNSEL CO | 235,680 | $4,608,000 | 2.31% |
| SeaBridge Investment Advisors LLC | 398,309 | $7,787,000 | 1.82% |
| FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 207,389 | $4,054,000 | 1.21% |
| CUE ADVISORY SERVICES, INC. | 43,525 | $851,000 | 0.59% |
| PVG ASSET MANAGEMENT CORP | 64,468 | $1,260,355,000 | 0.55% |
| BENNICAS & ASSOCIATES, INC. | 31,830 | $622,000 | 0.53% |
| LUCUS ADVISORS LLC | 17,836 | $349,000 | 0.49% |
| Diligent Investors, LLC | 33,435 | $654,000 | 0.48% |