CRIM
Castle Ridge Investment Management Portfolio holdings
AUM
$98.4M
This Quarter Return
+4.55%
1 Year Return
+2.87%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$210M
AUM Growth
+$210M
(-8%)
Cap. Flow
-$24.6M
Cap. Flow
% of AUM
-11.73%
Top 10 Holdings %
Top 10 Hldgs %
53.35%
Holding
41
New
12
Increased
5
Reduced
10
Closed
12
Top Buys
| 1 |
FCE.A
Forest City Realty Trust, Inc.
FCE.A
|
$12.1M |
| 2 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
$10.7M |
| 3 |
GPT
Gramercy Property Trust
GPT
|
$8.94M |
| 4 |
American Tower
AMT
|
$8.38M |
| 5 |
Camden Property Trust
CPT
|
$7.26M |
Top Sells
| 1 |
Mid-America Apartment Communities
MAA
|
$13.5M |
| 2 |
Four Corners Property Trust
FCPT
|
$11.6M |
| 3 |
American Homes 4 Rent
AMH
|
$11.1M |
| 4 |
Macerich
MAC
|
$10.1M |
| 5 |
Lowe's Companies
LOW
|
$8.51M |
Sector Composition
| 1 | Real Estate | 81.74% |
| 2 | Consumer Discretionary | 7.93% |
| 3 | Healthcare | 3.73% |
| 4 | Materials | 2.47% |
