Equity Commonwealth (eqc 6.5 Perp D)Preferred / convertible
13F holders, Q1 2024 (March 31)36holders
$25.21avg. 13F price*
At the end of Q1 2024, 36 institutions reported holding Equity Commonwealth (eqc 6.5 Perp D) in their 13F filings. The largest holders were BlackRock Inc. ($11.1M), Icon Advisers Inc. ($9.6M) and Bar Harbor Wealth Management ($5.6M).
- Company
- Equity Commonwealth (eqc 6.5 Perp D)
- CUSIP
- 294628201
- Latest filing quarter
- Q3 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.3M |
| Exits | 2 | $1.0M |
Ownership 36 holders
| BlackRock Inc. | — | Reduce -1.8% | 442,039 | $11.1M |
| Icon Advisers Inc. | — | Reduce -1.9% | 381,115 | $9.6M |
| Bar Harbor Wealth Management | — | Add +0.4% | 222,879 | $5.6M |
| Uniplan Investment Counsel, Inc. | — | Reduce -13.9% | 106,823 | $2.7M |
| Maren Capital LLC | — | Add +10.5% | 85,942 | $2.1M |
| DigitalBridge Group, Inc. | — | Add +136.8% | 85,000 | $2.1M |
| Wells Fargo & Company | — | Reduce -3.4% | 83,031 | $2.1M |
| Graham Capital Wealth Management, LLC | — | New | 64,118 | $2.0M |
| Edgemoor Investment Advisors, Inc. | — | Reduce -2.3% | 78,018 | $2.0M |
| Punch & Associates Investment Management, Inc. | — | Reduce -2.2% | 73,170 | $1.8M |
| Brookfield Corp | — | Reduce -1.7% | 70,292 | $1.8M |
| D.A. Davidson & Co. | — | Add +71.4% | 40,214 | $1.0M |
| Aurora Investment Counsel | — | Add +2.5% | 37,781 | $945K |
| Envestnet Asset Management Inc. | — | Add +47.6% | 28,772 | $719K |
| Nuveen Asset Management, LLC | — | Reduce -0.1% | 26,387 | $660K |
| Redmont Wealth Advisors LLC | — | No change | 18,000 | $450K |
| Kestra Advisory Services, LLC | — | New | 13,736 | $343K |
| Schnieders Capital Management LLC | — | No change | 8,805 | $220K |
| HB Wealth Management, LLC | — | Add +0.3% | 8,248 | $206K |
| UBS Group AG | — | Reduce -1.4% | 7,257 | $181K |
| Morgan Stanley | — | Reduce -24.6% | 6,141 | $154K |
| Wolverine Asset Management LLC | — | Reduce -31.3% | 6,099 | $152K |
| Franklin Resources Inc. | — | No change | 5,645 | $141K |
| Caldwell Sutter Capital, Inc. | — | No change | 4,200 | $105K |
| Fifth Third Bancorp | — | Add +0.0% | 2,421 | $61K |
| Evermay Wealth Management LLC | — | Add +20.6% | 2,341 | $59K |
| PNC Financial Services Group, Inc. | — | No change | 1,994 | $50K |
| Osaic Holdings, Inc. | — | Reduce -6.3% | 1,900 | $48K |
| Bank of America Corp. | — | No change | 1,663 | $42K |
| JPMorgan Chase & Co. | — | No change | 770 | $19K |
| Parallel Advisors, LLC | — | No change | 714 | $18K |
| Spire Wealth Management | — | No change | 500 | $13K |
| Kozak & Associates, Inc. | — | Add +3.3% | 310 | $8K |
| NBT Bank, N.A. | — | No change | 100 | $3K |
| US Bancorp \de | — | No change | 91 | $2K |
| TD Private Client Wealth LLC | — | Reduce -67.5% | 25 | $625 |
"% of holder's portfolio" is EQUITY COMMONWEALTH (EQC 6.5 PERP D)'s weight in each manager's 13F, not the share of Equity Commonwealth (eqc 6.5 Perp D) the manager owns.