DE:D6N0 / American Healthcare REIT, Inc. - Institutionellt ägande - Säljare

American Healthcare REIT, Inc.
DE ˙ DB
Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
2025-06-25 NP DRLAX - BNY Mellon Global Real Estate Securities Fund Class A 95 362 −6,89 3 078 6,25
2025-04-16 13F Salem Investment Counselors Inc 0 −100,00 0
2025-05-15 13F/A Orion Portfolio Solutions, LLC 14 929 −9,24 452 −3,21
2025-07-29 NP VTWV - Vanguard Russell 2000 Value Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 101 219 −4,39 3 537 12,15
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 5 788 −0,41 213 20,45
2025-08-14 13F UBS Group AG 200 019 −23,75 7 349 −7,55
2025-07-23 13F Kingswood Wealth Advisors, Llc 0 −100,00 0
2025-08-06 13F Resona Asset Management Co.,Ltd. 63 985 −3,80 2 312 14,24
2025-05-19 13F/A Jane Street Group, Llc 0 −100,00 0 −100,00
2025-08-12 13F Nuveen, LLC 1 731 926 −22,94 63 631 −6,56
2025-06-18 NP NWHDX - Nationwide Bailard Cognitive Value Fund Class A 0 −100,00 0 −100,00
2025-08-14 13F Waterfront Capital Partners, LLC 449 619 −42,62 16 519 −30,43
2025-08-12 13F Elo Mutual Pension Insurance Co 0 −100,00 0
2025-08-06 13F Csenge Advisory Group 19 499 −14,91 681 −2,85
2025-07-09 13F Fiduciary Alliance LLC 9 244 −9,11 340 10,06
2025-07-08 13F Parallel Advisors, LLC 20 −85,19 1 −100,00
2025-07-09 13F Harbor Capital Advisors, Inc. 1 432 −0,69 0
2025-08-13 13F Quadrant Capital Group Llc 0 −100,00 0
2025-08-12 13F J.w. Cole Advisors, Inc. 64 923 −33,02 2 385 −18,79
2025-05-15 13F Sandia Investment Management LP 0 −100,00 0
2025-08-28 NP New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class 0 −100,00 0 −100,00
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 112 343 −31,73 4 127 −17,23
2025-08-12 13F Hillsdale Investment Management Inc. 240 −7,69 9 14,29
2025-03-27 NP PRKAX - PGIM Real Estate Income Fund Class A 105 383 −17,72 2 981 −12,48
2025-08-14 13F State Of Wisconsin Investment Board 175 402 −1,52 6 444 19,42
2025-07-18 13F PFG Investments, LLC 8 381 −8,94 308 10,43
2025-07-25 13F Atria Wealth Solutions, Inc. 14 646 −35,67 542 −21,93
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 13 119 −1,59 423 12,20
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 3 991 −2,82 139 13,93
2025-04-15 13F Integrated Advisors Network LLC 0 −100,00 0
2025-08-08 13F Advisory Resource Group 18 732 −26,24 688 −10,53
2025-08-28 NP PZRMX - PIMCO Inflation Response Multi-Asset Fund Class A 7 199 −3,40 264 17,33
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 1 554 −29,87 50 −19,35
2025-06-30 NP VGSIX - Vanguard Real Estate Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 744 832 −1,92 185 443 11,91
2025-08-08 13F Larson Financial Group LLC 3 606 −50,72 132 −40,27
2025-08-27 NP OASVX - Optimum Small-mid Cap Value Fund Class A 107 613 −39,79 3 954 −27,00
2025-08-14 13F Modern Wealth Management, LLC 86 114 −10,18 3 164 8,88
2025-07-25 13F Allspring Global Investments Holdings, LLC 0 −100,00 0
2025-08-14 13F Citadel Advisors Llc Call 6 900 −19,77 254 −2,69
2025-08-06 13F Commonwealth Equity Services, Llc 1 156 177 −9,65 42 10,53
2025-07-17 13F Beacon Capital Management, LLC 17 075 −17,51 627 0,00
2025-08-15 13F Captrust Financial Advisors 20 512 −4,44 754 15,85
2025-08-13 13F EverSource Wealth Advisors, LLC 275 −99,81 10 −99,77
