Institutional & Family Asset Management’s Coresite Realty Corporation COR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-519
Closed -$72K 978
2021
Q3
$72K Hold
519
0.01% 277
2021
Q2
$70K Sell
519
-550
-51% -$68.7K 0.01% 291
2021
Q1
$128K Hold
1,069
0.02% 236
2020
Q4
$134K Hold
1,069
0.03% 223
2020
Q3
$127K Buy
1,069
+250
+31% +$30.5K 0.03% 210
2020
Q2
$99K Hold
819
0.02% 235
2020
Q1
$95K Hold
819
0.02% 211
2019
Q4
$92K Hold
819
0.02% 249
2019
Q3
$100K Buy
819
+19
+2% +$2.18K 0.02% 214
2019
Q2
$92K Hold
800
0.02% 236
2019
Q1
$86K Buy
800
+200
+33% +$19.8K 0.02% 263
2018
Q4
$52K Buy
600
+75
+14% +$7.28K 0.01% 322
2018
Q3
$58K Buy
525
+25
+5% +$2.85K 0.01% 337
2018
Q2
$55K Buy
500
+100
+25% +$10.6K 0.01% 340
2018
Q1
$40K Buy
+400
New +$41K 0.01% 348

Other funds holding COR

Institutional & Family Asset Management's COR Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Coresite Realty Corporation (COR) in Q4 2021, closing a stake of 519 shares — an estimated $72K sold.

Institutional & Family Asset Management first reported a position in COR in Q1 2018 and held it in 15 quarters. The position peaked at $134K in Q4 2020. 3 funds tracked by Wall St. Rank hold COR as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining Coresite Realty Corporation position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 519 Coresite Realty Corporation shares in Q4 2021, an estimated $72K.
  • Institutional & Family Asset Management first reported a position in Coresite Realty Corporation in Q1 2018 and held it in 15 quarters.
  • Institutional & Family Asset Management's Coresite Realty Corporation position peaked at $134K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Coresite Realty Corporation as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.