CFRPA
MNR

Castle Financial & Retirement Planning Associates’s Monmouth Real Estate Investment Corp MNR Stock Holding History

Castle Financial & Retirement Planning Associates’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
Q4 		$1K Buy
+41
New +$828 ﹤0.01% 205

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 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

Castle Financial & Retirement Planning Associates's MNR Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Monmouth Real Estate Investment Corp (MNR) in Q4 2021: 41 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #205 among its holdings.

238 funds tracked by Wall St. Rank hold MNR as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 41 shares of Monmouth Real Estate Investment Corp worth $1K as of Q4 2021.
  • Monmouth Real Estate Investment Corp was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • Monmouth Real Estate Investment Corp made up ﹤0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #205 holding.
  • 238 funds tracked by Wall St. Rank held Monmouth Real Estate Investment Corp as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.