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Concentric Wealth Management LLC Sells 1,099 Shares of HP Inc. (NYSE:HPQ)

Concentric Wealth Management LLC reduced its stake in HP Inc. (NYSE:HPQ – Free Report) by 9.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,903 shares of the computer maker’s stock after selling 1,099 shares during the quarter. Concentric […]

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Concentric-wealth-management
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Janiczek-wealth-management
Barclays

Cohen & Steers Inc. Has $4.08 Billion Stake in Prologis, Inc. (NYSE:PLD)

Cohen & Steers Inc. cut its stake in shares of Prologis, Inc. (NYSE:PLD – Free Report) by 8.3% in the 4th quarter, Holdings Channel reports. The firm owned 30,598,055 shares of the real estate investment trust’s stock after selling 2,773,976 shares during the quarter. Prologis comprises approximately 8.3% of Cohen & Steers Inc.’s holdings, making […]

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True-wealth-design
Goldman-sachs-group
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Clear-investment-research
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Cohen-steers-inc

Welltower Inc. (NYSE:WELL) is Cohen & Steers Inc.'s 2nd Largest Position

Cohen & Steers Inc. lifted its stake in Welltower Inc. (NYSE:WELL – Free Report) by 0.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 40,846,208 shares of the real estate investment trust’s stock after purchasing an additional 77,093 shares […]

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Scotiabank
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Wells-fargo-company
Cohen-steers-inc

Freedom Investment Management Inc. Takes $3.05 Million Position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Freedom Investment Management Inc. purchased a new stake in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund purchased 51,193 shares of the company’s stock, valued at approximately $3,052,000. A number of other large investors also recently made changes to their positions in DFAS. […]

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Tandem-wealth-advisors
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Investment-counselors
Wealth-advisors

Point72 Europe London LLP Makes New Investment in Hewlett Packard Enterprise (NYSE:HPE)

Point72 Europe London LLP purchased a new stake in shares of Hewlett Packard Enterprise (NYSE:HPE – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 155,622 shares of the technology company’s stock, valued at approximately $2,642,000. A number of other hedge funds […]

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