WESTERN ASSET INVESTMENT GRA (PAI) Top Institutional Shareholders
WESTERN ASSET INVESTMENT GRA (PAI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $24.91M in PAI holdings during the latest filing period.
1607 Capital Partners, Llc is currently the largest disclosed institutional shareholder of PAI tracked by InsiderSet, reporting ownership valued at approximately $8.71M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $8.70M, representing an estimated loss of -0.12% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed PAI value among the investors covered in this analysis. Major shareholders include 1607 Capital Partners, Llc, Hennion & Walsh Asset Management, Inc., Guggenheim Capital Llc, and several other long-term asset managers with concentrated positions in WESTERN ASSET INVESTMENT GRA (PAI).
This page ranks the largest institutional PAI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
33
Total Reported Value
$24.91M
Largest Holder
1607 Capital Partners, Llc
Largest Position
$8.71M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
37
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| 1607 Capital Partners, Llc | 0.63% | 720,002 | $8,708,424 | $8,697,624 | -$10,800 | -0.12% | |
| Hennion & Walsh Asset Management, Inc. | 0.11% | 266,332 | $3,221,286 | $3,217,291 | -$3,995 | -0.12% | |
| Guggenheim Capital Llc | 0.02% | 216,086 | $2,614,638 | $2,610,319 | -$4,319 | -0.17% | |
| Jones Financial Companies Lllp | 0.00% | 209,289 | $2,486,358 | $2,528,211 | +$41,853 | +1.68% | |
| Fiera Capital Corp | 0.01% | 127,558 | $1,542,814 | $1,540,901 | -$1,913 | -0.12% | |
| Lpl Financial Llc | 0.00% | 91,217 | $1,103,269 | $1,101,901 | -$1,368 | -0.12% | |
| Raymond James Financial Inc | 0.00% | 47,138 | $570,130 | $569,427 | -$703 | -0.12% | |
| Wolverine Asset Management Llc | 0.01% | 45,912 | $555,306 | $554,617 | -$689 | -0.12% | |
| Stifel Financial Corp | 0.00% | 42,682 | $516,243 | $515,599 | -$644 | -0.12% | |
| Aviance Capital Partners, Llc | 0.05% | 38,314 | $463,404 | $462,833 | -$571 | -0.12% | |
| Shaker Financial Services, Llc | 0.15% | 35,534 | $429,784 | $429,251 | -$533 | -0.12% | |
| Baird Financial Group, Inc. | 0.00% | 31,472 | $380,654 | $380,182 | -$472 | -0.12% | |
| Clifford Swan Investment Counsel Llc | 0.01% | 27,351 | $330,810 | $330,400 | -$410 | -0.12% | |
| Meadow Creek Wealth Advisors Llc | 0.21% | 26,403 | $319,344 | $318,948 | -$396 | -0.12% | |
| Morgan Stanley | 0.00% | 22,877 | $276,706 | $276,354 | -$352 | -0.13% | |
| Whitener Capital Management, Inc. | 0.04% | 16,292 | $197,052 | $196,807 | -$245 | -0.12% | |
| Gilman Hill Asset Management, Llc | 0.03% | 15,000 | $181,425 | $181,200 | -$225 | -0.12% | |
| Wells Fargo & Company/Mn | 0.00% | 12,560 | $151,911 | $151,725 | -$186 | -0.12% | |
| Bank Of America Corp | 0.00% | 11,426 | $138,197 | $138,026 | -$171 | -0.12% | |
| Focus Partners Advisor Solutions, Llc | 0.00% | 11,021 | $133,299 | $133,134 | -$165 | -0.12% | |
| Susquehanna International Group, Llp | 0.00% | 10,871 | $131,485 | $131,322 | -$163 | -0.12% | |
| Osaic Holdings, Inc. | 0.00% | 8,355 | $101,092 | $100,928 | -$164 | -0.16% | |
| Ubs Group Ag | 0.00% | 8,344 | $100,921 | $100,796 | -$125 | -0.12% | |
| International Assets Investment Management, Llc | 0.00% | 5,650 | $69,156 | $68,252 | -$904 | -1.31% | |
| Cwm, Llc | 0.00% | 3,960 | $47,896 | $47,837 | -$59 | -0.12% | |
| Founders Capital Management | 0.02% | 3,140 | $37,978 | $37,931 | -$47 | -0.12% | |
| Fifth Third Bancorp | 0.00% | 2,450 | $29,633 | $29,596 | -$37 | -0.12% | |
| Kohmann Bosshard Financial Services, Llc | 0.00% | 1,939 | $23,453 | $23,423 | -$30 | -0.13% | |
| Creative Financial Designs Inc | 0.00% | 1,501 | $18,155 | $18,132 | -$23 | -0.13% | |
| Sit Investment Associates Inc | 0.28% | 1,154,680 | $13,966 | $13,948,534 | +$13,934,568 | +99774.94% | |
| Rockefeller Capital Management L.P. | 0.00% | 1,000 | $12,095 | $12,080 | -$15 | -0.12% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 140 | $1,693 | $1,691 | -$2 | -0.11% | |
| Martin Capital Partners, Llc | 0.09% | 19,518 | $236 | $235,777 | +$235,541 | +99805.69% |
Frequently asked questions about PAI
Who owns the most PAI stock?
The largest holders of PAI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WESTERN ASSET INVESTMENT GRA (PAI).
Is PAI widely held by superinvestors?
Many widely followed stocks like PAI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PAI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.