Lightstone Value Plus REIT ILHTV

13F holders, Q4 2024 (December 31)
2holders +1
0new positions
0sold out
$11.73avg. 13F price*

At the end of Q4 2024, 2 institutions reported holding Lightstone Value Plus REIT I (LHTV) in their 13F filings, up 1 from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were First National Bank of Omaha ($370K) and Curio Wealth, LLC ($492).

Company
Lightstone Value Plus REIT I
CUSIP
53227A103
Latest filing quarter
Q1 2026

History

Number of 13F holders

012 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 2Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 2Q3 2025Q1 2026: 1Q1 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

Ownership 2 holders

First National Bank of Omaha 0.02% No change 31,507 $370K
Curio Wealth, LLC 0.00% — 42 $492

"% of holder's portfolio" is LHTV's weight in each manager's 13F, not the share of Lightstone Value Plus REIT I the manager owns.