| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 1,138,558 | 25,640,000 | 88.96% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 88,216 | 1,987,000 | 6.89% | ||
| 3 | LOEB PARTNERS CORP | 32,000 | 721,000 | 2.50% | ||
| 4 | AR ASSET MANAGEMENT INC | 21,000 | 473,000 | 1.64% |
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.
