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Holding29 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
REIT - Diversified Real Estate | $149.9M 48.07% | — | 12.06% 7.4M shares | — | — | $1.2B Small Cap | Q1 2011 Held for 14y 8m | |
Banks - Diversified Financial Services | $134.2M 43.04% | — | 0.05% 1.6M shares | — | — | $268.51B Mega Cap | Q4 2009 Held for 15y 11m | |
Banks - Diversified Financial Services | $4.5M 1.45% | — | 0.001% 87.5K shares | — | — | $382.12B Mega Cap | Q4 2020 Held for 4y 11m | |
Oil & Gas Integrated Energy | $3.9M 1.27% | — | 0.001% 35.0K shares | — | — | $480.68B Mega Cap | Q1 2020 Held for 5y 8m | |
Financial - Credit Services Financial Services | $2.1M 0.682% | — | 0.002% 10.0K shares | — | — | $135.95B Large Cap | Q4 2020 Held for 4y 11m | |
Household & Personal Products Consumer Defensive | $1.7M 0.535% | — | 0.022% 12.6K shares | — | — | $7.5B Mid Cap | Q1 2025 Held for 8 months | |
Banks - Diversified Financial Services | $1.2M 0.385% | — | 0.001% 15.0K shares | — | — | $136.49B Large Cap | Q4 2020 Held for 4y 11m | |
Biotechnology Healthcare | $1.0M 0.325% | — | 0.002% 1.8K shares | — | — | $59.6B Large Cap | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $1.0M 0.323% | — | 0.0% 12.0K shares | — | — | $209.64B Mega Cap | Q4 2024 Held for 11 months | |
REIT - Retail Real Estate | $938.4K 0.301% | — | 0.002% 5.0K shares | — | — | $61.3B Large Cap | Q1 2020 Held for 5y 8m | |
Drug Manufacturers - Specialty & Generic Healthcare | $871.9K 0.28% | +$871.9K New | 0.025% 17.0K shares | 0 → 17.0K +$871.9K | New | $3.5B Mid Cap | Q3 2025 Held for 2 months | |
Regulated Electric Utilities | $859.6K 0.276% | — | 0.003% 57.0K shares | — | — | $33.1B Large Cap | Q1 2025 Held for 8 months | |
Oil & Gas Integrated Energy | $776.5K 0.249% | — | 0.0% 5.0K shares | — | — | $312.88B Mega Cap | Q1 2020 Held for 5y 8m | |
Drug Manufacturers - Specialty & Generic Healthcare | $767.5K 0.246% | +$767.5K New | 0.193% 125.0K shares | 0 → 125.0K +$767.5K | New | $397.2M Small Cap | Q3 2025 Held for 2 months | |
Oil & Gas Exploration & Production Energy | $756.7K 0.243% | — | 0.001% 8.0K shares | — | — | $118.14B Large Cap | Q1 2025 Held for 8 months | |
Medical - Devices Healthcare | $751.3K 0.241% | +$125.2K Bought | 0.008% 6.0K shares | 5.0K → 6.0K +$125.2K | +20.0% | $9.1B Mid Cap | Q4 2024 Held for 11 months | |
Oil & Gas Exploration & Production Energy | $715.5K 0.23% | — | 0.002% 5.0K shares | — | — | $41.4B Large Cap | Q1 2025 Held for 8 months | |
Oil & Gas Equipment & Services Energy | $687.4K 0.22% | — | 0.001% 20.0K shares | — | — | $51.3B Large Cap | Q1 2025 Held for 8 months | |
Medical - Instruments & Supplies Healthcare | $670.8K 0.215% | +$670.8K New | 0.0% 1.5K shares | 0 → 1.5K +$670.8K | New | $160.32B Large Cap | Q3 2025 Held for 2 months | |
REIT - Industrial Real Estate | $612.0K 0.196% | +$612.0K New | 0.018% 50.0K shares | 0 → 50.0K +$612.0K | New | $3.5B Mid Cap | Q3 2025 Held for 2 months | |
Drug Manufacturers - Specialty & Generic Healthcare | $601.3K 0.193% | +$601.3K Bought | 0.02% 27.0K shares | — | — | $3.1B Mid Cap | Q3 2025 Held for 2 months | |
Household & Personal Products Consumer Defensive | $568.1K 0.182% | +$568.1K New | 0.002% 35.0K shares | 0 → 35.0K +$568.1K | New | $31.1B Large Cap | Q3 2025 Held for 2 months | |
Biotechnology Healthcare | $552.8K 0.177% | +$552.8K New | 0.056% 55.0K shares | 0 → 55.0K +$552.8K | New | $993.2M Small Cap | Q3 2025 Held for 2 months | |
Packaged Foods Consumer Defensive | $526.0K 0.169% | +$526.0K New | 0.027% 40.0K shares | 0 → 40.0K +$526.0K | New | $2.0B Small Cap | Q3 2025 Held for 2 months | |
Banks - Regional Financial Services | $457.2K 0.147% | — | 0.001% 10.0K shares | — | — | $59.0B Large Cap | Q4 2020 Held for 4y 11m | |
Specialty Retail Consumer Cyclical | $437.9K 0.14% | +$437.9K New | 0.008% 17.0K shares | 0 → 17.0K +$437.9K | New | $5.3B Mid Cap | Q3 2025 Held for 2 months | |
REIT - Industrial Real Estate | $411.1K 0.132% | — | 0.004% 10.0K shares | — | — | $9.7B Mid Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $298.1K 0.096% | — | — 5.0K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Gambling, Resorts & Casinos Consumer Cyclical | - — | -$949.5K Sold | — - shares | 30.0K → 0 −$949.5K | Sold | $9.3B Mid Cap | Q1 2025 Held for 8 months |
