SHIKIAR ASSET MANAGEMENT INC

NEW YORK, NY · CIK 1058022 · 13F filing filed 2026-07-21

SEC-registered investment adviser since 1993 · corporation

Assets managed$564.0m
Staff6 · 4 in investment roles
Main clients (by assets)High net worth individuals 91%, Companies 9%
Websiteshikiar.com
Form ADV · 2026-03-24SEC adviser record

$395.8m reported value +14.1% vs Q1 2026

113positions

51.3%in top 10

15 new 24 added 49 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	268,034	$77.6m19.59%	19.59%	Reduced -4.6k	-4,635 -1.7%
2	AMAZON COM INC COM AMZN	AMZN	87,537	$20.9m5.27%	5.27%	Reduced -2.4k	-2,392 -2.7%
3	ADVANCED MICRO DEVICES INC COM AMD	AMD	35,913	$20.9m5.27%	5.27%	Added +9.0k	+8,967 33.3%
4	ALPHABET INC CAP STK CL C GOOG	GOOG	55,158	$19.5m4.92%	4.92%	Reduced -1.0k	-1,020 -1.8%
5	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	25,931	$12.4m3.13%	3.13%	Reduced -1.8k	-1,811 -6.5%
6	MICROSOFT CORP COM MSFT	MSFT	30,435	$11.4m2.87%	2.87%	Reduced -180	-180 -0.6%
7	CITIGROUP INC COM NEW C	C	80,125	$11.2m2.83%	2.83%	Reduced -3.7k	-3,740 -4.5%
8	INCYTE CORP COM INCY	INCY	92,875	$10.5m2.66%	2.66%	Reduced -725	-725 -0.8%
9	LINDE PLC SHS LIN	LIN	18,854	$9.8m2.47%	2.47%	Reduced -25	-25 -0.1%
10	NEXTERA ENERGY INC COM NEE	NEE	104,234	$9.1m2.31%	2.31%	Added +4.5k	+4,511 4.5%
11	ALPS ETF TR ALERIAN MLP AMLP	AMLP	169,155	$8.8m2.22%	2.22%	Reduced -9.4k	-9,390 -5.3%
12	MADRIGAL PHARMACEUTICALS INC COM MDGL	MDGL	14,950	$8.0m2.03%	2.03%	Added +10.9k	+10,950 273.8%
13	DELL TECHNOLOGIES INC CL C DELL	DELL	16,230	$7.0m1.77%	1.77%	Reduced -4.7k	-4,660 -22.3%
14	WHEATON PRECIOUS METALS CORP COM WPM	WPM	62,030	$7.0m1.76%	1.76%	Reduced -7.0k	-6,965 -10.1%
15	BANK AMERICA CORP COM BAC	BAC	119,595	$6.8m1.72%	1.72%	Reduced -150	-150 -0.1%
16	REVOLUTION MEDICINES INC COM RVMD	RVMD	33,205	$6.2m1.57%	1.57%	New
17	LXP INDUSTRIAL TRUST COM LXP	LXP	115,355	$6.2m1.57%	1.57%	Reduced -18.1k	-18,125 -13.6%
18	CAPITAL ONE FINL CORP COM COF	COF	30,458	$6.1m1.54%	1.54%	Reduced -19.5k	-19,525 -39.1%
19	FREEPORT-MCMORAN INC CL B FCX	FCX	96,600	$6.1m1.53%	1.53%	Reduced -54.2k	-54,170 -35.9%
20	ROYAL BK CDA COM RY	RY	26,290	$5.4m1.37%	1.37%	Unchanged
21	SLM CORP PFD SERIES B PREF SLM V0 PERP B	SLM V0 PERP B	71,325	$5.3m1.33%	1.33%	Reduced -4.4k	-4,425 -5.8%
22	EQT CORP COM EQT	EQT	98,055	$5.2m1.32%	1.32%	Reduced -12.8k	-12,750 -11.5%
23	SYNCHRONY FINANCIAL SER B 8.25 PFD SYF V8.25 PERP B	SYF V8.25 PERP B	201,530	$5.2m1.32%	1.32%	Reduced -18.4k	-18,450 -8.4%
