Freedom Investment Management, Inc. - MONMOUTH REAL ESTATE INVT CO ownership

Quarter-by-quarter ownership
Freedom Investment Management, Inc. ownership history of MONMOUTH REAL ESTATE INVT CO
ValueSharesWeighting
Q3 2021$548,000
-6.6%
29,379
-6.4%
0.04%
-4.5%
Q2 2021$587,000
+15.3%
31,377
+9.1%
0.04%
+10.0%
Q1 2021$509,000
+47.5%
28,756
+44.4%
0.04%
+5.3%
Q4 2020$345,000
+102.9%
19,914
+62.2%
0.04%
+100.0%
Q3 2020$170,000
+3.0%
12,278
+8.1%
0.02%
+5.6%
Q2 2020$165,000
-14.5%
11,362
-11.8%
0.02%
+5.9%
Q1 2020$193,000
-1.5%
12,875
-4.7%
0.02%0.0%
Q4 2019$196,000
-29.2%
13,515
-29.8%
0.02%
-29.2%
Q3 2019$277,000
+10.4%
19,257
+3.8%
0.02%
+14.3%
Q2 2019$251,000
-2.0%
18,547
-4.6%
0.02%0.0%
Q1 2019$256,000
-10.8%
19,451
-16.1%
0.02%
-4.5%
Q4 2018$287,000
-27.3%
23,183
-0.4%
0.02%
-12.0%
Q3 2018$395,000
+0.5%
23,267
-2.2%
0.02%
+4.2%
Q2 2018$393,000
-48.6%
23,795
-53.2%
0.02%
-38.5%
Q1 2018$765,000
-10.0%
50,859
+6.5%
0.04%
-9.3%
Q4 2017$850,000
+28.6%
47,748
+16.9%
0.04%
+19.4%
Q3 2017$661,000
+20.8%
40,829
+12.3%
0.04%
+16.1%
Q2 2017$547,000
+24.0%
36,366
+17.7%
0.03%
+19.2%
Q1 2017$441,000
+20.2%
30,895
+28.3%
0.03%
+13.0%
Q4 2016$367,000
+47.4%
24,071
+38.0%
0.02%
+43.8%
Q3 2016$249,000
+54.7%
17,449
+43.4%
0.02%
+45.5%
Q2 2016$161,000
+34.2%
12,167
+20.9%
0.01%
+22.2%
Q1 2016$120,00010,0610.01%
Other shareholders
MONMOUTH REAL ESTATE INVT CO shareholders Q3 2023
NameSharesValueWeighting ↓
Redmond Asset Management, LLC 372,472$5,393,0002.29%
Centerstone Investors, LLC 204,068$2,955,0002.12%
Cornerstone Capital, Inc. 806,330$11,676,0001.65%
Silver Lake Advisory, LLC 152,277$2,205,0001.33%
WASATCH ADVISORS LP 8,652,068$125,282,0001.03%
Ridgewood Investments LLC 91,750$1,329,0000.94%
RMR Advisors LLC 178,358$2,583,0000.89%
Granite Investment Partners, LLC 1,109,802$16,070,0000.76%
MONTAG A & ASSOCIATES INC 629,418$9,114,0000.73%
BARD ASSOCIATES INC 93,325$1,351,0000.69%
View complete list of MONMOUTH REAL ESTATE INVT CO shareholders