Capital Analysts, LLC - AMREIT INC NEW ownership

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of AMREIT INC NEW
ValueSharesWeighting
Q4 2014$44,321,000
+35.4%
1,670
+17.2%
0.01%
+25.0%
Q3 2014$32,732,000
+63.3%
1,425
+30.1%
0.01%
+60.0%
Q2 2014$20,038,000
+10.4%
1,0950.0%0.01%0.0%
Q1 2014$18,144,000
-1.4%
1,0950.0%0.01%0.0%
Q4 2013$18,396,000
+8.2%
1,095
+11.7%
0.01%0.0%
Q3 2013$17,003,000
+52.9%
980
+70.4%
0.01%
+25.0%
Q2 2013$11,120,000
-0.6%
5750.0%0.00%0.0%
Q1 2013$11,189,000
+26.7%
575
+11.7%
0.00%0.0%
Q4 2012$8,832,0005150.00%
Other shareholders
AMREIT INC NEW shareholders Q3 2023
NameSharesValueWeighting ↓
Forward Management, LLC 1,023,639$16,963,0000.97%
KING INVESTMENT ADVISORS INC/TX 123,189$2,041,0000.94%
V3 Capital Management, L.P. 107,361$1,779,0000.58%
CHILTON CAPITAL MANAGEMENT LLC 331,210$5,488,150,0000.58%
GOODWIN DANIEL L 107,893$1,788,0000.32%
USCA RIA LLC 50,900$843,0000.30%
FORTALEZA ASSET MANAGEMENT INC/ 29,165$483,0000.25%
KENNEDY CAPITAL MANAGEMENT LLC 681,650$11,295,0000.21%
MERIDIAN MANAGEMENT CO 11,646$193,0000.15%
Nuveen Asset Management, LLC 1,542,699$25,563,0000.15%
View complete list of AMREIT INC NEW shareholders