SHIKIAR ASSET MANAGEMENT INC PBI/PRB — PITNEY BOWES SER B 6.70

Ownership history in SHIKIAR ASSET MANAGEMENT INC  ·  4 quarters on record

AI Ownership Summary

SHIKIAR ASSET MANAGEMENT INC reported PITNEY BOWES SER B 6.70 (PBI/PRB) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q3. Peak portfolio weight reached 0.47% in 2026 Q3. The latest visible filing shows PBI/PRB at 0.47% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PBI/PRB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SHIKIAR ASSET MANAGEMENT INC's position in PITNEY BOWES SER B 6.70, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

PBI/PRB was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SHIKIAR ASSET MANAGEMENT INC held PBI/PRB — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 90,840 +20,840 +29.8% 0.47% $2K 2026-10-20 —
2026 Q2 ADDED — — — 70,000 +37,700 +116.7% 0.35% $1K 2026-07-21 —
2026 Q1 ADDED — — — 32,300 +13,100 +68.2% 0.18% $620 2026-04-23 —
2025 Q3 INITIATED — — — 19,200 — — 0.09% $372K 2025-10-14 —

🏢 Other funds also holding PBI/PRB

As of 2026 Q3 — sorted by position size

Main Street Group, LTD 0.0%

FAQ About SHIKIAR ASSET MANAGEMENT INC and PBI/PRB

These are the practical questions this page is built to answer before you even open the full history table.

How long has SHIKIAR ASSET MANAGEMENT INC reported owning PBI/PRB?

SHIKIAR ASSET MANAGEMENT INC reported PBI/PRB across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

What was the largest reported PBI/PRB position in SHIKIAR ASSET MANAGEMENT INC's portfolio?

The largest reported portfolio weight for PBI/PRB was 0.47% in 2026 Q3.

What is the latest reported PBI/PRB position on this page?

The most recent filing on this page is 2026 Q3, when SHIKIAR ASSET MANAGEMENT INC reported 90,840 shares, equal to 0.47% of portfolio, with an estimated market value of $2K.

What does the chart on this PBI/PRB ownership page compare?

The chart compares SHIKIAR ASSET MANAGEMENT INC's quarterly PBI/PRB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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