Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BERMAN CAPITAL ADVISORS LLC | 10-06-2021 | 09-30-2021 | 2786 | 635,620,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UMH PPTYS INC COM | REIT | 1101 | $15,000 | 680 | 0.00 | 0.00 | 19 | 2.87 | 09-30-2021 |
| Pebblebrook Hotel Tr Com | REIT | 1102 | $15,000 | 698 | 0.00 | 0.00 | 515 | 281.42 | 09-30-2021 |
| ESSENTIAL PPTYS RLTY TR INC COM | REIT | 1103 | $15,000 | 556 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |
| Takeda Pharmaceutical Co Ltd Sponsored ADS | ADR | 1104 | $15,000 | 934 | 0.00 | 0.00 | 230 | 32.67 | 09-30-2021 |
