Argosy-Lionbridge Management, LLC Top Holdings and 13F Report (2025) About Argosy-Lionbridge Management, LLCInvestment ActivityArgosy-Lionbridge Management, LLC has $149.88 million in total holdings as of March 31, 2025.Argosy-Lionbridge Management, LLC owns shares of 12 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 13.17% of the portfolio was purchased this quarter.About 3.30% of the portfolio was sold this quarter.This quarter, Argosy-Lionbridge Management, LLC has purchased 12 new stocks and bought additional shares in 5 stocks.Argosy-Lionbridge Management, LLC sold shares of 4 stocks and completely divested from 2 stocks this quarter.Largest Holdings Elme Communities $39,944,727First Industrial Realty Trust $25,715,231Apartment Investment and Management $22,683,320Rexford Industrial Realty $19,446,666Veris Residential $19,093,729 Largest New Holdings this Quarter 526057104 - Lennar $2,760,459 Holding49803T300 - Kite Realty Group Trust $398,186 Holding Largest Purchases this Quarter Elme Communities 640,458 shares (about $11.14M)Lennar 24,050 shares (about $2.76M)Rexford Industrial Realty 68,500 shares (about $2.68M)Apartment Investment and Management 242,588 shares (about $2.13M)Americold Realty Trust 25,000 shares (about $536.50K) Largest Sales this Quarter First Industrial Realty Trust 51,020 shares (about $2.75M)Veris Residential 15,750 shares (about $266.49K)Starwood Property Trust 10,000 shares (about $197.70K)DigitalBridge Group 3,500 shares (about $30.87K) Sector Allocation Over TimeMap of 500 Largest Holdings ofArgosy-Lionbridge Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorELMEElme Communities$39,944,727$11,143,969 ▲38.7%2,295,67426.7%FinanceFRFirst Industrial Realty Trust$25,715,231$2,753,155 ▼-9.7%476,54117.2%FinanceAIVApartment Investment and Management$22,683,320$2,134,774 ▲10.4%2,577,65015.1%FinanceREXRRexford Industrial Realty$19,446,666$2,681,775 ▲16.0%496,72213.0%FinanceVREVeris Residential$19,093,729$266,490 ▼-1.4%1,128,47112.7%FinanceINVHInvitation Homes$7,349,690$76,670 ▲1.1%210,8954.9%FinanceDBRGDigitalBridge Group$4,411,913$30,870 ▼-0.7%500,2172.9%FinanceCOLDAmericold Realty Trust$3,540,900$536,500 ▲17.9%165,0002.4%FinanceBXMTBlackstone Mortgage Trust$3,449,2000.0%172,4602.3%FinanceLENLennar$2,760,459$2,760,459 ▲New Holding24,0501.8%ConstructionSTWDStarwood Property Trust$1,087,350$197,700 ▼-15.4%55,0000.7%FinanceKRGKite Realty Group Trust$398,186$398,186 ▲New Holding17,8000.3%FinanceIRTIndependence Realty Trust$0$1,133,616 ▼-100.0%00.0%FinanceALXAlexander's$0$563,369 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
