Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HOTALING INVESTMENT MANAGEMENT LLC | 02-14-2023 | 12-31-2022 | 121 | 221,151,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST INDL RLTY TR INC | COM | 51 | $1,706,000 | 35,357 | 0.77 | 0.75 | 456 | 1.31 | 12-31-2022 |
| COCA COLA CO | COM | 52 | $1,704,000 | 26,789 | 0.77 | 0.72 | -5 | -0.02 | 12-31-2022 |
| DTE ENERGY CO | COM | 53 | $1,651,000 | 14,049 | 0.75 | 0.58 | 3,517 | 33.39 | 12-31-2022 |
| AGILENT TECHNOLOGIES INC | COM | 54 | $1,593,000 | 10,644 | 0.72 | 10,644 | +Inf | 12-31-2022 |
