CIM REAL ESTATE FINANCE TRUST - COM

CUSIP: 12558Q103

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class
Equity / COM
Total 13F shares
104,692
Share change
+42,718
Total reported value
$663,298
Price per share
$6.31
Number of holders
10
Value change
+$264,752
Number of buys
6
Number of sells
3

Quarterly Holders Quick Answers

What is CUSIP 12558Q103?
CUSIP 12558Q103 identifies 12558Q103 - CIM REAL ESTATE FINANCE TRUST - COM in SEC institutional holdings data.

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Institutional Holders of CIM REAL ESTATE FINANCE TRUST - COM as of Q4 2023

As of 31 Dec 2023, CIM REAL ESTATE FINANCE TRUST - COM was held by 10 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 104,692 shares. The largest 10 holders included KINGSWOOD WEALTH ADVISORS, LLC, Tradition Wealth Management, LLC, Main Street Group, LTD, PATTEN & PATTEN INC/TN, NORTH STAR ASSET MANAGEMENT INC, BARTLETT & CO. WEALTH MANAGEMENT LLC, Bartlett & Co. LLC, Strategic Investment Solutions, Inc. /IL, TUCKER ASSET MANAGEMENT LLC, and Ancora Advisors, LLC. This page lists 10 institutional shareholders reporting positions in this security for the Q4 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.