Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / GW K SM CP CRE I
-
Number of holders
-
2
-
Total 13F shares, excl. options
-
89.4K
-
Shares change
-
-3.08K
-
Total reported value, excl. options
-
$2.71M
-
Value change
-
-$93.4K
-
Number of buys
-
1
-
Number of sells
-
-1
-
Price
-
$30.30
Significant Holders of AMG FDS - GW K SM CP CRE I as of Q4 2023
2 filings reported holding 00170K869 - AMG FDS - GW K SM CP CRE I as of Q4 2023.
AMG FDS - GW K SM CP CRE I has 2 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 89.4K shares
.
Largest 2 shareholders include FULTON BANK, N.A. (80.6K shares) and ORG Partners LLC (8.82K shares).
This table shows the top 2 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.