Cresset Asset Management, LLC - PENNSYLVANIA RL ESTATE INVT ownership

Quarter-by-quarter ownership
Cresset Asset Management, LLC ownership history of PENNSYLVANIA RL ESTATE INVT
ValueSharesWeighting
Q1 2020$12,000
+500.0%
13,010
+4295.3%
0.00%
Q1 2019$2,0000.0%2960.0%0.00%
Q4 2018$2,0002960.00%
Other shareholders
PENNSYLVANIA RL ESTATE INVT shareholders Q3 2023
NameSharesValueWeighting ↓
Lido Advisors, LLC 1,785,869$1,126,0000.01%
BCS Wealth Management 26,499$17,0000.01%
Westhampton Capital, LLC 13,400$8,0000.01%
Virtu Financial LLC 110,873$70,0000.01%
ROVIN CAPITAL /UT/ /ADV 11,300$7,0000.00%
Veritable, L.P. 315,003$199,0000.00%
Forefront Analytics, LLC 10,000$6,0000.00%
CARRET ASSET MANAGEMENT, LLC 31,233$20,0000.00%
BRYN MAWR TRUST Co 68,451$43,0000.00%
Hilltop Holdings Inc. 10,000$6,0000.00%
View complete list of PENNSYLVANIA RL ESTATE INVT shareholders