JAM
JLP Asset Management Portfolio holdings
AUM
$84.2M
1-Year Est. Return
10.86%
1 Year Est. Return
+10.86%
AUM
$84.2M
AUM Growth
+$2.84M
(+3.5%)
Holding
28
Top Buys
| 1 | +$3.44M | |
| 2 | +$3.36M | |
| 3 | +$3.36M | |
| 4 |
Weyerhaeuser
WY
|
+$3.34M |
| 5 |
AvalonBay Communities
AVB
|
+$3.3M |
Top Sells
| 1 | +$5.82M | |
| 2 | +$4.37M | |
| 3 | +$3.75M | |
| 4 |
SBA Communications
SBAC
|
+$3.58M |
| 5 |
EastGroup Properties
EGP
|
+$3.01M |
Sector Composition
| 1 | Real Estate | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
CareTrust REIT
CTRE
$7.87B
| $721K | 0.86% |
32,200
|
|
||
27
Agree Realty
ADC
$8.39B
| – | – |
-17,100
|
|
||
|
28
SBA Communications
SBAC
$20.8B
| – | – |
-17,900
|
|