Lightstone Value Plus REIT VLVVP

13F holders, Q4 2024 (December 31)
2holders −1
0new positions
1sold out
$15.87avg. 13F price*

At the end of Q4 2024, 2 institutions reported holding Lightstone Value Plus REIT V (LVVP) in their 13F filings, down 1 from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were Tucker Asset Management LLC ($270K) and Financial Gravity Companies, Inc. ($95K).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits1$10K

All 13F filers, Q3 2024 → Q4 2024: 5,962 shares bought and 1,048 shares sold, net +4,914 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Tucker Asset Management LLC 0.06% Reduce -2.2% 17,024 $270K
Financial Gravity Companies, Inc. 0.02% Add +21292.9% 5,990 $95K

"% 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.