Institutional Owners for RE
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
SRB CORP COM 601 $407,156 1,191 0.00 0.00 245 25.90 06-30-2023
ATLAS CAPITAL ADVISORS LLC Equity 602 $414,749 1,173 0.00 0.00 65 5.87 12-31-2023
CHECCHI CAPITAL ADVISERS LLC COM 603 $457,125 1,150 0.00 0.00 -20 -1.71 03-31-2024
TRAIL RIDGE INVESTMENT ADVISORS LLC COM 604 $401,667 1,136 0.00 0.00 25 2.25 12-31-2023
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