SHIKIAR ASSET MANAGEMENT INC

PrivateCIK: 1058022
Location

NEW YORK, NY

πŸ“‹ What this filing means

SHIKIAR ASSET MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 98 equity positions with a total reported market value of $401.6K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

98
Positions
$401.6K
Total AUM (reported)
5.78M
Total Shares

Allocation by class

TOTAL AUM$401.6K98 positions
COM$368.7K91.8%
PFD$32.9K8.2%

Portfolio Concentration

Top 328.4%4–1018.8%11–2528.9%Rest23.9%TOP 1047.3%0%100%
Top 3$114.3K28.4%
4–10$75.6K18.8%
11–25$115.9K28.9%
Rest$95.8K23.9%

Top 3 weight

28.4%

Top 10 weight

47.3%

Voting Authority Distribution

Total shares with voting rights: 5.77M

Sole

Full voting authority

5.77M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole98
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings98
Rows:

APPLE

SOLE
COM
Shares273.76K
TypeSH
Market value$74.4K
18.53%
Sole
273.74K
Shared
0.00
None
0.00

AMAZON.COM

SOLE
COM
Shares92.66K
TypeSH
Market value$21.4K
5.32%
Sole
92.58K
Shared
0.00
None
0.00

ALPHABET INC CL C

SOLE
COM
Shares58.80K
TypeSH
Market value$18.5K
4.59%
Sole
58.75K
Shared
0.00
None
0.00

MICROSOFT

SOLE
COM
Shares33.26K
TypeSH
Market value$16.1K
4.01%
Sole
33.26K
Shared
0.00
None
0.00

CITIGROUP INC

SOLE
COM
Shares91.48K
TypeSH
Market value$10.7K
2.66%
Sole
91.48K
Shared
0.00
None
0.00

CAPITAL ONE FINANCIAL

SOLE
COM
Shares43.39K
TypeSH
Market value$10.5K
2.62%
Sole
43.39K
Shared
0.00
None
0.00

FREEPORT MCMORAN, INC. CL B

SOLE
COM
Shares201.38K
TypeSH
Market value$10.2K
2.55%
Sole
201.38K
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

SOLE
COM
Shares119.27K
TypeSH
Market value$9.7K
2.43%
Sole
119.27K
Shared
0.00
None
0.00

INCYTE

SOLE
COM
Shares94.38K
TypeSH
Market value$9.3K
2.32%
Sole
94.38K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MFG CO

SOLE
COM
Shares29.82K
TypeSH
Market value$9.1K
2.26%
Sole
29.82K
Shared
0.00
None
0.00

ROYAL BANK OF CANADA

SOLE
COM
Shares51.54K
TypeSH
Market value$8.8K
2.19%
Sole
51.54K
Shared
0.00
None
0.00

ALERIAN MLP ETF

SOLE
COM
Shares183.68K
TypeSH
Market value$8.6K
2.15%
Sole
183.68K
Shared
0.00
None
0.00

WHEATON PRECIOUS METALS CORP

SOLE
COM
Shares73.44K
TypeSH
Market value$8.6K
2.15%
Sole
73.44K
Shared
0.00
None
0.00

CBRE GROUP

SOLE
COM
Shares53.08K
TypeSH
Market value$8.5K
2.12%
Sole
53.08K
Shared
0.00
None
0.00

NEXTERA ENERGY INC

SOLE
COM
Shares100.29K
TypeSH
Market value$8.1K
2.00%
Sole
100.15K
Shared
0.00
None
0.00

LINDE PLC NEW

SOLE
COM
Shares18.88K
TypeSH
Market value$8.1K
2.00%
Sole
18.88K
Shared
0.00
None
0.00

ZSCALER

SOLE
COM
Shares35.42K
TypeSH
Market value$8.0K
1.98%
Sole
35.42K
Shared
0.00
None
0.00

SALESFORCE INC.

SOLE
COM
Shares29.97K
TypeSH
Market value$7.9K
1.98%
Sole
29.97K
Shared
0.00
None
0.00

BLACKSTONE SECURED LENDING FUN

SOLE
COM
Shares296.99K
TypeSH
Market value$7.8K
1.95%
Sole
296.84K
Shared
0.00
None
0.00

HERMES INTERNATIONAL ADR

SOLE
COM
Shares29.82K
TypeSH
Market value$7.4K
1.85%
Sole
29.82K
Shared
0.00
None
0.00

SLM CORP

SOLE
COM
Shares267.95K
TypeSH
Market value$7.3K
1.81%
Sole
267.95K
Shared
0.00
None
0.00

BANK OF AMERICA

SOLE
COM
Shares128.97K
TypeSH
Market value$7.1K
1.77%
Sole
128.82K
Shared
0.00
None
0.00

DELL TECHNOLOGIES INC

SOLE
COM
Shares56.25K
TypeSH
Market value$7.1K
1.76%
Sole
56.25K
Shared
0.00
None
0.00

SLM CORP PFD SER B 5.685

SOLE
PFD
Shares88.23K
TypeSH
Market value$6.4K
1.60%
Sole
88.13K
Shared
0.00
None
0.00

SYNCHRONY FINANCIAL SER B 8.25

SOLE
PFD
Shares235.73K
TypeSH
Market value$6.2K
1.54%
Sole
235.43K
Shared
0.00
None
0.00
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SHIKIAR ASSET MANAGEMENT INC 13F Holdings β€” 98 Positions | Finecho