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RPT
RPT Realty Common Shares of Beneficial Interest (MD)
Delisted
RPT was delisted on the 29th of December, 2023.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 201 |
QCG
201
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$1K | -101 | Closed |
|
| 202 |
DWM
202
Destination Wealth Management
Walnut Creek,
California
| – | -$1K | -96 | Closed |
|
| 203 |
203
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -61 | Closed |
|
| 204 |
BFEC
204
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$1K | -59 | Closed |
|
| 205 |
IA
205
IFP Advisors
Tampa,
Florida
| – | -$489 | -37 | -70% |
|
| 206 |
WAM
206
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | +$106 | +8 | New |
|
| 207 |
PFBT
207
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | +$291 | +22 | New |
|
| 208 |
MOS
208
MGO One Seven
Beachwood,
Ohio
| – | +$951 | +72 | New |
|