investment.com

Public Storage — reported holders

259 institutional managers with a reported position

This is history, not a current position. Each row is what a manager reported for the quarter shown, published up to 45 days after that quarter ended.

Aggregates

computed from the rows below
Managers reporting
259
Combined reported value
$2.8B
Top 5 concentration
56.7%
Median position
$758.9K
Largest position
$536.2M
Quarters represented
5
managers file on different schedules
Most recent quarter
2026Q3
Managers reporting shares
200
ManagerQuarterValueSharesFiledRecorded (UTC)
Copeland Capital Management, LLC2026Q2$536.2M1,684,5272026-08-122026-08-13 03:50:56.154 UTC
1832 Asset Management L.P.2026Q2$336.4M1,056,8602026-08-132026-08-14 03:50:04.721 UTC
BlackRock, Inc.2026Q2$322.6M1,013,4732026-08-072026-08-08 03:51:54.443 UTC
Daiwa Securities Group Inc.2026Q2$264.2M830,1622026-07-312026-08-06 04:00:08.748 UTC
DUFF & PHELPS INVESTMENT MANAGEMENT CO2026Q2$112.1M352,2632026-08-032026-08-06 03:56:45.896 UTC
Bank Julius Baer & Co. Ltd, Zurich2026Q2$102.7M321,5542026-08-102026-08-11 03:50:31.406 UTC
Asset Management One Co., Ltd.2026Q2$94.8M297,8352026-07-282026-08-06 04:02:28.228 UTC
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026Q2$79.3M249,0692026-08-172026-08-18 03:50:48.475 UTC
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026Q2$77.5M243,5932026-08-242026-08-25 03:50:14.792 UTC
ENVESTNET ASSET MANAGEMENT INC2026Q2$76M238,7962026-08-032026-08-06 03:56:57.726 UTC
VIRGINIA RETIREMENT SYSTEMS ET Al2026Q2$72.5M227,8572026-08-252026-08-26 03:50:15.192 UTC
ALLIANCEBERNSTEIN L.P.2026Q2$69.7M257,1802026-08-142026-08-15 03:50:22.417 UTC
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP2026Q2$48.9M153,5152026-08-132026-08-14 03:50:17.614 UTC
AVIVA PLC2026Q2$41.6M130,6722026-08-132026-08-14 03:50:21.961 UTC
APG Asset Management N.V.2026Q2$32.3M116,1082026-08-122026-08-13 03:50:11.142 UTC
MANUFACTURERS LIFE INSURANCE COMPANY, THE2026Q2$31.7M99,6442026-09-092026-09-10 03:50:13.229 UTC
CITIGROUP INC2026Q2$26.1M82,0902026-08-032026-08-06 03:54:52.286 UTC
Cullen/Frost Bankers, Inc.2026Q2$22.7M71,3652026-07-272026-08-06 04:04:42.051 UTC
Artisan Partners Limited Partnership2026Q2$22.5M70,8182026-08-132026-08-14 03:50:54.222 UTC
CITADEL ADVISORS LLC2026Q2$21.7M68,1402026-09-022026-09-07 03:51:12.957 UTC
Aberdeen Group plc2026Q2$18M56,4822026-07-312026-08-06 03:58:03.368 UTC
Nykredit A/S2026Q2$17.4M54,5962026-09-082026-09-09 03:50:04.122 UTC
Czech National Bank2026Q2$14.3M44,9702026-07-082026-07-26 16:45:21.069 UTC
Edge Wealth Management LLC2026Q2$14.1M44,1962026-07-092026-08-06 04:13:08.762 UTC
ARIZONA STATE RETIREMENT SYSTEM2026Q2$14M43,8382026-08-072026-08-08 03:50:54.952 UTC
AEW CAPITAL MANAGEMENT L P2026Q2$12.5M39,2032026-08-042026-08-06 03:52:17.074 UTC
