Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ATLAS CAPITAL ADVISORS LLC | 02-14-2024 | 12-31-2023 | 962 | 690,690,521 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| State Street Corp 5.35 Perp Pfd | PrefStock | 751 | $237,100 | 10,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Canon Inc | Equity | 752 | $236,620 | 9,243 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| EPR Properties | Equity | 753 | $236,048 | 4,872 | 0.00 | 0.00 | 1,445 | 42.17 | 12-31-2023 |
| CORE and MAIN INC-CLASS A | Equity | 754 | $235,024 | 5,816 | 0.00 | 0.00 | 5,280 | 985.07 | 12-31-2023 |