24	BLACKSTONE SECD LENDING FD COMMON STOCK BXSL	BXSL	212,500	$5.0m1.27%	1.27%	Reduced -52.4k	-52,440 -19.8%
25	FORGENT POWER SOLUTIONS INC COM SHS CL A FPS	FPS	86,290	$4.8m1.22%	1.22%	New
26	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	16,625	$4.7m1.18%	1.18%	New
27	SPDR GOLD TR GOLD SHS GLD	GLD	11,766	$4.3m1.09%	1.09%	Added +115	+115 1.0%
28	WILLIS LEASE FIN CORP COM WLFC	WLFC	18,565	$4.2m1.07%	1.07%	Added +6.1k	+6,095 48.9%
29	FTAI AVIATION PFD SER D 9.5 PFD FTAI V9.5 PERP D	FTAI V9.5 PERP D	150,130	$4.1m1.04%	1.04%	Reduced -10.8k	-10,800 -6.7%
30	THE CIGNA GROUP COM CI	CI	14,917	$4.1m1.04%	1.04%	Reduced -775	-775 -4.9%
31	CONSTELLATION ENERGY CORP COM CEG	CEG	14,538	$3.6m0.91%	0.91%	Reduced -2.1k	-2,085 -12.5%
32	SLM CORP COM SLM	SLM	135,650	$3.5m0.89%	0.89%	Reduced -77.5k	-77,450 -36.3%
33	BLACKSTONE MTG TR INC COM CL A BXMT	BXMT	204,900	$3.5m0.88%	0.88%	Added +30.2k	+30,200 17.3%
34	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	23,500	$3.0m0.76%	0.76%	Unchanged
35	GOLUB CAP BDC INC COM GBDC	GBDC	223,750	$2.9m0.73%	0.73%	Reduced -27.6k	-27,550 -11.0%
36	Jackson Financial Inc PFD JXN V8 PERP	JXN V8 PERP	93,350	$2.4m0.59%	0.59%	Reduced -3.5k	-3,500 -3.6%
37	LINCOLN NATIONAL CO PFD SER D PFD LNC 9 PERP D	LNC 9 PERP D	81,775	$2.1m0.54%	0.54%	Reduced -2.8k	-2,750 -3.2%
38	WESCO INTL INC COM WCC	WCC	5,840	$2.0m0.51%	0.51%	Reduced -2.8k	-2,795 -32.4%
39	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	17,181	$2.0m0.51%	0.51%	Reduced -3.6k	-3,630 -17.4%
40	AFFILIATED MANAGERS GROUP INC-CALL PFD AMG 6.75 03.30.64	AMG 6.75 03.30.64	81,000	$1.9m0.47%	0.47%	Reduced -3.5k	-3,450 -4.1%
41	SELECT SECTOR SPDR TR ENERGY XLE	XLE	34,525	$1.8m0.46%	0.46%	Reduced -2.8k	-2,825 -7.6%
42	PEBBLEBROOK HOTEL TR PFD SER G PFD PEB 6.375 PERP G	PEB 6.375 PERP G	90,550	$1.8m0.45%	0.45%	Added +14.6k	+14,600 19.2%
43	SALESFORCE INC COM CRM	CRM	11,300	$1.8m0.45%	0.45%	Reduced -3.4k	-3,407 -23.2%
44	TELEPHONE & DATA SYSTEMS SER U PFD TDS 6.625 PERP UU	TDS 6.625 PERP UU	85,700	$1.7m0.44%	0.44%	Added +18.9k	+18,900 28.3%
45	MORGAN STANLEY DIRECT LENDIN COM SHS MSDL	MSDL	112,750	$1.7m0.43%	0.43%	Added +8.2k	+8,150 7.8%
46	AXON ENTERPRISE INC COM AXON	AXON	3,000	$1.7m0.42%	0.42%	Unchanged
47	DANAOS CORPORATION SHS DAC	DAC	12,240	$1.5m0.38%	0.38%	Reduced -2.0k	-2,045 -14.3%
48	APOLLO GLOBAL MGMT INC NT 7.6 PFD APO V7.625 09.15.53	APO V7.625 09.15.53	58,500	$1.5m0.38%	0.38%	Reduced -4.7k	-4,700 -7.4%