CIBC Asset Management Inc2026Q2$12.2M38,3902026-08-032026-08-06 03:54:45.738 UTC
&PARTNERS2026Q2$11.9M37,4442026-08-142026-08-15 03:50:03.244 UTC
COMMONWEALTH EQUITY SERVICES, LLC2026Q2$11.8M36,9732026-07-292026-08-06 04:01:44.099 UTC
CHILTON CAPITAL MANAGEMENT LLC2026Q2$11.6M36,4842026-08-042026-08-06 03:53:08.271 UTC
CWA Asset Management Group, LLC2026Q3$11.4M40,3192026-10-192026-10-20 03:50:22.513 UTC
Adelante Capital Management LLC2026Q2$10.3M245,0642026-08-172026-08-18 03:50:03.543 UTC
Columbus Macro, LLC2026Q3$10.2M35,9192026-10-142026-10-15 03:50:20.308 UTC
Ensign Peak Advisors, Inc2026Q1$10.1M37,2712026-08-182026-08-19 03:50:28.709 UTC
Calamos Advisors LLC2026Q2$10M31,3632026-07-312026-08-06 03:59:46.827 UTC
CENTERSQUARE INVESTMENT MANAGEMENT LLC2026Q2$9M28,3302026-08-072026-08-08 03:56:54.689 UTC
ASR Vermogensbeheer N.V.2026Q3$8.9M31,4512026-10-162026-10-17 03:50:06.626 UTC
Rakuten Investment Management, Inc.2026Q2$8.4M25,8412026-08-182026-08-19 03:50:15.246 UTC
CLIFFORD SWAN INVESTMENT COUNSEL LLC2026Q2$8.2M25,9182026-08-202026-08-21 03:50:04.153 UTC
MERCER GLOBAL ADVISORS INC /ADV2026Q2$6.9M21,8152026-08-192026-08-20 03:50:18.193 UTC
Ellsworth Advisors, LLC2026Q3$6.9M24,3642026-10-152026-10-16 03:51:19.295 UTC
TOMPKINS FINANCIAL CORP2026Q3$6.8M24,0822026-10-052026-10-06 03:50:55.386 UTC
ADVOCATE GROUP LLC2026Q3$6.1M21,4902026-10-192026-10-20 03:50:04.344 UTC
Baker Ellis Asset Management LLC2026Q3$5.2M18,3822026-10-142026-10-15 03:50:12.644 UTC
Groupe la Francaise2026Q2$4.7M14,9162026-08-252026-08-26 03:50:12.799 UTC
M&T Bank Corp2026Q1$3.8M13,8772026-09-042026-09-07 03:50:15.932 UTC
ABN AMRO INVESTMENT SOLUTIONS2026Q3$3.7M13,1802026-10-212026-10-22 03:50:06.073 UTC
B&I Capital AG2026Q2$3.2M10,1502026-08-112026-08-12 03:50:41.830 UTC
BLI - Banque de Luxembourg Investments2026Q2$3.1M9,5002026-08-102026-08-11 03:50:21.725 UTC
Dynamic Advisor Solutions LLC2026Q2$3M9,4772026-07-072026-07-26 16:45:47.627 UTC
Allworth Financial LP2026Q2$3M9,4062026-08-112026-08-12 03:50:09.646 UTC
AMERIPRISE FINANCIAL INC2026Q2$2.9M19,8562026-08-142026-08-15 03:50:33.900 UTC
ALLSTATE CORP2026Q2$2.8M8,8582026-08-132026-08-14 03:50:14.013 UTC
Crossmark Global Holdings, Inc.2026Q3$2.7M9,7162026-10-212026-10-22 03:51:28.281 UTC
AG2R LA MONDIALE GESTION D'ACTIFS2026Q2$2.7M8,3632026-07-232026-07-26 16:41:06.519 UTC
Columbia Bank2026Q2$2.4M7,5352026-07-242026-08-06 04:05:43.215 UTC
Generali Investments CEE, investicni spolecnost, a.s.2026Q2$2.3M7,3502026-07-132026-08-06 04:12:23.398 UTC
BOKF, NA2026Q2$2.2M6,7842026-08-102026-08-11 03:50:26.259 UTC
CHATHAM CAPITAL GROUP, INC.2026Q3$2M7,1182026-10-162026-10-17 03:50:21.674 UTC
ALLEN WEALTH MANAGEMENT, LLC2026Q2$2M6,1652026-07-242026-07-26 16:40:21.870 UTC
Dockside LLC2026Q2$1.9M6,0562026-08-032026-08-06 03:56:56.477 UTC
Integrated Wealth Concepts LLC2026Q2$1.9M5,9402026-09-092026-09-10 03:50:07.603 UTC
