Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OSTERWEIS CAPITAL MANAGEMENT INC | 08-14-2024 | 06-30-2024 | 243 | 1,935,418,674,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| RELIANCE INC | COM | 151 | $106,814,000 | 374 | 0.01 | 0.00 | 0 | 0.00 | 06-30-2024 |
| REALTY INCOME CORP | COM | 152 | $105,640,000 | 2,000 | 0.01 | 0.00 | 0 | 0.00 | 06-30-2024 |
| AMGEN INC | COM | 153 | $99,359,000 | 318 | 0.01 | 0.00 | 0 | 0.00 | 06-30-2024 |
| PROLOGIS INC. | COM | 154 | $91,308,000 | 813 | 0.00 | 813 | +Inf | 06-30-2024 |
