SEC 13F Intelligence

MONMOUTH REAL ESTATE INVT CO

CUSIP 609720107

Monmouth Real Estate Invt Co has 221 institutional holders in Filings Flow’s 13F database, together reporting 40.33M shares worth $28.1B as of Q4 2021.

Institutional Holders
221
Q4 2021
Reported Value
$28.1B
Ticker
unmapped
private placement or foreign
Quarters Tracked
6

Ownership Trend

Institutional holders
Q4 ’18: 205Q4 ’18Q1 ’19: 192Q1 ’19Q2 ’19: 190Q2 ’19Q3 ’19: 183Q3 ’19Q2 ’21: 210Q2 ’21Q4 ’21: 221Q4 ’21filingsflow.com
Total reported value
Q4 ’18: $3.3BQ4 ’18Q1 ’19: $3.9BQ1 ’19Q2 ’19: $3.8BQ2 ’19Q3 ’19: $4.9BQ3 ’19Q2 ’21: $12.5BQ2 ’21Q4 ’21: $28.1BQ4 ’21filingsflow.com

Holders

Manager% of PortfolioValueSharesQuarter
Sound Income Strategies, LLC$2.1B AUM0.00%$1,502104Q2 2025

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.