Position in JOE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,818,399
-$30,056 QoQ
Shares Held
29,034
-1.4% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#88
of 320 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JOE Over Time
Shares Held
Position Value (USD)
Position in Real Estate - Diversified
Real Estate · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $1,818,399 across 1 Real Estate - Diversified name. JOE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JOE |
ST JOE Co
This page
|
29,034 | $1,818,399 |
All Filings in JOE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,818,399 | 29,034 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,848,455 | 29,434 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,748,446 | 29,450 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,509,337 | 30,504 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,420,744 | 29,785 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,405,823 | 29,943 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,222,230 | 27,203 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,653,205 | 28,352 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,567,428 | 28,655 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,560,436 | 26,918 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,507,268 | 25,046 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $709,658 | 13,062 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $631,417 | 13,062 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $489,458 | 11,763 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $213,348 | 5,520 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||