Investors who own more than 5% of a class must file a Schedule 13D or 13G. The latest filing for each security since 12/18/2024, newest first.

Issuer % of Class Filed
WisdomTree Trust 13G
NTSX · 97717Y790
24.5% 3/12/2026
Event 1/31/2023
Stone Ridge Trust V 13G/A
86172R101
6.8% 2/7/2025
Event 12/31/2024
Stone Ridge Trust II 13G
861729101
9.2% 2/7/2025
Event 2/7/2025
PIMCO Flexible Real Estate Income Fund 13G
72203N509
16.5% 2/7/2025
Event 12/31/2024