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
Top Buys
A
AUANGLOGOLD ASHANTI PLC+$3.5M
E
EISISHARES INC+$3.5M
E
EWHISHARES INC+$3.3M
T
TPRTAPESTRY INC+$3.1M
J
JBLJABIL INC+$3.0M
Top Sells
E
EWGISHARES INC-$3.7M
C
CNMCORE & MAIN INC-$3.7M
G
GDDYGODADDY INC-$3.7M
B
BMIBADGER METER INC-$3.6M
E
EWQISHARES INC-$3.4M
Top Holdings
M
MSFTMICROSOFT CORP+4.0%$16.0M
I
ITOTISHARES TR+2.2%$8.8M
A
AAPLAPPLE INC+2.1%$8.5M
I
IWFISHARES TR+1.9%$7.8M
E
EMEEMCOR GROUP INC+1.9%$7.6M
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%