SCHEDULE: Oppenheimer Group Discloses 5.27% Stake in Capital Properties
Beneficial Ownership Report
Carl K. Oppenheimer and affiliated entities have reported beneficial ownership of 5.27% of Capital Properties, Inc.'s Class A Common Stock.
Summary
- Carl K. Oppenheimer, along with P. Oppenheimer Investment Partnership, LP, Oppenheimer-Close Investment Partnership, LP, Oppenheimer + Close, LLC, and Oppvest, LLC, collectively reported beneficial ownership in Capital Properties, Inc.
- Carl K. Oppenheimer individually holds an aggregate beneficial ownership of 348,043 shares, representing 5.27% of the Class A Common Stock.
- P. Oppenheimer Investment Partnership, LP beneficially owns 292,967 shares, accounting for 4.44% of the class.
- Oppvest, LLC beneficially owns 298,058 shares, representing 4.52% of the class.
- Oppenheimer + Close, LLC beneficially owns an aggregate of 49,985 shares, or 0.76% of the class.
- Oppenheimer-Close Investment Partnership, LP beneficially owns 5,091 shares, representing 0.08% of the class.
- All reporting persons share a principal business office at 119 West 57th Street Suite 1515, New York, NY 10019.
Sentiment
Score: 6
Explanation: StockSavvy.ai views this as a moderately positive disclosure, as it reveals a significant and consolidated ownership stake by Carl K. Oppenheimer and his affiliated entities, potentially indicating confidence in Capital Properties, Inc.
Future Outlook
NA
Industry Context
StockSavvy.ai notes that the disclosure of a significant beneficial ownership stake, particularly one crossing the 5% threshold, often signals a long-term investment interest from the reporting entity. This type of filing is a standard regulatory requirement for large shareholders and provides transparency into the ownership structure of publicly traded companies.
Stakeholder Impact
- Shareholders: Increased transparency regarding significant ownership stakes, potentially signaling long-term investor interest.
Key Dates
| Date | Description |
|---|---|
| 12/31/2025 | Date of event which requires filing of this statement |
| 02/10/2026 | Signature date for all reporting persons |
Keywords
Capital Properties Inc., Class A Common Stock, Beneficial Ownership, Schedule 13G, Carl K. Oppenheimer, Institutional Investor, Equity Stake, SEC Filing
Disclaimer:The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.