Real Estate Operators (except Developers) And Lessors - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2026-05-29 13F-HR BN / Brookfield Roehl & Yi Investment Advisors, LLC 7,669 5,810 -24.24
2026-05-29 13F-HR BN / Brookfield Asset Dedication, LLC 97 97 0.00
2026-05-29 13F-HR BN / Brookfield Roehl & Yi Investment Advisors, LLC 8,482
2026-05-29 13F-HR BN / Brookfield Roehl & Yi Investment Advisors, LLC 8,482 7,669 -9.59
2026-05-29 13F-HR BN / Brookfield Roehl & Yi Investment Advisors, LLC 5,810 5,500 -5.34
2026-05-28 13F-HR BN / Brookfield Blue Fin Capital, Inc. 103,213 97,107 -5.92
2026-05-28 13F-HR/A BN / Brookfield Regents Of The University Of California 8,979,206 8,979,204 -0.00
2026-05-28 13F-HR/A BN / Brookfield Regents Of The University Of California 5,986,137 5,986,137 0.00
2026-05-28 13F-HR/A BN / Brookfield Regents Of The University Of California 5,986,137 8,979,206 50.00
2026-05-28 13F-HR/A BN / Brookfield Regents Of The University Of California 5,986,137 5,986,137 0.00
2026-05-27 13F-HR/A NEN / New England Realty Associates Limited Partnership - Depositary Receipt Morgan Stanley 2,874 2,874 0.00
2026-05-27 13F-HR/A BN / Brookfield Morgan Stanley 6,745,592 7,002,431 3.81
2026-05-27 13F-HR/A ARL / American Realty Investors Morgan Stanley 2,084 2,461 18.09
2026-05-27 13F-HR/A NEN / New England Realty Associates Limited Partnership - Depositary Receipt Morgan Stanley 2,874 2,874 0.00
2026-05-27 13F-HR/A MAYS / J.W. Mays Morgan Stanley 385 385 0.00
2026-05-27 13F-HR/A BOC / Boston Omaha Morgan Stanley 51,700 47,203 -8.70
2026-05-27 13F-HR/A BOC / Boston Omaha Morgan Stanley 148,170 51,700 -65.11
2026-05-27 13F-HR/A MAYS / J.W. Mays Morgan Stanley 385 385 0.00
2026-05-27 13F-HR/A BN / Brookfield Morgan Stanley 7,002,431 10,865,057 55.16
2026-05-27 13F-HR/A ARL / American Realty Investors Morgan Stanley 2,818 2,084 -26.05
2026-05-27 13F-HR/A PDM / Piedmont Realty Trust Morgan Stanley 1,133,838 1,163,645 2.63
2026-05-27 13F-HR/A GOOD / Gladstone Commercial Morgan Stanley 323,535 452,264 39.79
2026-05-27 13F-HR/A INTG / InterGroup Morgan Stanley 50 50 0.00
2026-05-27 13F-HR/A STHO / Star Holdings Morgan Stanley 141,064 104,320 -26.05
2026-05-27 13F-HR/A SAFE / Safehold Morgan Stanley 927,903 783,767 -15.53
2026-05-27 13F-HR/A INVH / Invitation Homes Morgan Stanley 6,883,662 7,692,293 11.75
2026-05-27 13F-HR/A INVH / Invitation Homes Morgan Stanley 7,692,293 7,647,080 -0.59
2026-05-27 13F-HR/A GYRO / Gyrodyne Morgan Stanley 426 426 0.00
2026-05-27 13F-HR/A INTG / InterGroup Morgan Stanley 50 50 0.00
2026-05-27 13F-HR/A PDM / Piedmont Realty Trust Morgan Stanley 1,425,387 1,133,838 -20.45
2026-05-27 13F-HR/A SAFE / Safehold Morgan Stanley 935,910 927,903 -0.86
2026-05-27 13F-HR/A GYRO / Gyrodyne Morgan Stanley 426 426 0.00
2026-05-27 13F-HR/A STHO / Star Holdings Morgan Stanley 263,171 141,064 -46.40
2026-05-27 13F-HR/A GOOD / Gladstone Commercial Morgan Stanley 301,124 323,535 7.44
2026-05-22 13F-HR INVH / Invitation Homes Groupama Asset Managment 8,872 9,100 2.57
2026-05-22 13F-HR PDM / Piedmont Realty Trust Wellington Grp LLC 15
2026-05-22 13F-HR PDM / Piedmont Realty Trust Wellington Grp LLC 15 0 -100.00
2026-05-22 13F-HR BN / Brookfield Wellington Grp LLC 123 0 -100.00
2026-05-22 13F-HR BN / Brookfield Wellington Grp LLC 123
2026-05-21 13F-HR BN / Brookfield Essential Partners LLC 122 183 50.00
2026-05-21 13F-HR BN / Brookfield Essential Partners LLC 122
2026-05-21 13F-HR ARL / American Realty Investors Essential Partners LLC 11 11 0.00
2026-05-21 13F-HR BOC / Boston Omaha Essential Partners LLC 16
