Stock
Reported value
$11M
Holders
17
+2 new · −0 exited
Holders’ est. mark
−$331.1K
Price effect on 14 books still in the name
Largest holder
$6.92M
Pettee Investors, Inc.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Pettee Investors, Inc. | 153.8K | $6.92M | −$58.7K | Cut−$58.7K |
| Hoya Capital Real Estate, LLC | 47K | $1.99M | −$148.8K | Cut−$205.7K |
| GOLDMAN SACHS GROUP INC | 14.5K | $610.1K | −$45.6K | Cut−$44.1K |
| Cetera Investment Advisers | 7.15K | $301.6K | −$20.9K | Added$2.11K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6.7K | $282.6K | — | New |
| Concurrent Investment Advisors, LLC | 6.34K | $267.4K | −$20K | Cut−$307.5K |
| Zhang Financial LLC | 5.7K | $240.6K | −$17.9K | Cut−$16.4K |
| US BANCORP \DE\ | 4.3K | $181.5K | −$13.6K | Cut−$13.6K |
| Global Assets Advisory, LLC | 3.43K | $54.3K | — | New |
| UBS Group AG | 1.26K | $53.3K | −$1.05K | Added$38.2K |
| MORGAN STANLEY | 1.22K | $51.5K | −$44 | Added$51.4K |
| Jackson, Grant Investment Advisers, Inc. | 1.02K | $43.1K | −$3.23K | Cut−$3.23K |
| St. Johns Investment Management Company, LLC | 135 | $5.7K | −$427 | Cut−$427 |
| SIGNATUREFD, LLC | 134 | $5.66K | −$429 | Cut−$387 |
| Aptus Capital Advisors, LLC | 89 | $3.76K | −$281 | Cut−$281 |
| Farther Finance Advisors, LLC | 5 | $211 | −$16 | Cut−$16 |
| WELLS FARGO & COMPANY/MN | 0 | $5 | — | Cut−$35 |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.