2025-07-29 NP JARIX - James Alpha Global Real Estate Investments Fund Class I 0 −100,00 0 −100,00
2025-08-04 13F Assetmark, Inc 6 583 −5,66 242 14,22
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0
2025-08-13 13F Cerity Partners LLC 27 944 −10,00 1 027 9,15
2025-07-18 13F Dogwood Wealth Management LLC 0 −100,00 0
2025-08-12 13F EAM Investors, LLC 90 734 −23,57 3 334 −7,34
2025-08-14 13F Raymond James Financial Inc 119 754 −19,91 4 400 −2,89
2025-08-08 13F Intech Investment Management Llc 72 012 −20,63 2 646 −3,75
2025-07-25 13F Cwm, Llc 180 362 −0,64 7 20,00
2025-08-13 13F Elios Financial Group Inc. 0 −100,00 0
2025-07-30 NP PPTY - PPTY - U.S. Diversified Real Estate ETF 5 763 −29,19 201 −16,94
2025-08-14 13F CIBC World Markets Inc. 13 710 −1,00 504 20,05
2025-08-22 NP RRRAX - DWS RREEF Real Estate Securities Fund Class A 559 712 −12,25 20 564 6,40
2025-08-07 13F Panoramic Investment Advisors, Llc 9 690 −26,59 356 −10,78
2025-07-21 13F Quent Capital, LLC 0 −100,00 0
2025-08-14 13F Diversify Wealth Management, Llc 24 499 −10,85 993 13,23
2025-08-12 13F Corebridge Financial, Inc. 0 −100,00 0
2025-08-27 13F/A Squarepoint Ops LLC Call 0 −100,00 0
2025-08-12 13F Global Retirement Partners, LLC 317 −54,32 12 −42,11
2025-08-11 13F Greenland Capital Management LP 49 124 −66,12 1 805 −58,93
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 0 −100,00 0
2025-08-12 13F Journey Strategic Wealth Llc 37 308 −5,76 1 371 14,26
2025-07-17 13F Paradigm Financial Partners, Llc 20 820 −21,88 765 −5,33
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 184 462 −11,85 7 0,00
2025-08-27 NP IRSYX - Ivy Securian Real Estate Securities Fund Class Y 72 872 −30,88 2 677 −16,19
2025-05-14 13F Walleye Capital LLC 0 −100,00 0 −100,00
2025-08-13 13F Loomis Sayles & Co L P 911 −13,98 33
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-04-28 NP AREAX - AB GLOBAL REAL ESTATE INVESTMENT FUND, INC. Class A 22 890 −23,75 682 −23,83
2025-08-07 13F Acadian Asset Management Llc 0 −100,00 0
2025-08-14 13F Hilton Capital Management, LLC 156 586 −1,53 5 753 19,39
2025-06-26 NP BLACKROCK FUNDS - iShares FTSE NAREIT All Equity REIT Index Fund 205 589 −0,33 6 636 13,73
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 87 316 −3,54 3 208 16,96
2025-08-12 13F Eisler Capital Management Ltd. 0 −100,00 0
2025-07-22 13F Iron Horse Wealth Management, LLC 0 −100,00 0
2025-06-24 NP TNXAX - 1290 DoubleLine Dynamic Allocation Fund Class A 866 −20,11 28 −10,00
2025-07-25 NP SCHA - Schwab U.S. Small-Cap ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 726 768 −1,50 25 393 15,53
2025-08-07 13F Nwam Llc 0 −100,00 0
2025-08-14 13F Land & Buildings Investment Management, LLC 1 079 153 −5,92 39 648 14,08
2025-05-15 13F Two Sigma Advisers, Lp 0 −100,00 0 −100,00
2025-08-29 NP Total Income (plus) Real Estate Fund 101 301 −5,81 3 722 14,21
2025-07-25 13F Concurrent Investment Advisors, LLC 19 779 −21,04 727 −4,35
2025-08-13 13F Northwestern Mutual Wealth Management Co 4 409 −58,40 162 −49,84
2025-08-13 13F Seven Springs Wealth Group, LLC 18 274 −2,12 671 18,76
2025-08-14 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-08-14 13F Algert Global Llc 107 822 −12,36 4 0,00
2025-08-14 13F Gen-Wealth Partners Inc 585 −71,71 21 −66,13
2025-07-28 13F Cypress Wealth Services, LLC 0 −100,00 0
2025-05-28 NP FREAX - Nuveen Real Estate Securities Fund Class A This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 228 090 −44,28 6 911 −40,59
