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Disclosery

FLC FLAHERTY & CRUMRINE TOTAL RE

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COM (fund), issuer CIK 1245648

45 managers (45 13F filers) reported a position in FLC shares at 2025-09-30, 3,131,112 shares in all. 4 filers opened a position and 9 filers sold out during the quarter.

Managers
45
13F filers
45
New
4
Added
18
Reduced
12
Sold out
9
Shares held by filers
3,131,112

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC972,369$17.3M0.35%+303,28013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/274,361$4.89M<0.01%-4,11413F-HR/ATimelineGroup
Advisors Asset Management, Inc.237,278$4.23M0.07%+53,08713F-HR/ATimeline
Noble Wealth Management PBC212,577$3.79M2.02%13F-HRTimeline
Sowell Financial Services LLC209,609$3.74M0.14%+1,22813F-HRTimeline
Invesco Ltd.in group Invesco Ltd.146,597$2.61M<0.01%+98013F-HRTimelineGroup
Smith Asset Management Co., LLC130,618$2.33M1.98%-2,20513F-HRTimeline
LPL Financial LLC129,652$2.31M<0.01%+6,02113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC119,566$2.13M0.01%+9,10413F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.101,158$1.8M0.07%+23,78013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY89,465$1.59M<0.01%+24513F-HR/ATimelineGroup
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC52,568$937K0.02%-23,12913F-HRTimelineGroup
NorthCoast Asset Management LLC45,227$806K<0.01%-3,71313F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC41,787$745K0.01%-1,05413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.41,623$742K<0.01%+28313F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp32,843$585K<0.01%new13F-HRTimelineGroup
Strategic Advocates LLC31,865$568K0.15%-22,82313F-HRTimeline
CEERA INVESTMENTS, LLC29,730$530K0.17%+6,56013F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC20,790$370K0.17%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN20,551$366K<0.01%+1,73513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,675$351K<0.01%-4,05313F-HRTimelineGroup
HighTower Advisors, LLC19,157$341K<0.01%-57813F-HRTimeline
Mallini Complete Financial Planning LLC18,235$325K0.26%+16213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,062$318K<0.01%+86613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,742$316K<0.01%+1313F-HRTimelineGroup
Cetera Investment Advisers15,374$274K<0.01%+3,67313F-HRTimeline
WEDBUSH SECURITIES INC15,050$268K0.01%+5,05013F-HRTimeline
SEVEN MILE ADVISORY12,915$230K0.04%new13F-HRTimeline
Koshinski Asset Management, Inc.12,560$224K0.02%013F-HRTimeline
Capital Investment Advisors, LLC10,170$181K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,552$135K<0.01%-4,01613F-HRTimelineGroup
UBS Group AGin group UBS Group AG7,140$127K<0.01%-1,39113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,300$94.4K<0.01%-5,30013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,215$57.3K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,907$52K<0.01%-51413F-HRTimelineGroup
Geneos Wealth Management Inc.1,015$18.1K<0.01%013F-HRTimeline
SRH ADVISORS, LLC1,000$17.8K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC932$16.6K<0.01%013F-HRTimeline
Sound Income Strategies, LLC766$13.7K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC495$8.82K0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…486$8.67K<0.01%+413F-HRTimelineGroup
Luminist Capital LLC414$7.38K0.01%013F-HRTimeline
Chung Wu Investment Group, LLC400$7.13K0.01%013F-HRTimeline
Tortoise Investment Management, LLC176$3.14K<0.01%+313F-HRTimeline
Sunbelt Securities, Inc.140$2.5K<0.01%013F-HRTimeline