$215 Million is the total value of LOEB PARTNERS CORP's 333 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 148.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $10,209,000 | -4.6% | 50,000 | 0.0% | 4.75% | +20.3% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $9,792,000 | -4.4% | 32 | 0.0% | 4.55% | +20.6% | |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $9,124,000 | -28.0% | 384,813 | -16.2% | 4.24% | -9.2% |
| BK | Sell | BANK NEW YORK MELLON CORP | $7,334,000 | -8.2% | 155,700 | -0.8% | 3.41% | +15.7% |
| JPM | Buy | JPMORGAN CHASE & CO | $7,289,000 | +3.1% | 74,600 | +19.2% | 3.39% | +30.0% |
| DEO | Sell | DIAGEO P L Cspon adr new | $7,257,000 | -6.9% | 51,250 | -6.9% | 3.37% | +17.4% |
| ALL | Sell | ALLSTATE CORP | $6,418,000 | -22.1% | 77,550 | -7.0% | 2.98% | -1.7% |
| INVH | Sell | INVITATION HOMES INC | $5,601,000 | -16.9% | 289,368 | -1.6% | 2.60% | +4.8% |
| IVE | New | ISHARES TRs&p 500 val etf | $4,551,000 | – | 45,000 | +100.0% | 2.12% | – |
| MSFT | Sell | MICROSOFT CORP | $4,021,000 | -15.5% | 39,620 | -4.8% | 1.87% | +6.6% |
| KRE | Sell | SPDR SERIES TRUSTs&p regl bkg | $3,980,000 | -34.1% | 85,300 | -16.3% | 1.85% | -16.8% |
| PEP | Sell | PEPSICO INC | $3,948,000 | -8.9% | 35,750 | -7.7% | 1.84% | +15.0% |
| AMH | Sell | AMERICAN HOMES 4 RENTcl a | $3,927,000 | -17.0% | 187,129 | -13.2% | 1.83% | +4.7% |
| JNJ | Sell | JOHNSON & JOHNSON | $3,895,000 | -7.5% | 30,175 | -1.0% | 1.81% | +16.6% |
| PG | Sell | PROCTER AND GAMBLE CO | $3,663,000 | +5.9% | 39,790 | -4.3% | 1.70% | +33.6% |
| IAU | ISHARES GOLD TRUSTishares | $3,614,000 | +7.6% | 294,000 | 0.0% | 1.68% | +35.6% | |
| BAC | Sell | BANK AMER CORP | $3,535,000 | -29.1% | 143,500 | -15.1% | 1.64% | -10.6% |
| XOM | Sell | EXXON MOBIL CORP | $3,421,000 | -30.5% | 50,478 | -12.6% | 1.59% | -12.3% |
| GLD | Sell | SPDR GOLD TRUST | $3,362,000 | -82.6% | 27,763 | -83.8% | 1.56% | -78.0% |
| AXP | Sell | AMERICAN EXPRESS CO | $3,223,000 | -21.9% | 33,800 | -12.9% | 1.50% | -1.5% |
| AMLP | Sell | ALPS ETF TRalerian mlp | $3,182,000 | -30.5% | 366,800 | -14.7% | 1.48% | -12.3% |
| VNO | Sell | VORNADO RLTY TRsh ben int | $3,122,000 | -18.3% | 50,380 | -3.6% | 1.45% | +3.1% |
| XLE | SELECT SECTOR SPDR TRenergy | $2,998,000 | -24.4% | 52,300 | 0.0% | 1.39% | -4.6% | |
| VTV | New | VANGUARD INDEX FDSvalue etf | $2,939,000 | – | 30,000 | +100.0% | 1.37% | – |
| T | Buy | AT&T INC | $2,786,000 | -14.5% | 97,617 | +0.6% | 1.30% | +7.8% |
| DIS | DISNEY WALT CO | $2,665,000 | -6.3% | 24,309 | 0.0% | 1.24% | +18.2% | |
| BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $2,592,000 | -13.9% | 67,573 | 0.0% | 1.20% | +8.6% | |
| SHY | New | ISHARES TR1 3 yr treas bd | $2,509,000 | – | 30,000 | +100.0% | 1.17% | – |
| MNR | Sell | MONMOUTH REAL ESTATE INVT COcl a | $2,077,000 | -32.7% | 167,792 | -9.1% | 0.97% | -15.0% |
| CVX | Sell | CHEVRON CORP NEW | $2,062,000 | -14.4% | 18,950 | -3.8% | 0.96% | +8.0% |
| CB | CHUBB LIMITED | $2,028,000 | -3.3% | 15,700 | 0.0% | 0.94% | +22.0% | |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $1,955,000 | -40.3% | 80,248 | -29.6% | 0.91% | -24.8% |
| SLB | Sell | SCHLUMBERGER LTD | $1,924,000 | -45.9% | 53,396 | -8.6% | 0.90% | -31.8% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $1,921,000 | -21.5% | 15,400 | -11.5% | 0.89% | -1.0% |
| WPC | Buy | W P CAREY INC | $1,901,000 | +2.3% | 29,100 | +0.7% | 0.88% | +29.1% |
| CMCSA | COMCAST CORP NEWcl a | $1,856,000 | -3.8% | 54,496 | 0.0% | 0.86% | +21.4% | |
| NVGS | Sell | NAVIGATOR HOLDINGS LTD | $1,851,000 | -31.2% | 196,997 | -11.3% | 0.86% | -13.1% |
| WMB | Sell | WILLIAMS COS INC DEL | $1,814,000 | -38.2% | 83,350 | -22.9% | 0.84% | -22.0% |
