Filing Research | NLOP - NET LEASE OFFICE PROPERTY Institutional Holdings

Snapshot holdings

50 / 50 loaded

#		Instrument	quantity
1	Police & Firemen's Retirement System of New Jersey	Shares	4.4KSH	$49.4K
2	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	1.9KSH	$20.8K
3	GAMMA Investing LLC	Shares	1.0KSH	$11.4K
4	LRI Investments, LLC	Shares	848SH	$9.4K
5	EverSource Wealth Advisors, LLC	Shares	599SH	$6.7K
6	Farther Finance Advisors, LLC	Shares	532SH	$5.9K
7	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	490SH	$5.6K
8	Physician Wealth Advisors, Inc.	Shares	468SH	$5.2K
9	LGT Financial Advisors LLC	Shares	350SH	$3.9K
10	Versant Capital Management, Inc	Shares	329SH	$3.7K
11	IFP Advisors, Inc	Shares	140SH	$1.6K
12	ST GERMAIN D J CO INC	Shares	137SH	$1.5K
13	AdvisorNet Financial, Inc	Shares	126SH	$1.4K
14	Pillar Financial Advisors, LLC	Shares	116SH	$1.3K
15	Financial Management Professionals, Inc.	Shares	98SH	$1.1K
16	Spire Wealth Management	Shares	93SH	$1.0K
17	HM PAYSON & CO	Shares	72SH	$802
18	PROATHLETE WEALTH MANAGEMENT LLC	Shares	67SH	$756
19	Golden State Wealth Management, LLC	Shares	65SH	$723
20	Central Pacific Bank - Trust Division	Shares	64SH	$712
21	Key FInancial Inc	Shares	63SH	$701
22	SOA Wealth Advisors, LLC.	Shares	61SH	$684
23	SIGNATUREFD, LLC	Shares	59SH	$657
24	Independence Bank of Kentucky	Shares	58SH	$646
25	Mirae Asset Global Investments Co., Ltd.	Shares	50SH	$557
26	GODSEY & GIBB, INC	Shares	40SH	$446
27	CoreCap Advisors, LLC	Shares	38SH	$423
28	GoalVest Advisory LLC	Shares	37SH	$412
29	Triumph Capital Management	Shares	31SH	$345
30	FIRST UNITED BANK & TRUST	Shares	27SH	$301
31	GHP Investment Advisors, Inc.	Shares	19SH	$212
32	TOMPKINS FINANCIAL CORP	Shares	18SH	$200
33	MassMutual Private Wealth & Trust, FSB	Shares	16SH	$178
34	Nova Wealth Management, Inc.	Shares	16SH	$178
35	Ritter Daniher Financial Advisory LLC / DE	Shares	14SH	$156
36	LANARK FINANCIAL, INC.	Shares	11SH	$124
37	State of Alaska, Department of Revenue	Shares	9.5KSH	$104
38	BROADWATER CAPITAL MANAGEMENT LLC	Shares	6SH	$67
39	Provenance Wealth Advisors, LLC	Shares	6SH	$67
40	Signature Resources Capital Management, LLC	Shares	6SH	$67
41	Financial Perspectives, Inc	Shares	5SH	$56
42	West Branch Capital LLC	Shares	5SH	$56
43	SJS Investment Consulting Inc.	Shares	3SH	$34
44	Wilkerson Advisory Group LLC	Shares	3SH	$33
45	LifeSteps Financial, Inc.	Shares	2SH	$22
46	JFS WEALTH ADVISORS, LLC	Shares	1SH	$12
47	Owl Creek Wealth Partners LLC	Shares	1SH	$12
48	CX Institutional	Shares	70SH	$1
49	TSFG, LLC	Shares	48SH	$1
50	Capital Advisors, Ltd. LLC	Shares	1SH	$0

