$60.1 Million is the total value of OFFIT CAPITAL ADVISORS LLC's 1 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CLAROS MTG TR INC | $60,128,866 | -2.3% | 5,426,793 | 0.0% | 100.00% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-05
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CLAROS MTG TR INC | 8 | Q3 2023 | 100.0% |
| BLUE OWL CAPITAL INC | 2 | Q2 2022 | 21.2% |
View OFFIT CAPITAL ADVISORS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-10-05 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-05 |
| 13F-HR/A | 2022-06-14 |
| 13F-HR/A | 2022-06-14 |
| SC 13G | 2022-05-27 |
| 13F-HR | 2022-05-16 |
View OFFIT CAPITAL ADVISORS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.