Allspring Global Investments Holdings, LLC2026Q2$1.8M5,5622026-08-132026-08-14 03:50:26.006 UTC
AZZAD ASSET MANAGEMENT INC /ADV2026Q2$1.8M5,6082026-07-292026-08-06 04:01:16.456 UTC
E. Ohman J:or Asset Management AB2026Q3$1.5M5,4432026-10-222026-10-23 03:51:13.914 UTC
Clare Market Investments LLC2026Q2$1.5M4,7812026-07-272026-08-06 04:05:31.325 UTC
Ashton Thomas Private Wealth, LLC2026Q2$1.5M4,6782026-07-292026-08-06 04:01:24.292 UTC
BLB&B Advisors, LLC2026Q2$1.4M4,5312026-08-062026-08-07 03:50:31.523 UTC
Columbia Asset Management2026Q3$1.4M4,8732026-10-192026-10-20 03:50:34.272 UTC
Allianz Asset Management GmbH2026Q2$1.4M4,3002026-09-022026-09-07 03:51:02.608 UTC
Apollon Wealth Management, LLC2026Q3$1.3M4,5002026-10-232026-10-24 03:50:54.699 UTC
Caprock Group, LLC2026Q2$1.3M3,9532026-07-272026-08-06 04:05:21.697 UTC
BROWN BROTHERS HARRIMAN & CO2026Q2$1.2M3,9052026-08-122026-08-13 03:51:18.908 UTC
B. Metzler seel. Sohn & Co. AG2026Q2$1.2M3,8102026-08-112026-08-12 03:50:42.023 UTC
RB Capital Management, LLC2026Q2$1.2M3,7082026-08-182026-08-19 03:50:14.621 UTC
ARBOR CAPITAL MANAGEMENT INC /ADV2026Q2$1.2M3,5942026-08-062026-08-07 03:50:20.396 UTC
Ascent Wealth Partners, LLC2026Q3$1.2M4,1022026-10-232026-10-24 03:51:11.992 UTC
DOLIVER ADVISORS, LP2026Q3$1.2M4,0662026-10-012026-10-02 03:50:06.393 UTC
ASSETMARK, INC2026Q3$1.1M4,0442026-10-212026-10-22 03:50:21.145 UTC
Amundi2026Q2$1.1M3,5022026-08-112026-08-12 03:50:21.307 UTC
ABSHER WEALTH MANAGEMENT, LLC2026Q2$1.1M3,4202026-08-102026-08-11 03:50:04.563 UTC
Bangor Savings Bank2026Q3$1.1M3,8452026-10-062026-10-07 03:50:06.226 UTC
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.2026Q2$1.1M3,3322026-08-122026-08-13 03:50:21.460 UTC
Farther Finance Advisors, LLC2026Q3$988.7K3,4962026-10-082026-10-09 03:51:03.381 UTC
Avidian Wealth Enterprises, LLC2026Q3$935.9K3,3092026-10-082026-10-09 03:50:40.127 UTC
AXXCESS WEALTH MANAGEMENT, LLC2026Q3$918.3K3,2472026-10-212026-10-22 03:50:56.483 UTC
Diligent Investors, LLC2026Q3$911.7K3,2232026-10-212026-10-22 03:51:31.977 UTC
BANK OF NOVA SCOTIA TRUST CO2026Q2$901.5K2,8322026-08-112026-08-12 03:50:44.201 UTC
ANGELES WEALTH MANAGEMENT, LLC2026Q2$900.2K2,8282026-07-282026-08-06 04:02:13.082 UTC
BLAIR WILLIAM & CO/IL2026Q2$884.2K2,7782026-08-112026-08-12 03:50:46.429 UTC
CONNING INC.2026Q2$881.4K2,7692026-07-302026-08-06 04:01:02.963 UTC
Canada Post Corp Registered Pension Plan2026Q2$872.8K2,7422026-07-152026-08-06 04:11:13.091 UTC
Equitable Holdings, Inc.2026Q2$865.7K2,7202026-08-172026-08-18 03:50:27.491 UTC
Assenagon Asset Management S.A.2026Q3$860.1K3,0412026-10-152026-10-16 03:50:19.295 UTC
BANQUE PICTET & CIE SA2026Q3$820.5K2,9012026-10-162026-10-17 03:50:14.984 UTC
BAKER TILLY WEALTH MANAGEMENT, LLC2026Q3$787K2,7822026-10-052026-10-06 03:50:12.545 UTC
GAMMA Investing LLC2026Q3$775.3K2,7412026-10-082026-10-09 03:51:30.802 UTC
