Q2 2024 |
152 |
$201M |
+$9.87M |
-$5.2M |
+$4.67M |
BRKB, QQQ, AAPL, RMR, VZ
|
13F-HR |
8/12/2024, 03:05 PM |
Q1 2024 |
157 |
$192M |
+$24.6M |
-$11.3M |
+$13.3M |
BRKB, QQQ, AAPL, RMR, VZ
|
13F-HR |
5/16/2024, 12:10 PM |
Q4 2023 |
331 |
$169M |
+$24.7M |
-$31.2M |
-$6.46M |
BRKB, QQQ, AAPL, RMR, VZ
|
13F-HR |
2/14/2024, 05:29 PM |
Q3 2023 |
152 |
$161M |
+$3.69M |
-$4.69M |
-$998K |
BRKB, AAPL, QQQ, RMR, FPI
|
13F-HR |
11/14/2023, 02:40 PM |
Q2 2023 |
154 |
$170M |
+$1.52M |
-$47.1M |
-$45.6M |
AAPL, BRKB, QQQ, RMR, FPI
|
13F-HR |
8/14/2023, 05:37 PM |
Q1 2023 |
165 |
$208M |
+$5.27M |
-$4.77M |
+$504K |
BRKB, AAPL, RMR, QQQ, FPI
|
13F-HR |
5/15/2023, 01:34 PM |
Q4 2022 |
162 |
$199M |
+$3.04M |
-$4.94M |
-$1.9M |
BRKB, RMR, AAPL, NLY, FPI
|
13F-HR |
2/14/2023, 03:00 PM |
Q3 2022 |
163 |
$186M |
+$7.23M |
-$26.8M |
-$19.6M |
BRKB, AAPL, RMR, FPI, NLY
|
13F-HR |
11/14/2022, 01:38 PM |
Q2 2022 |
176 |
$226M |
+$26.1M |
-$4.84M |
+$21.3M |
BRKB, AAPL, VZ, RMR, FPI
|
13F-HR |
7/29/2022, 01:44 PM |
Q1 2022 |
179 |
$247M |
+$15.9M |
-$2.37M |
+$13.5M |
AAPL, ILPT, BRKB, OPI, VZ
|
13F-HR |
4/29/2022, 04:04 PM |
Q4 2021 |
172 |
$237M |
+$19M |
-$4.65M |
+$14.4M |
AAPL, ILPT, BRKB, OPI, VZ
|
13F-HR |
1/31/2022, 04:13 PM |
Q3 2021 |
172 |
$208M |
+$13.1M |
-$955K |
+$12.2M |
ILPT, AAPL, OPI, BRKB, AMZN
|
13F-HR |
10/29/2021, 02:04 PM |
Q2 2021 |
169 |
$200M |
+$8.78M |
-$2.7M |
+$6.08M |
ILPT, AAPL, OPI, AMZN, BRKB
|
13F-HR |
8/2/2021, 06:12 PM |
Q1 2021 |
161 |
$183M |
+$8.17M |
-$6.98M |
+$1.19M |
AAPL, T, ILPT, OPI, AMZN
|
13F-HR |
4/30/2021, 01:23 PM |
Q4 2020 |
159 |
$170M |
+$9.94M |
-$2.89M |
+$7.05M |
AAPL, T, ILPT, AMZN, ZG
|
13F-HR |
1/29/2021, 01:57 PM |
Q3 2020 |
153 |
$143M |
+$13.9M |
-$6.31M |
+$7.6M |
AAPL, AMZN, ILPT, T, ZG
|
13F-HR |
10/30/2020, 02:06 PM |
Q2 2020 |
147 |
$129M |
+$6.9M |
-$5.04M |
+$1.86M |
AAPL, ILPT, AMZN, T, OPI
|
13F-HR |
7/27/2020, 01:33 PM |
Q1 2020 |
137 |
$107M |
+$9.09M |
-$6.62M |
+$2.47M |
OPI, ILPT, T, AAPL, AMZN
|
13F-HR |
4/27/2020, 01:49 PM |
Q4 2019 |
146 |
$140M |
+$4.27M |
-$1.68M |
+$2.59M |
OPI, CXO, T, KMF, AAPL
|
13F-HR |
1/17/2020, 05:03 PM |
Q3 2019 |
146 |
$131M |
+$9.47M |
-$6.97M |
+$2.5M |
OPI, T, KMF, CXO, ILPT
|
13F-HR |
10/29/2019, 03:48 PM |
Q2 2019 |
141 |
$126M |
+$9.47M |
-$7.28M |
+$2.19M |
OPI, KMF, T, ILPT, AMZN
|
13F-HR |
7/19/2019, 01:43 PM |
Q1 2019 |
139 |
$122M |
+$7.69M |
-$10.5M |
-$2.76M |
KMF, T, ILPT, TIP, OPI
|
13F-HR |
4/23/2019, 05:25 PM |
Q4 2018 |
139 |
$112M |
+$7.74M |
-$5.97M |
+$1.77M |
KMF, T, ILPT, TIP, AMZN
|
13F-HR |
1/29/2019, 12:42 PM |
Q3 2018 |
162 |
$130M |
+$7.06M |
-$6.24M |
+$822K |
SIR, KMF, T, SNH, AMZN
|
13F-HR |
10/29/2018, 03:50 PM |
Q2 2018 |
152 |
$127M |
+$8.39M |
-$4.13M |
+$4.25M |
KMF, SIR, SNH, KYN, T
|
13F-HR |
7/19/2018, 12:25 PM |
Q1 2018 |
153 |
$119M |
+$11.7M |
-$5.14M |
+$6.59M |
KMF, SIR, KYN, SNH, TIP
|
13F-HR |
4/27/2018, 12:36 PM |
Q4 2017 |
5 |
$806K |
$0 |
$0 |
|
SPY, EFA
|
New Holdings |
4/27/2018, 01:34 PM |
Q4 2017 |
150 |
$119M |
+$5.31M |
-$2.93M |
+$2.38M |
KMF, KYN, SIR, SNH, TSN
|
13F-HR |
1/30/2018, 04:21 PM |
Q3 2017 |
147 |
$112M |
+$6.73M |
-$3.33M |
+$3.4M |
KMF, KYN, SNH, SIR, TSN
|
13F-HR |
10/27/2017, 03:46 PM |
Q2 2017 |
145 |
$106M |
$0 |
$0 |
|
KMF, KYN, SNH, TIP, SIR
|
13F-HR |
8/14/2017, 03:04 PM |