HighTower Advisors
MRCC

HighTower Advisors’s Monroe Capital Corp MRCC Stock Holding History

HighTower Advisors’s Portfolio MRCC Stock Details MRCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-19,151
Closed -$122K – 3889
2025
Q4 		$122K Buy
+19,151
New +$127K ﹤0.01% 3473
2025
Q3 		– Sell
-179,052
Closed -$1.14M – 3973
2025
Q2 		$1.14M Sell
179,052
-20,676
-10% -$138K ﹤0.01% 1929
2025
Q1 		$1.56M Sell
199,728
-8,355
-4% -$69.7K ﹤0.01% 1661
2024
Q4 		$1.77M Sell
208,083
-29,169
-12% -$240K ﹤0.01% 1594
2024
Q3 		$1.91M Sell
237,252
-1,049
-0.4% -$8.07K ﹤0.01% 1547
2024
Q2 		$1.81M Buy
238,301
+127,078
+114% +$938K ﹤0.01% 1499
2024
Q1 		$801K Buy
111,223
+12,067
+12% +$87.5K ﹤0.01% 1949
2023
Q4 		$701K Buy
99,156
+58,950
+147% +$418K ﹤0.01% 2061
2023
Q3 		$298K Buy
40,206
+1,000
+3% +$7.9K ﹤0.01% 2602
2023
Q2 		$321K Sell
39,206
-6,890
-15% -$53K ﹤0.01% 2520
2023
Q1 		$353K Buy
46,096
+85
+0.2% +$690 ﹤0.01% 2338
2022
Q4 		$395K Buy
46,011
+31,856
+225% +$261K ﹤0.01% 2288
2022
Q3 		$103K Buy
+14,155
New +$124K ﹤0.01% 2762
2021
Q1 		– Sell
-55,539
Closed -$446K – 3188
2020
Q4 		$446K Buy
55,539
+7,614
+16% +$58.6K ﹤0.01% 1691
2020
Q3 		$327K Buy
47,925
+1,473
+3% +$10.1K ﹤0.01% 1787
2020
Q2 		$322K Buy
46,452
+1,406
+3% +$10.3K ﹤0.01% 1690
2020
Q1 		$322K Buy
45,046
+34,046
+310% +$340K ﹤0.01% 1525
2019
Q4 		$119K Hold
11,000
– – ﹤0.01% 2065
2019
Q3 		$116K Buy
+11,000
New +$119K ﹤0.01% 2151

Other funds holding MRCC

AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $4.12B AUM
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
CI
CAZ Investments Houston, Texas $85.6M AUM 156.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

HighTower Advisors's MRCC Position: Q1 2026 in Review

HighTower Advisors sold out of Monroe Capital Corp (MRCC) in Q1 2026, closing a stake of 19,151 shares — an estimated $122K sold.

HighTower Advisors first reported a position in MRCC in Q3 2019 and held it in 19 quarters. The position peaked at $1.91M in Q3 2024. 74 funds tracked by Wall St. Rank hold MRCC as of Q1 2026.

  • HighTower Advisors reported no remaining Monroe Capital Corp position as of Q1 2026 after selling out during the quarter.
  • HighTower Advisors sold 19,151 Monroe Capital Corp shares in Q1 2026, an estimated $122K.
  • HighTower Advisors first reported a position in Monroe Capital Corp in Q3 2019 and held it in 19 quarters.
  • HighTower Advisors's Monroe Capital Corp position peaked at $1.91M in Q3 2024.
  • 74 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.