| As of Date | 04/17/2026 |
| Registration | SEC, Approved, 07/02/1979 |
| ADV Location | CHICAGO, IL, United States |
| Contact Info | 312 xxxxxxx |
| Websites |
| AUM* | 12,746,937,964 4% |
| of that, discretionary | 12,746,937,964 4% |
| Number of Employees | 53 -2% |
| of those in investment advisory functions | 26 -7% |
| Private Fund GAV* | 0 |
| Avg Account Size | 289,703,136 44% |
| SMA’s | Yes |
| Private Funds | 0 |
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker95040Q104 | Stock NameWELLTOWER INC | $ Position$405,936,980 | % Position4.00% | $ Change118.00% | # Change90.00% |
| Stck Ticker98389B100 | Stock NameXCEL ENERGY INC | $ Position$171,779,768 | % Position2.00% | $ Change2346.00% | # Change2320.00% |
| Stck Ticker253868103 | Stock NameDIGITAL RLTY TR INC | $ Position$187,264,049 | % Position2.00% | $ Change85.00% | # Change86.00% |
| Stck Ticker29364G103 | Stock NameENTERGY CORP NEW | $ Position$165,131,695 | % Position2.00% | $ Change7.00% | # Change5.00% |
| Stck Ticker29444U700 | Stock NameEQUINIX INC | $ Position$185,862,307 | % Position2.00% | $ Change6.00% | # Change-1.00% |
| Stck Ticker29444U700 | Stock NameEQUINIX INC | $ Position$204,749,371 | % Position2.00% | $ Change16.00% | # Change9.00% |
| Stck Ticker74340W103 | Stock NamePROLOGIS INC. | $ Position$234,010,607 | % Position2.00% | $ Change39.00% | # Change36.00% |
| Stck Ticker816851109 | Stock NameSEMPRA | $ Position$163,849,164 | % Position2.00% | $ Change-5.00% | # Change0.00% |
| Stck Ticker95040Q104 | Stock NameWELLTOWER INC | $ Position$178,829,890 | % Position2.00% | $ Change-4.00% | # Change-16.00% |
| Stck Ticker95040Q104 | Stock NameWELLTOWER INC | $ Position$101,753,375 | % Position1.00% | $ Change18.00% | # Change3.00% |