Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Ultimus Managers Trust-Westwood Real Estate Income Fund | Jan 31, 2026 | 447.3K | 9.1M | 14.9% |
| iShares Trust-iShares Preferred and Income Securities ETF | Jan 31, 2026 | 355.9K | 7.2M | 11.9% |
| ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF | Oct 31, 2025 | 332.5K | 6.8M | 11.1% |
| RiverPark Funds Trust-RiverPark Strategic Income Fund | Dec 31, 2025 | 122.9K | 2.5M | 4.1% |
| Fidelity Securities Fund-Fidelity Real Estate Income Fund | Jan 31, 2026 | 120K | 2.4M | 4% |
| John Hancock Financial Opportunities Fund | Jan 31, 2026 | 75K | 1.5M | 2.5% |
| Brinker Capital Destinations TRT-Destinations Global Fixed Income Oppo | Nov 30, 2025 | 71.7K | 1.5M | 2.4% |
| COHEN & STEERS QUALITY INCOME REALTY FUND INC | Dec 31, 2025 | 56.8K | 1.2M | 1.9% |
| PERMANENT PORTFOLIO FAMILY OF FUNDS-Versatile Bond Portfolio | Jan 31, 2026 | 50K | 1.0M | 1.7% |
| NEUBERGER BERMAN REAL ESTATE SECURITIES INCOME Fd. INC-Neuberger Real | Feb 28, 2026 | 41.5K | 846.0K | 1.4% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.