COSTA MESA, CA
PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC.PCOK— Latest position per institution from SEC 13F filings
15
Institutional holders
77.10K
Total shares held
374.19K
Estimated value
11.01K
Avg. position size
CARTER FINANCIAL GROUP, INC.
CIK 1919749
Shares
38.05K
Value
217.65K
Filed
Dec 31, 2025
ORG PARTNERS LLC
CIK 1979372
Shares
17.47K
Value
99.92K
Filed
Dec 31, 2025
KINGSWOOD WEALTH ADVISORS, LLC
CIK 1987855
Shares
11.36K
Value
25.66K
Filed
Dec 31, 2025
TRADITION WEALTH MANAGEMENT, LLC
CIK 1843010
Shares
5.12K
Value
54.00
Filed
Dec 31, 2023
CORNERSTONE PLANNING GROUP LLC
CIK 1822587
Shares
2.13K
Value
22.42K
Filed
Sep 30, 2023
FINANCIAL GRAVITY COMPANIES, INC.
CIK 1377167
Shares
1.48K
Value
8.49K
Filed
Jun 30, 2025
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.
CIK 1741736
Shares
1.48K
Value
0.00
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | CARTER FINANCIAL GROUP, INC. | 1919749 | 38.05K | 217.65K | Dec 31, 2025 |
| 2 | ORG PARTNERS LLC | 1979372 | 17.47K | 99.92K | Dec 31, 2025 |
| 3 | KINGSWOOD WEALTH ADVISORS, LLC | 1987855 | 11.36K | 25.66K | Dec 31, 2025 |
| 4 | TRADITION WEALTH MANAGEMENT, LLC | 1843010 | 5.12K | 54.00 | Dec 31, 2023 |
| 5 | CORNERSTONE PLANNING GROUP LLC | 1822587 | 2.13K | 22.42K | Sep 30, 2023 |
| 6 | FINANCIAL GRAVITY COMPANIES, INC. | 1377167 | 1.48K | 8.49K | Jun 30, 2025 |
| 7 | FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 1741736 | 1.48K | 0.00 | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.