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Monument Capital Management
CIK:0001729428
Investment Adviser
$465M AUM
226 holdings
Alexandria, VA, USA
Monument Capital Management is a real estate investment firm focusing on multifamily workforce housing acquisitions across the U.S.
Investment Strategy
Focuses on acquiring and managing multifamily real estate assets
Latest 13F Filing Activity
Monument Capital Management filed their most recent 13F report on Sep 30, 2025 disclosing 225 equity positions with a total 13F market value of $400M. The fund increased holdings in Anglogold Ashanti PLC, Ishares Inc., Ishares Inc. among other positions. Monument Capital Management reduced exposure to Ishares Inc., Core & Main Inc., Godaddy Inc. among others.
Top Holdings
Equity Positions (225)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.00% | $16.0M | 30,895 | $187.50 | $517.95 | +$522.0K |
I ITOT | ISHARES TR | 2.20% | $8.8M | 60,512 | $97.42 | $145.65 | +$528.6K |
A AAPL | APPLE INC | 2.12% | $8.5M | 33,248 | $131.59 | $254.63 | +$1.7M |
I IWF | ISHARES TR | 1.94% | $7.8M | 16,563 | $353.34 | $468.41 | +$86.7K |
E EME | EMCOR GROUP INC | 1.90% | $7.6M | 11,686 | $197.24 | $649.54 | +$1.2M |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+4.9%
ELECTRICAL WORK
+3.8%
FIRE, MARINE & CASUALTY INSURANCE
+3.3%
SERVICES-BUSINESS SERVICES, NEC
+2.7%
ELECTRONIC COMPUTERS
+2.2%
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