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Independent Portfolio Consultants, Inc. Current Holdings: USA Funds

Independent Portfolio Consultants, Inc. current holdings: USA Funds

Independent Portfolio Consultants, Inc. reported $0.00 billion in funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), 4 positions, in its Form 13F for the quarter ended 2016-09-30; the largest are EDUCATION RLTY TR, GRAMERCY PROPERTY TR, SENIOR HSG PPTYS TR.

  • EDUCATION RLTY TR: Country of operation —; Class REIT; Shares 15,335; Value $662,000.
  • GRAMERCY PROPERTY TR: Country of operation —; Class REIT; Shares 59,381; Value $572,000.
  • SENIOR HSG PPTYS TR: Country of operation —; Class REIT; Shares 7,305; Value $166,000.
  • HOSPITALITY PPTYS TR: Country of operation —; Class REIT; Shares 4,955; Value $147,000.

Form 13F-HR as filed (SEC CIK 1328450): quarter ended 2016-09-30, filed 2016-10-05. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

StockCountry of operationClassSharesValueQuarter endFiled
EDUCATION RLTY TR
CUSIP 28140H203
REIT15,335$662,0002016-09-302016-10-05
GRAMERCY PROPERTY TR
CUSIP 385002100
REIT59,381$572,0002016-09-302016-10-05
SENIOR HSG PPTYS TR
CUSIP 81721M109
REIT7,305$166,0002016-09-302016-10-05
HOSPITALITY PPTYS TR
CUSIP 44106M102
REIT4,955$147,0002016-09-302016-10-05

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