NCM
OLP

Next Capital Management’s One Liberty Properties OLP Stock Holding History

Next Capital Management’s Portfolio OLP Stock Details OLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-31,165
Closed -$683K – 149
2023
Q4 		$683K Hold
31,165
– – 0.29% 63
2023
Q3 		$588K Hold
31,165
– – 0.26% 64
2023
Q2 		$633K Sell
31,165
-5,048
-14% -$107K 0.29% 61
2023
Q1 		$830K Buy
36,213
+224
+0.6% +$5.16K 0.4% 50
2022
Q4 		$800K Buy
+35,989
New +$824K 0.43% 49
2022
Q3 		– Sell
-39,171
Closed -$1.02M – 116
2022
Q2 		$1.02M Buy
+39,171
New +$1.09M 0.74% 37

Other funds holding OLP

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Next Capital Management's OLP Position: Q1 2024 in Review

Next Capital Management sold out of One Liberty Properties (OLP) in Q1 2024, closing a stake of 31,165 shares — an estimated $683K sold.

Next Capital Management first reported a position in OLP in Q2 2022 and held it in 6 quarters. The position peaked at $1.02M in Q2 2022. 97 funds tracked by Wall St. Rank hold OLP as of Q1 2024.

  • Next Capital Management reported no remaining One Liberty Properties position as of Q1 2024 after selling out during the quarter.
  • Next Capital Management sold 31,165 One Liberty Properties shares in Q1 2024, an estimated $683K.
  • Next Capital Management first reported a position in One Liberty Properties in Q2 2022 and held it in 6 quarters.
  • Next Capital Management's One Liberty Properties position peaked at $1.02M in Q2 2022.
  • 97 funds tracked by Wall St. Rank held One Liberty Properties as of Q1 2024.

Based on Next Capital Management's 13F filing for Q1 2024, filed 14 May 2024.