Kestra Advisory Services, LLC New Holdings in Q4 2024

Kestra Advisory Services, LLC

  • $17.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AHH
Armada Hoffler Properties, Inc.

Real Estate
1.03M
New
$10.06 - $11.26 $10.3M - $11.6M
1.03M $10.5M
PSMD
Pacer Fds Tr Swan Sos Moderate

ETFs
342K
New
$28.43 - $29.2 $9.71M - $9.98M
342K $9.95M
STWD
Starwood Property Trust, Inc.

Real Estate
251K
New
$18.95 - $20.37 $4.75M - $5.11M
251K $4.75M
MPLX
Mplx LP

Energy
94.6K
New
$43.77 - $51.66 $4.14M - $4.88M
94.6K $4.53M
AB
Alliancebernstein Holding L.P.

Financial Services
98.9K
New
$34.59 - $38.68 $3.42M - $3.82M
98.9K $3.67M
SUN
Sunoco LP

Energy
66.8K
New
$50.8 - $56.82 $3.39M - $3.79M
66.8K $3.44M
IGLB
Ishares 10+ Year Investment Gr

ETFs
62.6K
New
$49.36 - $53.72 $3.09M - $3.36M
62.6K $3.09M
UWM
Proshares Ultra Russell 2000

ETFs
71.8K
New
$41.07 - $50.82 $2.95M - $3.65M
71.8K $3M
LADR
Ladder Capital Corp

Real Estate
262K
New
$10.95 - $11.99 $2.86M - $3.14M
262K $2.93M
KIM
Kimco Realty Corp

Real Estate
113K
New
$22.75 - $25.78 $2.57M - $2.92M
113K $2.65M
PCT
Pure Cycle Technologies, Inc.

Industrials
220K
New
$8.81 - $14.3 $1.94M - $3.15M
220K $2.26M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
66.4K
New
$30.42 - $36.45 $2.02M - $2.42M
66.4K $2.11M
PFFR
Etfis Ser Tr I Infracap Reit P

ETFs
111K
New
$18.5 - $20.08 $2.05M - $2.23M
111K $2.05M
PMT
Penny Mac Mortgage Investment Trust

Real Estate
160K
New
$12.44 - $14.36 $1.99M - $2.3M
160K $2.01M
GMRE
Global Medical Reit Inc.

Real Estate
257K
New
$7.53 - $9.83 $1.94M - $2.53M
257K $1.99M
ABR
Arbor Realty Trust Inc

Real Estate
140K
New
$13.66 - $15.64 $1.92M - $2.2M
140K $1.94M
WES
Western Midstream Partners, LP

Energy
45.9K
New
$35.7 - $40.71 $1.64M - $1.87M
45.9K $1.76M
ISTR
Investar Holding Corp

Financial Services
78.1K
New
$18.39 - $24.45 $1.44M - $1.91M
78.1K $1.71M
APLD
Applied Blockchain, Inc.

Financial Services
225K
New
$5.97 - $10.68 $1.34M - $2.4M
225K $1.69M
PAA
Plains All American Pipeline LP

Energy
95.1K
New
$16.27 - $18.67 $1.55M - $1.78M
95.1K $1.62M
LTC
Ltc Properties Inc

Real Estate
45.6K
New
$34.42 - $39.44 $1.57M - $1.8M
45.6K $1.58M
VTR
Ventas, Inc.

Real Estate
25.2K
New
$57.73 - $66.48 $1.46M - $1.68M
25.2K $1.49M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
21.6K
New
$65.31 - $74.15 $1.41M - $1.6M
21.6K $1.46M
XSW
Spdr S&P Software & Services E

ETFs
7.69K
New
$156.76 - $204.72 $1.21M - $1.57M
7.69K $1.45M
IBND
Spdr Bloomberg International C

ETFs
50.8K
New
$28.36 - $30.49 $1.44M - $1.55M
50.8K $1.44M
GUG
Guggenheim Active Allocation Fund

ETFs
96.1K
New
$14.87 - $16.49 $1.43M - $1.58M
96.1K $1.43M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
76.8K
New
$17.41 - $19.29 $1.34M - $1.48M
76.8K $1.34M
WSR
Whitestone Reit

Real Estate
90.9K
New
$13.24 - $15.22 $1.2M - $1.38M
90.9K $1.29M
CTRE
Care Trust Reit, Inc.

Real Estate
44K
New
$26.8 - $32.79 $1.18M - $1.44M
44K $1.19M
FDG
American Centy ETF Tr Focused

ETFs
11.1K
New
$91.61 - $109.13 $1.02M - $1.22M
11.1K $1.16M
FLHY
Franklin Templeton ETF Tr Libe

ETFs
48.3K
New
$23.7 - $24.34 $1.14M - $1.17M
48.3K $1.15M
IVT
Inven Trust Properties Corp.

Real Estate
37.2K
New
$28.52 - $31.3 $1.06M - $1.17M
37.2K $1.12M
CQP
Cheniere Energy Partners, L.P.

Energy
20.6K
New
$48.06 - $58.87 $989K - $1.21M
20.6K $1.09M
USAC
Usa Compression Partners, LP

Energy
44.5K
New
$21.54 - $23.99 $959K - $1.07M
44.5K $1.05M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
42.1K
New
$22.75 - $25.31 $957K - $1.06M
42.1K $1.04M
AEHR
Aehr Test Systems

Technology
60.6K
New
$10.78 - $16.98 $653K - $1.03M
60.6K $1.01M
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
33.7K
New
$28.96 - $31.91 $977K - $1.08M
33.7K $981K
BFST
Business First Bancshares, Inc.

Financial Services
37.7K
New
$23.96 - $29.86 $903K - $1.13M
37.7K $968K
DEA
Easterly Government Properties, Inc.

Real Estate
82.8K
New
$10.93 - $14.48 $905K - $1.2M
82.8K $940K
FRT
Federal Realty Investment Trust

Real Estate
7.74K
New
$109.55 - $117.53 $848K - $910K
7.74K $866K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
68.4K
New
$12.16 - $13.26 $832K - $907K
68.4K $863K
VNO
Vornado Realty Trust

Real Estate
20.4K
New
$38.63 - $45.76 $787K - $932K
20.4K $856K
SLG
Sl Green Realty Corp

Real Estate
12.4K
New
$66.24 - $81.13 $819K - $1M
12.4K $839K
DRSK
ETF Ser Solutions Aptus Define

ETFs
30.3K
New
$27.43 - $28.44 $831K - $862K
30.3K $831K
WULF
Terawulf Inc.

Financial Services
143K
New
$3.82 - $8.82 $546K - $1.26M
143K $808K
ESS
Essex Property Trust, Inc.

Real Estate
2.95K
New
N/A
2.95K $805K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
90.8K
New
$8.36 - $9.06 $759K - $823K
90.8K $763K
OSCV
Opus Small Cap Value ETF

ETFs
20K
New
$36.89 - $40.88 $737K - $817K
20K $739K
IDCC
Inter Digital, Inc.

Communication Services
3.7K
New
$142.61 - $200.59 $527K - $742K
3.7K $716K
Activity Summary
Buys All Purchases 1701 New Holdings 326 Increased Positions 1375 Sells All Sells 895 Reductions 895 Sold out 0 Options Calls 10 Puts 4
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