BRWA
MNR

B. Riley Wealth Advisors’s Monmouth Real Estate Investment Corp MNR Stock Holding History

B. Riley Wealth Advisors’s Portfolio MNR Stock Details MNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-12,607
Closed -$236K – 1508
2021
Q2 		$236K Buy
12,607
+5
+0% +$94 0.01% 1143
2021
Q1 		$223K Buy
+12,602
New +$222K 0.01% 1146
2019
Q1 		– Sell
-11,727
Closed -$146K – 792
2018
Q4 		$146K Sell
11,727
-1,026
-8% -$14.9K 0.02% 602
2018
Q3 		$214K Sell
12,753
-850
-6% -$14.3K 0.03% 625
2018
Q2 		$225K Buy
13,603
+125
+0.9% +$1.94K 0.03% 572
2018
Q1 		$203K Sell
13,478
-225
-2% -$3.52K 0.03% 584
2017
Q4 		$245K Sell
13,703
-1,166
-8% -$20.2K 0.03% 517
2017
Q3 		$242K Sell
14,869
-1,368
-8% -$21.4K 0.04% 438
2017
Q2 		$245K Sell
16,237
-117
-0.7% -$1.73K 0.04% 426
2017
Q1 		$234K Sell
16,354
-425
-3% -$6.18K 0.05% 424
2016
Q4 		$257K Buy
16,779
+2,537
+18% +$35.1K 0.05% 385
2016
Q3 		$204K Buy
14,242
+1,724
+14% +$24K 0.04% 534
2016
Q2 		$166K Buy
+12,518
New +$151K 0.03% 547
2015
Q1 		– Sell
-913
Closed -$10 – 2793
2014
Q4 		$10 Buy
+913
New +$10K ﹤0.01% 2910
2014
Q3 		– Sell
-1,024
Closed -$10.3K – 2606
2014
Q2 		$10.3K Buy
+1,024
New +$9.69K ﹤0.01% 1773

Other funds holding MNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

B. Riley Wealth Advisors's MNR Position: Q3 2021 in Review

B. Riley Wealth Advisors sold out of Monmouth Real Estate Investment Corp (MNR) in Q3 2021, closing a stake of 12,607 shares — an estimated $236K sold.

B. Riley Wealth Advisors first reported a position in MNR in Q2 2014 and held it in 15 quarters. The position peaked at $257K in Q4 2016. 224 funds tracked by Wall St. Rank hold MNR as of Q3 2021.

  • B. Riley Wealth Advisors reported no remaining Monmouth Real Estate Investment Corp position as of Q3 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 12,607 Monmouth Real Estate Investment Corp shares in Q3 2021, an estimated $236K.
  • B. Riley Wealth Advisors first reported a position in Monmouth Real Estate Investment Corp in Q2 2014 and held it in 15 quarters.
  • B. Riley Wealth Advisors's Monmouth Real Estate Investment Corp position peaked at $257K in Q4 2016.
  • 224 funds tracked by Wall St. Rank held Monmouth Real Estate Investment Corp as of Q3 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.