Position in FOR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$325,393
+$11,425 QoQ
Shares Held
10,281
-15.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#104
of 185 holders
Holding Since
Sep 2020
13 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in FOR Over Time
Shares Held
Position Value (USD)
Position in Real Estate - Development
Real Estate · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $802,654 across 3 Real Estate - Development names. FOR ranks #1 (40.5% of the industry book) .
All Filings in FOR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,393 | 10,281 | Shares | Sole | 2026-08-13 | |
| 2024-12-31 | $313,968 | 12,113 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $381,642 | 11,790 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $384,039 | 12,005 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $359,941 | 8,956 | Shares | Sole | 2024-05-15 | |
| 2022-06-30 | $17,974 | 1,313 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $11,206 | 631 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $11,614 | 534 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,153 | 545 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $10,956 | 524 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $12,478 | 536 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $14,126 | 700 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $12,390 | 700 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||