Lightstone Value Plus REIT VLVVP

13F holders, Q2 2024 (June 30)
3holders +1
1new positions
0sold out
$15.46avg. 13F price*

At the end of Q2 2024, 3 institutions reported holding Lightstone Value Plus REIT V (LVVP) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Tucker Asset Management LLC ($275K), Mfa Wealth Advisors, LLC ($10K) and Financial Gravity Asset Management, Inc. ($427).

Company
Lightstone Value Plus REIT V
CUSIP
53227M107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q1 2024: 2Q1 2024Q2 2024: 3Q2 2024Q3 2024: 3Q3 2024Q4 2024: 2Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions1$10K
Exits0$0

All 13F filers, Q1 2024 → Q2 2024: 667 shares bought and 497 shares sold, net +170 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Tucker Asset Management LLC 0.06% Reduce -2.7% 17,819 $275K
Mfa Wealth Advisors, LLC 0.00% New 667 $10K
Financial Gravity Asset Management, Inc. 0.00% No change 28 $427

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