| IYR | Buy | ISHARES TRu.s. real es etf | $1,761,000 | +100.1% | 21,000 | +90.9% | 0.82% | +152.8% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $1,759,000 | -63.2% | 7,040 | -57.2% | 0.82% | -53.6% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $1,584,000 | -45.9% | 16,000 | -36.0% | 0.74% | -31.8% |
| HST | Sell | HOST HOTELS & RESORTS INC | $1,572,000 | -36.4% | 93,898 | -19.8% | 0.73% | -19.8% |
| AMZN | Buy | AMAZON COM INC | $1,510,000 | -24.6% | 1,005 | +0.5% | 0.70% | -4.9% |
| UMH | Buy | UMH PPTYS INC | $1,437,000 | -18.8% | 122,008 | +8.0% | 0.67% | +2.3% |
| FB | Buy | FACEBOOK INCcl a | $1,298,000 | +109.7% | 9,905 | +162.7% | 0.60% | +164.9% |
| LLY | Buy | LILLY ELI & CO | $1,298,000 | +10.0% | 11,200 | +1.8% | 0.60% | +38.9% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $1,270,000 | +56.8% | 25,000 | +66.7% | 0.59% | +97.3% |
| TLT | New | ISHARES TR20 yr tr bd etf | $1,215,000 | – | 10,000 | +100.0% | 0.56% | – |
| MET | Sell | METLIFE INC | $1,212,000 | -26.7% | 29,650 | -16.1% | 0.56% | -7.5% |
| AMGN | AMGEN INC | $1,168,000 | -6.1% | 6,000 | 0.0% | 0.54% | +18.3% | |
| AGN | Buy | ALLERGAN PLC | $1,163,000 | +65.0% | 8,700 | +135.1% | 0.54% | +108.1% |
| ABT | ABBOTT LABS | $1,162,000 | -1.4% | 16,100 | 0.0% | 0.54% | +24.1% | |
| GOOG | ALPHABET INCcap stk cl c | $1,118,000 | -13.3% | 1,080 | 0.0% | 0.52% | +9.5% | |
| NBL | Sell | NOBLE ENERGY INC | $1,061,000 | -44.7% | 55,700 | -9.7% | 0.49% | -30.3% |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $1,058,000 | +0.5% | 20,000 | 0.0% | 0.49% | +26.8% | |
| WY | Buy | WEYERHAEUSER CO | $1,049,000 | -12.1% | 48,000 | +29.7% | 0.49% | +10.9% |
| PLD | PROLOGIS INC | $1,026,000 | -13.6% | 17,500 | 0.0% | 0.48% | +8.9% | |
| ARMK | Sell | ARAMARK | $1,014,000 | -38.3% | 35,600 | -6.6% | 0.47% | -22.3% |
| NVS | NOVARTIS A Gsponsored adr | $948,000 | -0.5% | 11,050 | 0.0% | 0.44% | +25.6% | |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $936,000 | -50.5% | 15,100 | -39.8% | 0.44% | -37.6% |
| LH | LABORATORY CORP AMER HLDGS | $885,000 | -27.2% | 7,000 | 0.0% | 0.41% | -8.3% | |
| AEP | Sell | AMERICAN ELEC PWR INC | $868,000 | -26.2% | 11,600 | -30.1% | 0.40% | -6.9% |
| DWDP | Sell | DOWDUPONT INC | $867,000 | -48.6% | 11,228 | -57.2% | 0.40% | -35.2% |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $865,000 | -9.1% | 10,000 | 0.0% | 0.40% | +14.5% | |
| GDX | Sell | VANECK VECTORS ETF TRgold miners etf | $828,000 | -72.0% | 39,400 | -75.3% | 0.38% | -64.6% |
| DVY | ISHARES TRselect divid etf | $820,000 | -10.4% | 9,175 | 0.0% | 0.38% | +13.1% | |
| BLK | Buy | BLACKROCK INC | $786,000 | +11.2% | 2,000 | +33.3% | 0.36% | +39.8% |
| MO | New | ALTRIA GROUP INC | $748,000 | – | 15,150 | +100.0% | 0.35% | – |
| MDLZ | MONDELEZ INTL INCcl a | $742,000 | -7.1% | 18,553 | 0.0% | 0.34% | +16.9% | |
| KIM | Sell | KIMCO RLTY CORP | $736,000 | -13.9% | 50,400 | -1.6% | 0.34% | +8.6% |
| REXR | Sell | REXFORD INDL RLTY INC | $736,000 | -20.7% | 25,000 | -13.8% | 0.34% | 0.0% |
| IOO | ISHARES TRglobal 100 etf | $712,000 | -13.2% | 16,800 | 0.0% | 0.33% | +9.6% | |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $658,000 | -24.9% | 10,000 | 0.0% | 0.31% | -5.3% | |
| CL | COLGATE PALMOLIVE CO | $642,000 | -11.3% | 10,800 | 0.0% | 0.30% | +12.0% | |
| PNW | PINNACLE WEST CAP CORP | $639,000 | +7.6% | 7,500 | 0.0% | 0.30% | +35.6% | |
| DRE | DUKE REALTY CORP | $622,000 | -8.8% | 24,000 | 0.0% | 0.29% | +15.1% | |
| DNB | DUN & BRADSTREET CORP DEL NE | $607,000 | +0.2% | 4,250 | 0.0% | 0.28% | +26.5% | |
| GOOGL | ALPHABET INCcap stk cl a | $604,000 | -13.7% | 580 | 0.0% | 0.28% | +8.9% | |
| VZ | VERIZON COMMUNICATIONS INC | $598,000 | +5.5% | 10,655 | 0.0% | 0.28% | +33.0% | |
| BX | BLACKSTONE GROUP L P | $596,000 | -21.8% | 20,000 | 0.0% | 0.28% | -1.4% | |
| STOR | New | STORE CAP CORP | $596,000 | – | 21,000 | +100.0% | 0.28% | – |
