PCOK

PACIFIC OAK STRATEGIC OP

Institutional Ownership · Q4 2025

Filing: Q4 2025

PACIFIC OAK STRATEGIC OP (PCOK) is held by 4 institutional investors with combined holdings of $351,718. Major holders include Carter Financial Group, I, ORG Partners LLC, KINGSWOOD WEALTH ADVISORS.

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Institutional Holders

Total Value

$351.7K

Ownership %

0.1%

🏦 Top Institutional Holders

Carter Financial Group, INC.

KINGSWOOD WEALTH ADVISORS, LLC

11.4K shares

$25.7K

0.01% ownership

Financial Gravity Asset Management, Inc.

1.5K shares

$8.5K

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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