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Holding9 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $6.0M 33.59% | +$6.0M Bought | — 71.7K shares | — | — | — — | Q3 2025 Held for 2 months | |
REIT - Mortgage Real Estate | $3.6M 20.06% | +$3.6M New | 0.535% 420.7K shares | 0 → 420.7K +$3.6M | New | $672.7M Small Cap | Q3 2025 Held for 2 months | |
Real Estate - Services Real Estate | $2.8M 15.87% | -$2.7M Sold | 0.24% 269.0K shares | 525.0K → 269.0K −$2.7M | -48.76% | $1.2B Small Cap | Q1 2025 Held for 8 months | |
Unknown Unknown | $2.4M 13.19% | +$2.4M New | 0.049% 205.0K shares | 0 → 205.0K +$2.4M | New | $4.8B Mid Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $2.4M 13.19% | +$2.4M New | — 205.0K shares | 0 → 205.0K +$2.4M | New | $4.8B Mid Cap | Q3 2025 Held for 2 months | |
REIT - Mortgage Real Estate | $642.5K 3.58% | +$642.5K New | 0.102% 92.2K shares | 0 → 92.2K +$642.5K | New | $629.5M Small Cap | Q3 2025 Held for 2 months | |
Regulated Gas Utilities | $94.1K 0.524% | -$16.4K Sold | 0.015% 42.6K shares | 50.0K → 42.6K −$16.4K | -14.87% | $628.9M Small Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | - — | -$10.5M Sold | — - shares | 500.0K → 0 −$10.5M | Sold | — — | Q4 2024 Held for 11 months | |
ETF ETF | - — | -$20.2M Sold | — - shares | 250.0K → 0 −$20.2M | Sold | — — | Q4 2023 Held for 1y 11m |