2026-05-21 13F-HR ARL / American Realty Investors Essential Partners LLC 11
2026-05-21 13F-HR ARL / American Realty Investors Essential Partners LLC 11 11 0.00
2026-05-21 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Essential Partners LLC 183 0 -100.00
2026-05-21 13F-HR SAFE / Safehold Essential Partners LLC 2,717 547 -79.87
2026-05-21 13F-HR SAFE / Safehold Essential Partners LLC 413
2026-05-21 13F-HR INVH / Invitation Homes Essential Partners LLC 2,853
2026-05-21 13F-HR STHO / Star Holdings Essential Partners LLC 44
2026-05-21 13F-HR GOOD / Gladstone Commercial Essential Partners LLC 505 2,376 370.50
2026-05-21 13F-HR PDM / Piedmont Realty Trust Essential Partners LLC 655 437 -33.28
2026-05-21 13F-HR INVH / Invitation Homes Essential Partners LLC 415 1,883 353.73
2026-05-21 13F-HR PDM / Piedmont Realty Trust Essential Partners LLC 642 655 2.02
2026-05-21 13F-HR GOOD / Gladstone Commercial Essential Partners LLC 505
2026-05-21 13F-HR INVH / Invitation Homes Essential Partners LLC 5,030 415 -91.75
2026-05-21 13F-HR SAFE / Safehold Essential Partners LLC 413 2,717 557.87
2026-05-21 13F-HR PDM / Piedmont Realty Trust Essential Partners LLC 628
2026-05-21 13F-HR STHO / Star Holdings Essential Partners LLC 44 0 -100.00
2026-05-21 13F-HR INVH / Invitation Homes Essential Partners LLC 2,853 5,030 76.31
2026-05-21 13F-HR GOOD / Gladstone Commercial Essential Partners LLC 346 825 138.44
2026-05-21 13F-HR PDM / Piedmont Realty Trust Essential Partners LLC 628 642 2.23
2026-05-21 13F-HR SAFE / Safehold Essential Partners LLC 547 421 -23.03
2026-05-21 13F-HR GOOD / Gladstone Commercial Essential Partners LLC 2,376 346 -85.44
2026-05-20 13F-HR INVH / Invitation Homes Storebrand Asset Management As 169,483
2026-05-19 13F-HR INVH / Invitation Homes Kentucky Retirement Systems 38,414 0 -100.00
2026-05-19 13F-HR INVH / Invitation Homes Western Wealth Management, LLC 51
2026-05-19 13F-HR GOOD / Gladstone Commercial Western Wealth Management, LLC 1,500
2026-05-19 13F-HR INVH / Invitation Homes Kentucky Retirement Systems Insurance Trust Fund 16,101 16,101 0.00
2026-05-19 13F-HR BN / Brookfield Western Wealth Management, LLC 2,291
2026-05-19 13F-HR BKFOF / Brookfield Corporation - Preferred Stock McIlrath & Eck, LLC 54 0 -100.00
2026-05-18 13F-HR BN / Brookfield Arkadios Wealth Advisors 15,838 18,206 14.95
2026-05-18 13F-HR BN / Brookfield Ashton Thomas Securities, Llc 84,548 63,159 -25.30
2026-05-18 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Wilson & Boucher Capital Management, LLC 5,314 5,314 0.00
2026-05-18 13F-HR BN / Brookfield Centaurus Financial, Inc. 2,522 2,522 0.00
2026-05-18 13F-HR/A BN / Brookfield Janus Henderson Group Plc 318,060 341,520 7.38
2026-05-18 13F-HR/A GOOD / Gladstone Commercial Janus Henderson Group Plc 16,535 16,535 0.00
2026-05-18 13F-HR PDM / Piedmont Realty Trust Arkadios Wealth Advisors 12,570 12,378 -1.53
2026-05-18 13F-HR/A PDM / Piedmont Realty Trust Janus Henderson Group Plc 53,902 53,902 0.00
2026-05-18 13F-HR 4IV / Invitation Homes Bull Harbor Capital LLC 11,668
2026-05-18 13F-HR/A SAFE / Safehold Janus Henderson Group Plc 19,891 19,891 0.00
2026-05-18 13F-HR/A INVH / Invitation Homes Janus Henderson Group Plc 145,928 135,057 -7.45
2026-05-16 13F-HR GOOD / Gladstone Commercial Sunbelt Securities, Inc. 36 56 55.56
2026-05-16 13F-HR PDM / Piedmont Realty Trust Sunbelt Securities, Inc. 29 40 37.93
2026-05-16 13F-HR STHO / Star Holdings Sunbelt Securities, Inc. 6 4 -33.33
2026-05-16 13F-HR SAFE / Safehold Sunbelt Securities, Inc. 59 48 -18.64
2026-05-16 13F-HR INVH / Invitation Homes Sunbelt Securities, Inc. 295 4 -98.64
