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COMMONWEALTH REIT
COMMONWEALTH REIT. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 233 Institutional holders with a total value of $3,053,518,087.
#
Manager Name
Shares
Value ($)
%
Options
Notes
201 Visium Asset Management, LP 3,360 89,000 0.00%
202 Daiwa Securities Group Inc. 2,875 76,000 0.00%
203 ADVISORY RESEARCH INC 2,800 74,000 0.00%
204 US BANCORP \DE\ 2,687 71,000 0.00%
205 BANK OF MONTREAL /CAN/ 2,500 66,000 0.00%
206 UBS AG 2,200 58,000 0.00% Call
207 Long Pond Capital, LP 500,000 50,000 0.00% Put
208 M&T BANK CORP 1,375 37,000 0.00%
209 FARMERS & MERCHANTS INVESTMENTS INC 1,265 33,000 0.00%
210 LADENBURG THALMANN FINANCIAL SERVICES INC. 1,173 31,000 0.00%
211 Zurcher Kantonalbank (Zurich Cantonalbank) 983 26,000 0.00%
212 Avior Wealth Management, LLC 1,000 26,000 0.00%
213 OPTIMUM INVESTMENT ADVISORS 1,000 26,000 0.00%
214 MSI Financial Services Inc 879 23,000 0.00%
215 HOWE & RUSLING INC 719 19,000 0.00%
216 NOMURA HOLDINGS INC 668 18,000 0.00%
217 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 625 16,000 0.00%
218 Gary Goldberg Planning Services Inc 625 16,000 0.00%
219 WFG Advisors, LP 604 16,000 0.00%
220 Sandy Spring Bank 625 16,000 0.00%
221 FIRST MANHATTAN CO. LLC. 600 15,000 0.00%
222 Lehman Financial Resources, Inc. 500 13,000 0.00%
223 Creative Planning 478 13,000 0.00%
224 NEW ENGLAND SECURITIES CORP /MA/ 304 8,000 0.00%
225 Regal Investment Advisors LLC 200 5,000 0.00%
226 SECURITY NATIONAL TRUST CO 100 3,000 0.00%
227 WELLS FARGO & COMPANY/MN 1,800 2,000 0.00% Put
228 B. Riley Wealth Management, Inc. 54 1,000 0.00%
229 TD Capital Management LLC 29 1,000 0.00%
230 Archford Capital Strategies, LLC 15 395 0.00%
231 Advisors Asset Management, Inc. 3 0 0.00%
232 Oakworth Capital, Inc. 9 0 0.00%
233 Partnervest Advisory Services LLC 6 0 0.00%
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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.