2025-06-23 NP POSAX - Global Real Estate Securities Fund Class A 570 886 −1,69 18 428 12,17
2025-08-26 NP GREZX - Global Real Estate Securities Fund Investor 64 022 −9,99 2 352 9,14
2025-08-14 13F Diversify Advisory Services, LLC 35 983 −4,85 1 459 20,70
2025-08-26 NP JSCSX - JPMorgan U.S. Small Company Fund Class I 8 224 −11,00 302 8,24
2025-05-15 13F Prelude Capital Management, Llc 0 −100,00 0 −100,00
2025-04-29 13F Brass Tax Wealth Management, Inc 0 −100,00 0 −100,00
2025-08-13 13F Employees Retirement System of Texas 135 580 −11,08 5 0,00
2025-08-08 13F Jupiter Asset Management Ltd 0 −100,00 0
2025-07-16 13F ORG Partners LLC 0 −100,00 0
2025-08-08 13F Avalon Trust Co 0 −100,00 0
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 420 977 −4,69 15 467 15,56
2025-08-14 13F Optiver Holding B.V. 356 −48,92 13 −38,10
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 148 −11,38 5 0,00
2025-08-27 NP Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 7 506 −3,07 276 17,52
2025-05-30 NP SEIS - SEI Select Small Cap ETF 16 977 −30,93 514 −26,36
2025-04-22 13F/A NorthRock Partners, LLC 0 −100,00 0
2025-08-26 NP Griffin Institutional Access Real Estate Fund 356 610 −15,61 13 102 2,32
2025-08-14 13F Bamco Inc /ny/ 200 144 −3,71 7 353 16,75
2025-04-23 13F Keystone Financial Services 0 −100,00 0
2025-07-28 13F Harbour Investments, Inc. 11 892 −9,72 437 9,27
2025-08-15 13F Brookfield Asset Management Inc. 456 423 −46,12 16 769 −34,67
2025-08-14 13F Peak6 Llc 0 −100,00 0
2025-08-29 NP PRRSX - PIMCO RealEstateRealReturn Strategy Fund Institutional 15 645 −3,04 575 17,62
2025-08-14 13F Dark Forest Capital Management Lp 60 039 −12,31 2 206 6,32
2025-08-27 NP MRESX - Cromwell CenterSquare Real Estate Fund Investor Class Shares 37 490 −17,31 1 377 0,29
2025-08-14 13F Schonfeld Strategic Advisors LLC 0 −100,00 0
2025-08-27 NP Jnl Series Trust - Jnl/invesco Global Real Estate Fund (a) 395 283 −1,21 14 523 19,79
2025-07-24 13F Us Bancorp \de\ 587 −87,49 22 −85,21
2025-06-17 NP GRASX - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares 241 085 −1,77 7 782 12,08
2025-08-13 13F Northern Trust Corp 1 679 534 −0,98 61 706 20,07
2025-07-24 13F IFP Advisors, Inc 1 938 −2,17 107 78,33
2025-08-14 13F Janus Henderson Group Plc 67 700 −29,05 2 487 −14,33
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 122 629 −1,92 4 505 18,93
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 2 579 −3,05 90 13,92
2025-07-29 13F Easterly Investment Partners Llc 0 −100,00 0
2025-08-12 13F Centersquare Investment Management Llc 3 396 303 −4,04 124 780 16,36
2025-08-12 13F Handelsbanken Fonder AB 45 300 −11,87 2 0,00
2025-06-23 NP PRERX - Real Estate Securities Fund R-3 3 514 363 −8,01 113 444 4,97
2025-08-27 NP RYDEX VARIABLE TRUST - Real Estate Fund Variable Annuity 820 −13,23 30 7,14
2025-07-28 NP OMFS - Invesco Russell 2000(R) Dynamic Multifactor ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 686 −3,23 199 13,14
2025-04-25 13F Richardson Capital Management LLC 0 −100,00 0
2025-08-11 13F Westpac Banking Corp 45 651 −20,23 1 677 −3,29
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-08-27 NP BRIFX - Baron Real Estate Income Fund 131 675 −9,67 4 838 9,53
2025-08-01 13F Teacher Retirement System Of Texas 84 846 −6,50 3 117 13,39
