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Get Institutions for : 
Commonwealth Reit Prfd D (EQC.PD)  
$24.80 0.10 (0.4%) as of 4:30 Tue 5/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 34    2
Total shares held : 
1,793,962  
% of shares held : 
36.46%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -4  
Amount of shares held : 
461,236  
% of shares held change : 
  9.37%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$24.96  
Last Quarter's Ending Price : 
$25.13  
Last Quarter's Average Price
$24.83  
Change from last quarter's     
avg. price to the last closing  : 
0.03 (0.12%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 62,403
 3.48%
 
Increased Positions :
7
 430,187
 23.98%
 
Unchanged Positions :
11
 119,870
 6.68%
 
Decreased Positions :
13
-31,254
-1.74%
 
Closed Positions :
1
-100
-0.01%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   ICON ADVISERS INC/CO 3 - 2023-12-31 388,555 $9,764,000 388,555
   CHARTER TRUST CO 72 - 2024-03-31 222,879 $5,572,000 886
   DAVIDSON D A & CO 885 - 2023-12-31 23,466 $590,000 3,757
   HB Wealth Management LLC 789 - 2024-03-31 8,248 $206,000 22
   MORGAN STANLEY 5500 - 2023-12-31 8,141 $206,000 832

  5 Records found
  1    
  Page 1 of 1
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