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 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 $1.5B AUM 34.53% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

QCG

Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Manhattan's BEEP Position: Q1 2026 in Review

First Manhattan held its Mobile Infrastructure Corp (BEEP) position steady in Q1 2026 at 108,050 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #693.

First Manhattan first reported a position in BEEP in Q4 2023 and has held it in 9 quarters since. The position peaked at $477K in Q2 2025. 67 funds tracked by Wall St. Rank hold BEEP as of Q1 2026.

First Manhattan held 108,050 shares of Mobile Infrastructure Corp worth $242K as of Q1 2026.
First Manhattan left its Mobile Infrastructure Corp share count unchanged in Q1 2026.
Mobile Infrastructure Corp made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #693 holding.
First Manhattan first reported a position in Mobile Infrastructure Corp in Q4 2023 and has held it in 9 quarters since.
First Manhattan's Mobile Infrastructure Corp position peaked at $477K in Q2 2025.
67 funds tracked by Wall St. Rank held Mobile Infrastructure Corp as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.