AT&T Inc. (t 4.75 Perp C)Preferred / convertible

13F holders, Q4 2025 (December 31)
5holders
0new positions
0sold out
$19.02avg. 13F price*

At the end of Q4 2025, 5 institutions reported holding AT&T Inc. (t 4.75 Perp C) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were Uniplan Investment Counsel, Inc. ($3.2M), Lanark Financial, Inc. ($70K) and PNC Financial Services Group, Inc. ($20K).

Company
AT&T Inc. (t 4.75 Perp C)
CUSIP
00206R706
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246 Q1 2024: 5Q1 2024Q2 2024: 5Q2 2024Q3 2024: 6Q3 2024Q4 2024: 5Q4 2024Q1 2025: 5Q1 2025Q2 2025: 4Q2 2025Q3 2025: 5Q3 2025Q4 2025: 5Q4 2025Q1 2026: 3Q1 2026Q2 2026: 4Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q3 2025 → Q4 2025: 158,641 shares bought and 229 shares sold, net +158,412 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

Uniplan Investment Counsel, Inc. — Add +1400.5% 167,154 $3.2M
Lanark Financial, Inc. — Add +250.9% 3,674 $70K
PNC Financial Services Group, Inc. — Reduce -18.1% 1,034 $20K
ORG Partners LLC — No change 500 $10K
Boyd Watterson Asset Management LLC — No change 165 $3K

"% of holder's portfolio" is AT&T INC (T 4.75 PERP C)'s weight in each manager's 13F, not the share of AT&T Inc. (t 4.75 Perp C) the manager owns.