2025-07-22 NP DRAFX - Destinations Real Assets Fund Class I 23 345 −35,99 816 −24,95
2025-08-26 NP IWV - iShares Russell 3000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 40 095 −0,76 1 473 20,34
2025-07-28 13F BRYN MAWR TRUST Co 628 −3,98 23 21,05
2025-04-16 13F Fortitude Family Office, LLC 0 −100,00 0
2025-06-24 NP FREEX - Franklin Real Estate Securities Fund Class A 74 483 −20,96 2 404 −9,83
2025-05-13 13F Quadrature Capital Ltd 0 −100,00 0 −100,00
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0
2025-06-26 NP TISEX - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 103 460 −2,42 3 340 11,34
2025-08-14 13F Uniplan Investment Counsel, Inc. 46 863 −9,22 1 722 10,04
2025-06-26 NP ITHAX - THE HARTFORD CAPITAL APPRECIATION FUND Class A 635 285 −8,49 20 507 4,41
2025-08-22 NP RRGAX - DWS RREEF Global Real Estate Securities Fund Class A 62 182 −10,13 2 285 8,97
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 16 700 −31,34 614 −16,71
2025-06-26 NP Principal Real Estate Income Fund 43 584 −15,12 1 407 −3,17
2025-08-25 NP MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 6 887 −0,14 253 21,63
2025-07-14 13F Ai Financial Services Llc 6 847 −1,98 252 18,96
2025-04-24 13F Carolina Wealth Advisors, LLC 0 −100,00 0
2025-08-11 13F Public Employees Retirement Association Of Colorado 22 473 −4,96 1
2025-08-19 NP RIFSX - Global Real Estate Securities Fund 182 914 −12,29 6 720 6,35
2025-08-18 13F/A Hudson Bay Capital Management LP 375 101 −60,00 13 781 −51,50
2025-08-27 NP RYHRX - Real Estate Fund Class H 438 −10,06 16 14,29
2025-08-29 NP DEW - WisdomTree Global High Dividend Fund N/A 5 508 −2,39 202 18,82
2025-08-08 13F Empower Advisory Group, LLC 21 128 −14,58 776 3,60
2025-05-15 13F Heitman Real Estate Securities Llc 0 −100,00 0
2025-08-08 13F Fortis Group Advisors, LLC 27 356 −7,54 1 048 16,96
2025-06-18 NP RTXAX - Tax-Managed Real Assets Fund Class A 192 105 −15,74 6 201 −3,86
2025-08-14 13F Smartleaf Asset Management LLC 0 −100,00 0
2025-08-05 13F Allstate Corp 0 −100,00 0
2025-08-13 13F Rsm Us Wealth Management Llc 11 427 −1,30 423 19,55
2025-07-29 NP SECAX - SIIT Small Cap II Fund - Class A 9 284 −4,97 324 11,34
2025-07-09 13F Dynamic Advisor Solutions LLC 52 620 −2,54 1 933 18,23
2025-07-22 13F Gf Fund Management Co. Ltd. 2 799 −3,45 103 17,24
2025-05-28 NP NGJAX - Nuveen Global Real Estate Securities Fund Class A This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6 854 −39,83 208 −35,91
2025-08-26 NP ICRPX - VY(R) Clarion Real Estate Portfolio Class ADV 68 614 −18,74 2 521 −1,49
2025-04-28 13F Strategic Financial Concepts, LLC 0 −100,00 0 −100,00
2025-07-21 13F Ameriflex Group, Inc. 588 −93,59 21 −92,42
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 104 −91,80 3 −91,67
2025-08-27 NP Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 133 286 −6,00 4 897 13,97
2025-08-13 13F Quantbot Technologies LP 16 367 −14,06 601 4,16
2025-07-29 13F FLC Capital Advisors 0 −100,00 0
2025-08-14 13F Ameriprise Financial Inc 132 131 −9,42 4 856 9,89
2025-08-28 NP SPWIX - Simt Small Cap Growth Fund Class I 10 646 −34,47 391 −20,53
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 75 −92,11 2 −92,31
2025-06-25 NP BKSE - BNY Mellon US Small Cap Core Equity ETF 7 525 −19,12 243 −7,98
2025-08-13 13F WCG Wealth Advisors LLC 17 621 −4,99 647 15,33
