Capital Square, LLC - Portfolio overview

Capital Square, LLC has 260 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Real Estate and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD TOTAL STOCK MARKET ETF, 6.31%
2. PFF - ISHARES TR PFD AND INCM SEC, 3.16%
3. PFXF - VANECK PREFERRED SECURITIES EX FINANCIALS ETF, 2.16%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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