2026-05-16 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Opal Capital Llc 4,559 103,379 2,167.58
2026-05-16 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Guardian Partners Inc. 530,895 508,806 -4.16
2026-05-16 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Sunbelt Securities, Inc. 412 412 0.00
2026-05-15 13F-HR BN / Brookfield Pin Oak Investment Advisors Inc 5,323 5,323 0.00
2026-05-15 13F-HR BN / Brookfield Towarzystwo Funduszy Inwestycyjnych Pzu Sa 1,200 1,800 50.00
2026-05-15 13F-HR BN / Brookfield Ameriprise Financial Inc 2,135,778 2,563,284 20.02
2026-05-15 13F-HR BN / Brookfield Westwood Holdings Group Inc 10,381 10,381 0.00
2026-05-15 13F-HR BN / Brookfield Lombard Odier Asset Management (Switzerland) SA 42,363 34,480 -18.61
2026-05-15 13F-HR BN / Brookfield Loews Corp 325,000 435,000 33.85
2026-05-15 13F-HR BN / Brookfield Round Rock Advisors, LLC 30,712 30,712 0.00
2026-05-15 13F-HR BN / Brookfield Bank Of America Corp /de/ 11,355,565 11,115,001 -2.12
2026-05-15 13F-HR BN / Brookfield Twinbeech Capital Lp 0 21,477
2026-05-15 13F-HR BN / Brookfield Farringdon Capital, Ltd. 7,096 0 -100.00
2026-05-15 13F-HR BN / Brookfield Huntington National Bank 10,682 14,352 34.36
2026-05-15 13F-HR BN / Brookfield Independent Financial Group, Llc 3,037
2026-05-15 13F-HR BN / Brookfield Fiduciary Trust Co 67,916 62,173 -8.46
2026-05-15 13F-HR BN / Brookfield AYAL Capital Advisors Ltd 132,000
2026-05-15 13F-HR BN / Brookfield SIG North Trading, ULC 138,850 189,800 36.69
2026-05-15 13F-HR BN / Brookfield Bamco Inc /ny/ 3,635,917 2,905,510 -20.09
2026-05-15 13F-HR BN / Brookfield Stansberry Asset Management, Llc 17,698 17,698 0.00
2026-05-15 13F-HR BN / Brookfield Whalerock Point Partners, Llc 12,293 16,540 34.55
2026-05-15 13F-HR BN / Brookfield TCG Advisory Services, LLC 14,680 15,692 6.89
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock AlphaCore Capital LLC 9,969 0 -100.00
2026-05-15 13F-HR BN / Brookfield Credit Agricole S A 32,523 35,866 10.28
2026-05-15 13F-HR BN / Brookfield Beacon Pointe Advisors, LLC 50,678 133,404 163.24
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Millennium Management Llc 379,800 30,000 -92.10
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Keating Financial Advisory Services, Inc. 147
2026-05-15 13F-HR BN / Brookfield National Bank Of Canada /fi/ 23,031,220 24,212,041 5.13
2026-05-15 13F-HR BN / Brookfield Smartleaf Asset Management LLC 2,327 2,163 -7.05
2026-05-15 13F-HR BN / Brookfield Van Den Berg Management I, Inc 297,347 236,693 -20.40
2026-05-15 13F-HR BN / Brookfield Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 45,999 45,999 0.00
2026-05-15 13F-HR BN / Brookfield Select Equity Group, L.P. 996,111 765,841 -23.12
2026-05-15 13F-HR BN / Brookfield Integrated Wealth Concepts LLC 18,233 36,569 100.56
2026-05-15 13F-HR BN / Brookfield First Manhattan Co 23,795,141 23,265,685 -2.23
2026-05-15 13F-HR BN / Brookfield Lone Pine Capital Llc 15,923,360 11,208,969 -29.61
2026-05-15 13F-HR BN / Brookfield National Philanthropic Trust 145,262 145,262 0.00
2026-05-15 13F-HR BN / Brookfield CI Private Wealth, LLC 4,891,403 2,329,960 -52.37
2026-05-15 13F-HR BN / Brookfield Toroso Investments, LLC 984,882 930,850 -5.49
2026-05-15 13F-HR BN / Brookfield National Philanthropic Trust 145,262 145,262 0.00
2026-05-15 13F-HR BN / Brookfield Toroso Investments, LLC 0 217,300
2026-05-15 13F-HR BN / Brookfield Aquatic Capital Management LLC 0 122,351
2026-05-15 13F-HR BN / Brookfield Laird Norton Trust Company, Llc 32,503 32,391 -0.34
2026-05-15 13F-HR BOC / Boston Omaha Advisor Group Holdings, Inc. 3,444 2,483 -27.90
