HALBERT HARGROVE GLOBAL ADVISORS, LLC - Significant Ownership

Signature - Title
Brenden Melrose - Chief Compliance Officer
Location
Long Beach, CA
Summary
This page shows a list of all the recent SCHEDULE 13D/G filings made by HALBERT HARGROVE GLOBAL ADVISORS, LLC.

Significant Ownership of HALBERT HARGROVE GLOBAL ADVISORS, LLC

Sym Company Class Ownership Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
PIMCO Flexible Real Estate Income Fund Common Shares 16.5% 3.28M HALBERT HARGROVE GLOBAL ADVISORS, LLC Dec 31, 2024
Stone Ridge Trust II Common Shares 9.2% $103M 2M HALBERT HARGROVE GLOBAL ADVISORS, LLC Feb 7, 2025
Stone Ridge Trust V Common Shares 6.8% 2.54M HALBERT HARGROVE GLOBAL ADVISORS, LLC Dec 31, 2024

Schedules 13D/G Reported by HALBERT HARGROVE GLOBAL ADVISORS, LLC:

Sym Target Class Ownership Change Current Shares Change Value Reporting name Form Report Period Date Filed
* An asterisk sign (*) next to the price indicates that the price is likely invalid.