CHARTWELL RETIREMENT (CA) - COM Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2023 to Q4 2025

Type / Class
Equity / COM
Price per share
$14.66
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
840,000
Total reported value
$12,312,000
% of total 13F portfolios
0%
Share change
+840,000
Value change
+$12,312,000
Number of holders
1
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 1 institutional investors reported holding 840,000 shares of CHARTWELL RETIREMENT (CA) - COM.

Institutional Holders of CHARTWELL RETIREMENT (CA) - COM across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 840,000 $12,312,000 +$12,312,000 $14.66 1
2023 Q2 0 $0 -$763,585 $14.66 0
2023 Q1 120,700 $763,585 $6.33 1