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) 1,917

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

Sector Weighting

Basic Materials 1.56%
Capital Goods 6.11%
Conglomerates 0.02%
Consumer Cyclical 2.94%
Consumer/Non-Cyclical 2.84%
Energy 4.46%
Financial 15.39%
Healthcare 11.07%
Services 29.21%
Technology 12.61%
Transportation 4.78%
Utilities 5.56%

160 INCREASED 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 4,582 1,167 34.18 83,225
AMERICA FIRST MULTIFAMILY INV BEN UNIT CTF 300 300 New 50,000
AMERICAN HOMES 4 RENT CL A 26,249 21,491 451.66 1,426,602
COMCAST CORP NEW CL A 25,673 807 3.25 469,261
CUMULUS MEDIA INC CL A 540 372 220.93 95,315
FORTRESS INVESTMENT GROUP LLC CL A 771 771 New 100,000
GENESEE & WYO INC CL A 1,919 1,919 New 18,500
LADDER CAP CORP CL A 239 239 New 12,888
LIBERTY TAX INC CL A 655 655 New 19,248
NEXSTAR BROADCASTING GROUP INC CL A 1,167 869 290.90 23,845
OCH ZIFF CAP MGMT GROUP CL A 4,119 286 7.45 294,200
PENNYMAC FINL SVCS INC CL A 1,964 1,964 New 128,001
SEMGROUP CORP CL A 2,700 123 4.76 33,000
SILVERCREST ASSET MGMT GROUP I CL A 650 370 132.04 38,982
AMC ENTMT HLDGS INC CL A COM 2,209 2,209 New 97,750
ALTISOURCE RESIDENTIAL CORP CL B 7,390 694 10.36 282,049
BLACKHAWK NETWORK HLDGS INC CL B 119 6 5.12 4,370
NATIONAL RESH CORP CL B 514 191 59.07 12,380
1ST UNITED BANCORP INC FLA COM 1,026 57 5.91 121,965
AKORN INC COM 1,227 1,227 New 35,745