Common Shares Of Beneficial Interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 05/04/2026 | 33.38 K | $571.62 K | 100.00% | 16.69% |
| 04/27/2026 | 27.21 K | $434.26 K | 100.00% | 13.61% | |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 1.25 K | $19.95 K | 100.00% | 0.63% |
| ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC | 05/06/2026 | 69 | $1.10 K | 100.00% | 0.03% |
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Common Shares Of Beneficial Interest institutional Ownership - FAQ's
During the previous two years, 3 institutional investors and hedge funds held shares of Common Shares Of Beneficial Interest. The most heavily invested institutionals were:
Chicago Partners Investment Group LLC: 33,384
ADVISOR GROUP HOLDINGS, INC.: 1,250
Annis Gardner Whiting Capital Advisors, LLC: 69
30.96% of Common Shares Of Beneficial Interest stock is owned by institutional investors.
Institutional investors have bought a total of 34.70 K shares in the last 24 months. This purchase volume represents approximately $569.48 K in transactions.