Name Net increased
positions
Increased positions Reduced positions Return since
30 Sep ‘13
2001
1 5 4 11.9%
2002
1 13 12 20.8%
2003
1 3 2 15.2%
IIM icon
2004
Invesco Value Municipal Income Trust
IIM
$592M
1 19 18 7.23%
2005
1 8 7 54.8%
2006
1 11 10 18.6%
2007
1 29 28 147%
2008
1 1 0 91.5%
2009
1 5 4 218%
2010
1 28 27 975%
EGP icon
2011
EastGroup Properties
EGP
$9.82B
1 70 69 211%
2012
1 55 54 68.4%
2013
1 51 50 125%
2014
1 41 40 85.9%
2015
1 3 2 120%
2016
1 25 24 444%
2017
1 49 48 847%
2018
1 4 3 14.3%
2019
1 45 44 21.4%
2020
1 1 0 99.9%
2021
1 30 29 269%
2022
1 6 5 15.2%
2023
1 9 8 37.1%
2024
1 65 64 349%
2025
1 5 4 119%