2025-08-07 13F ProShare Advisors LLC 32 666 −0,77 1 200 20,36
2025-07-28 NP VVMCX - Mid Cap Value Fund 72 398 −42,62 2 530 −32,70
2025-07-31 13F Nisa Investment Advisors, Llc 28 031 −20,26 1 038 −3,35
2025-08-27 NP TLEQX - Small-Cap Equity Fund 1 988 −3,82 73 17,74
2025-08-14 13F Susquehanna Fundamental Investments, Llc 156 239 −42,47 5 740 −30,25
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-07-28 NP VVSCX - Small Cap Value Fund 5 515 −85,09 193 −82,58
2025-07-29 13F Mutual Of America Capital Management Llc 331 535 −2,78 12 181 17,89
2025-08-14 13F Quarry LP 0 −100,00 0
2025-08-04 13F Strs Ohio 236 700 −41,41 8 696 −28,96
2025-04-25 13F Mather Group, Llc. 0 −100,00 0
2025-06-20 NP JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF 29 196 −15,35 942 −3,38
2025-06-26 NP FDVLX - Fidelity Value Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 372 500 −14,00 44 304 −1,87
2025-08-01 13F Gwn Securities Inc. 0 −100,00 0
2025-08-14 13F Prestige Wealth Management Group LLC 3 267 −19,27 121 −2,44
2025-06-27 NP AAARX - Strategic Allocation: Aggressive Fund R Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 681 −66,87 183 −62,27
2025-07-11 13F IFM Investors Pty Ltd 25 533 −16,39 938 1,41
2025-08-12 13F Zacks Investment Management 7 877 −61,14 289 −52,93
2025-07-17 13F Sound Income Strategies, LLC 1 610 −68,52 59 −61,69
2025-04-25 13F Peregrine Capital Management Llc 0 −100,00 0 −100,00
2025-08-14 13F Citadel Advisors Llc 0 −100,00 0
2025-07-16 13F Perigon Wealth Management, LLC 21 480 −34,04 789 −19,98
2025-08-18 13F N.E.W. Advisory Services LLC 20 522 −26,28 754 −10,68
2025-08-12 13F Gladstone Institutional Advisory LLC 0 −100,00 0
2025-07-17 13F Janney Montgomery Scott LLC 16 531 −5,50 1
2025-07-25 NP PRDAX - Diversified Real Asset Fund Class A 536 385 −1,52 18 741 15,50
2025-08-08 13F Cetera Investment Advisers 174 413 −11,24 6 408 7,63
2025-07-11 13F SILVER OAK SECURITIES, Inc 21 827 −7,45 802 11,72
2025-08-13 13F Nicolet Advisory Services, Llc 6 133 −15,33 239 13,88
2025-07-28 13F RFG Advisory, LLC 10 402 −25,46 382 −9,48
2025-05-12 13F Richard W. Paul & Associates, LLC 0 −100,00 0
2025-04-23 13F GHP Investment Advisors, Inc. 0 −100,00 0
2025-06-24 NP JPSE - JPMorgan Diversified Return U.S. Small Cap Equity ETF 36 766 −5,49 1 187 7,82
2025-07-16 13F Octavia Wealth Advisors, LLC 0 −100,00 0
2025-08-18 13F Wolverine Trading, Llc Call 0 −100,00 0
2025-08-14 13F Vident Advisory, LLC 5 549 −25,98 204 −10,57
2025-08-28 NP IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 981 421 −2,19 146 277 18,60
2025-08-07 13F Resources Investment Advisors, LLC. 51 573 −59,90 1 895 −51,39
2025-06-13 NP Alpine Global Premier Properties Fund 297 497 −7,39 9 603 5,68
2025-08-14 13F Mariner, LLC 32 285 −32,26 1 186 −17,87
2025-08-14 13F Millennium Management Llc 377 686 −34,05 13 876 −20,04
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 8 127 −39,82 299 −27,14
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 405 −5,37 15 16,67
2025-08-18 13F/A Westwood Holdings Group Inc 13 324 −7,38 490 12,41
2025-08-13 13F Russell Investments Group, Ltd. 1 557 518 −1,45 57 223 19,49
2025-06-26 NP SREAX - PGIM Select Real Estate Fund Class A 93 184 −41,81 3 008 −33,62
2025-07-30 13F Strategic Blueprint, LLC 20 074 −5,92 738 14,09
2025-06-27 NP TWSMX - Strategic Allocation: Moderate Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 223 −66,92 169 −62,33
