HIGHLANDS REIT INC shareholder history

Current and past HIGHLANDS REIT INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Cribstone Capital Management, LLC 24240.00%0.00%0.00%Q1 2017Q4 202224
Diversified Trust Co 22220.00%0.00%0.00%Q3 2018Q4 202322
Arvest Bank Trust Division 19190.00%0.00%0.00%Q1 2017Q3 202119
Kovack Advisors, Inc. 1360.00%0.00%0.00%Q1 2018Q4 202219
Ancora Advisors LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
IFP Advisors, Inc 11110.00%0.00%0.00%Q3 2019Q1 202211
Taylor Wealth Management Partners 11110.00%0.00%0.00%Q2 2016Q4 201811
MAI Capital Management 11110.00%0.00%0.00%Q1 2021Q3 202311
Vantage Investment Advisors, LLC 10100.00%0.00%0.00%Q2 2016Q3 201810
GLENMEDE TRUST CO NA 640.00%0.00%0.00%Q4 2016Q1 202010
Tradition Wealth Management, LLC 910.00%0.00%0.00%Q4 2020Q3 202310
Almanack Investment Partners, LLC. 770.00%0.00%0.00%Q4 2020Q2 20227
SVB WEALTH LLC 660.00%0.00%0.00%Q3 2019Q4 20206
ARVEST TRUST CO N A 660.00%0.00%0.00%Q4 2021Q1 20236
Williams Jones Wealth Management, LLC. 660.00%0.00%0.00%Q2 2022Q3 20236
Edge Wealth Management LLC 310.00%0.00%0.00%Q2 2016Q1 20185
COMMERCE BANK 550.00%0.00%0.00%Q2 2016Q2 20175
Bartlett & Co. LLC 320.00%0.00%0.00%Q4 2017Q4 20235
NVWM, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Winch Advisory Services, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
AMARILLO NATIONAL BANK 550.00%0.00%0.00%Q2 2018Q2 20195
Cassady Schiller Wealth Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Freedman Financial Associates, Inc. 440.00%0.00%0.00%Q2 2021Q1 20224
ALBION FINANCIAL GROUP /UT 440.00%0.00%0.00%Q4 2019Q3 20204
THOMPSON INVESTMENT MANAGEMENT, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Arkadios Wealth Advisors 330.00%0.00%0.00%Q1 2020Q3 20203
Osher Van de Voorde Investment Management 330.00%0.00%0.00%Q2 2021Q4 20213
Pinkerton Retirement Specialists, LLC 330.00%0.00%0.00%Q3 2016Q1 20173
Kalos Management, Inc. 110.01%0.01%0.02%Q1 2021Q1 20223
AVIANCE CAPITAL MANAGEMENT, LLC 210.00%0.00%0.00%Q2 2017Q3 20183
Strategic Investment Solutions, Inc. /IL 220.00%0.00%0.00%Q1 2023Q2 20232
THRIVENT FINANCIAL FOR LUTHERANS 220.00%0.00%0.00%Q2 2017Q3 20172
MYCIO WEALTH PARTNERS, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Bay Harbor Wealth Management, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
RAYMOND JAMES TRUST N.A. 220.00%0.00%0.00%Q3 2017Q4 20172
AMERIPRISE FINANCIAL INC 110.00%0.00%0.00%Q4 2016Q4 20161
Kessler Investment Group, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
SMITHBRIDGE ASSET MANAGEMENT INC/DE 110.00%0.00%0.00%Q3 2016Q3 20161
PVG ASSET MANAGEMENT CORP 110.01%0.01%0.01%Q3 2021Q3 20211
BIP Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
JB Capital LLC 110.00%0.00%0.00%Q3 2021Q3 20211
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Hilltop Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
CHEMUNG CANAL TRUST CO 110.00%0.00%0.00%Q4 2023Q4 20231
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
RE Dickinson Investment Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Roundview Capital LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Triumph Capital Management 110.00%0.00%0.00%Q2 2023Q2 20231
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231

This page lists all the filers that currently own HIGHLANDS REIT INC or have owned HIGHLANDS REIT INC in the past.