CCNR FINANCIAL INVS TR

Ownership history in CoreCommodity Management, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which CoreCommodity Management, LLC reported a position in FINANCIAL INVS TR (CCNR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
64.88% (2025 Q3)
Avg. % of fund
58.87%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 9,415,125 -2,250,000 -19.3% 64.77% $308.6M $32.78
2025 Q3 REDUCED 11,665,125 -1,665,000 -12.5% 64.88% $357.5M $29.60
2025 Q2 REDUCED 13,330,125 -1,170,000 -8.1% 57.24% $347.8M $25.20
2025 Q1 ADDED 14,500,125 +2,405,945 +19.9% 57.13% $351.4M $23.40
2024 Q4 ADDED 12,094,180 +539,791 +4.7% 54.73% $280.2M $22.38
2024 Q3 INITIATED 11,554,389 54.45% $295.8M $24.43
% of Fund (quarterly)    CCNR price (monthly, adj. close)
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