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CIK 0000769317 • 7 13F filings • May 13, 2025 – Aug 12, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BLUEROCK PVT REAL ESTATE FD B | COMMON | $5K | 6.4% | 350,000 SH | New |
| BROOKFIELD REAL ASSETS INC FD | COMMON | $29K | 35.2% | 2,215,228 SH | New |
| FS SPECIALTY LENDING FUND FSSL | COMMON | $23K | 28.5% | 1,644,564 SH | New |
| NYLI CBRE GLOBAL INFR MEGATREN | COMMON | $10K | 12.3% | 726,603 SH | New |
| WESTERN ASSET HIGH INC FD II I | COMMON | $1 | 0.0% | 200 SH | New |
| WESTERN ASSET INV GRADE INC FD | COMMON | $14K | 17.6% | 1,148,642 SH | New |
| 13F-HR |
| 0000897101-26-000352 |
| $5.3M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0000897101-25-000467 | $4.7M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0000897101-26-000165 | $4.9M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0000897101-25-000246 | $4.3M | View |