Category: Investment Strategies

Ballentine Partners LLC Increases Holdings in Simon Property Group, Inc. (NYSE:SPG) Ballentine Partners LLC has increased its holdings in Simon Property Group, Inc. by 8.1% in the 1st quarter, according to its recent filing with the SEC. The fund now owns 4,238 shares of the real estate investment trust’s stock, worth $663,000. Other hedge funds…

Park Avenue Securities LLC Increases Holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ) Park Avenue Securities LLC has increased its holdings in shares of Vanguard Real Estate ETF by 3.5% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm now owns 20,599 shares of the…

Recent Stake Acquisitions in Realty Income Co. (NYSE:O) by Marcum Wealth LLC and Other Institutional Investors Marcum Wealth LLC Acquires Stake in Realty Income Co. In a recent filing with the Securities & Exchange Commission, Marcum Wealth LLC disclosed that it has acquired a new stake in Realty Income Co. (NYSE:O). The firm purchased 4,124…

Mid-America Apartment Communities: Hedge Funds Make Changes to Positions First Hawaiian Bank Decreases Position in Mid-America Apartment Communities, Inc. In recent news, First Hawaiian Bank has decreased its position in Mid-America Apartment Communities, Inc. (NYSE:MAA) by 3.4% during the 1st quarter. The bank sold 125 shares, leaving them with 3,603 shares of the real estate…

Equity LifeStyle Properties Stake Cut by Quadrature Capital Ltd Quadrature Capital Ltd Reduces Stake in Equity LifeStyle Properties, Inc. In a recent disclosure with the Securities and Exchange Commission (SEC), Quadrature Capital Ltd revealed that it has cut its stake in Equity LifeStyle Properties, Inc. (NYSE:ELS) by 29.5% in the 4th quarter. The institutional investor…

News Release: Heiwa Real Estate REIT, Inc. Announces Acquisition and Investment Updates Heiwa Real Estate REIT, Inc. has announced the completion of the acquisition of Shinwa Esaka Building in Osaka. The real estate investment trust company has been actively expanding its portfolio with strategic acquisitions in Japan. Heiwa Real Estate REIT, Inc. aims to achieve…

Federal Realty Investment Trust Holdings and Analyst Ratings PNC Financial Services Group Inc. Trims Holdings in Federal Realty Investment Trust In a recent filing with the Securities & Exchange Commission, PNC Financial Services Group Inc. disclosed that it has reduced its holdings in Federal Realty Investment Trust (NYSE:FRT) by 17.2% during the fourth quarter. The…

Lawmakers Reject Proposal to Reinstate Stamp Duty Exemption for Real Estate Investment Trusts (Reits) Lawmakers have rejected a proposal to reinstate stamp duty exemption on property purchased under Real Estate Investment Trusts (Reits), despite arguments from the Nairobi Securities Exchange (NSE) Plc and other stakeholders that the tax benefit would boost the uptake of Reits…

Piedmont Office Realty Trust: Institutional Investors Increase Stake in the Company Wilsey Asset Management Inc. has significantly increased its stake in Piedmont Office Realty Trust, Inc. by 34.5% in the first quarter, according to the company’s recent filing with the Securities and Exchange Commission. The firm now owns over 2.5 million shares of the real…

Insights on Listed REITs Performance and Real Estate Sectors Listed Real Estate Investment Trusts (REITs) have had a rollercoaster year so far in 2024, with a 6% decline year-to-date. However, despite the rocky start, there have been some positive trends in the market. According to Rich Hill of Cohen & Steers, the market saw a…