| EWL | ISHARES INCmsci switzerland | $589,000 | -9.1% | 18,679 | 0.0% | 0.27% | +14.6% | |
| ROIC | Sell | RETAIL OPPORTUNITY INVTS COR | $579,000 | -53.3% | 51,390 | -22.6% | 0.27% | -41.1% |
| EWQ | ISHARES INCmsci france etf | $570,000 | -15.6% | 21,500 | 0.0% | 0.26% | +6.4% | |
| UTX | Buy | UNITED TECHNOLOGIES CORP | $543,000 | -5.4% | 5,100 | +24.4% | 0.25% | +18.9% |
| NEE | Sell | NEXTERA ENERGY INC | $522,000 | -55.5% | 3,000 | -57.1% | 0.24% | -43.9% |
| SYK | STRYKER CORP | $486,000 | -11.8% | 3,100 | 0.0% | 0.23% | +11.3% | |
| STNE | New | STONECO LTD | $480,000 | – | 26,017 | +100.0% | 0.22% | – |
| SNY | SANOFIsponsored adr | $475,000 | -2.9% | 10,945 | 0.0% | 0.22% | +22.8% | |
| HON | Sell | HONEYWELL INTL INC | $449,000 | -57.8% | 3,400 | -46.9% | 0.21% | -46.8% |
| TRP | Sell | TRANSCANADA CORP | $446,000 | -51.0% | 12,500 | -44.4% | 0.21% | -38.2% |
| TCO | TAUBMAN CTRS INC | $440,000 | -24.3% | 9,700 | 0.0% | 0.20% | -4.2% | |
| BA | New | BOEING CO | $415,000 | – | 1,287 | +100.0% | 0.19% | – |
| AAPL | Sell | APPLE INC | $413,000 | -66.3% | 2,615 | -51.7% | 0.19% | -57.4% |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $413,000 | -12.5% | 1,450 | 0.0% | 0.19% | +10.3% | |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $406,000 | -12.7% | 1,820 | -5.0% | 0.19% | +10.5% |
| COP | CONOCOPHILLIPS | $405,000 | -19.5% | 6,497 | 0.0% | 0.19% | +1.6% | |
| IWM | ISHARES TRrussell 2000 etf | $402,000 | -20.6% | 3,000 | 0.0% | 0.19% | 0.0% | |
| UBA | URSTADT BIDDLE PPTYS INCcl a | $385,000 | -9.8% | 20,000 | 0.0% | 0.18% | +14.0% | |
| WP | WORLDPAY INCcl a | $382,000 | -24.5% | 5,000 | 0.0% | 0.18% | -4.8% | |
| BP | New | BP PLCsponsored adr | $379,000 | – | 10,000 | +100.0% | 0.18% | – |
| INN | Sell | SUMMIT HOTEL PPTYS INC | $364,000 | -38.0% | 37,400 | -13.8% | 0.17% | -21.8% |
| SDY | SPDR SERIES TRUSTs&p divid etf | $358,000 | -8.7% | 4,000 | 0.0% | 0.17% | +14.5% | |
| PFE | PFIZER INC | $349,000 | -1.1% | 8,015 | 0.0% | 0.16% | +24.6% | |
| SPG | Sell | SIMON PPTY GROUP INC NEW | $336,000 | -52.5% | 2,000 | -50.0% | 0.16% | -40.2% |
| IVW | ISHARES TRs&p 500 grwt etf | $316,000 | -15.1% | 2,100 | 0.0% | 0.15% | +7.3% | |
| SKT | TANGER FACTORY OUTLET CTRS I | $313,000 | -11.6% | 15,500 | 0.0% | 0.15% | +11.5% | |
| DHI | D R HORTON INC | $312,000 | -18.1% | 9,000 | 0.0% | 0.14% | +3.6% | |
| HD | HOME DEPOT INC | $310,000 | -16.9% | 1,800 | 0.0% | 0.14% | +4.3% | |
| VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $302,000 | – | 15,715 | +100.0% | 0.14% | – |
| AIG | AMERICAN INTL GROUP INC | $296,000 | -25.8% | 7,500 | 0.0% | 0.14% | -6.1% | |
| KO | Sell | COCA COLA CO | $294,000 | -4.2% | 6,200 | -7.1% | 0.14% | +21.2% |
| RDSA | ROYAL DUTCH SHELL PLCspons adr a | $292,000 | -14.1% | 5,000 | 0.0% | 0.14% | +8.8% | |
| BRX | BRIXMOR PPTY GROUP INC | $292,000 | -17.0% | 20,000 | 0.0% | 0.14% | +4.6% | |
| HHC | Sell | HOWARD HUGHES CORP | $293,000 | -52.7% | 3,000 | -40.0% | 0.14% | -40.6% |
| SLV | Sell | ISHARES SILVER TRUSTishares | $290,000 | -47.2% | 20,000 | -50.0% | 0.14% | -33.2% |
| DGX | QUEST DIAGNOSTICS INC | $291,000 | -23.0% | 3,500 | 0.0% | 0.14% | -2.9% | |
| LSXMK | Sell | LIBERTY MEDIA CORP DELAWARE | $262,000 | -16.0% | 7,082 | -1.1% | 0.12% | +6.1% |
| TTE | TOTAL S Asponsored adr | $261,000 | -18.9% | 5,000 | 0.0% | 0.12% | +1.7% | |
| ABBV | Sell | ABBVIE INC | $254,000 | -64.5% | 2,770 | -63.4% | 0.12% | -55.3% |
| FRT | New | FEDERAL REALTY INVT TRsh ben int new | $236,000 | – | 0 | +100.0% | 0.11% | – |
| PK | PARK HOTELS RESORTS INC | $235,000 | -19.5% | 8,865 | 0.0% | 0.11% | +0.9% | |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $192,000 | -61.1% | 1,400 | -53.3% | 0.09% | -51.1% |
| REG | New | REGENCY CTRS CORP | $176,000 | – | 3,000 | +100.0% | 0.08% | – |
