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Five Point Holdings LLC (FPH)

CUSIP: 33833Q106 | NYSE | Real Estate · Real Estate - Development | Small Cap | 268 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Private Management Group Inc6,072,182
0.8% of portfolio›$28.4M
O'Keefe Stevens Advisory, Inc.2,982,033
2.9% of portfolio›$14.0M
ACR Alpine Capital Research, LLC1,411,192
0.1% of portfolio›$6.6M
Dimensional Fund Advisors LP1,382,257
0.0% of portfolio›$6.5M
LEE Danner & Bass Inc170,000
0.0% of portfolio›$795.6K
Choreo, LLC99,460
0.0% of portfolio›$465.5K
Bfsg, LLC41,860
0.0% of portfolio›$195.9K
TD Waterhouse Canada Inc.21,848
0.0% of portfolio›$99.7K
Clear Harbor Asset Management, LLC16,700
0.0% of portfolio›$78.2K
Wealth Enhancement Advisory Services, LLC14,664
0.0% of portfolio›$65.7K
Founders Financial Securities LLC11,311
0.0% of portfolio›$52.9K
Lanark Financial, Inc.2,100
0.0% of portfolio›$9.8K
North Star Investment Management Corp.1,300
0.0% of portfolio›$6.1K
Toth Financial Advisory Corp1,000
0.0% of portfolio›$4.7K
Parallel Advisors, LLC1,000
0.0% of portfolio›$4.7K
Fairscale Capital, LLC621
0.0% of portfolio›$2.6K
Bare Financial Services, Inc436
0.0% of portfolio›$2.0K
Private Trust Co NA331
0.0% of portfolio›$1.5K
Farther Finance Advisors, LLC299
0.0% of portfolio›$1.4K
Simplex Trading, LLC262
0.0% of portfolio›$1.2K
Covestor Ltd136
0.0% of portfolio›$1
Ascentis Independent Advisors100
0.0% of portfolio›$468
Assetmark, Inc70
0.0% of portfolio›$328
SBI Securities Co., Ltd.51
0.0% of portfolio›$239
Caitong International Asset Management Co., Ltd7
0.0% of portfolio›$33
StyleTurnoverLocationFiled
Private Management Group Inc
6,072,182$28.4M0.8%YieldLowIrvine, CA2026-11-04
O'Keefe Stevens Advisory, Inc.
2,982,033$14.0M2.9%ValueLowRochester, NY2026-10-09
ACR Alpine Capital Research, LLC
1,411,192$6.6M0.1%Deep ValueMediumSt. Louis, MO2026-11-02
Dimensional Fund Advisors LP
1,382,257$6.5M0.0%IndexLowAustin, TX2026-11-04
LEE Danner & Bass Inc
170,000$795.6K0.0%ValueVery LowNashville, TN2026-10-27
Choreo, LLC
99,460$465.5K0.0%IndexLowRockford, IL2026-10-28
Bfsg, LLC
41,860$195.9K0.0%CoreLowIrvine, CA2026-10-30
TD Waterhouse Canada Inc.
21,848$99.7K0.0%CoreLowToronto, Australia2026-10-16
Clear Harbor Asset Management, LLC
16,700$78.2K0.0%CoreLowStamford, CT2026-11-05
Wealth Enhancement Advisory Services, LLC
14,664$65.7K0.0%CoreLowPlymouth, MN2026-10-13
Founders Financial Securities LLC
11,311$52.9K0.0%ETFMediumTowson, MD2026-10-28
Lanark Financial, Inc.
2,100$9.8K0.0%CoreMediumBirmingham, AL2026-10-26
North Star Investment Management Corp.
1,300$6.1K0.0%CoreLowChicago, IL2026-10-27
Toth Financial Advisory Corp
1,000$4.7K0.0%CoreLowLeesburg, VA2026-10-08
Parallel Advisors, LLC
1,000$4.7K0.0%IndexLowSan Francisco, CA2026-11-03
Fairscale Capital, LLC
621$2.6K0.0%GrowthVery LowNashua, NH2026-11-04
Bare Financial Services, Inc
436$2.0K0.0%ETFVery LowGap, PA2026-11-04
Private Trust Co NA
331$1.5K0.0%CoreLowCleveland, OH2026-10-20
Farther Finance Advisors, LLC
299$1.4K0.0%IndexLowSan Francisco, CA2026-10-08
Simplex Trading, LLC
262$1.2K0.0%CoreVery HighChicago, IL2026-11-04
Covestor Ltd
136$10.0%ValueHighLondon, United Kingdom2026-10-30
Ascentis Independent Advisors
100$4680.0%ETFLowDallas, TX2026-11-03
Assetmark, Inc
70$3280.0%ETFLowConcord, CA2026-10-21
SBI Securities Co., Ltd.
51$2390.0%Agg GrowthLowTokyo, Mexico2026-10-22
Caitong International Asset Management Co., Ltd
7$330.0%GrowthVery HighHong Kong, South Korea2026-10-29