RCA
MNR

Rowland Carmichael Advisors’s Monmouth Real Estate Investment Corp MNR Stock Holding History

Rowland Carmichael 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
2020
Q4 		$229K Sell
13,225
-2,042
-13% -$30.8K 0.07% 274
2020
Q3 		$211K Hold
15,267
– – 0.08% 262
2020
Q2 		$221K Buy
15,267
+4,220
+38% +$54.8K 0.09% 247
2020
Q1 		$133K Hold
11,047
– – 0.07% 247
2019
Q4 		$160K Hold
11,047
– – 0.05% 289
2019
Q3 		$159K Buy
+11,047
New +$151K 0.05% 278

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Rowland Carmichael Advisors's MNR Position: Q4 2020 in Review

Rowland Carmichael Advisors reduced its Monmouth Real Estate Investment Corp (MNR) stake by 13% in Q4 2020, selling an estimated $30.8K and leaving 13,225 shares worth $229K. The position accounts for 0.07% of the portfolio, ranked #274.

Rowland Carmichael Advisors first reported a position in MNR in Q3 2019 and has held it in 6 quarters since. 212 funds tracked by Wall St. Rank hold MNR as of Q4 2020.

  • Rowland Carmichael Advisors held 13,225 shares of Monmouth Real Estate Investment Corp worth $229K as of Q4 2020.
  • Rowland Carmichael Advisors sold 2,042 Monmouth Real Estate Investment Corp shares in Q4 2020, an estimated $30.8K.
  • Monmouth Real Estate Investment Corp made up 0.07% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #274 holding.
  • Rowland Carmichael Advisors first reported a position in Monmouth Real Estate Investment Corp in Q3 2019 and has held it in 6 quarters since.
  • 212 funds tracked by Wall St. Rank held Monmouth Real Estate Investment Corp as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.