LOM
AMRE

Loeb Offshore Management’s AMREIT INC NEW COM STK AMRE Stock Holding History

Loeb Offshore Management’s Portfolio AMRE Stock Details AMRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$8.67M Buy
+326,563
New +$8.29M 1.59% 23

Other funds holding AMRE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HA
Havens Advisors New York $39.3M AUM 80.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Loeb Offshore Management's AMRE Position: Q4 2014 in Review

Loeb Offshore Management opened a new position in AMREIT INC NEW COM STK (AMRE) in Q4 2014: 326,563 shares worth $8.67M. The stake represents 1.59% of the portfolio and ranks #23 among its holdings.

108 funds tracked by Wall St. Rank hold AMRE as of Q4 2014.

  • Loeb Offshore Management held 326,563 shares of AMREIT INC NEW COM STK worth $8.67M as of Q4 2014.
  • AMREIT INC NEW COM STK was a new Loeb Offshore Management position in Q4 2014.
  • AMREIT INC NEW COM STK made up 1.59% of Loeb Offshore Management's portfolio in Q4 2014, its #23 holding.
  • 108 funds tracked by Wall St. Rank held AMREIT INC NEW COM STK as of Q4 2014.

Based on Loeb Offshore Management's 13F filing for Q4 2014, filed 17 Feb 2015.