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Institutional Holdings
CRFOwnership Summary
Institutions Holding
6
Total Shares Held
288,272
Total Value Held
$132,996
Quarter
2026-06-30
Active Positions
Increased Positions
1
3,418 shares
Decreased Positions
0
0 shares
Held Positions
1
270,000 shares
New Positions
1
14,854 shares
Sold Out Positions
3
4,841 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 14,854 | $106,652 | New position | 0.00% | 2026-06-30 |
| JPMORGAN CHASE & CO | 3,418 | $24,405 | ▲ +193 | 0.00% | 2026-06-30 |
| COHEN & STEERS, INC. | 270,000 | $1,939 | Unchanged | 0.00% | 2026-06-30 |
| Ascentis Independent Advisors | 0 | $0 | Sold out | 2026-06-30 | |
| Parvin Asset Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| First Command Advisory Services, Inc. | 0 | $0 | Sold out | 2026-06-30 |