| CELG | Sell | CELGENE CORP | $169,000 | -40.3% | 625 | -80.4% | 0.08% | -24.0% |
| COST | New | COSTCO WHSL CORP NEW | $163,000 | – | 800 | +100.0% | 0.08% | – |
| IBM | INTERNATIONAL BUSINESS MACHS | $161,000 | -25.5% | 1,425 | 0.0% | 0.08% | -6.2% | |
| CUZ | Sell | COUSINS PPTYS INC | $158,000 | -40.8% | 20,000 | -33.3% | 0.07% | -25.5% |
| STAG | New | STAG INDL INC | $144,000 | – | 5,800 | +100.0% | 0.07% | – |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $144,000 | -76.1% | 1,100 | -72.5% | 0.07% | -69.8% |
| BPR | New | BROOKFIELD PROPERTY REIT INCcl a | $145,000 | – | 9,027 | +100.0% | 0.07% | – |
| AHH | ARMADA HOFFLER PPTYS INC | $140,000 | -7.9% | 10,000 | 0.0% | 0.06% | +16.1% | |
| RDSB | New | ROYAL DUTCH SHELL PLCspon adr b | $133,000 | – | 2,215 | +100.0% | 0.06% | – |
| VAC | MARRIOTT VACATIONS WRLDWDE C | $132,000 | -35.6% | 1,815 | 0.0% | 0.06% | -19.7% | |
| LSXMA | New | LIBERTY MEDIA CORP DELAWARE | $131,000 | – | 3,541 | +100.0% | 0.06% | – |
| KHC | New | KRAFT HEINZ CO | $129,000 | – | 3,034 | +100.0% | 0.06% | – |
| CBRE | New | CBRE GROUP INCcl a | $130,000 | – | 3,237 | +100.0% | 0.06% | – |
| FNV | Sell | FRANCO NEVADA CORP | $126,000 | -65.3% | 1,800 | -69.0% | 0.06% | -56.0% |
| ESS | New | ESSEX PPTY TR INC | $123,000 | – | 500 | +100.0% | 0.06% | – |
| ARE | New | ALEXANDRIA REAL ESTATE EQ IN | $115,000 | – | 980 | +100.0% | 0.05% | – |
| TIF | New | TIFFANY & CO NEW | $108,000 | – | 1,350 | +100.0% | 0.05% | – |
| EVRG | New | EVERGY INC | $106,000 | – | 1,869 | +100.0% | 0.05% | – |
| MRK | New | MERCK & CO INC | $104,000 | – | 1,350 | +100.0% | 0.05% | – |
| PSX | New | PHILLIPS 66 | $101,000 | – | 1,175 | +100.0% | 0.05% | – |
| UBP | New | URSTADT BIDDLE PPTYS INC | $99,000 | – | 6,600 | +100.0% | 0.05% | – |
| GD | New | GENERAL DYNAMICS CORP | $96,000 | – | 600 | +100.0% | 0.04% | – |
| DHR | New | DANAHER CORP DEL | $88,000 | – | 850 | +100.0% | 0.04% | – |
| WMT | New | WALMART INC | $84,000 | – | 900 | +100.0% | 0.04% | – |
| BMY | New | BRISTOL MYERS SQUIBB CO | $81,000 | – | 1,560 | +100.0% | 0.04% | – |
| GOLD | New | BARRICK GOLD CORP | $78,000 | – | 5,800 | +100.0% | 0.04% | – |
| NKE | New | NIKE INCcl b | $77,000 | – | 1,050 | +100.0% | 0.04% | – |
| INTC | New | INTEL CORP | $76,000 | – | 1,650 | +100.0% | 0.04% | – |
| BHF | New | BRIGHTHOUSE FINL INC | $71,000 | – | 2,274 | +100.0% | 0.03% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $72,000 | – | 284 | +100.0% | 0.03% | – |
| ED | New | CONSOLIDATED EDISON INC | $69,000 | – | 900 | +100.0% | 0.03% | – |
| HIG | New | HARTFORD FINL SVCS GROUP INC | $67,000 | – | 1,500 | +100.0% | 0.03% | – |
| BKI | New | BLACK KNIGHT INC | $63,000 | – | 1,377 | +100.0% | 0.03% | – |
| A | New | AGILENT TECHNOLOGIES INC | $62,000 | – | 900 | +100.0% | 0.03% | – |
| CM | New | CDN IMPERIAL BK COMM TORONTO | $63,000 | – | 847 | +100.0% | 0.03% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $62,000 | – | 400 | +100.0% | 0.03% | – |
| ESRT | Sell | EMPIRE ST RLTY TR INCcl a | $61,000 | -74.4% | 4,200 | -70.4% | 0.03% | -68.2% |
| BATRA | New | LIBERTY MEDIA CORP DELAWARE | $59,000 | – | 2,354 | +100.0% | 0.03% | – |
| FR | New | FIRST INDUSTRIAL REALTY TRUS | $58,000 | – | 2,000 | +100.0% | 0.03% | – |
| FWONK | New | LIBERTY MEDIA CORP DELAWARE | $55,000 | – | 1,770 | +100.0% | 0.03% | – |
| CHK | CHESAPEAKE ENERGY CORP | $55,000 | -52.6% | 26,300 | 0.0% | 0.03% | -39.5% | |
| BOX | New | BOX INCcl a | $53,000 | – | 3,100 | +100.0% | 0.02% | – |
| INTX | Sell | INTERSECTIONS INC | $53,000 | -50.9% | 14,296 | -76.1% | 0.02% | -37.5% |
| GILD | New | GILEAD SCIENCES INC | $51,000 | – | 825 | +100.0% | 0.02% | – |
| MSGN | New | MSG NETWORK INCcl a | $47,000 | – | 2,000 | +100.0% | 0.02% | – |
| AZN | New | ASTRAZENECA PLCsponsored adr | $46,000 | – | 1,150 | +100.0% | 0.02% | – |
