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Disclosery

FLC FLAHERTY & CRUMRINE TOTAL RE

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COM (fund), issuer CIK 1245648

51 managers (51 13F filers) reported a position in FLC shares at 2026-03-31, 3,517,952 shares in all. 11 filers opened a position and 3 filers sold out during the quarter.

Managers
51
13F filers
51
New
11
Added
13
Reduced
17
Sold out
3
Shares held by filers
3,517,952

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 INC1,179,220$19.6M0.4%+140,09013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/274,408$4.56M<0.01%-5,01113F-HRTimelineGroup
Advisors Asset Management, Inc.237,348$3.94M0.07%-1,93213F-HRTimeline
Noble Wealth Management PBC217,490$3.61M1.85%+6,78613F-HRTimeline
Sowell Financial Services LLC207,722$3.45M0.13%+513F-HRTimeline
Hennion & Walsh Asset Management, Inc.199,205$3.31M0.11%+40,42113F-HRTimeline
LPL Financial LLC156,513$2.6M<0.01%+11,48613F-HRTimeline
Smith Asset Management Co., LLC126,131$2.09M1.8%-1,52013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.124,767$2.07M<0.01%-1,40413F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC96,006$1.59M0.01%+24,29213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY93,004$1.54M<0.01%-2,54513F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC72,097$1.2M<0.01%-72,96813F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp67,890$1.13M<0.01%-2,51113F-HRTimelineGroup
Closed-End Fund Advisors, Inc.45,067$748K0.76%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN44,246$734K<0.01%+21,72813F-HR/ATimelineGroup
Independent Advisor Alliance44,242$734K0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth43,105$716K<0.01%-43913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.40,976$680K<0.01%-33313F-HRTimelineGroup
CEERA INVESTMENTS, LLC33,670$559K0.25%-1,90013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC30,192$501K<0.01%+7,68013F-HRTimelineGroup
Cetera Investment Advisers28,839$479K<0.01%+9,01413F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC20,790$345K0.16%013F-HRTimeline
Mallini Complete Financial Planning LLC18,571$308K0.24%+18013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,142$285K<0.01%-2,17813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,767$278K<0.01%+2113F-HRTimelineGroup
HighTower Advisors, LLC14,650$243K<0.01%+2,38513F-HRTimeline
Kovack Advisors, Inc.12,946$217K0.01%013F-HRTimeline
Koshinski Asset Management, Inc.12,560$208K0.01%013F-HRTimeline
WEDBUSH SECURITIES INC12,530$208K0.01%-2,42013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,520$125K<0.01%-16513F-HRTimelineGroup
UBS Group AGin group UBS Group AG6,649$110K<0.01%-2,18313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,868$47.6K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,674$44.4K<0.01%-11713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,709$28.4K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.1,265$21K<0.01%+25013F-HRTimeline
IFG Advisory, LLC1,030$17.1K0.05%new13F-HRTimeline
SRH ADVISORS, LLC1,000$16.6K<0.01%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC899$14.9K<0.01%new13F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC732$12.2K<0.01%-20013F-HRTimeline
GHP Investment Advisors, Inc.561$9.31K<0.01%new13F-HRTimeline
Nalls Sherbakoff Group, LLC495$8.22K0.01%013F-HRTimeline
Chung Wu Investment Group, LLC400$6.64K0.01%013F-HRTimeline
Farther Finance Advisors, LLC354$5.94K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC345$5.73K<0.01%new13F-HR/ATimeline
POM Investment Strategies, LLC319$5.29K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…309$5.13K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC253$4.25K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC170$2.82K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.140$2.32K<0.01%013F-HRTimeline
Strategic Advocates LLC98$1.63K0.01%-27,42813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP68$1.11K<0.01%new13F-HRTimelineGroup