| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LOEB PARTNERS CORP | 51,500 | 1,331,000 | 51.77% | ||
| 2 | Veritable, L.P. | 37,835 | 978,000 | 38.04% | ||
| 3 | Clarkston Capital Partners, LLC | 10,000 | 259,000 | 10.07% | ||
| 4 | Ranger International Management, LP | 111 | 3,000 | 0.12% |
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.
