BCA
MNR

Berman Capital Advisors’s Monmouth Real Estate Investment Corp MNR Stock Holding History

Berman Capital 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 		$4K Buy
214
+113
+112% +$2.14K ﹤0.01% 1544
2021
Q2 		$1K Buy
+101
New +$1.9K ﹤0.01% 1871
2020
Q3 		– Sell
-97
Closed -$1K – 1879
2020
Q2 		$1K Buy
+97
New +$1.26K ﹤0.01% 1581

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

Berman Capital Advisors's MNR Position: Q3 2021 in Review

Berman Capital Advisors increased its Monmouth Real Estate Investment Corp (MNR) stake by 112% in Q3 2021, buying an estimated $2.14K and bringing the position to 214 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Berman Capital Advisors first reported a position in MNR in Q2 2020 and has held it in 3 quarters since. 224 funds tracked by Wall St. Rank hold MNR as of Q3 2021.

  • Berman Capital Advisors held 214 shares of Monmouth Real Estate Investment Corp worth $4K as of Q3 2021.
  • Berman Capital Advisors bought 113 Monmouth Real Estate Investment Corp shares in Q3 2021, an estimated $2.14K.
  • Monmouth Real Estate Investment Corp made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1544 holding.
  • Berman Capital Advisors first reported a position in Monmouth Real Estate Investment Corp in Q2 2020 and has held it in 3 quarters since.
  • 224 funds tracked by Wall St. Rank held Monmouth Real Estate Investment Corp as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.