ALPINE WOODS CAPITAL INVESTORS, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 480
New Positions 64
Increased Positions 160
Decreased Positions 151
Positions with Activity 311
Sold Out Positions 37
Total Mkt Value (in $ millions) 1,895

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

Sector Weighting

Basic Materials 1.6%
Capital Goods 6.06%
Conglomerates 0.02%
Consumer Cyclical 2.93%
Consumer/Non-Cyclical 2.89%
Energy 4.46%
Financial 15.41%
Healthcare 11.05%
Services 29.25%
Technology 12.56%
Transportation 4.69%
Utilities 5.6%

311 Activity Positions as of 03/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
TEVA PHARMACEUTICAL INDS LTD ADR 4,532 1,155 34.18 83,225
AMERICA FIRST MULTIFAMILY INV BEN UNIT CTF 300 300 New 50,000
AMERICAN HOMES 4 RENT CL A 25,736 21,071 451.66 1,426,602
BIO RAD LABS INC CL A 562 -117 (17.24) 4,800
COMCAST CORP NEW CL A 25,598 805 3.25 469,261
CUMULUS MEDIA INC CL A 593 408 220.93 95,315
DISH NETWORK CORP CL A 2,568 -329 (11.36) 39,000
FORTRESS INVESTMENT GROUP LLC CL A 739 739 New 100,000
GENESEE & WYO INC CL A 1,903 1,903 New 18,500
GOOGLE INC CL A 6,342 -411 (6.08) 10,810
JTH HLDG INC CL A 652 652 New 19,248
LADDER CAP CORP CL A 242 242 New 12,888
NEXSTAR BROADCASTING GROUP INC CL A 1,197 891 290.90 23,845
OCH ZIFF CAP MGMT GROUP CL A 3,786 263 7.45 294,200
PENNYMAC FINL SVCS INC CL A 1,952 1,952 New 128,001
SEMGROUP CORP CL A 2,595 118 4.76 33,000
SILVERCREST ASSET MGMT GROUP I CL A 645 367 132.04 38,982
TABLEAU SOFTWARE INC CL A -249 Sold Out 0
UCP INC CL A 223 -36 (13.74) 17,253
ZOETIS INC CL A 231 -9 (3.86) 7,144


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