| IRT | New | INDEPENDENCE RLTY TR INC | $46,000 | – | 5,000 | +100.0% | 0.02% | – |
| HPQ | New | HP INC | $44,000 | – | 2,200 | +100.0% | 0.02% | – |
| CELH | CELSIUS HOLDINGS INC | $42,000 | -12.5% | 12,000 | 0.0% | 0.02% | +11.1% | |
| MRVL | New | MARVELL TECHNOLOGY GROUP LTDord | $44,000 | – | 2,750 | +100.0% | 0.02% | – |
| JCAP | New | JERNIGAN CAP INC | $40,000 | – | 2,000 | +100.0% | 0.02% | – |
| SELF | GLOBAL SELF STORAGE INC | $39,000 | -7.1% | 10,000 | 0.0% | 0.02% | +20.0% | |
| ECL | Sell | ECOLAB INC | $39,000 | -97.6% | 266 | -97.5% | 0.02% | -97.0% |
| KEYS | New | KEYSIGHT TECHNOLOGIES INC | $39,000 | – | 650 | +100.0% | 0.02% | – |
| CABO | New | CABLE ONE INC | $39,000 | – | 48 | +100.0% | 0.02% | – |
| PAYX | New | PAYCHEX INC | $39,000 | – | 600 | +100.0% | 0.02% | – |
| NRK | New | NUVEEN NEW YORK AMT QLT MUNI | $37,000 | – | 3,198 | +100.0% | 0.02% | – |
| KMB | New | KIMBERLY CLARK CORP | $34,000 | – | 300 | +100.0% | 0.02% | – |
| NEM | New | NEWMONT MINING CORP | $35,000 | – | 1,000 | +100.0% | 0.02% | – |
| TDF | New | TEMPLETON DRAGON FD INC | $33,000 | – | 1,950 | +100.0% | 0.02% | – |
| CAR | New | AVIS BUDGET GROUP | $32,000 | – | 1,499 | +100.0% | 0.02% | – |
| BXP | New | BOSTON PROPERTIES INC | $33,000 | – | 300 | +100.0% | 0.02% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $33,000 | – | 200 | +100.0% | 0.02% | – |
| GHC | New | GRAHAM HLDGS CO | $31,000 | – | 48 | +100.0% | 0.01% | – |
| BATRK | New | LIBERTY MEDIA CORP DELAWARE | $30,000 | – | 1,202 | +100.0% | 0.01% | – |
| CSCO | Sell | CISCO SYS INC | $28,000 | -90.2% | 650 | -88.9% | 0.01% | -87.6% |
| TGT | New | TARGET CORP | $28,000 | – | 400 | +100.0% | 0.01% | – |
| KSS | New | KOHLS CORP | $28,000 | – | 400 | +100.0% | 0.01% | – |
| AIGWS | New | AMERICAN INTL GROUP INC*w exp 01/19/202 | $26,000 | – | 4,832 | +100.0% | 0.01% | – |
| CY | New | CYPRESS SEMICONDUCTOR CORP | $25,000 | – | 1,900 | +100.0% | 0.01% | – |
| FWONA | New | LIBERTY MEDIA CORP DELAWARE | $26,000 | – | 885 | +100.0% | 0.01% | – |
| CAT | New | CATERPILLAR INC DEL | $25,000 | – | 200 | +100.0% | 0.01% | – |
| MED | New | MEDIFAST INC | $25,000 | – | 200 | +100.0% | 0.01% | – |
| EIS | New | ISHARES INCmsci israel etf | $24,000 | – | 500 | +100.0% | 0.01% | – |
| PALL | New | ABERDEEN STD PALLADIUM ETF Tphyscl palladm | $24,000 | – | 200 | +100.0% | 0.01% | – |
| POR | New | PORTLAND GEN ELEC CO | $23,000 | – | 500 | +100.0% | 0.01% | – |
| PKO | New | PIMCO INCOME OPPORTUNITY FD | $23,000 | – | 900 | +100.0% | 0.01% | – |
| WEN | New | WENDYS CO | $23,000 | – | 1,500 | +100.0% | 0.01% | – |
| BHLB | New | BERKSHIRE HILLS BANCORP INC | $23,000 | – | 800 | +100.0% | 0.01% | – |
| LAND | New | GLADSTONE LD CORP | $23,000 | – | 2,000 | +100.0% | 0.01% | – |
| HPE | New | HEWLETT PACKARD ENTERPRISE C | $22,000 | – | 1,700 | +100.0% | 0.01% | – |
| REZI | New | RESIDEO TECHNOLOGIES INC | $22,000 | – | 1,066 | +100.0% | 0.01% | – |
| VIG | New | VANGUARD GROUPdiv app etf | $20,000 | – | 200 | +100.0% | 0.01% | – |
| PJT | New | PJT PARTNERS INC | $20,000 | – | 511 | +100.0% | 0.01% | – |
| AEM | New | AGNICO EAGLE MINES LTD | $20,000 | – | 500 | +100.0% | 0.01% | – |
| DUK | New | DUKE ENERGY CORP NEW | $18,000 | – | 198 | +100.0% | 0.01% | – |
| CDK | New | CDK GLOBAL INC | $18,000 | – | 366 | +100.0% | 0.01% | – |
| MCD | New | MCDONALDS CORP | $18,000 | – | 100 | +100.0% | 0.01% | – |
| IJK | New | ISHARES TRs&p mc 400gr etf | $14,000 | – | 77 | +100.0% | 0.01% | – |
| TWTR | New | TWITTER INC | $16,000 | – | 575 | +100.0% | 0.01% | – |
| BPY | New | BROOKFIELD PPTY PARTNERS L Punit ltd partn | $16,000 | – | 1,000 | +100.0% | 0.01% | – |
| AMX | New | AMERICA MOVIL SAB DE CV | $14,000 | – | 1,000 | +100.0% | 0.01% | – |
| TGNA | New | TEGNA INC | $15,000 | – | 1,400 | +100.0% | 0.01% | – |
