FIM
MNR

Freedom Investment Management’s Monmouth Real Estate Investment Corp MNR Stock Holding History

Freedom Investment Management’s Portfolio MNR Stock Details MNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-29,379
Closed -$548K – 933
2021
Q3 		$548K Sell
29,379
-1,998
-6% -$37.8K 0.04% 475
2021
Q2 		$587K Buy
31,377
+2,621
+9% +$49.2K 0.04% 491
2021
Q1 		$509K Buy
28,756
+8,842
+44% +$156K 0.04% 517
2020
Q4 		$345K Buy
19,914
+7,636
+62% +$115K 0.04% 439
2020
Q3 		$170K Buy
12,278
+916
+8% +$13.1K 0.02% 510
2020
Q2 		$165K Sell
11,362
-1,513
-12% -$19.6K 0.02% 525
2020
Q1 		$193K Sell
12,875
-640
-5% -$8.86K 0.02% 625
2019
Q4 		$196K Sell
13,515
-5,742
-30% -$84.8K 0.02% 621
2019
Q3 		$277K Buy
19,257
+710
+4% +$9.72K 0.02% 537
2019
Q2 		$251K Sell
18,547
-904
-5% -$12.4K 0.02% 578
2019
Q1 		$256K Sell
19,451
-3,732
-16% -$49.5K 0.02% 565
2018
Q4 		$287K Sell
23,183
-84
-0.4% -$1.22K 0.02% 596
2018
Q3 		$395K Sell
23,267
-528
-2% -$8.91K 0.02% 620
2018
Q2 		$393K Sell
23,795
-27,064
-53% -$419K 0.02% 660
2018
Q1 		$765K Buy
50,859
+3,111
+7% +$48.7K 0.04% 450
2017
Q4 		$850K Buy
47,748
+6,919
+17% +$120K 0.04% 422
2017
Q3 		$661K Buy
40,829
+4,463
+12% +$69.7K 0.04% 486
2017
Q2 		$547K Buy
36,366
+5,471
+18% +$80.9K 0.03% 532
2017
Q1 		$441K Buy
30,895
+6,824
+28% +$99.2K 0.03% 585
2016
Q4 		$367K Buy
24,071
+6,622
+38% +$91.5K 0.02% 602
2016
Q3 		$249K Buy
17,449
+5,282
+43% +$73.4K 0.02% 723
2016
Q2 		$161K Buy
12,167
+2,106
+21% +$25.5K 0.01% 786
2016
Q1 		$120K Buy
+10,061
New +$108K 0.01% 785

Other funds holding MNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Freedom Investment Management's MNR Position: Q4 2021 in Review

Freedom Investment Management sold out of Monmouth Real Estate Investment Corp (MNR) in Q4 2021, closing a stake of 29,379 shares — an estimated $548K sold.

Freedom Investment Management first reported a position in MNR in Q1 2016 and held it in 23 quarters. The position peaked at $850K in Q4 2017. 238 funds tracked by Wall St. Rank hold MNR as of Q4 2021.

  • Freedom Investment Management reported no remaining Monmouth Real Estate Investment Corp position as of Q4 2021 after selling out during the quarter.
  • Freedom Investment Management sold 29,379 Monmouth Real Estate Investment Corp shares in Q4 2021, an estimated $548K.
  • Freedom Investment Management first reported a position in Monmouth Real Estate Investment Corp in Q1 2016 and held it in 23 quarters.
  • Freedom Investment Management's Monmouth Real Estate Investment Corp position peaked at $850K in Q4 2017.
  • 238 funds tracked by Wall St. Rank held Monmouth Real Estate Investment Corp as of Q4 2021.

Based on Freedom Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.