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)
1,636

Sector Weighting

Basic Materials 2.3%
Capital Goods 2.25%
Conglomerates 0.39%
Consumer Cyclical 3.65%
Consumer/Non-Cyclical 2.63%
Energy 3.57%
Financial 16.32%
Healthcare 9.85%
Services 37.91%
Technology 12.32%
Transportation 3.63%
Utilities 4.78%

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

116 INCREASED Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
PACIFIC MERCANTILE BANCORP COM 172 .01 26,844
BROOKFIELD PPTY PARTNERS L P UNIT LTD PARTN 2,839 2 .08 120,100
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 4,560 4 .08 120,100
ZAGG INC COM 148 5 3.52 29,400
SUNCOR ENERGY INC NEW COM 240 13 5.63 7,500
QUALCOMM INC COM 29,764 14 .05 452,613
BANK COMM HLDGS COM 261 17 7.03 52,381
BECTON DICKINSON & CO COM 1,970 20 1.04 19,500
SYNERGETICS USA INC COM 72 28 64.29 23,000
AMERICAN CAPITAL AGENCY CORP COM 18,662 29 .15 653,663
BGC PARTNERS INC CL A 144 29 25 25,000
DIGITAL RLTY TR INC COM 9,697 32 .33 151,348
GLEACHER & CO INC COM 59 32 122.59 89,037
JOHNSON & JOHNSON COM 15,132 42 .28 170,804
MASTEC INC COM 1,306 44 3.45 39,000
WESTPORT INNOVATIONS INC COM NEW 672 45 7.14 22,500
APOLLO COML REAL EST FIN INC COM 1,846 50 2.81 102,384
DISH NETWORK CORP CL A 1,078 60 5.88 27,000
CALPINE CORP COM NEW 984 64 6.98 46,000
MFA FINL INC COM 17,804 64 .36 1,941,500

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