| GAB | New | GABELLI EQUITY TR INC | $12,000 | – | 2,440 | +100.0% | 0.01% | – |
| GWR | New | GENESEE & WYO INCcl a | $12,000 | – | 150 | +100.0% | 0.01% | – |
| PHK | New | PIMCO HIGH INCOME FD | $12,000 | – | 1,500 | +100.0% | 0.01% | – |
| XYL | New | XYLEM INC | $13,000 | – | 200 | +100.0% | 0.01% | – |
| APC | New | ANADARKO PETE CORP | $13,000 | – | 303 | +100.0% | 0.01% | – |
| SLG | Sell | SL GREEN RLTY CORP | $12,000 | -97.6% | 150 | -97.1% | 0.01% | -96.8% |
| CFRX | Sell | CONTRAFECT CORP | $13,000 | -75.5% | 8,696 | -66.2% | 0.01% | -70.0% |
| BDJ | New | BLACKROCK ENHANCED EQT DIV T | $10,000 | – | 1,278 | +100.0% | 0.01% | – |
| KKR | New | KKR & CO INCcl a | $10,000 | – | 500 | +100.0% | 0.01% | – |
| PM | New | PHILIP MORRIS INTL INC | $10,000 | – | 150 | +100.0% | 0.01% | – |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $10,000 | – | 75 | +100.0% | 0.01% | – |
| WTR | New | AQUA AMERICA INC | $11,000 | – | 332 | +100.0% | 0.01% | – |
| CAG | New | CONAGRA BRANDS INC | $11,000 | – | 557 | +100.0% | 0.01% | – |
| UTF | New | COHEN & STEERS INFRASTRUCTUR | $10,000 | – | 500 | +100.0% | 0.01% | – |
| UE | New | URBAN EDGE PPTYS | $8,000 | – | 500 | +100.0% | 0.00% | – |
| GE | New | GENERAL ELECTRIC CO | $9,000 | – | 1,050 | +100.0% | 0.00% | – |
| VSH | New | VISHAY INTERTECHNOLOGY INC | $8,000 | – | 432 | +100.0% | 0.00% | – |
| RTN | New | RAYTHEON CO | $8,000 | – | 50 | +100.0% | 0.00% | – |
| WFC | New | WELLS FARGO CO NEW | $8,000 | – | 170 | +100.0% | 0.00% | – |
| WRE | New | WASHINGTON REAL ESTATE INVTsh ben int | $9,000 | – | 400 | +100.0% | 0.00% | – |
| PML | New | PIMCO MUN INCOME FD II | $8,000 | – | 600 | +100.0% | 0.00% | – |
| AEF | New | ABERDEEN EMRG MRKTS EQT INM | $7,000 | – | 1,445 | +100.0% | 0.00% | – |
| AVT | New | AVNET INC | $7,000 | – | 200 | +100.0% | 0.00% | – |
| PTY | New | PIMCO CORPORATE & INCOME OPP | $6,000 | – | 400 | +100.0% | 0.00% | – |
| TEVA | New | TEVA PHARMACEUTICAL INDS LTDsponsored adr | $6,000 | – | 400 | +100.0% | 0.00% | – |
| BTA | New | BLACKROCK LONG-TERM MUNI ADV | $6,000 | – | 600 | +100.0% | 0.00% | – |
| GGT | New | GABELLI MULTIMEDIA TR INC | $7,000 | – | 1,027 | +100.0% | 0.00% | – |
| NVCR | New | NOVOCURE LTD | $6,000 | – | 200 | +100.0% | 0.00% | – |
| BR | New | BROADRIDGE FINL SOLUTIONS IN | $6,000 | – | 75 | +100.0% | 0.00% | – |
| EWH | New | ISHARES INCmsci hong kg etf | $6,000 | – | 260 | +100.0% | 0.00% | – |
| NBH | New | NEUBERGER BERMAN MUNI FD INC | $5,000 | – | 400 | +100.0% | 0.00% | – |
| ITT | New | ITT INC | $5,000 | – | 100 | +100.0% | 0.00% | – |
| EVR | New | EVERCORE INCclass a | $4,000 | – | 50 | +100.0% | 0.00% | – |
| SSW | New | SEASPAN CORP | $4,000 | – | 500 | +100.0% | 0.00% | – |
| GTX | New | GARRETT MOTION INC | $4,000 | – | 340 | +100.0% | 0.00% | – |
| TEL | New | TE CONNECTIVITY LTD | $4,000 | – | 50 | +100.0% | 0.00% | – |
| EWS | New | ISHARES INCmsci singpor etf | $4,000 | – | 177 | +100.0% | 0.00% | – |
| DISCK | New | DISCOVERY INC | $4,000 | – | 162 | +100.0% | 0.00% | – |
| RIGL | New | RIGEL PHARMACEUTICALS INC | $4,000 | – | 2,000 | +100.0% | 0.00% | – |
| RMBL | New | RUMBLEON INCcl b | $5,000 | – | 1,000 | +100.0% | 0.00% | – |
| C | Sell | CITIGROUP INC | $5,000 | -99.1% | 99 | -98.7% | 0.00% | -99.0% |
| AMP | New | AMERIPRISE FINL INC | $4,000 | – | 40 | +100.0% | 0.00% | – |
| WRN | WESTERN COPPER & GOLD CORP | $5,000 | -28.6% | 10,000 | 0.0% | 0.00% | -33.3% | |
| BCLI | New | BRAINSTORM CELL THERAPEUTICS | $5,000 | – | 1,600 | +100.0% | 0.00% | – |
| KLAC | New | KLA-TENCOR CORP | $4,000 | – | 50 | +100.0% | 0.00% | – |
| EWN | New | ISHARES INCmsci netherl etf | $5,000 | – | 173 | +100.0% | 0.00% | – |
| LRCX | New | LAM RESEARCH CORP | $4,000 | – | 30 | +100.0% | 0.00% | – |
