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DJ Wilshire Int'l Real Estate
DJ Wilshire Int'l Real Estate. Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 8 Institutional holders with a total value of $6,842,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 SENTINEL TRUST CO LBA 58,943 2,444,000 35.72%
2 HOLLENCREST CAPITAL MANAGEMENT 53,459 2,216,000 32.39%
3 JMG Financial Group, Ltd. 17,996 746,000 10.90%
4 OARSMAN CAPITAL, INC. 12,059 500,000 7.31%
5 BRIDGES INVESTMENT MANAGEMENT INC 8,123 337,000 4.93%
6 VISTA CAPITAL PARTNERS, INC. 7,135 296,000 4.33% SH
7 BERNZOTT CAPITAL ADVISORS 5,060 210,000 3.07%
8 QCI ASSET MANAGEMENT INC/NY 2,250 93,000 1.36%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.