Ventas, Inc. $VTR Stock Holdings Lifted by Vert Asset Management LLC
Vert Asset Management LLC increased its position in Ventas, Inc. (NYSE:VTR – Free Report) by 9.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 225,527 shares of the real estate investment trust’s stock after buying an additional 18,535 shares […]
Lecap Asset Management Ltd. Makes New Investment in MetLife, Inc. $MET
Lecap Asset Management Ltd. acquired a new stake in MetLife, Inc. (NYSE:MET – Free Report) in the fourth quarter, Holdings Channel.com reports. The fund acquired 10,828 shares of the financial services provider’s stock, valued at approximately $855,000. Other hedge funds also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew […]
Lecap Asset Management Ltd. Cuts Holdings in Kimco Realty Corporation $KIM
Lecap Asset Management Ltd. trimmed its holdings in Kimco Realty Corporation (NYSE:KIM – Free Report) by 43.5% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 37,256 shares of the real estate investment trust’s stock after selling 28,698 shares during the period. Lecap Asset Management Ltd.’s holdings in Kimco Realty were worth $755,000 […]
Lecap Asset Management Ltd. Invests $667,000 in Voya Financial, Inc. $VOYA
Lecap Asset Management Ltd. bought a new stake in Voya Financial, Inc. (NYSE:VOYA – Free Report) during the 4th quarter, HoldingsChannel reports. The fund bought 8,957 shares of the asset manager’s stock, valued at approximately $667,000. A number of other institutional investors and hedge funds have also made changes to their positions in VOYA. Root […]
Lecap Asset Management Ltd. Trims Holdings in First Horizon Corporation $FHN
Lecap Asset Management Ltd. trimmed its position in First Horizon Corporation (NYSE:FHN – Free Report) by 64.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 20,494 shares of the financial services provider’s stock after selling 37,910 shares during the quarter. Lecap […]
Lecap Asset Management Ltd. Makes New $605,000 Investment in Crocs, Inc. $CROX
Lecap Asset Management Ltd. purchased a new stake in shares of Crocs, Inc. (NASDAQ:CROX – Free Report) in the fourth quarter, HoldingsChannel reports. The firm purchased 7,069 shares of the textile maker’s stock, valued at approximately $605,000. A number of other institutional investors and hedge funds have also made changes to their positions in the […]
28,619 Shares in Camden Property Trust $CPT Bought by Vert Asset Management LLC
Vert Asset Management LLC bought a new position in shares of Camden Property Trust (NYSE:CPT – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 28,619 shares of the real estate investment trust’s stock, valued at approximately $3,150,000. Camden Property […]
Envista Holdings Corporation $NVST Shares Sold by Hedges Asset Management LLC
Hedges Asset Management LLC decreased its holdings in shares of Envista Holdings Corporation (NYSE:NVST – Free Report) by 49.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,800 shares of the company’s stock after selling 20,000 shares during the period. Hedges Asset […]
Vert Asset Management LLC Sells 8,058 Shares of Simon Property Group, Inc. $SPG
Vert Asset Management LLC decreased its stake in shares of Simon Property Group, Inc. (NYSE:SPG – Free Report) by 6.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 120,759 shares of the real estate investment trust’s stock after selling 8,058 shares during […]
HighRoad Wealth Advisors LLC Takes Position in iShares MSCI EAFE ETF $EFA
HighRoad Wealth Advisors LLC purchased a new stake in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 15,862 shares of the exchange traded fund’s stock, valued at approximately $1,523,000. iShares MSCI EAFE ETF comprises approximately […]
Vert Asset Management LLC Has $22.09 Million Position in American Tower Corporation $AMT
Vert Asset Management LLC grew its holdings in American Tower Corporation (NYSE:AMT – Free Report) by 22.0% in the fourth quarter, Holdings Channel reports. The firm owned 125,806 shares of the real estate investment trust’s stock after buying an additional 22,684 shares during the quarter. American Tower accounts for about 7.3% of Vert Asset Management […]
Lecap Asset Management Ltd. Buys New Position in Seaboard Corporation $SEB
Lecap Asset Management Ltd. bought a new stake in shares of Seaboard Corporation (NYSEAMERICAN:SEB – Free Report) during the 4th quarter, HoldingsChannel reports. The firm bought 96 shares of the company’s stock, valued at approximately $427,000. Several other hedge funds have also modified their holdings of SEB. EverSource Wealth Advisors LLC raised its holdings in […]
Lecap Asset Management Ltd. Invests $783,000 in Allegro MicroSystems, Inc. $ALGM
Lecap Asset Management Ltd. bought a new stake in shares of Allegro MicroSystems, Inc. (NASDAQ:ALGM – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 29,696 shares of the company’s stock, valued at approximately $783,000. Other hedge funds and other […]
Lecap Asset Management Ltd. Buys New Stake in Equity Lifestyle Properties, Inc. $ELS
Lecap Asset Management Ltd. bought a new position in Equity Lifestyle Properties, Inc. (NYSE:ELS – Free Report) during the 4th quarter, Holdings Channel reports. The fund bought 9,036 shares of the real estate investment trust’s stock, valued at approximately $548,000. A number of other institutional investors and hedge funds have also recently bought and sold […]
Silphium Asset Management Ltd Sells 5,711 Shares of Waste Management, Inc. $WM
Silphium Asset Management Ltd lessened its holdings in Waste Management, Inc. (NYSE:WM – Free Report) by 44.2% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 7,204 shares of the business services provider’s stock after selling 5,711 shares during the period. Silphium Asset Management Ltd’s […]
Steele Capital Management Inc. Boosts Stock Holdings in Vanguard Value ETF $VTV
Steele Capital Management Inc. boosted its holdings in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 10.2% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 103,185 shares of the company’s stock after purchasing an additional 9,522 shares during the quarter. Vanguard Value ETF […]
Vert Asset Management LLC Makes New $1 Million Investment in Kite Realty Group Trust $KRG
Vert Asset Management LLC acquired a new position in shares of Kite Realty Group Trust (NYSE:KRG – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 41,869 shares of the real estate investment trust’s stock, valued at approximately $1,004,000. Several other hedge funds also […]
Vision Capital Management Inc. Decreases Stock Holdings in IQVIA Holdings Inc. $IQV
Vision Capital Management Inc. lowered its position in IQVIA Holdings Inc. (NYSE:IQV – Free Report) by 19.2% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 27,993 shares of the medical research company’s stock after selling 6,659 shares during the period. IQVIA […]
Vanguard FTSE Emerging Markets ETF $VWO Shares Bought by TD Waterhouse Canada Inc.
