SEC 13F Intelligence

WATERMARK LODGING TR INC

CUSIP 94184W100

Watermark Lodging Tr Inc has 2 institutional holders in Filings Flow’s 13F database, together reporting 27.1K shares worth $34,000 as of Q3 2022. The largest reported holders are Freedman Financial Associates, Inc., Meeder Asset Management Inc, and Ifp Advisors, Inc.

Institutional Holders
2
Q3 2022
Reported Value
$34,000
Ticker
unmapped
private placement or foreign
Quarters Tracked
7

Ownership Trend

Institutional holders
Q1 ’21: 1Q1 ’21Q2 ’21: 2Q2 ’21Q3 ’21: 3Q3 ’21Q4 ’21: 2Q4 ’21Q1 ’22: 2Q1 ’22Q2 ’22: 2Q2 ’22Q3 ’22: 2Q3 ’22filingsflow.com
Total reported value
Q1 ’21: $130,000Q1 ’21Q2 ’21: $89,000Q2 ’21Q3 ’21: $99,000Q3 ’21Q4 ’21: $79,000Q4 ’21Q1 ’22: $84,000Q1 ’22Q2 ’22: $30,000Q2 ’22Q3 ’22: $34,000Q3 ’22filingsflow.com

Holders

Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.00%$25,00019.8KQ3 2022
Oakworth Capital, Inc.$1.9B AUM0.00%$9,0007.3KQ3 2022
IFP Advisors, Inc$4.8B AUM0.00%$10,0001.8KQ4 2021OLDER
First Command Advisory Services, Inc.$14.8B AUM0.00%$5,000748Q2 2022OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.