2026-05-15 13F-HR BN / Brookfield Aigen Investment Management, Lp 3,266 14,115 332.18
2026-05-15 13F-HR BN / Brookfield Cna Financial Corp 325,000 355,000 9.23
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Zurich Insurance Group Ltd/FI 561,220 527,011 -6.10
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Canada Pension Plan Investment Board 13,060,197 12,190,707 -6.66
2026-05-15 13F-HR BN / Brookfield Harbour Investments, Inc. 5,871 2,119 -63.91
2026-05-15 13F-HR BN / Brookfield Partners Group Holding AG 1,320,346 1,388,548 5.17
2026-05-15 13F-HR BN / Brookfield Ameriflex Group, Inc. 5,940 5,948 0.13
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Bridgewater Associates, LP 565,075 477,453 -15.51
2026-05-15 13F-HR BN / Brookfield National Philanthropic Trust 145,262 145,685 0.29
2026-05-15 13F-HR BN / Brookfield Two Sigma Securities, Llc 0 9,389
2026-05-15 13F-HR BN / Brookfield Bridgefront Capital, LLC 0 13,818
2026-05-15 13F-HR BN / Brookfield Aristotle Capital Management, LLC 6,447,071 3,112,754 -51.72
2026-05-15 13F-HR BN / Brookfield Fenimore Asset Management Inc 3,842,656 3,436,218 -10.58
2026-05-15 13F-HR BN / Brookfield Archon Partners LLC 0 135,000
2026-05-15 13F-HR BN / Brookfield Toroso Investments, LLC 178,300 0 -100.00
2026-05-15 13F-HR BN / Brookfield Journey Retirement Planning & Investment Management Llc 39,932 12,447 -68.83
2026-05-15 13F-HR BOC / Boston Omaha XTX Topco Ltd 12,875
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Tudor Investment Corp Et Al 22,709 31,731 39.73
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Investment Management Corp of Ontario 373,179 421,754 13.02
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Citadel Advisors Llc 63,200 128,600 103.48
2026-05-15 13F-HR BOC / Boston Omaha MAI Capital Management 52 53 1.92
2026-05-15 13F-HR BN / Brookfield Sanibel Captiva Trust Company, Inc. 1,176,417 1,180,188 0.32
2026-05-15 13F-HR BOC / Boston Omaha Royal Bank Of Canada 3,119 2,804 -10.10
2026-05-15 13F-HR BN / Brookfield Warren Averett Asset Management, LLC 45,879 45,683 -0.43
2026-05-15 13F-HR BN / Brookfield American Century Companies Inc 106,139 116,360 9.63
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Ascent Group, LLC 6,525 7,109 8.95
2026-05-15 13F-HR BN / Brookfield Guardian Wealth Advisors, Llc / Nc 4,707 0 -100.00
2026-05-15 13F-HR BN / Brookfield Voleon Capital Management Lp 88,713 184,055 107.47
2026-05-15 13F-HR BN / Brookfield Wiley Bros.-aintree Capital, Llc 85,507 82,847 -3.11
2026-05-15 13F-HR BN / Brookfield SIG North Trading, ULC 766,500 748,000 -2.41
2026-05-15 13F-HR ARL / American Realty Investors Royal Bank Of Canada 485 579 19.38
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock D. E. Shaw & Co., Inc. 44,386 3,600,628 8,012.08
2026-05-15 13F-HR BN / Brookfield Bradley Foster & Sargent Inc/ct 6,479
2026-05-15 13F-HR BN / Brookfield Cresset Asset Management, LLC 81,794 85,253 4.23
2026-05-15 13F-HR BN / Brookfield Guardian Capital Lp 2,642,075 2,751,807 4.15
2026-05-15 13F-HR BN / Brookfield Horizon Kinetics Asset Management Llc 1,583,710 1,571,936 -0.74
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Quantinno Capital Management LP 218,735 272,513 24.59
2026-05-15 13F-HR BN / Brookfield GWM Advisors LLC 49,691 0 -100.00
2026-05-15 13F-HR BN / Brookfield Advisory Services Network, LLC 26,855 28,381 5.68
2026-05-15 13F-HR BOC / Boston Omaha Tower Research Capital LLC (TRC) 1,758 1,853 5.40
2026-05-15 13F-HR BN / Brookfield Greenland Capital Management LP 33,500 33,000 -1.49
