SENIOR HSG PPTYS TR's ticker is SNH and the CUSIP is 81721M109.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $339,000 | -20.6% | 40,219 | -12.9% | 0.17% | -16.5% |
| Q3 2019 | $427,000 | +52.0% | 46,150 | +35.8% | 0.20% | +77.0% |
| Q2 2019 | $281,000 | -23.4% | 33,984 | +9.1% | 0.11% | -24.2% |
| Q1 2019 | $367,000 | +27.4% | 31,147 | +26.8% | 0.15% | +33.0% |
| Q4 2018 | $288,000 | -35.0% | 24,564 | -2.7% | 0.11% | -24.8% |
| Q3 2018 | $443,000 | -16.6% | 25,235 | -14.0% | 0.15% | -13.9% |
| Q2 2018 | $531,000 | +13.9% | 29,326 | -1.4% | 0.17% | +26.3% |
| Q1 2018 | $466,000 | -22.8% | 29,741 | -5.7% | 0.14% | -18.5% |
| Q4 2017 | $604,000 | +3.1% | 31,550 | +5.3% | 0.17% | -4.5% |
| Q3 2017 | $586,000 | -10.0% | 29,950 | -6.0% | 0.18% | -0.6% |
| Q2 2017 | $651,000 | -10.8% | 31,870 | -11.6% | 0.18% | -28.0% |
| Q1 2017 | $730,000 | +33.5% | 36,070 | +24.9% | 0.25% | +70.8% |
| Q4 2016 | $547,000 | -28.0% | 28,874 | -13.7% | 0.14% | -19.1% |
| Q3 2016 | $760,000 | +5.1% | 33,474 | -3.6% | 0.18% | +13.4% |
| Q2 2016 | $723,000 | -1.1% | 34,732 | -15.0% | 0.16% | -0.6% |
| Q1 2016 | $731,000 | +4.4% | 40,838 | -13.4% | 0.16% | -14.1% |
| Q4 2015 | $700,000 | -38.5% | 47,138 | -32.9% | 0.18% | -34.3% |
| Q3 2015 | $1,138,000 | -5.0% | 70,275 | +2.9% | 0.28% | +16.2% |
| Q2 2015 | $1,198,000 | -13.9% | 68,276 | +8.8% | 0.24% | -5.5% |
| Q1 2015 | $1,392,000 | +23.0% | 62,746 | +22.6% | 0.26% | +18.1% |
| Q4 2014 | $1,132,000 | -1.8% | 51,195 | -7.1% | 0.22% | +3.3% |
| Q3 2014 | $1,153,000 | +7.9% | 55,117 | +25.2% | 0.21% | +8.3% |
| Q2 2014 | $1,069,000 | +49.1% | 44,019 | +37.9% | 0.19% | +45.1% |
| Q1 2014 | $717,000 | +26.9% | 31,919 | +27.8% | 0.13% | +23.1% |
| Q4 2013 | $565,000 | +26.4% | 24,969 | +30.3% | 0.11% | +4.9% |
| Q3 2013 | $447,000 | -9.7% | 19,169 | +0.5% | 0.10% | -3.7% |
| Q2 2013 | $495,000 | – | 19,076 | – | 0.11% | – |
Download | ||||||
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% |