ALPINE WOODS CAPITAL INVESTORS, LLC Information

2500 WESTCHESTER AVE, PURCHASE, New York, 10577, (914) 251-0880

Report Date: 03/31/2013

Position Statistics:

Total Positions 388
New Positions 32
Increased Positions 116
Decreased Positions 126
Positions with Activity 242
Sold Out Positions 42
Total Mkt Value
(in $ millions)
1,605

Sector Weighting

Basic Materials 2.31%
Capital Goods 2.27%
Conglomerates 0.36%
Consumer Cyclical 3.63%
Consumer/Non-Cyclical 2.68%
Energy 3.58%
Financial 16.34%
Healthcare 9.98%
Services 37.67%
Technology 12.38%
Transportation 3.67%
Utilities 4.73%

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

242 Activity Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
FEDEX CORP COM 3,120 78 2.57 31,900
BROOKFIELD OFFICE PPTYS INC COM 2,908 -4,720 (61.88) 160,485
NEWCASTLE INVT CORP COM 2,899 2,899 New 550,000
WELLPOINT INC COM 2,879 -62 (2.09) 37,400
HOME PROPERTIES INC COM 2,877 -255 (8.13) 45,200
BROOKFIELD PPTY PARTNERS L P UNIT LTD PARTN 2,750 2 .08 120,100
OI S.A. SPN ADR REP PFD 2,740 2,740 New 1,262,500
TEVA PHARMACEUTICAL INDS LTD ADR 2,724 -90 (3.22) 69,250
XCEL ENERGY INC COM 2,627 188 7.70 88,850
SABRA HEALTH CARE REIT INC COM 2,606 -232 (8.16) 88,347
SCHEIN HENRY INC COM 2,601 95 3.80 27,350
WEBSTER FINL CORP CONN COM 2,438 -15 (0.61) 105,301
OMEGA HEALTHCARE INVS INC COM 2,384 -340 (12.49) 70,047
WILLIAMS SONOMA INC COM 2,383 2,383 New 42,900
PROCTER & GAMBLE CO COM 2,324 -82 (3.4) 28,386
BROOKFIELD RESIDENTIAL PPTYS I COM 2,173 1,044 92.55 94,629
FISERV INC COM 1,982 -18 (0.88) 22,500
BECTON DICKINSON & CO COM 1,966 20 1.04 19,500
GENERAL GROWTH PPTYS INC NEW COM 1,961 -604 (23.56) 91,018
DIAMONDROCK HOSPITALITY CO COM 1,904 -3,195 (62.66) 200,202

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