| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Cutler Capital Management, LLC | 18 | 18 | 0.80% | 1.54% | 2.41% | Q2 2019 | Q3 2023 | 18 |
| Lowe Wealth Advisors, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2022 | 16 |
| EII CAPITAL MANAGEMENT, INC. | 13 | 13 | 0.25% | 0.98% | 7.62% | Q4 2018 | Q4 2021 | 13 |
| REAL ESTATE MANAGEMENT SERVICES LLC | 13 | 13 | 1.58% | 1.85% | 2.17% | Q4 2018 | Q4 2021 | 13 |
| LDR Capital Management LLC | 8 | 8 | 1.90% | 6.66% | 9.64% | Q4 2021 | Q3 2023 | 8 |
| PRINCIPAL FINANCIAL GROUP INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
| MORGAN STANLEY | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
| CHILTON CAPITAL MANAGEMENT LLC | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
| COHEN & STEERS, INC. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
| Brookfield Asset Management | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
| DigitalBridge Group, Inc. | 8 | 8 | 0.28% | 0.35% | 0.41% | Q4 2021 | Q3 2023 | 8 |
| Janney Montgomery Scott LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
| ROPES WEALTH ADVISORS LLC | 7 | 7 | 0.08% | 0.10% | 0.10% | Q1 2022 | Q3 2023 | 7 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 7 | 7 | 0.16% | 1.03% | 1.42% | Q1 2022 | Q3 2023 | 7 |
| KCS Wealth Advisory | 6 | 1 | 0.57% | 0.69% | 0.78% | Q4 2021 | Q3 2023 | 7 |
| Daiwa Securities Group Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
| Nuveen Asset Management, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
| OSAIC HOLDINGS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
| ROYAL BANK OF CANADA | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
| WHITTIER TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
| WESTWOOD HOLDINGS GROUP INC | 4 | 4 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
| Forward Management, LLC | 4 | 4 | 1.05% | 1.24% | 1.43% | Q4 2021 | Q3 2022 | 4 |
| BEACH INVESTMENT COUNSEL INC/PA | 4 | 4 | 0.59% | 0.62% | 0.64% | Q4 2022 | Q3 2023 | 4 |
| WOLVERINE ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 4 |
| Skaana Management L.P. | 4 | 4 | 0.42% | 0.79% | 1.09% | Q4 2021 | Q3 2022 | 4 |
| UBS Group AG | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
| BANK OF AMERICA CORP /DE/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
| Charter Oak Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
| AXS Investments LLC | 2 | 2 | 0.14% | 0.16% | 0.17% | Q1 2023 | Q2 2023 | 2 |
| Geneos Wealth Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
| GRATIA CAPITAL, LLC | 2 | 2 | 0.32% | 0.35% | 0.38% | Q4 2021 | Q1 2022 | 2 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
| CSS LLC/IL | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
| RAYMOND JAMES & ASSOCIATES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
| NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Koshinski Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
| Shaolin Capital Management LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
| HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own RPT REALTY or have owned RPT REALTY in the past.