Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CAPTRUST FINANCIAL ADVISORS 05-15-2023 03-31-2023 2311 22,759,711,430
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
WOLFSPEED INC COM Stock 2001 $738,157 11,365 0.00 0.00 3,620 46.74 03-31-2023
RBC BEARINGS INC COM Stock 2002 $737,987 3,171 0.00 0.00 -43 -1.34 03-31-2023
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF ETF 2003 $737,830 32,248 0.00 0.00 271 0.85 03-31-2023
PHYSICIANS RLTY TR COM REIT 2004 $735,141 49,239 0.00 0.00 -24,321 -33.06 03-31-2023
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