2025-06-27 NP REACX - Real Estate Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 214 419 −61,48 6 921 −56,05
2025-08-01 13F Oversea-Chinese Banking CORP Ltd 209 419 −1,14 7 694 19,88
2025-06-25 NP WWSMX - Westwood Quality Smidcap Fund Ultra Shares 43 766 −19,73 1 413 −8,43
2025-08-28 NP SETAX - Simt Real Estate Fund Class F 21 050 −13,46 773 4,88
2025-08-13 13F Healthcare Of Ontario Pension Plan Trust Fund 22 000 −86,98 808 −84,22
2025-07-29 13F Stratos Wealth Partners, LTD. 11 878 −26,09 436 −10,29
2025-08-14 13F Ghisallo Capital Management LLC 262 500 −50,00 9 644 −39,37
2025-08-08 13F Pnc Financial Services Group, Inc. 5 105 −4,10 188 16,15
2025-07-15 13F Main Street Group, LTD 1 029 −59,44 38 −51,32
2025-08-05 13F Sigma Planning Corp 15 291 −36,79 562 −23,36
2025-08-08 13F KBC Group NV 4 890 −29,29 0
2025-07-31 13F State of New Jersey Common Pension Fund D 199 951 −5,56 7 346 14,53
2025-07-31 13F Sumitomo Mitsui Trust Holdings, Inc. 272 863 −16,49 10 025 1,26
2025-08-06 13F Cornerstone Investment Partners, LLC 0 −100,00 0
2025-05-30 NP SLLAX - SIMT Small Cap Fund Class F 8 829 −15,95 268 −10,40
2025-08-14 13F Ubs Asset Management Americas Inc 166 953 −82,03 6 134 −78,21
2025-09-04 13F/A Advisor Group Holdings, Inc. 259 649 −4,09 9 544 16,22
2025-08-14 13F Balyasny Asset Management Llc 17 737 −74,32 652 −68,88
2025-06-26 NP FSRNX - Fidelity Real Estate Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 267 584 −0,78 8 638 13,21
2025-05-15 13F MAI Capital Management 0 −100,00 0
2025-05-02 13F Pinkerton Retirement Specialists, LLC 0 −100,00 0
2025-05-02 13F Bailard, Inc. 0 −100,00 0
2025-07-23 13F Vontobel Holding Ltd. 9 147 −4,55 336 15,86
2025-08-05 13F Tsfg, Llc 0 −100,00 0
2025-07-23 13F Prime Capital Investment Advisors, LLC 19 161 −23,60 704 −7,38
2025-08-11 13F von Borstel & Associates, Inc. 0 −100,00 0
2025-06-24 NP CRCRX - MainStay CBRE Real Estate Fund Class C 26 958 −77,15 870 −73,93
2025-08-14 13F Jain Global LLC 0 −100,00 0
2025-08-28 NP AMALX - Small Cap Dividend Fund G Class 40 718 −7,85 1 496 11,73
2025-08-22 NP AAAAX - DWS RREEF Real Assets Fund Class A 445 548 −27,38 16 369 −11,95
2025-08-12 13F OneAscent Financial Services LLC 0 −100,00 0
2025-08-14 13F Manufacturers Life Insurance Company, The 85 945 −1,05 3 158 19,99
2025-07-31 13F Glass Jacobson Investment Advisors llc 40 084 −41,62 1 473 −24,55
2025-07-22 NP FSTBX - FEDERATED GLOBAL ALLOCATION FUND Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 689 −45,75 24 −35,14
2025-04-30 13F Axxcess Wealth Management, Llc 0 −100,00 0
2025-07-28 NP NBRIX - Neuberger Berman Real Estate Fund Institutional Class 277 340 −1,13 9 690 15,96
2025-08-11 13F Private Advisor Group, LLC 30 882 −8,13 1 135 11,39
2025-08-04 13F Pensionmark Financial Group, Llc 31 334 −7,07 1 151 12,73
2025-07-29 NP VRTTX - Vanguard Russell 3000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12 072 −1,91 422 15,03
2025-07-22 13F Merit Financial Group, LLC 172 783 −1,73 6 348 19,17
2025-08-11 13F Principal Securities, Inc. 824 −20,92 30 3,45
2025-08-12 13F Jefferies Financial Group Inc. 0 −100,00 0
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 294 176 −3,12 10 808 17,48
2025-08-13 13F Amundi 77 504 −12,44 2 818 4,76
2025-08-28 NP SSRSX - State Street Real Estate Securities V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6 990 −9,83 257 9,40
