Baird Financial Group, Inc. - MONMOUTH REAL ESTATE INVT CO ownership

Quarter-by-quarter ownership
Baird Financial Group, Inc. ownership history of MONMOUTH REAL ESTATE INVT CO
ValueSharesWeighting
Q4 2021$236,000
+12.9%
11,2030.0%0.00%0.0%
Q3 2021$209,000
-6.7%
11,203
-6.3%
0.00%0.0%
Q2 2021$224,000
-92.1%
11,953
-92.6%
0.00%
-87.5%
Q1 2021$2,848,000
+4.5%
160,999
+2.3%
0.01%0.0%
Q4 2020$2,726,000
+21.4%
157,415
-2.9%
0.01%0.0%
Q3 2020$2,246,000
-10.3%
162,170
-6.2%
0.01%
-11.1%
Q2 2020$2,505,000
+39.9%
172,909
+16.3%
0.01%
+12.5%
Q1 2020$1,791,000
-14.1%
148,615
+3.1%
0.01%
+14.3%
Q4 2019$2,086,000
+2.6%
144,085
+2.1%
0.01%
-12.5%
Q3 2019$2,034,000
+10.8%
141,135
+4.2%
0.01%
+14.3%
Q2 2019$1,835,000
+3.1%
135,440
+0.3%
0.01%
-30.0%
Q1 2019$1,780,000
+32.5%
135,070
+24.7%
0.01%
+11.1%
Q4 2018$1,343,000
-22.9%
108,342
+2.1%
0.01%
-18.2%
Q3 2018$1,741,000
+0.9%
106,091
+1.6%
0.01%
-8.3%
Q2 2018$1,726,000
+6.0%
104,411
-3.5%
0.01%
+9.1%
Q1 2018$1,628,000
-13.5%
108,240
+2.4%
0.01%
-15.4%
Q4 2017$1,881,000
-1.7%
105,662
-10.6%
0.01%
-7.1%
Q3 2017$1,913,000
+6.7%
118,170
-0.8%
0.01%0.0%
Q2 2017$1,793,000
+3.6%
119,141
-1.8%
0.01%0.0%
Q1 2017$1,731,000
-4.8%
121,292
+1.6%
0.01%
-12.5%
Q4 2016$1,819,000
+20.9%
119,369
+13.2%
0.02%
+23.1%
Q3 2016$1,504,000
+12.6%
105,415
+4.7%
0.01%
+8.3%
Q2 2016$1,336,000
+2.8%
100,699
-7.9%
0.01%0.0%
Q1 2016$1,300,000
+40.5%
109,305
+23.6%
0.01%
+33.3%
Q4 2015$925,000
+3.9%
88,441
-3.2%
0.01%0.0%
Q3 2015$890,000
+8.9%
91,328
+8.6%
0.01%
+12.5%
Q2 2015$817,00084,0780.01%
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