| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LOEB PARTNERS CORP | 326,118 | 3,953,000 | 86.25% | ||
| 2 | Veritable, L.P. | 26,100 | 316,000 | 6.90% | ||
| 3 | CG Asset Management LLC | 13,000 | 158,000 | 3.45% | ||
| 4 | KCM INVESTMENT ADVISORS LLC | 12,832 | 156,000 | 3.40% |
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.