| HT | New | HERSHA HOSPITALITY TR | $4,000 | – | 250 | +100.0% | 0.00% | – |
| CG | New | CARLYLE GROUP L P | $3,000 | – | 200 | +100.0% | 0.00% | – |
| AMPE | New | AMPIO PHARMACEUTICALS INC | $2,000 | – | 5,000 | +100.0% | 0.00% | – |
| UAA | New | UNDER ARMOUR INCcl a | $3,000 | – | 150 | +100.0% | 0.00% | – |
| SAND | New | SANDSTORM GOLD LTD | $3,000 | – | 700 | +100.0% | 0.00% | – |
| TPR | New | TAPESTRY INC | $3,000 | – | 100 | +100.0% | 0.00% | – |
| JCI | New | JOHNSON CTLS INTL PLC | $2,000 | – | 46 | +100.0% | 0.00% | – |
| LBTYK | New | LIBERTY GLOBAL PLC | $2,000 | – | 86 | +100.0% | 0.00% | – |
| LYV | New | LIVE NATION ENTERTAINMENT IN | $3,000 | – | 64 | +100.0% | 0.00% | – |
| RYN | New | RAYONIER INC | $3,000 | – | 96 | +100.0% | 0.00% | – |
| QRTEA | New | QURATE RETAIL INC | $3,000 | – | 156 | +100.0% | 0.00% | – |
| GCI | New | GANNETT CO INC | $2,000 | – | 200 | +100.0% | 0.00% | – |
| HRS | New | HARRIS CORP DEL | $3,000 | – | 20 | +100.0% | 0.00% | – |
| FEYE | New | FIREEYE INC | $2,000 | – | 100 | +100.0% | 0.00% | – |
| LBRDK | New | LIBERTY BROADBAND CORP | $2,000 | – | 26 | +100.0% | 0.00% | – |
| TLRY | New | TILRAY INC | $3,000 | – | 40 | +100.0% | 0.00% | – |
| ORA | New | ORMAT TECHNOLOGIES INC | $3,000 | – | 50 | +100.0% | 0.00% | – |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $2,000 | – | 52 | +100.0% | 0.00% | – |
| CBS | Sell | CBS CORP NEWcl b | $2,000 | -99.7% | 54 | -99.6% | 0.00% | -99.6% |
| UA | New | UNDER ARMOUR INCcl c | $3,000 | – | 150 | +100.0% | 0.00% | – |
| NRT | New | NORTH EUROPEAN OIL RTY TRsh ben int | $2,000 | – | 310 | +100.0% | 0.00% | – |
| SNAP | New | SNAP INCcl a | $3,000 | – | 450 | +100.0% | 0.00% | – |
| NKTR | New | NEKTAR THERAPEUTICS | $2,000 | – | 50 | +100.0% | 0.00% | – |
| CTS | New | CTS CORP | $3,000 | – | 100 | +100.0% | 0.00% | – |
| LBTYA | New | LIBERTY GLOBAL PLC | $1,000 | – | 28 | +100.0% | 0.00% | – |
| INAPQ | New | INTERNAP CORP | $0 | – | 4 | +100.0% | 0.00% | – |
| GG | New | GOLDCORP INC NEW | $1,000 | – | 100 | +100.0% | 0.00% | – |
| LBRDA | New | LIBERTY BROADBAND CORP | $1,000 | – | 10 | +100.0% | 0.00% | – |
| LEXEA | New | LIBERTY EXPEDIA HOLDINGS | $1,000 | – | 16 | +100.0% | 0.00% | – |
| LTRPA | New | LIBERTY TRIPADVISOR HLDGS IN | $0 | – | 20 | +100.0% | 0.00% | – |
| LGFB | New | LIONS GATE ENTMNT CORPcl b non vtg | $0 | – | 27 | +100.0% | 0.00% | – |
| LITE | New | LUMENTUM HLDGS INC | $0 | – | 1 | +100.0% | 0.00% | – |
| GLIBA | New | GCI LIBERTY INC | $1,000 | – | 25 | +100.0% | 0.00% | – |
| FCEL | New | FUELCELL ENERGY INC | $0 | – | 421 | +100.0% | 0.00% | – |
| NEWT | New | NEWTEK BUSINESS SVCS CORP | $0 | – | 22 | +100.0% | 0.00% | – |
| FTRCQ | New | FRONTIER COMMUNICATIONS CORP | $0 | – | 18 | +100.0% | 0.00% | – |
| NOK | New | NOKIA CORPsponsored adr | $1,000 | – | 125 | +100.0% | 0.00% | – |
| FVE | New | FIVE STAR SENIOR LIVING INC | $0 | – | 10 | +100.0% | 0.00% | – |
| JCPNQ | New | PENNEY J C INC | $0 | – | 1,000 | +100.0% | 0.00% | – |
| XONE | New | EXONE CO | $1,000 | – | 200 | +100.0% | 0.00% | – |
| DRD | New | DRDGOLD LIMITEDspon adr repstg | $0 | – | 2 | +100.0% | 0.00% | – |
| RYAM | New | RAYONIER ADVANCED MATLS INC | $0 | – | 32 | +100.0% | 0.00% | – |
| SJM | Sell | SMUCKER J M CO | $1,000 | -99.6% | 9 | -99.6% | 0.00% | -100.0% |
| BHR | New | BRAEMAR HOTELS & RESORTS INC | $0 | – | 40 | +100.0% | 0.00% | – |
| SPWR | New | SUNPOWER CORP | $0 | – | 28 | +100.0% | 0.00% | – |
| BPFH | New | BOSTON PRIVATE FINL HLDGS IN | $1,000 | – | 100 | +100.0% | 0.00% | – |
| DDD | New | 3-D SYS CORP DEL | $1,000 | – | 80 | +100.0% | 0.00% | – |
| TDWWS | New | TIDEWATER INC NEW*w exp 11/24/202 | $0 | – | 295 | +100.0% | 0.00% | – |
| SAN | New | BANCO SANTANDER SAadr | $1,000 | – | 300 | +100.0% | 0.00% | – |
