ULTIMUS MANAGERS TR - WESTWOOD LBRTY (BFRE) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2025 to Q4 2025

Type / Class
Equity / WESTWOOD LBRTY
Symbol
BFRE
Price per share
$30.28
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
139,647
Total reported value
$4,149,269
% of total 13F portfolios
0%
Share change
+107,776
Value change
+$3,202,446
Number of holders
4
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 4 institutional investors reported holding 139,647 shares of ULTIMUS MANAGERS TR - WESTWOOD LBRTY (BFRE).

Institutional Holders of ULTIMUS MANAGERS TR - WESTWOOD LBRTY (BFRE) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 139,647 $4,149,269 +$3,202,446 $29.71 4
2025 Q3 31,871 $918,543 -$948,476 $28.82 2
2025 Q2 66,689 $1,807,162 +$1,807,162 $27.10 3