RIA
LMRK

Realta Investment Advisors’s Landmark Infrastructure Partners LP Common Units LMRK Stock Holding History

Realta Investment Advisors’s Portfolio LMRK Stock Details LMRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,600
Closed -$25K – 1549
2019
Q4 		$25K Sell
1,600
-500
-24% -$8.44K 0.01% 857
2019
Q3 		$38K Sell
2,100
-900
-30% -$14.8K 0.01% 746
2019
Q2 		$51K Buy
+3,000
New +$47.5K 0.01% 667

Other funds holding LMRK

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CS
Capital Square Chattanooga, Tennessee $217M AUM 13.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Realta Investment Advisors's LMRK Position: Q1 2020 in Review

Realta Investment Advisors sold out of Landmark Infrastructure Partners LP Common Units (LMRK) in Q1 2020, closing a stake of 1,600 shares — an estimated $25K sold.

Realta Investment Advisors first reported a position in LMRK in Q2 2019 and held it in 3 quarters. The position peaked at $51K in Q2 2019. 56 funds tracked by Wall St. Rank hold LMRK as of Q1 2020.

  • Realta Investment Advisors reported no remaining Landmark Infrastructure Partners LP Common Units position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 1,600 Landmark Infrastructure Partners LP Common Units shares in Q1 2020, an estimated $25K.
  • Realta Investment Advisors first reported a position in Landmark Infrastructure Partners LP Common Units in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Landmark Infrastructure Partners LP Common Units position peaked at $51K in Q2 2019.
  • 56 funds tracked by Wall St. Rank held Landmark Infrastructure Partners LP Common Units as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.