Citigroup Capital Xiii (c V0 10/30/40)Preferred / convertible

13F holders, Q1 2025 (March 31)
5holders −1
0new positions
1sold out
$29.86avg. 13F price*

At the end of Q1 2025, 5 institutions reported holding Citigroup Capital Xiii (c V0 10/30/40) in their 13F filings, down 1 from Q4 2024. 0 opened new positions and 1 sold out. The largest holders were Beddow Capital Management Inc. ($8.9M), Whalerock Point Partners, LLC ($717K) and Wesbanco Bank Inc. ($287K).

Company
Citigroup Capital Xiii (c V0 10/30/40)
CUSIP
173080201
Latest filing quarter
Q2 2026

History

Number of 13F holders

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

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions0$0
Exits1$13K

All 13F filers, Q4 2024 → Q1 2025: 5,025 shares bought and 900 shares sold, net +4,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

Beddow Capital Management Inc. — Add +1.7% 299,260 $8.9M
Whalerock Point Partners, LLC — No change 24,000 $717K
Wesbanco Bank Inc. — No change 9,600 $287K
Estabrook Capital Management — Reduce -31.0% 1,000 $30K
Studio Investment Management LLC — No change 65 $2K

"% of holder's portfolio" is CITIGROUP CAPITAL XIII (C V0 10/30/40)'s weight in each manager's 13F, not the share of Citigroup Capital Xiii (c V0 10/30/40) the manager owns.