Capital Square, LLC Purchases in Q4 2024

Capital Square, LLC

  • $168 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
113
+ 6.69%
$360.37 - $416.88 $40.7K - $47.1K
1.8K $653K
AMH
American Homes 4 Rent

Real Estate
29
+ 0.21%
$35.02 - $39.25 $1.02K - $1.14K
13.7K $512K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
356
+ 2.87%
$40.76 - $47.74 $14.5K - $17K
12.7K $531K
FTCS
First Trust Capital Strength E

ETFs
138
+ 1.6%
$87.62 - $94.03 $12.1K - $13K
8.76K $769K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
757
+ 6.18%
$74.68 - $81.45 $56.5K - $61.7K
13K $972K
CSR
Centerspace

Real Estate
94
+ 1.17%
$64.75 - $75.02 $6.09K - $7.05K
8.1K $535K
BND
Vanguard Bd Index Fd Inc Total

ETFs
573
+ 2.59%
$71.75 - $75.11 $41.1K - $43K
22.7K $1.63M
KO
Coca Cola CO

Consumer Defensive
604
+ 6.74%
$61.74 - $71.71 $37.3K - $43.3K
9.57K $595K
GIS
General Mills Inc

Consumer Defensive
308
+ 4.43%
$62.78 - $74.62 $19.3K - $23K
7.27K $463K
XOM
Exxon Mobil Corp

Energy
844
+ 5.76%
$105.51 - $125.37 $89.1K - $106K
15.5K $1.67M
CEG
Constellation Energy Corp

Utilities
6
+ 0.36%
$224.28 - $285.52 $1.35K - $1.71K
1.67K $375K
TRNO
Terreno Realty Corp

Real Estate
1.18K
+ 6.74%
$58.62 - $66.94 $69.3K - $79.1K
18.7K $1.11M
LOW
Lowes Companies Inc

Consumer Cyclical
255
+ 4.64%
$244.52 - $284.07 $62.4K - $72.4K
5.75K $1.42M
INVH
Invitation Homes Inc.

Real Estate
45
+ 0.19%
$31.4 - $34.69 $1.41K - $1.56K
23.8K $759K
CPT
Camden Property Trust

Real Estate
16
+ 0.15%
$112.52 - $127.03 $1.8K - $2.03K
10.9K $1.26M
ELS
Equity Lifestyle Properties Inc

Real Estate
282
+ 1.23%
$66.06 - $72.51 $18.6K - $20.4K
23.2K $1.55M
SO
Southern CO

Utilities
953
+ 4.0%
$81.5 - $94.15 $77.7K - $89.7K
24.8K $2.04M
MRK
Merck & Co., Inc.

Healthcare
310
+ 2.85%
$96.31 - $114.76 $29.9K - $35.6K
11.2K $1.11M
LMT
Lockheed Martin Corp

Industrials
13
+ 0.88%
$479.66 - $614.62 $6.24K - $7.99K
1.49K $724K
PLD
Prologis, Inc.

Real Estate
1.16K
+ 7.78%
$101.4 - $126.96 $118K - $148K
16.1K $1.7M
PCH
Potlatchdeltic Corp

Real Estate
337
+ 0.83%
$38.4 - $44.89 $12.9K - $15.1K
41K $1.61M
EXR
Extra Space Storage Inc.

Real Estate
40
+ 0.49%
$142.35 - $178.32 $5.69K - $7.13K
8.15K $1.22M
CTRE
Care Trust Reit, Inc.

Real Estate
4.47K
+ 4.67%
$26.8 - $32.79 $120K - $146K
100K $2.71M
LLY
Eli Lilly & CO

Healthcare
14
+ 0.28%
$727.2 - $932.06 $10.2K - $13K
5.07K $3.92M
Activity Summary
Buys All Purchases 125 New Holdings 29 Increased Positions 96 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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