JMPWA
MNR

JP Morgan Private Wealth Advisors’s Monmouth Real Estate Investment Corp MNR Stock Holding History

JP Morgan Private Wealth Advisors’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
Q3 		– Sell
-16,600
Closed -$311K – 2022
2021
Q2 		$311K Sell
16,600
-2,302
-12% -$43.2K ﹤0.01% 1667
2021
Q1 		$334K Buy
18,902
+6,941
+58% +$122K ﹤0.01% 1488
2020
Q4 		$207K Buy
+11,961
New +$180K ﹤0.01% 1635

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 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

JP Morgan Private Wealth Advisors's MNR Position: Q3 2021 in Review

JP Morgan Private Wealth Advisors sold out of Monmouth Real Estate Investment Corp (MNR) in Q3 2021, closing a stake of 16,600 shares — an estimated $311K sold.

JP Morgan Private Wealth Advisors first reported a position in MNR in Q4 2020 and held it in 3 quarters. The position peaked at $334K in Q1 2021. 224 funds tracked by Wall St. Rank hold MNR as of Q3 2021.

  • JP Morgan Private Wealth Advisors reported no remaining Monmouth Real Estate Investment Corp position as of Q3 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 16,600 Monmouth Real Estate Investment Corp shares in Q3 2021, an estimated $311K.
  • JP Morgan Private Wealth Advisors first reported a position in Monmouth Real Estate Investment Corp in Q4 2020 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's Monmouth Real Estate Investment Corp position peaked at $334K in Q1 2021.
  • 224 funds tracked by Wall St. Rank held Monmouth Real Estate Investment Corp as of Q3 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.