2025-08-25 NP MMYAX - MassMutual Select Small Company Value Fund Class A 16 167 −24,91 594 −9,05
2025-08-14 13F Great Valley Advisor Group, Inc. 8 856 −4,05 325 16,49
2025-08-26 NP BLRCX - Brookfield Global Listed Real Estate Fund Class C 68 730 −58,45 2 525 −49,61
2025-06-26 NP PURCX - PGIM GLOBAL REAL ESTATE FUND Class C 596 305 −16,14 19 249 −4,31
2025-07-28 NP UWM - ProShares Ultra Russell2000 15 166 −18,72 530 −4,68
2025-08-13 13F FORA Capital, LLC 0 −100,00 0
2025-06-26 NP BLACKROCK FUNDS - iShares Developed Real Estate Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18 686 −6,54 603 6,73
2025-08-27 NP SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 293 −1,68 11 11,11
2025-08-14 13F CoreCap Advisors, LLC 563 −1,57 21 17,65
2025-06-27 NP ARYVX - Global Real Estate Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 234 779 −66,91 7 579 −62,24
2025-08-12 13F CIBC Private Wealth Group, LLC 719 −92,95 26 −90,65
2025-07-07 13F Peak Financial Advisors Llc 13 039 −48,08 479 −36,97
2025-07-14 13F Golden State Equity Partners 0 −100,00 0
2025-08-15 13F Harvest Fund Management Co., Ltd 5 630 −52,41 0
2025-07-16 13F Castleview Partners, Llc 12 828 −1,65 471 19,24
2025-08-12 13F Deutsche Bank Ag\ 3 190 159 −11,44 117 206 7,38
2025-08-15 NP BYRE - Principal Real Estate Active Opportunities ETF 15 754 −34,45 579 −20,60
2025-08-26 NP Brookfield Real Assets Income Fund Inc. 670 −38,36 25 −25,00
2025-08-06 13F Anchor Capital Advisors Llc 167 065 −1,45 6 138 19,49
2025-08-07 13F Parkside Financial Bank & Trust 75 −3,85 3 0,00
2025-08-22 NP Columbia Funds Variable Series Trust II - CTIVP - CenterSquare Real Estate Fund Class 1 47 920 −4,32 1 761 16,02
2025-05-12 13F Cooper Financial Group 0 −100,00 0
2025-08-13 13F SageView Advisory Group, LLC 9 344 −25,55 346 −9,21
2025-08-13 13F Jump Financial, LLC 0 −100,00 0
2025-08-28 NP Versus Capital Multi-manager Real Estate Income Fund Llc 128 074 −31,37 4 705 −16,78
2025-05-15 13F Zimmer Partners, LP 0 −100,00 0 −100,00
2025-06-26 NP FAVFX - Fidelity Advisor Value Fund Class A This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 58 200 −9,91 1 879 2,79
2025-07-29 13F Mattson Financial Services, LLC 0 −100,00 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 1 660 −9,59 61 9,09
2025-08-06 13F AE Wealth Management LLC 19 212 −10,04 706 8,96
2025-08-13 13F Scotia Capital Inc. 30 414 −20,48 1 117 −3,54
2025-07-22 13F Wealthcare Advisory Partners LLC 7 208 −47,46 265 −36,39
2025-07-25 NP PMIYX - Putnam Income Strategies Portfolio - 143 −3,38 5 0,00
2025-07-24 13F Aurora Private Wealth, Inc. 0 −100,00 0
2025-08-14 13F Colony Group, LLC 24 487 −5,12 900 14,96
2025-08-13 13F BCJ Capital Management, LLC 14 447 −4,33 531 15,97
2025-07-21 13F Ameritas Advisory Services, LLC 11 990 −11,26 441 11,39
2025-08-13 13F Pictet Asset Management Holding SA 23 772 −32,75 873 −18,49
2025-06-27 NP AACRX - Strategic Allocation: Conservative Fund R Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 607 −66,96 52 −62,77
2025-08-06 13F Cbre Clarion Securities Llc 471 354 −67,67 17 318 −60,80
2025-05-15 13F EP Wealth Advisors, Inc. 0 −100,00 0
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 3 287 −20,49 121 −4,00
2025-08-14 13F Two Sigma Investments, Lp 19 069 −81,42 701 −77,49
