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MONOGRAM RESIDENTIAL TR INC COM
MONOGRAM RESIDENTIAL TR INC COM. Institutional holdings reported to the SEC.

Institutional Holders (2015Q4)
Portfolio Summary: 152 Institutional holders with a total value of $946,993,319.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 QS Investors, LLC 31 1,000 0.00%
2 WealthTrust-Arizona, LLC 895 9,000 0.00%
3 QUADRANT CAPITAL GROUP LLC 1,226 11,000 0.00%
4 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,000 20,000 0.00%
5 Valentine Capital Asset Management, Inc. 2,150 20,000 0.00%
6 Tower Research Capital LLC (TRC) 2,507 24,000 0.00%
7 Winslow, Evans & Crocker, Inc. 2,500 24,400 0.00%
8 REILLY FINANCIAL ADVISORS, LLC 2,904 28,000 0.00%
9 Carroll Financial Associates, Inc. 3,352 32,000 0.00%
10 CENTRAL TRUST Co 3,880 38,000 0.00%
11 AUSDAL FINANCIAL PARTNERS, INC. 4,074 40,000 0.00%
12 BlackRock Finance, Inc. 4,446 43,000 0.00%
13 Franklin, Parlapiano, Turner & Welch, LLC 4,434 43,000 0.00%
14 Zurcher Kantonalbank (Zurich Cantonalbank) 5,135 50,000 0.01%
15 US BANCORP \DE\ 5,074 50,000 0.01%
16 BRONFMAN E.L. ROTHSCHILD, L.P. 5,405 53,000 0.01%
17 Daiwa Securities Group Inc. 5,500 54,000 0.01%
18 ASSETMARK, INC 5,504 54,000 0.01%
19 ADVANTAGE INVESTMENT MANAGEMENT, LLC 5,715 56,000 0.01%
20 SIT INVESTMENT ASSOCIATES INC 6,700 65,000 0.01%
21 Focused Wealth Management, Inc 6,959 68,000 0.01%
22 MCF Advisors LLC 8,562 84,000 0.01%
23 BlackRock Japan Co. Ltd 8,754 85,000 0.01%
24 RUSSELL FRANK CO/ 9,087 90,000 0.01%
25 Shinko Asset Management Co., Ltd. 9,400 92,000 0.01%
26 BUCKINGHAM STRATEGIC WEALTH, LLC 10,000 98,000 0.01%
27 Mariner, LLC 10,000 98,000 0.01%
28 INVESTMENT CENTERS OF AMERICA INC 10,500 102,000 0.01%
29 FOX RUN MANAGEMENT, L.L.C. 10,400 102,000 0.01%
30 Crosspoint Capital Strategies, LLC 11,110 103,000 0.01%
31 CANADA LIFE ASSURANCE Co 10,826 106,000 0.01%
32 Regal Investment Advisors LLC 11,110 108,000 0.01%
33 UBS Group AG 11,320 110,000 0.01%
34 Nuveen Asset Management, LLC 11,838 116,000 0.01%
35 Ameritas Investment Partners, Inc. 12,851 125,000 0.01%
36 NOMURA HOLDINGS INC 13,000 127,000 0.01%
37 Point Windward Advisors Inc. 13,191 129,000 0.01%
38 LINCOLN NATIONAL CORP 14,584 134,000 0.01%
39 STIFEL FINANCIAL CORP 13,875 135,000 0.01%
40 Virtu KCG Holdings LLC 14,230 139,000 0.01%
41 TEACHER RETIREMENT SYSTEM OF TEXAS 14,558 142,000 0.01%
42 Creative Planning 14,830 145,000 0.02%
43 THRIVENT FINANCIAL FOR LUTHERANS 15,200 148,000 0.02%
44 AMALGAMATED BANK 16,155 158,000 0.02%
45 CETERA INVESTMENT ADVISERS 17,012 165,000 0.02%
46 Squarepoint Ops LLC 18,300 179,000 0.02%
47 Invesco Ltd. 19,099 186,000 0.02%
48 B. Riley Wealth Advisors, Inc. 19,748 193,000 0.02%
49 ANCORA PRIVATE WEALTH ADVISORS, LLC 20,498 200,000 0.02%
50 KALOS MANAGEMENT, INC. 201,209 201,000 0.02% PRN
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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.