TD Waterhouse Canada Inc. raised its holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 22.5% in the fourth quarter, Holdings Channel.com reports. The fund owned 965,642 shares of the exchange traded fund’s stock after acquiring an additional 177,514 shares during the period. TD Waterhouse Canada Inc.’s holdings in Vanguard FTSE Emerging […]
iShares 0-3 Month Treasury Bond ETF $SGOV Shares Sold by Journey Advisory Group LLC
Journey Advisory Group LLC decreased its holdings in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 45.3% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 86,209 shares of the company’s stock after selling 71,415 shares during the quarter. Journey Advisory Group LLC’s holdings in iShares 0-3 Month […]
Journey Advisory Group LLC Raises Holdings in Vanguard FTSE Developed Markets ETF $VEA
Journey Advisory Group LLC raised its stake in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 16.1% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 730,840 shares of the company’s stock after buying an additional 101,436 shares during the quarter. Vanguard FTSE Developed Markets ETF makes up about […]
HighRoad Wealth Advisors LLC Takes $7.13 Million Position in Vanguard Small-Cap ETF $VB
HighRoad Wealth Advisors LLC purchased a new stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 27,633 shares of the company’s stock, valued at approximately $7,128,000. Vanguard Small-Cap ETF accounts for […]
2,254 Shares in West Pharmaceutical Services, Inc. $WST Purchased by Lecap Asset Management Ltd.
Lecap Asset Management Ltd. bought a new stake in West Pharmaceutical Services, Inc. (NYSE:WST – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund bought 2,254 shares of the medical instruments supplier’s stock, valued at approximately $620,000. Other institutional investors also recently added to or reduced their stakes in the company. Vanguard Group […]
Vanguard FTSE Developed Markets ETF $VEA is Steele Capital Management Inc.’s 5th Largest Position
Steele Capital Management Inc. boosted its stake in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 2.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,110,333 shares of the company’s stock after purchasing […]
iShares Core S&P Small-Cap ETF $IJR Stake Lifted by Vision Capital Management Inc.
Vision Capital Management Inc. raised its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 7.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 409,694 shares of the exchange traded fund’s stock after purchasing an additional 26,645 shares […]
iShares MSCI EAFE Growth ETF $EFG Shares Sold by Horst & Graben Wealth Management LLC
Horst & Graben Wealth Management LLC decreased its holdings in shares of iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 37.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 14,842 shares of the company’s stock after selling 8,967 shares during the […]
Prasad Wealth Partners LLC Makes New $8.39 Million Investment in Fidelity Small-Mid Multifactor ETF $FSMD
Prasad Wealth Partners LLC acquired a new position in Fidelity Small-Mid Multifactor ETF (NYSEARCA:FSMD – Free Report) during the fourth quarter, according to the company in its most recent filing with the SEC. The fund acquired 190,174 shares of the company’s stock, valued at approximately $8,392,000. Fidelity Small-Mid Multifactor ETF makes up 2.2% of Prasad […]
HighRoad Wealth Advisors LLC Makes New $9.37 Million Investment in SPDR Bloomberg 1-3 Month T-Bill ETF $BIL
HighRoad Wealth Advisors LLC bought a new position in shares of SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 102,536 shares of the company’s stock, valued at approximately $9,370,000. […]
Vert Asset Management LLC Has $6.04 Million Stock Holdings in Host Hotels & Resorts, Inc. $HST
Vert Asset Management LLC raised its stake in shares of Host Hotels & Resorts, Inc. (NASDAQ:HST – Free Report) by 9.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 340,417 shares of the company’s stock after purchasing an additional […]
Lodestar Private Asset Management LLC Buys 6,052 Shares of iShares Core S&P Small-Cap ETF $IJR
Lodestar Private Asset Management LLC raised its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 4.1% during the fourth quarter, HoldingsChannel reports. The firm owned 152,453 shares of the exchange traded fund’s stock after buying an additional 6,052 shares during the quarter. iShares Core S&P Small-Cap ETF comprises 1.8% […]
last updated on 20 Apr 21:16