49	Vornado Realt 5.25 PFD PFD Ser N PFD VNO 5.25 PERP N	VNO 5.25 PERP N	83,100	$1.5m0.37%	0.37%	Added +2.5k	+2,500 3.1%
50	CBRE GROUP INC CL A CBRE	CBRE	10,716	$1.4m0.36%	0.36%	Reduced -30.1k	-30,115 -73.8%
51	CHUBB LIMITED COM CB	CB	4,174	$1.4m0.36%	0.36%	Reduced -1.5k	-1,526 -26.8%
52	PITNEY BOWES INC PFD PBI 6.7 03.07.43	PBI 6.7 03.07.43	70,000	$1.4m0.35%	0.35%	Added +37.7k	+37,700 116.7%
53	NOKIA CORP SPONSORED ADR NOK	NOK	103,190	$1.4m0.35%	0.35%	New
54	FRONTVIEW REIT INC COM FVR	FVR	61,350	$1.2m0.31%	0.31%	New
55	VALLEY NATL BANCORP PFD SER C PFD VLY V8.25 PERP C	VLY V8.25 PERP C	45,700	$1.2m0.29%	0.29%	Added +16.6k	+16,600 57.0%
56	BABCOCK & WILCOX SER A 7.75 PFD BW 7.75 PERP A	BW 7.75 PERP A	51,500	$1.1m0.29%	0.29%	Added +19.0k	+19,000 58.5%
57	COSTCO WHSL CORP NEW COM COST	COST	1,115	$1.0m0.26%	0.26%	Unchanged
58	SL GREEN REALTY CORP PFD I 6.5 PFD SLG 6.5 PERP I	SLG 6.5 PERP I	48,750	$1.0m0.26%	0.26%	Added +4.5k	+4,500 10.2%
59	Vornado Realt 5.25 PFD PFD Ser M PFD VNO 5.25 PERP M	VNO 5.25 PERP M	57,250	$1.0m0.26%	0.26%	Reduced -250	-250 -0.4%
60	GOLDMAN SACHS BDC INC SHS GSBD	GSBD	102,900	$975.0k0.25%	0.25%	Added +34.0k	+33,950 49.2%
61	FORTRESS BIOTECH INC COM NEW FBIO	FBIO	305,469	$935.0k0.24%	0.24%	Unchanged
62	DANAHER CORPORATION COM DHR	DHR	4,767	$908.0k0.23%	0.23%	Unchanged
63	LOEWS CORP COM L	L	7,615	$862.0k0.22%	0.22%	Reduced -1.0k	-1,005 -11.7%
64	JPMORGAN CHASE & CO COM JPM	JPM	2,549	$834.0k0.21%	0.21%	Unchanged
65	PEBBLEBROOK HOTEL TR PFD SER H PFD PEB 5.7 PERP H	PEB 5.7 PERP H	46,250	$811.0k0.20%	0.20%	Added +7.8k	+7,800 20.3%
66	UNIT CORP COM UNTC	UNTC	25,800	$807.0k0.20%	0.20%	Reduced -6.5k	-6,500 -20.1%
67	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	1	$749.0k0.19%	0.19%	Unchanged
68	GREEN BRICK PARTNERS PFD SER A PFD GRBK 5.75 PERP A	GRBK 5.75 PERP A	34,400	$747.0k0.19%	0.19%	Unchanged
69	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	7,432	$745.0k0.19%	0.19%	Reduced -100	-100 -1.3%
70	HOVNANIAN ENTERPRISES SER A 7. PFD HOV 7.625 PERP	HOV 7.625 PERP	33,050	$681.0k0.17%	0.17%	Added +4.5k	+4,500 15.8%
71	GAMING & LEISURE PPTYS INC COM GLPI	GLPI	14,952	$666.0k0.17%	0.17%	Reduced -4.5k	-4,500 -23.1%
72	CAPSTONE GREEN ENERGY CORP COM COM CEPL	CEPL	69,700	$641.0k0.16%	0.16%	Added +39.5k	+39,450 130.4%
73	ZSCALER INC COM ZS	ZS	4,530	$639.0k0.16%	0.16%	Reduced -13.2k	-13,223 -74.5%
74	BROADCOM INC COM AVGO	AVGO	1,600	$604.0k0.15%	0.15%	Added +700	+700 77.8%
75	EATON VANCE TAX-MANAGED DIVE COM XETYX	XETYX	39,865	$580.0k0.15%	0.15%	Unchanged
