cyclicals, industrials, REITs, small caps, Spin-Offs, value
Manager purchased two REITs during the quarter that will benefit from lower interest rates. Four Corners is a triple net lease REIT previously owned. Curbline Properties is a newly spun-off convenience real estate REIT with properties in high-growth Southeast and Southwest markets, trading at attractive valuations relative to recent acquisition prices.
This report provides a detailed summary of investor holdings for a
specified stock ticker, highlighting key metrics such as fund
name, total assets under management (AUM), invested value,
portfolio weight, and shares owned. It also tracks changes in
share ownership during the last quarter, including the percentage
of shares bought or sold and the percentage of outstanding shares
owned. The data is generated using an API that processes investor
holdings and calculates these values for each fund. This report
helps investors and analysts monitor the stock positions of major
funds, identify investment trends, and assess the influence of
large investors on individual stocks.
