Units of fractional undivided beneficial interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC | 08/13/2026 | 57.33 K | $978.91 K | 0.00% | 57.33% |
| JPMORGAN CHASE & CO | 08/12/2026 | 15.91 K | $265.71 K | -2.24% | 15.91% |
| FLAGSHIP WEALTH ADVISORS, LLC | 07/27/2026 | 2.00 K | $34.15 K | 100.00% | 2.00% |
| UBS GROUP AG | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
Units of fractional undivided beneficial interest institutional Ownership - FAQ's
During the previous two years, 4 institutional investors and hedge funds held shares of Units of fractional undivided beneficial interest. The most heavily invested institutionals were:
Lepercq De Neuflize Asset Management LLC: 57,330
JPMORGAN CHASE & CO: 15,911
FLAGSHIP WEALTH ADVISORS, LLC: 2,000
UBS Group AG: 0
75.24% of Units of fractional undivided beneficial interest stock is owned by institutional investors.
Institutional investors have bought a total of 75.24 K shares in the last 24 months. This purchase volume represents approximately $1.31 M in transactions.