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DIANE MCDERMOTT

@Shikiar Asset Management Inc

Latest period2024 - Q4ReportedManaged Assets$377.539MTotal holdings76
Assets growth rate-0.77%Assets growth rate (2-Q avg)0.49%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Shikiar Asset Management Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 76 positions.

Assets under management

The assets under management (AUM) of Shikiar Asset Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 377.539M in assets, with a quarterly growth rate of -0.77% and a 2-quarter average growth rate of 0.49%. The portfolio is managed by DIANE MCDERMOTT, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GLPIGaming And Leisure Properties,
Recent Activity
Decreased -6.56%
0.71%
$2.66M
55,228 shares@ $48.17 avg price
2045⤦Compass Diversified Hldgs Pfd
Recent Activity
Increased 17.26%
0.69%
$2.586M
106,691 shares@ $24.24 avg price
2045⤦Compass Diversified Hldgs Pfd
Recent Activity
Increased 3.25%
0.68%
$2.559M
103,375 shares@ $24.76 avg price
VONGVanguard Russell 1000 Growth I
Recent Activity
0.65%
$2.428M
23,500 shares@ $103.32 avg price
LXPLxp Industrial Trust
Recent Activity
Increased 14.79%
0.56%
$2.109M
259,700 shares@ $8.13 avg price
COSTCostco Wholesale Corp
Recent Activity
0.53%
$1.979M
2,160 shares@ $916.21 avg price
COTYCoty Inc
Recent Activity
Decreased -2.83%
0.51%
$1.905M
273,700 shares@ $6.97 avg price
AXONAxon Enterprise Inc
Recent Activity
0.48%
$1.783M
3,000 shares@ $594.34 avg price
MSDLMorgan Stanley Direct Lending
Recent Activity
New Position
0.48%
$1.78M
86,150 shares@ $20.67 avg price
7050⤦Pebblebrook Hotel Tr Pfd Ser G
Recent Activity
Increased 3.95%
0.44%
$1.64M
83,050 shares@ $19.75 avg price