SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
Reporting Manager: WESTWOOD HOLDINGS GROUP INC
Reporting Period: Quarter ended March 31, 2018
Filing Date: May 14, 2018
Location: Dallas, TX
Report Type: 13F Holdings Report (includes 3 other managers: Westwood Management Corp, Westwood International Advisors Inc., and Westwood Trust)
Key Financial Metrics
Note: Form 13F filings disclose equity holdings and do not report the manager's internal financial performance (revenue, profit, cash flow, or debt).
- Total Value of Reported Holdings: $12,316,340,000 (12.3 billion)
- Total Number of Holdings Entries: 421
- Number of Other Included Managers: 3
Material Changes
The filing text does not provide a clear value for material changes versus the prior comparable period. This form lists current holdings but does not explicitly detail period-over-period changes in the summary section provided.
Guidance, Outlook, and Risks
The filing text does not provide guidance, outlook, management commentary, risks, contingencies, or unusual items. Form 13F is a regulatory disclosure of holdings and does not contain forward-looking statements or operational commentary.
Key Facts for Investor Verification
- Verify the total portfolio value of approximately $12.3 billion against the specific holdings listed in the full schedule.
- Confirm the inclusion of the three additional managers (Westwood Management Corp, Westwood International Advisors Inc., Westwood Trust) in the consolidated report.
- Note that this filing represents a snapshot of holdings as of March 31, 2018, and does not reflect subsequent trading activity.