Offit Capital Advisors
Latest statistics and disclosures from Offit Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CMTG, and represent 100.00% of Offit Capital Advisors's stock portfolio.
- Offit Capital Advisors has $60M in assets under management (AUM), dropping by -2.29%.
- Central Index Key (CIK): 0001424071
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Portfolio Holdings for Offit Capital Advisors
Offit Capital Advisors holds 1 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Claros Mtg Tr Common Stock (CMTG) | 100.0 | $60M | 5.4M | 11.08 |
|
Past Filings by Offit Capital Advisors
SEC 13F filings are viewable for Offit Capital Advisors going back to 2011
- Offit Capital Advisors 2023 Q3 filed Oct. 5, 2023
- Offit Capital Advisors 2023 Q2 filed Aug. 11, 2023
- Offit Capital Advisors 2023 Q1 filed May 15, 2023
- Offit Capital Advisors 2022 Q4 filed Feb. 14, 2023
- Offit Capital Advisors 2022 Q3 filed Nov. 14, 2022
- Offit Capital Advisors 2022 Q2 filed Aug. 5, 2022
- Offit Capital Advisors 2022 Q1 restated filed June 14, 2022
- Offit Capital Advisors 2021 Q4 restated filed June 14, 2022
- Offit Capital Advisors 2022 Q1 filed May 16, 2022
- Offit Capital Advisors 2021 Q4 filed May 4, 2022
- Offit Capital Advisors 2012 Q3 filed Nov. 9, 2012
- Offit Capital Advisors 2012 Q2 filed July 17, 2012
- Offit Capital Advisors 2012 Q1 filed May 14, 2012
- Offit Capital Advisors 2011 Q4 filed Jan. 31, 2012
- Offit Capital Advisors 2011 Q3 filed Oct. 18, 2011
- Offit Capital Advisors 2011 Q2 filed Aug. 11, 2011