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Annex Advisory Services, LLC

Position in JOE — ST JOE Co

CIK 1542287 BROOKFIELD, WI

Position in JOE

as of Jun 30, 2026 · filed Jul 10, 2026
Position Value
$1,873,764
-$66,442 QoQ
Shares Held
29,918
-3.2% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#6
of 33 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in JOE Over Time

Shares Held

Position Value (USD)

Position in Real Estate - Diversified

Real Estate · as of Jun 30, 2026

Annex Advisory Services, LLC holds $1,873,764 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
29,918 $1,873,764

All Filings in JOE

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,873,764 29,918
2026-03-31 $1,940,206 30,895
2025-12-31 $1,910,289 32,176
2025-09-30 $1,628,436 32,911
2025-06-30 $1,838,262 38,538
2025-03-31 $1,725,318 36,748
2024-12-31 $1,916,534 42,656
2024-09-30 $1,661,893 28,501
2024-06-30 $1,170,361 21,396
2024-03-31 $948,041 16,354
2023-12-31 $916,120 15,223
2023-09-30 $569,867 10,489
2023-06-30 $276,601 5,722