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| Security Capital Research & Management Incorporated
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| |
|---|---|
| CRD # | 106201 |
| SEC # | 801-53815 |
| CIK # | 0001068829 |
| AUM | $4.0 BB (2024-08-30) |
| Employees | 18 (100% Investors, 11% Brokers) |
| Phone | 312-385-8320 |
| Address | 10 South Dearborn Street Chicago, IL 60603 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 59.3 | |
| NVDA | 399.6 | 48.3 | |
| AAPL | 2,382.8 | 38.1 | |
| AMZN | 1,093.0 | 33.4 | |
| META | 434.9 | 26.3 | |
| GOOG | 1,482.6 | 17.6 | |
| LLY | 301.8 | 17.1 | |
| UNH | 477.0 | 12.4 | |
| MA | 309.6 | 12.3 | |
| AVGO | 201.3 | 11.8 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Preferred Growth-T LLC | 2014-03-31 | 15.4 | |
| Other | Preferred Growth LLC | 2012-03-30 | 735.0 | |
| Other | VA Income Opportunity Investors LLC | 2012-03-30 | 108.1 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 38 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 0.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 1.0 |
| (g) Pension and profit sharing plans | 4 | 0.5 |
| (h) Charitable organizations | 4 | 0.1 |
| (i) State or municipal government entities | 3 | 0.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 1.1 |
| (n) Other | 9 | 0.1 |
| Total | 145 | 4.0 |
| By Discretionary | ||
| Discretionary | 145 | 4.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 145 | 4.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 3.7 | |
| Total | 145 | 4.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001068829] | |
| 13F-NT | [0001068829] | |
| 3 | [0001068829] | |
| SC 13G | [0001068829] |
| Form 3/4/5 Subject | 2011 - 2024 |
|---|---|
| Nuveen Real Estate Income Fund | |
| Security Capital Research & Management Inc | |
| Nuveen Diversified Dividend & Income Fund | |
| Versus Capital Real Estate Fund LLC |
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|---|---|---|
|
Beacon Investment Advisory Services Inc
✚
|
NJ | 4.0 |
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Shepherd Financial Investment Advisory LLC
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IN | 4.0 |
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Gladstone Institutional Advisory LLC
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FL | 4.0 |
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Heritage Wealth Advisors LLC
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VA | 4.0 |
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Avior Wealth Management LLC
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NE | 4.0 |
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New Century Advisors LLC
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MD | 4.0 |
|
TFO Wealth Partners LLC
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OH | 3.9 |
|
Buckhead Capital Management LLC
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GA | 3.9 |
|
Venture Visionary Partners LLC
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OH | 3.9 |
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Moss Adams Wealth Advisors LLC
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WA | 3.9 |