Institutional shares held 373,083
0 calls
0 puts
Total value of holdings $10.1M
$0 calls
$0 puts
# of Institutions 18


Latest Institutional Activity in REIT

Top Purchases

Q1 2025
Park Edge Advisors, LLC Shares Held: 14.8K ($400K)
Q1 2025
Fermata Advisors, LLC Shares Held: 9.19K ($248K)
Q4 2024
Robertson Stephens Wealth Management, LLC Shares Held: 117K ($3.16M)
Q4 2024
Ellsworth Advisors, LLC Shares Held: 121K ($3.28M)
Q4 2024
Arbor Capital Management Inc Shares Held: 24.8K ($671K)

Top Sells

Q4 2024
Advisor Os, LLC Shares Held: 9.53K ($257K)
Q4 2024
Gts Securities LLC Shares Held: 11.6K ($315K)
Q4 2024
Morgan Stanley Shares Held: 1 ($27)
Q3 2024
Principal Securities, Inc. Shares Held: 759 ($20.5K)
Q2 2024
Virtue Capital Management, LLC Shares Held: 9.12K ($246K)

About REIT

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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