First Manhattan’s Mobile Infrastructure Corp BEEP Stock Holding History

First Manhattan’s Portfolio BEEP Stock Details BEEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$141K	Sell	102,300 -5,750	-5%	-$11.4K	﹤0.01%	729
2026 Q1	$242K	Hold	108,050	–	–	﹤0.01%	693
2025 Q4	$276K	Buy	108,050 +2,708	+3%	+$8.48K	﹤0.01%	658
2025 Q3	$371K	Hold	105,342	–	–	﹤0.01%	598
2025 Q2	$477K	Hold	105,342	–	–	﹤0.01%	544
2025 Q1	$439K	Hold	105,342	–	–	﹤0.01%	524
2024 Q4	$474K	Buy	105,342 +25,291	+32%	+$85.5K	﹤0.01%	508
2024 Q3	$263K	Buy	+80,051	New	+$250K	﹤0.01%	603
2024 Q2	–	Sell	-2,500	Closed	-$9.13K	–	728
2024 Q1	$9.13K	Hold	2,500	–	–	﹤0.01%	1119
2023 Q4	$10.1K	Buy	+2,500	New	+$10.1K	﹤0.01%	1113

Other funds holding BEEP

NSGL

No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return

VIM

Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

First Manhattan's BEEP Position: Q2 2026 in Review

First Manhattan reduced its Mobile Infrastructure Corp (BEEP) stake by 5.3% in Q2 2026, selling an estimated $11.4K and leaving 102,300 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

First Manhattan first reported a position in BEEP in Q4 2023 and has held it in 10 quarters since. The position peaked at $477K in Q2 2025. 58 funds tracked by Wall St. Rank hold BEEP as of Q2 2026.

First Manhattan held 102,300 shares of Mobile Infrastructure Corp worth $141K as of Q2 2026.
First Manhattan sold 5,750 Mobile Infrastructure Corp shares in Q2 2026, an estimated $11.4K.
Mobile Infrastructure Corp made up ﹤0.01% of First Manhattan's portfolio in Q2 2026, its #729 holding.
First Manhattan first reported a position in Mobile Infrastructure Corp in Q4 2023 and has held it in 10 quarters since.
First Manhattan's Mobile Infrastructure Corp position peaked at $477K in Q2 2025.
58 funds tracked by Wall St. Rank held Mobile Infrastructure Corp as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.