Manager changes2026-06-30 vs 2026-03-31

50 / 56 loaded

#		Instrument
1	GAMMA Investing LLC added	Shares	+524	+$5.6K	$11.4K
2	Versant Capital Management, Inc added	Shares	+272	+$3.0K	$3.7K
3	Physician Wealth Advisors, Inc. added	Shares	+248	+$2.7K	$5.2K
4	IFP Advisors, Inc added	Shares	+86	+$936	$1.6K
5	LGT Financial Advisors LLC added	Shares	+75	+$734	$3.9K
6	MassMutual Private Wealth & Trust, FSB added	Shares	+15	+$166	$178
7	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+12	+$36	$5.6K
8	LifeSteps Financial, Inc. new	Shares	+2	+$22	$22
9	JFS WEALTH ADVISORS, LLC new	Shares	+1	+$12	$12
10	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$0
11	Owl Creek Wealth Partners LLC unchanged	Shares	0	$0	$12
12	TSFG, LLC unchanged	Shares	0	$0	$1
13	CX Institutional trimmed	Shares	-61	-$1	$1
14	Financial Perspectives, Inc unchanged	Shares	0	-$2	$56
15	Provenance Wealth Advisors, LLC unchanged	Shares	0	-$2	$67
16	Signature Resources Capital Management, LLC unchanged	Shares	0	-$2	$67
17	West Branch Capital LLC unchanged	Shares	0	-$2	$56
18	Wilkerson Advisory Group LLC unchanged	Shares	0	-$2	$33
19	LANARK FINANCIAL, INC. unchanged	Shares	0	-$4	$124
20	State of Alaska, Department of Revenue unchanged	Shares	0	-$4	$104
21	Nova Wealth Management, Inc. unchanged	Shares	0	-$6	$178
22	Ritter Daniher Financial Advisory LLC / DE unchanged	Shares	0	-$6	$156
23	GHP Investment Advisors, Inc. unchanged	Shares	0	-$7	$212
24	TOMPKINS FINANCIAL CORP unchanged	Shares	0	-$7	$200
25	FIRST UNITED BANK & TRUST unchanged	Shares	0	-$10	$301
26	GoalVest Advisory LLC unchanged	Shares	0	-$14	$412
27	CoreCap Advisors, LLC unchanged	Shares	0	-$15	$423
28	GODSEY & GIBB, INC unchanged	Shares	0	-$15	$446
29	Mirae Asset Global Investments Co., Ltd. unchanged	Shares	0	-$19	$557
30	Independence Bank of Kentucky unchanged	Shares	0	-$22	$646
31	SJS Investment Consulting Inc. trimmed	Shares	-2	-$24	$34
32	Central Pacific Bank - Trust Division unchanged	Shares	0	-$25	$712
33	Key FInancial Inc unchanged	Shares	0	-$25	$701
34	Golden State Wealth Management, LLC unchanged	Shares	0	-$26	$723
35	PROATHLETE WEALTH MANAGEMENT LLC unchanged	Shares	0	-$26	$756
36	HM PAYSON & CO unchanged	Shares	0	-$28	$802
37	Spire Wealth Management unchanged	Shares	0	-$36	$1.0K
38	Pillar Financial Advisors, LLC unchanged	Shares	0	-$45	$1.3K
39	AdvisorNet Financial, Inc unchanged	Shares	0	-$50	$1.4K
40	ST GERMAIN D J CO INC unchanged	Shares	0	-$53	$1.5K
41	BROADWATER CAPITAL MANAGEMENT LLC unchanged	Shares	0	-$88	$67
42	Triumph Capital Management unchanged	Shares	0	-$114	$345
43	FNY Investment Advisers, LLC exited	Shares	-15.0K	-$172	$0
44	Dogwood Wealth Management LLC exited	Shares	-23	-$265	$0
45	Networth Advisors, LLC exited	Shares	-23	-$265	$0
46	Financial Management Professionals, Inc. unchanged	Shares	0	-$361	$1.1K
47	True Wealth Design, LLC exited	Shares	-33	-$381	$0
48	SOA Wealth Advisors, LLC. trimmed	Shares	-37	-$444	$684
49	SIGNATUREFD, LLC trimmed	Shares	-39	-$472	$657
50	LRI Investments, LLC trimmed	Shares	-20	-$561	$9.4K

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