Western Wealth Management, LLC
Position in HPS — John Hancock Preferred Income Fund III
CIK 1767902
GOLDEN, CO
Position in HPS
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$458,641
-$41,407 QoQ
Shares Held
32,208
-3.2% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HPS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Western Wealth Management, LLC holds $33,885,869 across 141 Asset Management names. HPS ranks #18 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
5,211 | $5,011,469 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
150,731 | $3,676,329 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
147,117 | $2,443,613 | |
| 4 | BX |
Blackstone Inc.
|
18,167 | $2,089,023 | |
| 5 | RJF |
Raymond James Financial Inc
|
9,634 | $1,394,906 | |
| 6 | ARCC |
Ares Capital Corp
|
76,957 | $1,386,765 | |
| 7 | PDI |
PIMCO Dynamic Income Fund
|
78,341 | $1,340,413 | |
| 8 | KKR |
KKR & Co. Inc.
|
10,487 | $970,047 |
All Filings in HPS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $458,641 | 32,208 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $500,048 | 33,270 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $680,514 | 39,473 | Shares | Sole | 2024-11-12 | |
| 2023-12-31 | $515,530 | 36,459 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $518,377 | 38,888 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $537,815 | 38,388 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $602,609 | 41,190 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $605,482 | 41,960 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $609,493 | 40,660 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $661,709 | 41,960 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $753,601 | 41,960 | Shares | Sole | 2022-05-10 | |
| 2021-06-30 | $670,582 | 34,908 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $635,744 | 34,931 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $548,784 | 31,740 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $502,459 | 31,443 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $490,139 | 31,239 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $395,306 | 28,939 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||