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Institutional Holdings
CHYOwnership Summary
Institutions Holding
4
Total Shares Held
543,039
Total Value Held
$14,948
Quarter
2026-06-30
Active Positions
Increased Positions
1
542,484 shares
Decreased Positions
0
0 shares
Held Positions
1
555 shares
New Positions
0
0 shares
Sold Out Positions
2
2,001 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 555 | $7,559 | Unchanged | 0.00% | 2026-06-30 |
| COHEN & STEERS, INC. | 542,484 | $7,389 | ▲ +40,000 | 0.01% | 2026-06-30 |
| Arax Advisory Partners | 0 | $0 | Sold out | 2026-06-30 | |
| Boreal Capital Management LLC | 0 | $0 | Sold out | 2026-06-30 |