Filing Research | OLP - ONE LIBERTY PPTYS INC Institutional Holdings

Snapshot holdings

23 / 23 loaded

#		Instrument	quantity
1	EXCHANGE TRADED CONCEPTS, LLC	Shares	63.7KSH	$1.6M
2	Sequoia Financial Advisors, LLC	Shares	18.6KSH	$454.0K
3	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	11.1KSH	$276.7K
4	Police & Firemen's Retirement System of New Jersey	Shares	5.0KSH	$123.1K
5	Versant Capital Management, Inc	Shares	2.8KSH	$67.4K
6	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	2.5KSH	$61.0K
7	Bogart Wealth, LLC	Shares	2.4KSH	$59.6K
8	GAMMA Investing LLC	Shares	2.4KSH	$58.0K
9	SIGNATUREFD, LLC	Shares	1.7KSH	$41.7K
10	Farther Finance Advisors, LLC	Shares	1.6KSH	$37.9K
11	Fortis Group Advisors, LLC	Shares	634SH	$15.5K
12	MassMutual Private Wealth & Trust, FSB	Shares	362SH	$8.8K
13	HAGER INVESTMENT MANAGEMENT SERVICES, LLC	Shares	101SH	$2.5K
14	EverSource Wealth Advisors, LLC	Shares	86SH	$2.1K
15	IFP Advisors, Inc	Shares	71SH	$1.7K
16	Physician Wealth Advisors, Inc.	Shares	67SH	$1.6K
17	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	24SH	$596
18	True Wealth Design, LLC	Shares	19SH	$464
19	State of Alaska, Department of Revenue	Shares	10.2KSH	$247
20	GHP Investment Advisors, Inc.	Shares	3SH	$74
21	Fortitude Family Office, LLC	Shares	3SH	$73
22	Hughes Financial Services, LLC	Shares	1SH	$24
23	Capital Advisors, Ltd. LLC	Shares	718SH	$18

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

25 / 25 loaded

#		Instrument
1	Sequoia Financial Advisors, LLC new	Shares	+18.6K	+$454.0K	$454.0K
2	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+7.4K	+$347.2K	$1.6M
3	EVERGREEN CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$32.9K	$276.7K
4	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$14.9K	$123.1K
5	GAMMA Investing LLC added	Shares	+241	+$12.2K	$58.0K
6	SIGNATUREFD, LLC added	Shares	+235	+$10.1K	$41.7K
7	Farther Finance Advisors, LLC added	Shares	+222	+$9.1K	$37.9K
8	Versant Capital Management, Inc trimmed	Shares	-24	+$7.7K	$67.4K
9	SPIRIT OF AMERICA MANAGEMENT CORP/NY unchanged	Shares	0	+$7.4K	$61.0K
10	Bogart Wealth, LLC unchanged	Shares	0	+$7.2K	$59.6K
11	HAGER INVESTMENT MANAGEMENT SERVICES, LLC new	Shares	+101	+$2.5K	$2.5K
12	Fortis Group Advisors, LLC unchanged	Shares	0	+$1.9K	$15.5K
13	IFP Advisors, Inc added	Shares	+68	+$1.7K	$1.7K
14	Physician Wealth Advisors, Inc. new	Shares	+67	+$1.6K	$1.6K
15	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$1.1K	$8.8K
16	True Wealth Design, LLC added	Shares	+15	+$378	$464
17	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$75	$596
18	Fortitude Family Office, LLC new	Shares	+3	+$73	$73
19	State of Alaska, Department of Revenue unchanged	Shares	0	+$30	$247
20	GHP Investment Advisors, Inc. unchanged	Shares	0	+$9	$74
21	Capital Advisors, Ltd. LLC added	Shares	+142	+$6	$18
22	Hughes Financial Services, LLC unchanged	Shares	0	+$3	$24
23	NEW YORK STATE TEACHERS RETIREMENT SYSTEM exited	Shares	-1.7K	-$36	$0
24	Sound Income Strategies, LLC exited	Shares	-691	-$15.0K	$0
25	EverSource Wealth Advisors, LLC trimmed	Shares	-752	-$15.9K	$2.1K