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Company Main View
Name:
Cascade Investment Advisors Inc.
City:
OREGON CITY
State:
OR
Zip:
97045
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-09-30
2017-06-30
2017-03-31
2016-12-31
2016-06-30
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$153,499,000
Total Value Change :
$13,015,000
Securities Held Change :
6
All Securities Held :
115
New Positions
:
9
Closed Positions
:
3
Increased Positions
:
45
Unchanged Positions
:
17
Decreased Positions
:
44
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Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
STAG
Stag Industrial, Inc.
118
Closed
$35.63
$0
0
0%
-586,000
-14,930
0
REIT - Industrial
WELL
Welltower Inc
117
Closed
$99.16
$0
0
0%
-254,000
-2,815
0
REIT - Healthcare Fac...
PHM
PulteGroup Inc
116
Closed
$116.99
$0
0
0%
-843,000
-8,165
0
Residential Construct...
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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