13F-HR 1 shikiar3q1213f.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: September 30,2012 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ x] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Shikiar Asset Management, Inc. Address: 1633 Broadway 9th Floor New York, NY 10019 13F File Number: 028-07060 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this submission. Person Signing this Report on Behalf of Reporting Manager: Name: Stuart A. Shikiar Title: President Phone: 212-888-6565 Signature, Place, and Date of Signing: Stuart A. Shikiar New York, New York October 26, 2012 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. List of Other Managers Reporting for this Manager: 0 FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 68 Form 13F Information Table Value Total: $177323 (x1000) List of Other Included Managers: 0 No. 13F File Number Name FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ASBC CAP TR I ORIG SEC QTLY 7. PFD 00209E207 1467 58523 SH SOLE 58523 ASSOCIATED BANC-CORP PFD STK S PFD 045488202 348 12400 SH SOLE 12400 BAC CAP TR II GTD CAP SECS 7% PFD 055188205 2243 88450 SH SOLE 88450 BANK OF AMERICA 8.2%DEP SH REP PFD 060505765 1301 50076 SH SOLE 49876 CITIGROUP CAP VIII SECS 6.95% PFD 17306R204 1054 41875 SH SOLE 41675 CITIGROUP INC TANGIBLE DIV ENH PFD 172967416 3748 38650 SH SOLE 38550 CREDIT SUISSE 7.9% GUERNSEY B PFD 225448208 1361 52450 SH SOLE 52450 EXCEL TR INC CUM PRF STK PFD 30068C307 1135 43325 SH SOLE 43125 GENERAL MTRS CO JR PFD CONV SE PFD 37045V209 579 15525 SH SOLE 15525 LEXINGTON RLTY TR PFD 7.55% SE PFD 529537201 533 21150 SH SOLE 21150 M&T CAP TR IV 8.5% GTD ENHANC PFD 55292C203 2621 102009 SH SOLE 101700 MORGAN STANLEY CAP 5.75% PFD 617466206 1197 48550 SH SOLE 48550 PRIVATEBANCORP 10% PFD 74272L208 2622 100475 SH SOLE 100175 REGIONS FING TR III 8.875% PFD 7591EM107 1345 52175 SH SOLE 51975 RESOURCE CAPITAL PERF B PFD 76120W500 498 20000 SH SOLE 20000 ZIONS BANCORP PREFERRED 9.5% PFD 989701503 3729 142475 SH SOLE 142275 ALPHA NATURAL RESOURCES SR NT CONV 02076XAA0 437 500000 PRN SOLE 500000 ACCESS MIDSTREAM PARTNERS LP U COM 00434L109 4745 143225 SH SOLE 143225 ALCOA COM 013817101 1257 141900 SH SOLE 141300 ANADARKO PETROLEUM COM 032511107 8037 114950 SH SOLE 114850 APPLE COM 037833100 25173 37735 SH SOLE 37735 BANK OF AMERICA COM 060505104 640 72500 SH SOLE 72500 BEARD COM 07384R408 0 18050 SH SOLE 18050 BERKSHIRE HATHAWAY DEL CL A COM 084670108 398 3 SH SOLE 3 BLACKHAWK CAP GROUP BDC COM 09236T103 2 24000 SH SOLE 24000 BUCKEYE PARTNERS L.P COM 118230101 240 5000 SH SOLE 5000 CATERPILLAR COM 149123101 4014 46650 SH SOLE 46650 CITIGROUP INC. COM 172967424 1420 43400 SH SOLE 43400 CITY NATIONAL COM 178566105 278 5400 SH SOLE 5400 COSTCO WHSL COM 22160K105 351 3500 SH SOLE 3500 DEAN FOODS CO COM 242370104 168 10250 SH SOLE 10250 DENBURY RES INC COM NEW COM 247916208 3129 193650 SH SOLE 193650 EBAY COM 278642103 4481 92650 SH SOLE 92550 ENTERPRISE PRDS PARTNERS LP COM 293792107 268 5000 SH SOLE 5000 EXCEL COM 30068C109 1722 150750 SH SOLE 150750 EXXON COM 30231G102 750 8200 SH SOLE 8200 FREEPORT MCMORAN COM 35671D857 6864 173425 SH SOLE 173325 GLOBAL ECOLOGY CORP COM COM 37950A109 1 250000 SH SOLE 250000 HESS COM 42809H107 724 13475 SH SOLE 13475 INCYTE COM 45337C102 3321 184000 SH SOLE 184000 INTERNATIONAL PAPER COM 460146103 3329 91650 SH SOLE 91500 JPMORGAN CHASE COM 46625H100 2022 49950 SH SOLE 49950 KINDER MORGAN ENERGY PARTNERS COM 494550106 454 5500 SH SOLE 5500 KKR FINANCIAL HLDGS LLC COM COM 48248A306 5301 527425 SH SOLE 526425 LEXINGTON REALTY TR COM 529043101 4771 493900 SH SOLE 492900 LINC ENERGY COM Q5562Z103 262 400000 SH SOLE 400000 LINN ENERGY COM 536020100 10372 251500 SH SOLE 251300 MACYS COM 55616P104 1656 44025 SH SOLE 43925 MANITOWOC INC COM 563571108 630 47200 SH SOLE 47200 MERCK & CO INC NEW COM COM 58933Y105 7655 169750 SH SOLE 169600 MGM MIRAGE COM 552953101 494 46000 SH SOLE 46000 MORGAN STANLEY COM 617446448 1004 60000 SH SOLE 60000 NEW YORK COMMUNITY BANCORP COM 649445103 1763 124500 SH SOLE 124100 NUCOR COM 670346105 1641 42900 SH SOLE 42900 OPKO HEALTH INC COM COM 68375N103 192 46000 SH SOLE 46000 ORACLE COM 68389X105 1996 63450 SH SOLE 63250 QEP RESOURCES COM 74733V100 2720 85900 SH SOLE 85900 SEACUBE CONTAINER LEASING LTD COM G79978105 2060 109850 SH SOLE 109250 SOMAXON PHARMACEUTICALS INC CO COM 834453201 4 15000 SH SOLE 15000 SPDR GOLD TRUST COM 78463V107 11413 66400 SH SOLE 66350 TEVA PHARMACEUTICAL COM 881624209 7712 186225 SH SOLE 186025 ULTRALIFE BATTERIES COM 903899102 336 108000 SH SOLE 108000 VERIZON COMMUNICATIONS COM 92343V104 355 7800 SH SOLE 7800 VIROPHARMA COM 928241108 4830 160000 SH SOLE 160000 VITACOST COM INC COM 92847A200 68 10000 SH SOLE 10000 WELLS FARGO COM 949746101 3461 100225 SH SOLE 100025 WESTERN GAS PARTNERS COM 958254104 4035 80050 SH SOLE 79850 WYNN RESORTS COM 983134107 2586 22400 SH SOLE 22400