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Regan Floating Rate Mbs shares owned by Chicago Partners Investment

Quarter-by-quarter ownership of Regan Floating Rate Mbs (MBSF) shares owned by Chicago Partners Investment from 13F filings

Historical chart of Chicago Partners Investment investment in Regan Floating Rate Mbs

Tip: Access up to 7 years of quarterly data

All positions including Regan Floating Rate Mbs held by Chicago Partners Investment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Regan Floating Rate Mbs by Chicago Partners Investment

Quarter filed Position value Share count Share price at filing
2025-09-30 $263k 10k 25.65
2025-06-30 $283k 11k 25.48
2025-03-31 $293k 12k 25.38
2024-12-31 $215k 8.4k 25.62

More positions owned by Chicago Partners Investment

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Dimensional Etf Trust Us Equity Market (DFUS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
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Microsoft Corporation (MSFT)
Enterprise Products Partners (EPD)
Ishares Tr Core S&p Mcp Etf (IJH)
Energy Transfer Com Ut Ltd Ptn (ET)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Chicago Partners Investment

Top funds holding Regan Floating Rate Mbs

Castleview Partners
WealthPlan Investment Management
VisionPoint Advisory Group
Auour Investments
Biltmore Family Office
HBW Advisory Services
State of New Jersey Common Pension Fund D
CWC Advisors
Sterneck Capital Management
Exchange Traded Concepts
EP Wealth Advisors
Feltz Wealth PLAN
Camarda Wealth Advisory
Apollon Wealth Management
CLS Investments

View all funds holding Regan Floating Rate Mbs