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| Security Capital Research & Management Incorporated
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|---|---|
| CRD # | 106201 |
| SEC # | 801-53815 |
| CIK # | 0001068829 |
| AUM | 3,302.0 M (2026-03-31) |
| Employees | 17 (100% Investors, 6% Brokers) |
| Phone | 312-385-8320 |
| Address | 10 South Dearborn Street Chicago, IL 60603 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($T) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($T) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Preferred Growth-T LLC | 2014-03-31 | 15.7 M | |
| Other | Preferred Growth LLC | 2012-03-30 | 670.5 M | |
| Other | VA Income Opportunity Investors LLC | 2012-03-30 | 226.5 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 37 | 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 | 1.2 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 3 | 0.1 |
| (i) State or municipal government entities | 3 | 0.5 |
| (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 | 6 | 0.8 |
| (n) Other | 5 | 0.0 |
| Total | 92 | 3.3 |
| By Discretionary | ||
| Discretionary | 92 | 3.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 92 | 3.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 2.9 | |
| Total | 92 | 3.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001068829] | |
| 13F-NT | [0001068829] | |
| 3 | [0001068829] | |
| SC 13G | [0001068829] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.7B |
| Serves | Institutional, Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| 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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