76	HERMES INTERNATIONAL SA ADR ADR HESAY	HESAY	3,085	$565.0k0.14%	0.14%	Reduced -7.4k	-7,410 -70.6%
77	EATON VANCE TAX ADVT DIV INC COM XEVTX	XEVTX	20,000	$554.0k0.14%	0.14%	Unchanged
78	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,544	$552.0k0.14%	0.14%	Unchanged
79	AMTECH SYS INC COM PAR $0.01N ASYS	ASYS	22,075	$509.0k0.13%	0.13%	New
80	JOHNSON & JOHNSON COM JNJ	JNJ	1,900	$483.0k0.12%	0.12%	Unchanged
81	MCDONALDS CORP COM MCD	MCD	1,745	$472.0k0.12%	0.12%	Unchanged
82	CORE SCIENTIFIC INC NEW COM CORZ	CORZ	17,350	$444.0k0.11%	0.11%	Reduced -2.9k	-2,925 -14.4%
83	EATON VANCE TAX-MANAGED GLOB COM ETW	ETW	45,100	$435.0k0.11%	0.11%	Unchanged
84	NVIDIA CORPORATION COM NVDA	NVDA	2,110	$422.0k0.11%	0.11%	Unchanged
85	OGE ENERGY CORP COM OGE	OGE	8,500	$414.0k0.10%	0.10%	New
86	INTEL CORP COM INTC	INTC	2,570	$359.0k0.09%	0.09%	New
87	EATON VANCE TAX-MANAGED BUY- COM ETV	ETV	23,075	$343.0k0.09%	0.09%	Unchanged
88	ELI LILLY & CO COM LLY	LLY	284	$341.0k0.09%	0.09%	Unchanged
89	UROGEN PHARMA LTD COM URGN	URGN	8,750	$322.0k0.08%	0.08%	Reduced -2.0k	-2,000 -18.6%
90	OATLY GROUP AB SPONSORED ADS OTLY	OTLY	34,000	$318.0k0.08%	0.08%	Added +10.0k	+10,000 41.7%
91	COREWEAVE INC COM CL A CRWV	CRWV	3,150	$314.0k0.08%	0.08%	Unchanged
92	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	8,500	$312.0k0.08%	0.08%	Unchanged
93	OPTICAL CABLE CORP COM NEW OCC	OCC	14,600	$306.0k0.08%	0.08%	Reduced -13.6k	-13,550 -48.1%
94	SIVERS SEMICONDUCT ORDF COM SIVEF	SIVEF	45,125	$302.0k0.08%	0.08%	New
95	PALO ALTO NETWORKS INC COM PANW	PANW	872	$297.0k0.08%	0.08%	Reduced -297	-297 -25.4%
96	ONDAS INC COM NEW ONDS	ONDS	35,700	$294.0k0.07%	0.07%	Added +18.9k	+18,950 113.1%
97	TECOGEN INC NEW COM NEW TGEN	TGEN	54,050	$282.0k0.07%	0.07%	Added +36.4k	+36,400 206.2%
98	CHIRON REAL ESTATE INC COM NEW XRN	XRN	7,500	$281.0k0.07%	0.07%	New
99	PEPSICO INC COM PEP	PEP	2,050	$278.0k0.07%	0.07%	Unchanged
100	WASTE MGMT INC DEL COM WM	WM	1,133	$253.0k0.06%	0.06%	Reduced -160	-160 -12.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
FTAI AVIATION PFD SER C 8.25 FTAI V8.25 PERP C	FTAI V8.25 PERP C	31,700	$798.0k31.7k shares
HONEYWELL INTL INC		1,049	$474.0k1.0k shares
BLACKSTONE INC BX	BX	2,578	$296.0k2.6k shares
BANKUNITED INC BKU	BKU	5,500	$248.0k5.5k shares
LUMENTUM HLDGS INC LITE	LITE	326	$229.0k326 shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
FTAI AVIATION LTD FTAI · 13G · filed 2026-10-26	FTAI	5.8%	no change	13G	2026-10-26