Western Wealth Management, LLC
Position in PFD — Flaherty & Crumrine Preferred & Income Fund Inc
CIK 1767902
GOLDEN, CO
Position in PFD
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$31,863
-$74,237 QoQ
Shares Held
2,850
-71.5% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFD 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. PFD ranks #81 (0.1% 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 PFD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,863 | 2,850 | Shares | Sole | 2026-05-19 | |
| 2022-09-30 | $106,100 | 10,000 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $161,644 | 12,880 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $196,812 | 14,200 | Shares | Sole | 2022-05-10 | |
| 2020-06-30 | $305,384 | 21,032 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $244,501 | 20,257 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||