2026-05-15 13F-HR NEN / New England Realty Associates Limited Partnership - Depositary Receipt Royal Bank Of Canada 1,401
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Clark Capital Management Group, Inc. 4,762 4,982 4.62
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Tudor Investment Corp Et Al 25,100 18,850 -24.90
2026-05-15 13F-HR BN / Brookfield Price T Rowe Associates Inc /md/ 0 65,188
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock MidFirst Bank 1,449
2026-05-15 13F-HR BN / Brookfield Legacy Capital Wealth Partners, LLC 6,325 6,235 -1.42
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Manufacturers Life Insurance Company, The 11,091,478 9,832,789 -11.35
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Lazard Asset Management Llc 1,111,589 847,412 -23.77
2026-05-15 13F-HR BN / Brookfield Larson Financial Group LLC 2,378 3,150 32.46
2026-05-15 13F-HR BN / Brookfield National Philanthropic Trust 145,262 145,262 0.00
2026-05-15 13F-HR BN / Brookfield Silvercrest Asset Management Group Llc 249,263 247,800 -0.59
2026-05-15 13F-HR BN / Brookfield Evercore Wealth Management, LLC 39,497 24,747 -37.34
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock EFG International AG 11,317 11,317 0.00
2026-05-15 13F-HR BOC / Boston Omaha Guardian Wealth Advisors, Llc / Nc 11,000 0 -100.00
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Ancora Advisors, LLC 66,372 67,329 1.44
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock SummitTX Capital, L.P. 5,797
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Campbell & CO Investment Adviser LLC 30,919 124,450 302.50
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Partners Value Investments LP 181,405,955 181,405,955 0.00
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Man Group plc 20,790 202,542 874.23
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Corsair Capital Management, L.p. 15,001 15,001 0.00
2026-05-15 13F-HR ARL / American Realty Investors Fmr Llc 774 710 -8.27
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Brookfield Asset Management Inc. 46,581,943 46,581,943 0.00
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Purpose Unlimited Inc. 332,889 206,182 -38.06
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Aqr Capital Management Llc 150,169 169,620 12.95
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Utah Retirement Systems 237,390 231,680 -2.41
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Adalta Capital Management LLC 266,476 265,083 -0.52
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Imprint Wealth LLC 151 151 0.00
2026-05-15 13F-HR ARL / American Realty Investors Bank Of America Corp /de/ 4,154 0 -100.00
2026-05-15 13F-HR ARL / American Realty Investors Advisors Asset Management, Inc. 141 141 0.00
2026-05-15 13F-HR MAYS / J.W. Mays Morgan Stanley 385 385 0.00
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Brevan Howard Capital Management LP 9,901
2026-05-15 13F-HR ARL / American Realty Investors Optiver Holding B.V. 16 16 0.00
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock FIL Ltd 25,945,785 22,471,358 -13.39
2026-05-15 13F-HR BOC / Boston Omaha ArrowMark Colorado Holdings LLC 27,890 27,890 0.00
2026-05-15 13F-HR ARL / American Realty Investors Harbour Investments, Inc. 0 351
2026-05-15 13F-HR BOC / Boston Omaha Aquatic Capital Management LLC 8,422 15,762 87.15
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Family Management Corp 7,945 7,945 0.00
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Atlanta Consulting Group Advisors, LLC 8,267 8,267 0.00
2026-05-15 13F-HR BOC / Boston Omaha Charles Schwab Investment Management Inc 62,806 55,834 -11.10
