Institutional Owners for SRE
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| NORTH STAR INVESTMENT MANAGEMENT CORP | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,640 | 100.00 | 03-31-2024 |
| LAKERIDGE WEALTH MANAGEMENT LLC | COM | 1002 | $234,884 | 3,270 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ROSSMORE PRIVATE CAPITAL | COM | 1003 | $234,022 | 3,258 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| RB CAPITAL MANAGEMENT LLC | COM | 1004 | $234,020 | 3,258 | 0.00 | 0.11 | 1,379 | 73.39 | 03-31-2024 |
