SHIKIAR ASSET MANAGEMENT INC

PrivateCIK: 1058022
Location

NEW YORK, NY

103
Positions
$346.8K
Total AUM (reported)
5.35M
Total Shares

Allocation by class

TOTAL AUM$346.8K103 positions
COM$312.5K90.1%
PFD$34.3K9.9%

Portfolio Concentration

Top 330.0%4–1019.4%11–2526.7%Rest23.8%TOP 1049.4%0%100%
Top 3$104.0K30.0%
4–10$67.4K19.4%
11–25$92.7K26.7%
Rest$82.7K23.8%

Top 3 weight

30.0%

Top 10 weight

49.4%

Voting Authority Distribution

Total shares with voting rights: 5.35M

Sole

Full voting authority

5.35M

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)

Sole103
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings103
Rows:

APPLE

SOLE
COM
Shares272.67K
TypeSH
Market value$69.2K
19.95%
Sole
272.64K
Shared
0.00
None
0.00

AMAZON.COM

SOLE
COM
Shares89.93K
TypeSH
Market value$18.7K
5.40%
Sole
89.85K
Shared
0.00
None
0.00

ALPHABET INC CL C

SOLE
COM
Shares56.18K
TypeSH
Market value$16.1K
4.65%
Sole
56.13K
Shared
0.00
None
0.00

MICROSOFT

SOLE
COM
Shares30.61K
TypeSH
Market value$11.3K
3.27%
Sole
30.61K
Shared
0.00
None
0.00

CITIGROUP INC

SOLE
COM
Shares83.86K
TypeSH
Market value$9.5K
2.74%
Sole
83.86K
Shared
0.00
None
0.00

ALERIAN MLP ETF

SOLE
COM
Shares178.54K
TypeSH
Market value$9.4K
2.71%
Sole
178.54K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MFG CO

SOLE
COM
Shares27.74K
TypeSH
Market value$9.4K
2.70%
Sole
27.74K
Shared
0.00
None
0.00

LINDE PLC NEW

SOLE
COM
Shares18.88K
TypeSH
Market value$9.4K
2.70%
Sole
18.88K
Shared
0.00
None
0.00

NEXTERA ENERGY INC

SOLE
COM
Shares99.72K
TypeSH
Market value$9.3K
2.67%
Sole
99.58K
Shared
0.00
None
0.00

CAPITAL ONE FINANCIAL

SOLE
COM
Shares49.98K
TypeSH
Market value$9.1K
2.63%
Sole
49.98K
Shared
0.00
None
0.00

WHEATON PRECIOUS METALS CORP

SOLE
COM
Shares69K
TypeSH
Market value$9.0K
2.61%
Sole
69K
Shared
0.00
None
0.00

FREEPORT MCMORAN, INC. CL B

SOLE
COM
Shares150.77K
TypeSH
Market value$8.9K
2.56%
Sole
150.77K
Shared
0.00
None
0.00

INCYTE

SOLE
COM
Shares93.60K
TypeSH
Market value$8.8K
2.54%
Sole
93.60K
Shared
0.00
None
0.00

EQT CORP

SOLE
COM
Shares110.81K
TypeSH
Market value$7.1K
2.03%
Sole
110.81K
Shared
0.00
None
0.00

BLACKSTONE SECURED LENDING FUN

SOLE
COM
Shares264.94K
TypeSH
Market value$6.3K
1.81%
Sole
264.79K
Shared
0.00
None
0.00

LXP INDUSTRIAL TRUST

SOLE
COM
Shares133.48K
TypeSH
Market value$6.2K
1.78%
Sole
133.38K
Shared
0.00
None
0.00

BANK OF AMERICA

SOLE
COM
Shares119.75K
TypeSH
Market value$5.8K
1.68%
Sole
119.59K
Shared
0.00
None
0.00

SLM CORP PFD SER B 5.635

SOLE
PFD
Shares75.75K
TypeSH
Market value$5.6K
1.60%
Sole
75.65K
Shared
0.00
None
0.00

SYNCHRONY FINANCIAL SER B 8.25

SOLE
PFD
Shares219.98K
TypeSH
Market value$5.5K
1.60%
Sole
219.68K
Shared
0.00
None
0.00

CBRE GROUP

SOLE
COM
Shares40.83K
TypeSH
Market value$5.5K
1.59%
Sole
40.83K
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES INC COM

SOLE
COM
Shares26.95K
TypeSH
Market value$5.5K
1.58%
Sole
26.95K
Shared
0.00
None
0.00

SPDR GOLD TRUST

SOLE
COM
Shares11.65K
TypeSH
Market value$5.0K
1.45%
Sole
11.65K
Shared
0.00
None
0.00

CONSTELLATION ENERGY CORP

SOLE
COM
Shares16.62K
TypeSH
Market value$4.6K
1.34%
Sole
16.62K
Shared
0.00
None
0.00

SLM CORP

SOLE
COM
Shares213.10K
TypeSH
Market value$4.6K
1.32%
Sole
213.10K
Shared
0.00
None
0.00

FTAI AVIATION PFD SER D 9.5

SOLE
PFD
Shares160.93K
TypeSH
Market value$4.4K
1.25%
Sole
160.53K
Shared
0.00
None
0.00
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