BWP
MNR

Baldwin Wealth Partners’s Monmouth Real Estate Investment Corp MNR Stock Holding History

Baldwin Wealth Partners’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
-2,000
Closed -$37K – 685
2021
Q2 		$37K Buy
+2,000
New +$37.6K ﹤0.01% 392

Other funds holding MNR

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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

Baldwin Wealth Partners's MNR Position: Q3 2021 in Review

Baldwin Wealth Partners sold out of Monmouth Real Estate Investment Corp (MNR) in Q3 2021, closing a stake of 2,000 shares — an estimated $37K sold.

Baldwin Wealth Partners first reported a position in MNR in Q2 2021 and held it in 1 quarter. The position peaked at $37K in Q2 2021. 224 funds tracked by Wall St. Rank hold MNR as of Q3 2021.

  • Baldwin Wealth Partners reported no remaining Monmouth Real Estate Investment Corp position as of Q3 2021 after selling out during the quarter.
  • Baldwin Wealth Partners sold 2,000 Monmouth Real Estate Investment Corp shares in Q3 2021, an estimated $37K.
  • Baldwin Wealth Partners first reported a position in Monmouth Real Estate Investment Corp in Q2 2021 and held it in 1 quarter.
  • Baldwin Wealth Partners's Monmouth Real Estate Investment Corp position peaked at $37K in Q2 2021.
  • 224 funds tracked by Wall St. Rank held Monmouth Real Estate Investment Corp as of Q3 2021.

Based on Baldwin Wealth Partners's 13F filing for Q3 2021, filed 27 Oct 2021.