Asset Advisory Group, Inc.2026Q3$766.1K2,7092026-10-202026-10-21 03:50:17.364 UTC
AlphaGrep UK Ltd2026Q1$765.5K2,8262026-08-132026-08-14 03:50:35.428 UTC
Fifth Third Wealth Advisors LLC2026Q2$758.9K2,3842026-07-172026-08-06 04:09:49.251 UTC
ELEVATION WEALTH PARTNERS, LLC2026Q3$721K2,5492026-10-072026-10-08 03:50:26.279 UTC
CHOREO, LLC2026Q2$691.8K2,1732026-08-042026-08-06 03:53:11.419 UTC
Aprio Wealth Management, LLC2026Q2$685.2K2,1522026-07-242026-07-26 16:40:29.172 UTC
Generali Investments, Management Co LLC2026Q2$682.5K2,1442026-07-102026-08-06 04:12:34.312 UTC
Checchi Capital Advisers, LLC2026Q2$673.2K2,1152026-08-042026-08-06 03:53:22.785 UTC
Berkeley, Inc2026Q2$661.9K2,0792026-08-062026-08-07 03:52:41.729 UTC
Formidable Asset Management, LLC2026Q2$656.7K2,0632026-07-172026-08-06 04:10:10.525 UTC
Crestwood Advisors Group, LLC2026Q2$645.4K2,0282026-08-032026-08-06 03:56:37.407 UTC
BENJAMIN EDWARDS INC2026Q2$637.8K2,0032026-07-242026-07-26 16:40:42.622 UTC
EASTERN BANK2026Q3$632.1K2,2352026-10-052026-10-06 03:50:15.409 UTC
Biltmore Wealth Management, LLC2026Q3$616.5K2,1802026-10-092026-10-10 03:50:29.692 UTC
BRIGHTON JONES LLC2026Q2$606.7K1,9062026-08-112026-08-12 03:50:51.010 UTC
Strategic Financial Services, Inc.2026Q2$603.2K1,8952026-08-242026-08-25 03:50:13.670 UTC
Kingsview Wealth Management, LLC2026Q2$592.7K1,8622026-08-192026-08-20 03:50:08.219 UTC
EAGLE HARBOR ASSET MANAGEMENT INC /ADV2026Q3$581.2K2,0552026-10-212026-10-22 03:51:32.852 UTC
Composition Wealth, LLC2026Q2$564.8K1,7742026-07-222026-08-06 04:06:26.385 UTC
ABC ARBITRAGE SA2026Q3$564K1,9942026-10-232026-10-24 03:50:07.940 UTC
Compound Planning, Inc.2026Q2$557.8K1,7522026-08-042026-08-06 03:53:29.662 UTC
MassMutual Private Wealth & Trust, FSB2026Q3$537.4K1,9002026-10-052026-10-06 03:50:28.044 UTC
CAPE ANN SAVINGS BANK2026Q2$536.4K1,6852026-08-042026-08-06 03:52:57.706 UTC
Campion Asset Management2026Q2$516.9K1,6242026-07-282026-08-06 04:03:19.542 UTC
Astoria Portfolio Advisors LLC.2026Q2$512K1,6082026-07-282026-08-06 04:02:31.295 UTC
ALERUS FINANCIAL NA2026Q2$510.9K1,6052026-08-142026-08-15 03:50:20.494 UTC
Chicago Partners Investment Group LLC2026Q2$475.5K1,5102026-07-302026-08-06 04:01:08.864 UTC
EVERETT HARRIS & CO /CA/2026Q2$465.4K1,4622026-08-032026-08-06 03:57:22.504 UTC
Abel Hall, LLC2026Q3$459.9K1,6262026-10-192026-10-20 03:50:04.768 UTC
DAVENPORT & Co LLC2026Q3$455.8K1,6112026-10-142026-10-15 03:50:21.545 UTC
ADELL HARRIMAN & CARPENTER INC2026Q2$454.9K1,4292026-08-042026-08-06 03:52:15.310 UTC
FIDUCIARY FINANCIAL GROUP, LLC2026Q2$450.7K1,4162026-07-102026-07-26 16:44:42.594 UTC
Ameritas Investment Partners, Inc.2026Q2$432.3K1,3582026-08-132026-08-14 03:50:38.354 UTC
First Nebraska Trust Co2020Q2$432.1K2,2522026-07-012026-07-26 16:47:51.683 UTC
BBR PARTNERS, LLC2026Q2$431.5K1,3562026-08-112026-08-12 03:50:44.766 UTC
