Significant Ownership of HALBERT HARGROVE GLOBAL ADVISORS, LLC

Signature - Title
Brenden P. 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.

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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% 3,280,171 HALBERT HARGROVE GLOBAL ADVISORS, LLC 31 Dec 2024
SRRIX Stone Ridge Trust II Common Shares 9.2% $103,487,145 2,000,811 HALBERT HARGROVE GLOBAL ADVISORS, LLC 07 Feb 2025
LENDX Stone Ridge Trust V Common Shares 6.8% 2,541,756 HALBERT HARGROVE GLOBAL ADVISORS, LLC 31 Dec 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 Filing Date
* An asterisk sign (*) next to the price indicates that the price is likely invalid.