Modera Wealth Management, LLC
Position in HASI — HA Sustainable Infrastructure Capital, Inc.
CIK 1542143
WESTWOOD, NJ
Position in HASI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$345,358
+$20,341 QoQ
Shares Held
8,844
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#256
of 406 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HASI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Modera Wealth Management, LLC holds $61,576,331 across 14 Asset Management names. HASI ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
54,188 | $52,105,013 | |
| 2 | SEIC |
Sei Investments Co
|
64,015 | $5,614,755 | |
| 3 | BX |
Blackstone Inc.
|
9,491 | $1,116,805 | |
| 4 | STT |
State Street Corp
|
3,420 | $580,032 | |
| 5 | AMP |
Ameriprise Financial Inc
|
1,110 | $509,223 | |
| 6 | HASI |
HA Sustainable Infrastructure Capital, Inc.
This page
|
8,844 | $345,358 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
10,776 | $325,111 | |
| 8 | TROW |
Price T Rowe Group Inc
|
2,668 | $303,324 |
All Filings in HASI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,358 | 8,844 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $325,017 | 8,844 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $277,966 | 8,844 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $271,510 | 8,844 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $237,549 | 8,844 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $258,598 | 8,844 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $237,284 | 8,844 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||