2026-05-15 13F-HR NEN / New England Realty Associates Limited Partnership - Depositary Receipt Cerity Partners LLC 3,983 3,983 0.00
2026-05-15 13F-HR BN / Brookfield Alliancebernstein L.p. 250,642 253,588 1.18
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Mercer Global Advisors Inc /adv 43,106 43,651 1.26
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Excelsior Advisor Network LLC 5,796
2026-05-15 13F-HR BOC / Boston Omaha MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 10,129 10,367 2.35
2026-05-15 13F-HR/A ARL / American Realty Investors Vanguard Capital Management Llc 13,305
2026-05-15 13F-HR BOC / Boston Omaha Price T Rowe Associates Inc /md/ 13,117 16,877 28.67
2026-05-15 13F-HR BN / Brookfield CSM Advisors, LLC 65,000
2026-05-15 13F-HR ARL / American Realty Investors State Street Corp 17,884 17,884 0.00
2026-05-15 13F-HR BOC / Boston Omaha Huntington National Bank 1 1 0.00
2026-05-15 13F-HR BOC / Boston Omaha Smartleaf Asset Management LLC 24 68 183.33
2026-05-15 13F-HR BOC / Boston Omaha Advisory Services Network, LLC 0 423
2026-05-15 13F-HR/A BKFOF / Brookfield Corporation - Preferred Stock EverSource Wealth Advisors, LLC 4,979 4,961 -0.36
2026-05-15 13F-HR/A BKFOF / Brookfield Corporation - Preferred Stock Independent Financial Group, Llc 4,590 5,321 15.93
2026-05-15 13F-HR BN / Brookfield Crawford Investment Counsel Inc 5,917 5,967 0.85
2026-05-15 13F-HR BOC / Boston Omaha Ironvine Capital Partners, LLC 451,714 425,444 -5.82
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Armistice Capital, Llc 17,686 0 -100.00
2026-05-15 13F-HR BOC / Boston Omaha Fmr Llc 1,432 1,945 35.82
2026-05-15 13F-HR BN / Brookfield Graham Capital Management, L.P. 52,322 0 -100.00
2026-05-15 13F-HR BN / Brookfield National Philanthropic Trust 145,685 218,527 50.00
2026-05-15 13F-HR BOC / Boston Omaha California State Teachers Retirement System 1,336 1,178 -11.83
2026-05-15 13F-HR BN / Brookfield XTX Topco Ltd 15,300 121,086 691.41
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Novo Holdings A/S 3,496,245 3,496,245 0.00
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Gotham Asset Management, LLC 53,884 44,976 -16.53
2026-05-15 13F-HR ARL / American Realty Investors Advisor Group Holdings, Inc. 72 291 304.17
2026-05-15 13F-HR SRC / Spirit Realty Capital Huntington National Bank 2 2 0.00
2026-05-15 13F-HR BOC / Boston Omaha First Manhattan Co 333,967 412,479 23.51
2026-05-15 13F-HR BOC / Boston Omaha Susquehanna Portfolio Strategies, LLC 35,069 24,968 -28.80
2026-05-15 13F-HR BN / Brookfield Tower Research Capital LLC (TRC) 9,256 33,369 260.51
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Summit Financial, LLC 44,479 45,723 2.80
2026-05-15 13F-HR BOC / Boston Omaha Tudor Investment Corp Et Al 0 29,306
2026-05-15 13F-HR BOC / Boston Omaha Geode Capital Management, Llc 519,999 543,421 4.50
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Schonfeld Strategic Advisors LLC 0 44,303
2026-05-15 13F-HR BOC / Boston Omaha Mercer Global Advisors Inc /adv 10,112 0 -100.00
2026-05-15 13F-HR/A MAYS / J.W. Mays Vanguard Capital Management Llc 6,338
2026-05-15 13F-HR BOC / Boston Omaha Quantinno Capital Management LP 35,744 36,204 1.29
2026-05-15 13F-HR BKFOF / Brookfield Corporation - Preferred Stock Citadel Advisors Llc 240,850 357,100 48.27
2026-05-15 13F-HR ARL / American Realty Investors Geode Capital Management, Llc 32,365 27,092 -16.29
2026-05-15 13F-HR BOC / Boston Omaha Citadel Advisors Llc 18,400 37,100 101.63
2026-05-15 13F-HR BN / Brookfield Susquehanna International Group, Llp 475,800 690,400 45.10