Capital Analysts, LLC Incresed Positions in Q2 2025

Capital Analysts, LLC

  • $3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1
+ 0.87%
$48.5 - $49.35 $48.5 - $49.4
116 $6K
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
4
+ 0.28%
$20.08 - $20.98 $80.3 - $83.9
1.44K $30K
EVRG
Evergy, Inc.

Utilities
2
+ 1.2%
$64.06 - $69.64 $128 - $139
168 $11K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
3
+ 1.09%
$42.51 - $43.7 $128 - $131
278 $12K
HLN
Haleon PLC

Healthcare
3
+ 1.22%
$9.27 - $11.41 $27.8 - $34.2
248 $3K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
1
+ 0.14%
$34.34 - $40.99 $34.3 - $41
724 $29K
UNM
Unum Group

Financial Services
8
+ 0.54%
$70.48 - $82.91 $564 - $663
1.48K $120K
NCA
Nuveen California Municipal Value Fund

Financial Services
30
+ 1.03%
$8.24 - $8.73 $247 - $262
2.93K $25K
SUI
Sun Communities Inc

Real Estate
3
+ 2.59%
$114.62 - $132.25 $344 - $397
119 $15K
Invesco Exch Trd Slf Idx Fd
4
+ 0.22%
N/A
1.8K $44K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
32
+ 1.59%
$6.54 - $7.1 $209 - $227
2.04K $13K
WES
Western Midstream Partners, LP

Energy
12
+ 2.32%
$34.99 - $41.61 $420 - $499
529 $20K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
2
+ 0.47%
$10.23 - $11.0 $20.5 - $22
427 $4K
John Hancock Exchange Traded
36
+ 0.52%
N/A
6.97K $178K
PSA
Public Storage

Real Estate
1
+ 0.56%
$266.31 - $309.77 $266 - $310
181 $53K
WPC
W. P. Carey Inc.

Real Estate
7
+ 0.73%
$56.12 - $64.53 $393 - $452
964 $60K
PCH
Potlatchdeltic Corp

Real Estate
1
+ 0.56%
$37.16 - $44.86 $37.2 - $44.9
178 $7K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
29
+ 1.96%
$10.29 - $11.24 $298 - $326
1.51K $16K
ADC
Agree Realty Corp

Real Estate
2
+ 0.62%
$70.68 - $79.12 $141 - $158
323 $24K
CCI
Crown Castle International Corp

Real Estate
4
+ 0.59%
$94.83 - $107.06 $379 - $428
684 $70K
JKHY
Henry Jack & Associates Inc

Technology
1
+ 0.48%
$163.54 - $186.02 $164 - $186
208 $37K
EXPD
Expeditors International Of Washington Inc

Industrials
2
+ 0.75%
$102.84 - $122.24 $206 - $244
268 $31K
REG
Regency Centers Corp

Real Estate
2
+ 0.49%
$65.48 - $74.74 $131 - $149
412 $29K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
205
+ 2.34%
$45.3 - $50.64 $9.29K - $10.4K
8.95K $440K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
4
+ 0.99%
$28.81 - $34.65 $115 - $139
407 $12K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
11
+ 1.14%
$45.07 - $52.57 $496 - $578
976 $48K
HMOP
Hartford Fds Exchange Traded T

ETFs
16
+ 0.09%
$37.54 - $38.74 $601 - $620
18.2K $698K
RYN
Rayonier Inc

Real Estate
2
+ 0.69%
$22.12 - $28.02 $44.2 - $56
293 $6K
CPT
Camden Property Trust

Real Estate
1
+ 0.4%
$106.53 - $122.8 $107 - $123
252 $28K
EIX
Edison International

Utilities
5
+ 1.07%
$48.32 - $59.92 $242 - $300
474 $24K
ELS
Equity Lifestyle Properties Inc

Real Estate
3
+ 0.49%
$61.46 - $68.02 $184 - $204
615 $38K
PCAR
Paccar Inc

Industrials
6
+ 0.39%
$86.4 - $99.09 $518 - $595
1.56K $148K
AMH
American Homes 4 Rent

Real Estate
6
+ 0.41%
$32.8 - $39.31 $197 - $236
1.46K $52K
PHG
Koninklijke Philips Nv

Healthcare
254
+ 4.19%
$21.67 - $25.64 $5.5K - $6.51K
6.32K $151K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1
+ 0.59%
$212.1 - $244.27 $212 - $244
170 $38K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
30
+ 1.04%
$68.13 - $74.77 $2.04K - $2.24K
2.91K $212K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
555
+ 2.84%
$12.71 - $14.52 $7.05K - $8.06K
20.1K $280K
EGP
Eastgroup Properties Inc

Real Estate
2
+ 0.44%
$145.28 - $176.09 $291 - $352
459 $77K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
9
+ 0.9%
$45.92 - $50.78 $413 - $457
1.01K $47K
EXC
Exelon Corp

Utilities
9
+ 0.81%
$42.2 - $47.37 $380 - $426
1.12K $48K
STZ
Constellation Brands, Inc.

Consumer Defensive
1
+ 0.38%
$160.0 - $195.62 $160 - $196
265 $43K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
515
+ 2.55%
$13.74 - $15.66 $7.08K - $8.06K
20.7K $308K
XLP
Consumer Staples Sector Spdr

ETFs
26
+ 0.21%
N/A
12.1K $982K
AFL
Aflac Inc

Financial Services
7
+ 0.56%
$99.77 - $112.45 $698 - $787
1.27K $134K
NEE
Nextera Energy Inc

Utilities
813
+ 1.89%
$64.11 - $75.0 $52.1K - $61K
43.8K $3.04M
TRNO
Terreno Realty Corp

Real Estate
5
+ 0.44%
$51.18 - $63.89 $256 - $319
1.14K $64K
ABR
Arbor Realty Trust Inc

Real Estate
132
+ 1.37%
$8.92 - $11.89 $1.18K - $1.57K
9.74K $104K
OHI
Omega Healthcare Investors Inc

Real Estate
35
+ 0.53%
$35.55 - $39.05 $1.24K - $1.37K
6.67K $244K
DOW
Dow Inc.

Basic Materials
22
+ 1.58%
$25.81 - $34.89 $568 - $768
1.41K $37K
Activity Summary
Buys All Purchases 547 New Holdings 74 Increased Positions 473 Sells All Sells 357 Reductions 357 Sold out 0 Options Calls 0 Puts 0
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