Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
WESBANCO BANK INC | 27 | 27 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 27 |
CENTRAL TRUST Co | 14 | 5 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2018 | 19 |
AMG National Trust Bank | 19 | 19 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q1 2020 | 19 |
MAI Capital Management | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 19 |
IFP Advisors, Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 11 |
Exchange Capital Management, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2018 | 9 |
Kalos Management, Inc. | 4 | 2 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q4 2021 | 9 |
AMARILLO NATIONAL BANK | 8 | 8 | 0.02% | 0.07% | 0.09% | Q3 2017 | Q2 2019 | 8 |
Tradition Wealth Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 8 |
Janney Montgomery Scott LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2015 | 7 |
Bartlett & Co. LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Lake Point Wealth Management | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2019 | 4 |
Strengthening Families & Communities, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
CARDEROCK CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
PRIVATE TRUST CO NA | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q3 2014 | 2 |
Risk Paradigm Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q3 2016 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q1 2015 | 2 |
Regal Wealth Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Benedetti & Gucer, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q1 2021 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
This page lists all the filers that currently own KBS REAL ESTATE INV TRUST II or have owned KBS REAL ESTATE INV TRUST II in the past.