| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Douglas C. Lane & Associates, Inc. | 1,590,162 | 32,904,000 | 58.00% | ||
| 2 | REAL ESTATE MANAGEMENT SERVICES LLC | 995,200 | 20,602,000 | 36.31% | ||
| 3 | TRADITION CAPITAL MANAGEMENT LLC | 151,245 | 3,129,000 | 5.52% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 4,710 | 98,000 | 0.17% |
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.
