DR

Dickerman Ronald Portfolio holdings

AUM $15.3M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.3M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$5.17M
2 +$2.95M
3 +$1.85M
4
TCO
Taubman Centers Inc.
TCO
+$1.76M
5
TIER
TIER REIT, Inc.
TIER
+$1.22M

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 88.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SLG icon
1
SL Green Realty
SLG
$3.57B
$5.17M 33.68%
+49,614
EQR icon
2
Equity Residential
EQR
$22.3B
$2.95M 19.22%
+45,798
SITC icon
3
SITE Centers
SITC
$376M
$1.85M 12.04%
+93,868
TCO
4
DELISTED
Taubman Centers Inc.
TCO
$1.76M 11.51%
+23,875
TIER
5
DELISTED
TIER REIT, Inc.
TIER
$1.22M 7.94%
+69,965
ALX
6
Alexander's
ALX
$1.16B
$1.02M 6.63%
+2,383
SFR
7
DELISTED
Starwood Waypoint Homes
SFR
$586K 3.82%
+20,350
EDR
8
DELISTED
Education Realty Trust Inc
EDR
$537K 3.5%
+12,700
GGP
9
DELISTED
GGP Inc.
GGP
$255K 1.66%
+10,200