2025-05-15 13F Lighthouse Investment Partners, LLC 0 −100,00 0
2025-08-08 13F Principal Financial Group Inc 9 788 759 −20,89 359 639 −4,08
2025-05-07 13F First Heartland Consultants, Inc. 0 −100,00 0
2025-06-18 NP RRESX - Global Real Estate Securities Fund Class S 78 869 −18,42 2 546 −6,91
2025-08-26 NP NGREX - Northern Global Real Estate Index Fund 63 238 −31,42 2 323 −16,83
2025-04-22 13F Cobblestone Asset Management LLC 0 −100,00 0
2025-08-14 13F Citadel Advisors Llc Put 0 −100,00 0
2025-08-14 13F Becker Capital Management Inc 0 −100,00 0
2025-08-26 NP PACAX - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 430 −2,71 16 15,38
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 0 −100,00 0
2025-08-14 13F Alyeska Investment Group, L.P. 0 −100,00 0
2025-07-30 13F Brookstone Capital Management 0 −100,00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 65 807 −2,16 2 418 18,65
2025-07-28 NP URTY - ProShares UltraPro Russell2000 11 115 −28,48 388 −16,02
2025-08-14 13F Voloridge Investment Management, Llc 893 651 −9,09 32 833 10,23
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 15 144 −41,09 556 −28,53
2025-08-14 13F Macquarie Group Ltd 1 357 676 −29,15 49 881 −14,09
2025-08-14 13F Susquehanna International Group, Llp 192 368 −14,29 7 068 3,93
2025-08-14 13F Susquehanna International Group, Llp Call 9 900 −70,54 364 −64,34
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 −100,00 0
2025-08-14 13F Wells Fargo & Company/mn 171 906 −5,03 6 316 15,15
2025-08-14 13F Sei Investments Co 432 336 −12,21 15 884 6,45
2025-04-16 13F Rfg Holdings, Inc. 0 −100,00 0
2025-05-29 NP IMAYX - Ivy Apollo Multi-Asset Income Fund Class Y 4 640 −18,31 141 −13,04
2025-07-18 13F Pure Financial Advisors, Inc. 8 830 −4,49 324 15,71
2025-08-11 13F HighTower Advisors, LLC 112 874 −4,53 4 147 15,75
2025-08-14 13F Investmark Advisory Group LLC 8 396 −25,80 308 −9,94
2025-04-09 13F Capital Asset Advisory Services LLC 0 −100,00 0
2025-07-31 13F Asset Management One Co., Ltd. 225 916 −3,67 8 300 16,82
2025-08-12 13F Steward Partners Investment Advisory, Llc 24 268 −3,85 892 16,62
2025-08-04 13F Creative Financial Designs Inc /adv 3 332 −75,56 122 −70,46
2025-08-14 13F Cibc World Markets Corp 19 628 −41,83 721 −29,45
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 191 395 −3,31 6 178 10,34
2025-08-28 NP IWN - iShares Russell 2000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 911 660 −34,55 33 494 −20,64
2025-07-14 13F AdvisorNet Financial, Inc 5 653 −1,50 208 19,65
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Real Estate Securities Account Class 1 104 878 −26,91 3 853 −11,36
2025-08-26 NP PSOPX - JPMorgan Small Cap Value Fund Class I 24 777 −1,29 910 19,74
2025-08-28 NP SSMHX - State Street Small/mid Cap Equity Index Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 52 600 −5,73 1 933 14,32
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 10 239 −5,54 376 14,63
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 91 477 −12,21 3 361 6,43
2025-07-31 13F Cosner Financial Group, LLC 47 900 −5,44 1 760 14,67
2025-08-14 13F Group One Trading, L.p. 0 −100,00 0
2025-08-26 NP IJSIX - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 1 454 −9,12 53 10,42
2025-08-12 13F EAM Global Investors LLC 222 038 −0,17 8 158 21,04
Other Listings
US:AHR 42,29 US$
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