| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LOEB PARTNERS CORP | 46,700 | 1,110,000 | 37.01% | ||
| 2 | Veritable, L.P. | 35,486 | 843,000 | 28.11% | ||
| 3 | HALSEY ASSOCIATES INC/CT | 33,900 | 805,000 | 26.84% | ||
| 4 | Clarkston Capital Partners, LLC | 10,000 | 238,000 | 7.94% | ||
| 5 | Ranger International Management, LP | 111 | 3,000 | 0.10% |
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.
