Cohen & Co Financial Management’s Appreciate Holdings, Inc. Class A Common Stock SFR Stock Holding History

Cohen & Co Financial Management’s Portfolio SFR Stock Details SFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.62K	Hold	10,000	–	–	0.01%	8
2023 Q2	$3.6K	Sell	10,000 -3,057,321	-100%	-$1.48M	0.02%	7
2023 Q1	$1.75M	Hold	3,067,321	–	–	5.14%	5
2022 Q4	$3.22M	Buy	+3,067,321	New	+$22.8M	5.55%	3
2021 Q4	–	Sell	-46,230	Closed	-$453K	–	137
2021 Q3	$453K	Buy	+46,230	New	+$450K	0.19%	106

Other funds holding SFR

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

Meteora Capital Boca Raton, Florida $1.36B AUM 21.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Cohen & Co Financial Management's SFR Position: Q3 2023 in Review

Cohen & Co Financial Management held its Appreciate Holdings, Inc. Class A Common Stock (SFR) position steady in Q3 2023 at 10,000 shares worth $1.62K. The position accounts for 0.01% of the portfolio, ranked #8.

Cohen & Co Financial Management first reported a position in SFR in Q3 2021 and has held it in 5 quarters since. The position peaked at $3.22M in Q4 2022. 18 funds tracked by Wall St. Rank hold SFR as of Q3 2023.

Cohen & Co Financial Management held 10,000 shares of Appreciate Holdings, Inc. Class A Common Stock worth $1.62K as of Q3 2023.
Cohen & Co Financial Management left its Appreciate Holdings, Inc. Class A Common Stock share count unchanged in Q3 2023.
Appreciate Holdings, Inc. Class A Common Stock made up 0.01% of Cohen & Co Financial Management's portfolio in Q3 2023, its #8 holding.
Cohen & Co Financial Management first reported a position in Appreciate Holdings, Inc. Class A Common Stock in Q3 2021 and has held it in 5 quarters since.
Cohen & Co Financial Management's Appreciate Holdings, Inc. Class A Common Stock position peaked at $3.22M in Q4 2022.
18 funds tracked by Wall St. Rank held Appreciate Holdings, Inc. Class A Common Stock as of Q3 2023.

Based on Cohen & Co Financial Management's 13F filing for Q3 2023, filed 14 Nov 2023.