ALPINE WOODS CAPITAL INVESTORS, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 500
New Positions 47
Increased Positions 146
Decreased Positions 188
Positions with Activity 334
Sold Out Positions 40
Total Mkt Value (in $ millions) 1,946

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

Sector Weighting

Basic Materials 1.73%
Capital Goods 5.79%
Conglomerates 0.12%
Consumer Cyclical 2.11%
Consumer/Non-Cyclical 3.29%
Energy 4.1%
Financial 14.1%
Healthcare 11.36%
Services 31.94%
Technology 12.11%
Transportation 4.64%
Utilities 5.66%

500 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
EDWARDS LIFESCIENCES CORP COM 1,567 New 12,156
CAPITAL ONE FINL CORP COM 1,551 -235 (13.16) 20,838
DUPONT FABROS TECHNOLOGY INC COM 1,524 New 40,352
VERIZON COMMUNICATIONS INC COM 1,515 424 38.82 32,897
TOLL BROTHERS INC COM 1,514 -477 (23.98) 44,700
GRANA Y MONTERO S A A SPONSORED ADR 1,508 237 18.68 152,500
PENNYMAC FINL SVCS INC CL A 1,505 -708 (32) 85,001
CHESAPEAKE LODGING TR SH BEN INT 1,504 New 39,658
PULTE GROUP INC COM 1,482 -14 (0.96) 72,022
DU PONT E I DE NEMOURS & CO COM 1,449 New 20,200
CAMDEN PPTY TR SH BEN INT 1,437 New 18,000
ULTA SALON COSMETCS & FRAG INC COM 1,436 New 10,730
PERRIGO CO PLC SHS 1,412 31 2.22 9,200
DUKE ENERGY CORP NEW COM NEW 1,407 88 6.66 16,019
KIMCO RLTY CORP COM 1,406 New 50,000
SOUTHERN NATL BANCORP OF VA IN COM 1,392 21 1.51 124,059
MEDALLION FINL CORP COM 1,392 109 8.49 148,228
ISIS PHARMACEUTICALS INC COM 1,372 -1 (0.05) 20,000
OMEGA HEALTHCARE INVS INC COM 1,367 -298 (17.91) 30,413
AMERICAN ELEC PWR INC COM 1,356 209 18.23 21,400


Latest News Headlines

View All
Create your free portfolio