AssuredPartners Investment Advisors, LLC2026Q2$419.6K1,3182026-08-102026-08-11 03:50:17.628 UTC
Second Line Capital, LLC2026Q2$413.8K1,3002026-09-022026-09-07 03:51:50.622 UTC
Montecito Bank & Trust2026Q3$402.5K1,4232026-10-012026-10-02 03:50:10.049 UTC
Creekside Partners2026Q2$401.1K1,2602026-07-312026-08-06 03:59:57.458 UTC
Dickmeyer Boyce Financial Management, Inc.2026Q3$399.3K1,4122026-10-082026-10-09 03:50:55.858 UTC
Asset Planning,Inc2026Q2$391.7K1,2312026-07-272026-08-06 04:04:08.887 UTC
AlphaStar Capital Management, LLC2026Q3$388.3K1,3732026-10-162026-10-17 03:50:10.573 UTC
Chesley Taft & Associates LLC2026Q2$387.7K1,2182026-07-082026-07-26 16:45:17.443 UTC
BURNEY CO/2026Q2$376.1K1,1822026-07-282026-08-06 04:03:10.855 UTC
Ares Financial Consulting, LLC2026Q3$371.9K1,3152026-10-192026-10-20 03:50:08.945 UTC
ATALANTA SOSNOFF CAPITAL, LLC2026Q2$370.2K1,1632026-08-122026-08-13 03:50:12.325 UTC
17 CAPITAL PARTNERS, LLC2026Q2$368.6K1,1582026-08-062026-08-07 03:50:04.636 UTC
Advisory Alpha, LLC2026Q2$358.3K1,1252026-08-112026-08-12 03:50:06.696 UTC
Avanza Fonder AB2026Q3$323.9K1,1452026-10-132026-10-14 03:50:41.570 UTC
Catalyst Funds Management Pty Ltd2026Q2$322.8K1,0142026-08-102026-08-11 03:50:40.530 UTC
Drucker Wealth 3.0, LLC2026Q2$316.6K9952026-07-132026-07-26 16:44:25.646 UTC
COMMONS CAPITAL, LLC2026Q2$315K9902026-07-302026-08-06 04:01:02.418 UTC
ALBERT D MASON INC2026Q2$313.9K9862026-07-222026-07-26 16:41:43.700 UTC
Certified Advisory Corp2026Q2$302.2K9492026-07-162026-07-26 16:43:30.770 UTC
Bond & Devick Financial Network, Inc.2026Q3$297.4K1,0522026-10-232026-10-24 03:51:23.763 UTC
Bill Few Associates, Inc.2026Q3$295.7K1,0462026-10-092026-10-10 03:50:29.150 UTC
Berger Financial Group, Inc2026Q2$290.9K9142026-08-042026-08-06 03:52:29.546 UTC
Envestnet Portfolio Solutions, Inc.2026Q2$281.2K8832026-07-202026-08-06 04:06:50.342 UTC
Clarity Financial LLC2026Q2$279.3K8782026-07-202026-07-26 16:42:36.132 UTC
Apella Capital, LLC2026Q3$271.3K9622026-10-082026-10-09 03:50:23.720 UTC
ATTICUS WEALTH MANAGEMENT, LLC2026Q3$262.6K9282026-10-202026-10-21 03:50:08.117 UTC
GODSEY & GIBB, INC2026Q2$258.8K8132026-07-132026-08-06 04:12:20.622 UTC
Aegis Wealth Management, Inc.2026Q2$258.8K8132026-08-072026-08-08 03:50:36.965 UTC
BARTLETT & CO. WEALTH MANAGEMENT LLC2026Q2$245.1K7702026-07-242026-07-26 16:40:38.698 UTC
Baker Avenue Asset Management, LP2026Q2$243.8K7662026-07-282026-08-06 04:02:52.348 UTC
ARKANSAS FINANCIAL GROUP, INC.2026Q2$243.8K7662026-07-202026-07-26 16:42:23.044 UTC
GRIMES & Co WEALTH MANAGEMENT, LLC2026Q2$236.9K7442026-07-172026-08-06 04:10:17.956 UTC
CHILDRESS CAPITAL ADVISORS, LLC2026Q2$236.5K7432026-07-272026-08-06 04:04:30.251 UTC
Versant Capital Management, Inc2026Q3$234.5K8292026-10-022026-10-03 03:50:15.741 UTC
