Institutional Owners for SRC
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CWM LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 521 | 6.63 | 03-31-2024 |
| PRIVATE ADVISOR GROUP LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | -21,427 | -72.13 | 03-31-2024 |
| CAPTRUST FINANCIAL ADVISORS | REIT | 353 | $319,716 | 8,025 | 0.00 | 0.00 | 557 | 7.46 | 03-31-2023 |
| CYPRESS WEALTH SERVICES LLC | COM NEW | 354 | $268,542 | 8,009 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
