WealthOne, LLC - SENIOR HSG PPTYS TR ownership

Quarter-by-quarter ownership
WealthOne, LLC ownership history of SENIOR HSG PPTYS TR
ValueSharesWeighting
Q4 2018$5,0003960.00%
Other shareholders
SENIOR HSG PPTYS TR shareholders Q3 2023
NameSharesValueWeighting ↓
SECURITY CAPITAL RESEARCH & MANAGEMENT INC 4,760,324$105,632,0003.80%
PRING TURNER CAPITAL GROUP INC 140,209$3,111,0003.45%
PVG Asset Management 345,529$7,667,294,0002.31%
FOURPOINTS Investment Managers, S.A.S. 489,200$10,855,0002.27%
TRUST & FIDUCIARY MANAGEMENT SERVICES INC 209,735$4,654,0002.12%
Oxbow Advisors, LLC 632,737$14,040,0002.09%
Shinko Asset Management Co., Ltd. 9,312,832$206,652,0001.69%
SeaBridge Investment Advisors LLC 344,762$7,650,0001.54%
Advisors Capital Management, LLC 596,181$13,229,0001.48%
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 219,598$4,873,0001.43%
View complete list of SENIOR HSG PPTYS TR shareholders