Avantax Planning Partners, Inc.2026Q2$224.4K7052026-07-282026-08-06 04:02:44.600 UTC
CIDEL ASSET MANAGEMENT INC2026Q2$219.3K6892026-07-172026-07-26 16:43:02.935 UTC
Beverly Hills Private Wealth, LLC2026Q2$219.1K6882026-08-072026-08-08 03:51:49.071 UTC
Center for Financial Planning, Inc.2026Q2$218.4K6862026-07-212026-07-26 16:42:17.548 UTC
Advus Financial Partners, LLC2025Q1$217K7252026-08-252026-08-26 03:50:08.636 UTC
EXCALIBUR MANAGEMENT CORP2026Q2$212K6662026-08-032026-08-06 03:57:28.092 UTC
Advisory Advocates, LLC2026Q2$209.4K6582026-08-102026-08-11 03:50:14.400 UTC
Badgley Phelps Wealth Managers, LLC2026Q3$203.7K7162026-10-222026-10-23 03:50:45.952 UTC
BTC Capital Management, Inc.2026Q2$203.7K6402026-07-162026-07-26 16:43:21.921 UTC
MASTERINVEST Kapitalanlage GmbH2026Q2$202.8K6372026-08-172026-08-18 03:50:44.401 UTC
EVERGREEN CAPITAL MANAGEMENT LLC2026Q3$187.5K6582026-10-232026-10-24 03:51:58.833 UTC
AdvisorNet Financial, Inc2026Q2$182.2K5722026-07-232026-07-26 16:41:14.322 UTC
Bank of New York Mellon Corp2026Q2$175.4K5512026-08-062026-08-07 03:50:55.512 UTC
Eurizon SLJ Capital Ltd2026Q2$164.9K5182026-08-032026-08-06 03:57:43.779 UTC
BANK OF MONTREAL /CAN/2026Q2$159.2K5002026-08-122026-08-13 03:50:23.330 UTC
Grove Bank & Trust2026Q3$141.4K5002026-10-082026-10-09 03:51:54.043 UTC
CYBER HORNET ETFs LLC2026Q2$137.2K4312026-08-242026-08-25 03:50:11.910 UTC
GILL CAPITAL PARTNERS, LLC2026Q2$121.3K3812026-08-202026-08-21 03:50:06.671 UTC
AMERICAN CENTURY COMPANIES INC2026Q2$120.6K3802026-08-142026-08-15 03:50:59.893 UTC
Leo H. Evart, Inc.2026Q2$106.3K3342026-08-182026-08-19 03:50:07.964 UTC
Rosenberg Matthew Hamilton2026Q3$105.8K3742026-10-052026-10-06 03:50:51.708 UTC
Cassaday & Co Wealth Management LLC2026Q2$88.8K2792026-08-102026-08-11 03:50:37.778 UTC
Cromwell Holdings LLC2026Q2$88.2K2772026-07-142026-08-06 04:11:44.007 UTC
City State Bank2026Q2$87.9K2762026-07-142026-07-26 16:44:05.738 UTC
Archer Investment Management, LLC2026Q2$85.1K2672026-08-032026-08-06 03:54:00.274 UTC
Byrne Asset Management LLC2026Q3$78.7K2772026-10-062026-10-07 03:50:12.772 UTC
BOYD WATTERSON ASSET MANAGEMENT LLC/OH2026Q2$76.4K2402026-08-072026-08-08 03:51:26.932 UTC
Bank of New Hampshire2026Q3$76.4K2702026-10-062026-10-07 03:50:08.575 UTC
Atlantic Union Bankshares Corp2026Q2$73.2K2302026-08-112026-08-12 03:50:35.059 UTC
Advocate Investing Services LLC2026Q2$63.7K2002026-07-292026-08-06 04:01:19.853 UTC
AVALON CAPITAL MANAGEMENT2026Q2$63.3K1992026-08-062026-08-07 03:50:46.513 UTC
Community Financial Services Group, LLC2026Q3$63.3K2232026-10-152026-10-16 03:51:12.658 UTC
CARY STREET PARTNERS FINANCIAL LLC2026Q2$59.2K1862026-07-172026-07-26 16:42:48.526 UTC
Fulcrum Asset Management LLP2026Q2$43.8K1352026-08-182026-08-19 03:50:05.107 UTC

Source: U.S. Securities and Exchange Commission, Form 13F

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