| AYTU | New | AYTU BIOSCIENCE INC | $0 | – | 1 | +100.0% | 0.00% | – |
| AVP | New | AVON PRODS INC | $0 | – | 40 | +100.0% | 0.00% | – |
| VEC | New | VECTRUS INC | $0 | – | 11 | +100.0% | 0.00% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $0 | – | 2,500 | +100.0% | 0.00% | – |
| ASCMA | New | ASCENT CAP GROUP INC | $0 | – | 4 | +100.0% | 0.00% | – |
| AQB | New | AQUABOUNTY TECHNOLOGIES INC | $0 | – | 2 | +100.0% | 0.00% | – |
| VIAB | New | VIACOM INC NEWcl b | $1,000 | – | 54 | +100.0% | 0.00% | – |
| VIAV | New | VIAVI SOLUTIONS INC | $0 | – | 6 | +100.0% | 0.00% | – |
| VPG | New | VISHAY PRECISION GROUP INC | $1,000 | – | 30 | +100.0% | 0.00% | – |
| APEN | New | APOLLO ENDOSURGERY INC | $0 | – | 28 | +100.0% | 0.00% | – |
| WHLR | New | WHEELER REAL ESTATE INVT TR | $0 | – | 200 | +100.0% | 0.00% | – |
| WPX | New | WPX ENERGY INC | $1,000 | – | 66 | +100.0% | 0.00% | – |
| ZIOP | New | ZIOPHARM ONCOLOGY INC | $0 | – | 24 | +100.0% | 0.00% | – |
| ADNT | New | ADIENT PLC | $0 | – | 4 | +100.0% | 0.00% | – |
| XON | New | INTREXON CORP | $1,000 | – | 150 | +100.0% | 0.00% | – |
| NVT | New | NVENT ELECTRIC PLC | $0 | – | 10 | +100.0% | 0.00% | – |
| PNR | New | PENTAIR PLC | $0 | – | 10 | +100.0% | 0.00% | – |
| LILA | New | LIBERTY LATIN AMERICA LTD | $0 | – | 4 | +100.0% | 0.00% | – |
| LILAK | New | LIBERTY LATIN AMERICA LTD | $0 | – | 14 | +100.0% | 0.00% | – |
| CGEN | New | COMPUGEN LTDord | $1,000 | – | 300 | +100.0% | 0.00% | – |
| STAY | Exit | EXTENDED STAY AMER INCunit 99/99/9999b | $0 | – | -10,250 | -100.0% | -0.08% | – |
| BIDU | Exit | BAIDU INCspon adr rep a | $0 | – | -1,000 | -100.0% | -0.08% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -3,195 | -100.0% | -0.08% | – |
| MS | Exit | MORGAN STANLEY | $0 | – | -5,100 | -100.0% | -0.09% | – |
| STI | Exit | SUNTRUST BKS INC | $0 | – | -4,000 | -100.0% | -0.10% | – |
| CMA | Exit | COMERICA INC | $0 | – | -3,000 | -100.0% | -0.10% | – |
| KEY | Exit | KEYCORP NEW | $0 | – | -15,000 | -100.0% | -0.11% | – |
| FXE | Exit | INVESCO CURRENCYSHARES EURO | $0 | – | -5,000 | -100.0% | -0.20% | – |
| CS | Exit | CREDIT SUISSE GROUPsponsored adr | $0 | – | -40,000 | -100.0% | -0.22% | – |
| FCEA | Exit | FOREST CITY RLTY TR INC | $0 | – | -91,000 | -100.0% | -0.84% | – |
| GPT | Exit | GRAMERCY PPTY TR | $0 | – | -127,807 | -100.0% | -1.29% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR GOLD TRUST | 24 | Q1 2019 | 8.8% |
| BERKSHIRE HATHAWAY INC DEL | 24 | Q1 2019 | 6.2% |
| DISNEY WALT CO | 24 | Q1 2019 | 3.4% |
| JOHNSON & JOHNSON | 24 | Q1 2019 | 2.0% |
| EXXON MOBIL CORP | 24 | Q1 2019 | 3.0% |
| AT&T INC | 24 | Q1 2019 | 3.4% |
| PROCTER & GAMBLE CO | 24 | Q1 2019 | 2.2% |
| PEPSICO INC | 24 | Q1 2019 | 1.9% |
| HOST HOTELS & RESORTS INC | 24 | Q1 2019 | 1.2% |
| COMCAST CORP NEW | 24 | Q1 2019 | 1.4% |
View LOEB PARTNERS CORP's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| SOLITARIO EXPLORATION & ROYALTY CORP. | May 01, 2009 | ? | ? |
| SPACEDEV, INC. | December 30, 2008 | ? | ? |
| NEXMED INC | December 23, 2008 | ? | ? |
| ARK RESTAURANTS CORP | November 20, 2008 | ? | ? |
| THREE FIVE SYSTEMS INC | October 17, 2008 | ? | ? |
| BALDWIN & LYONS INC | September 29, 2008 | ? | ? |
| Core-Mark Holding Company, Inc. | July 18, 2008 | ? | ? |
| 3DFX INTERACTIVE INC | May 30, 2008 | ? | ? |
| BELL INDUSTRIES INC /NEW/ | April 23, 2008 | ? | ? |
| COMPUTER HORIZONS CORP | February 11, 2008 | ? | ? |
View LOEB PARTNERS CORP's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-08-14 |
| 13F-HR/A | 2019-05-15 |
| 13F-HR | 2019-05-14 |
| 13F-HR | 2019-02-07 |
| 13F-HR | 2018-11-09 |
| 13F-HR | 2018-08-13 |
| 13F-HR | 2018-05-14 |
| 13F-HR | 2018-02-05 |
| 13F-HR | 2017-10-23 |
| 13F-HR | 2017-07-27 |
View LOEB PARTNERS CORP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.