Institutional Owners for PDM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| DIVIDEND ASSETS CAPITAL LLC | REIT | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| JOHNSON MIDWEST FINANCIAL LLC | COM CL A | 402 | $7,133 | 1,269 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| FSA WEALTH MANAGEMENT LLC | Equity | 403 | $8,143 | 1,158 | 0.00 | 0.00 | 31 | 2.75 | 03-31-2024 |
| COVESTOR LTD | REIT | 404 | $8,000 | 1,146 | 0.01 | 0.00 | 77 | 7.20 | 03-31-2024 |
