| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| WealthPLAN Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q4 2015 | Q2 2016 | 2 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
| MASSMUTUAL TRUST CO FSB/ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
| 1776 Wealth LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
| ORG Partners LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
This page lists all the filers that currently own BARON REAL ESTATE - INS or have owned BARON REAL ESTATE - INS in the past.