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Ian D Meiksins

@Foundry Partners, Llc

Latest period2024 - Q3ReportedManaged Assets$2.02BTotal holdings284
Assets growth rate8.41%Assets growth rate (2-Q avg)3.93%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Foundry Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 284 positions.

Assets under management

The assets under management (AUM) of Foundry Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.02B in assets, with a quarterly growth rate of 8.41% and a 2-quarter average growth rate of 3.93%. The portfolio is managed by Ian D Meiksins, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DUKDuke Energy Corp
Recent Activity
Decreased -10.15%
1.58%
$31.888M
276,562 shares@ $115.31 avg price
MOAltria Group
Recent Activity
Decreased -0.61%
1.43%
$28.832M
564,897 shares@ $51.05 avg price
BKBank Of New York Mellon
Recent Activity
Decreased -0.5%
1.37%
$27.672M
385,082 shares@ $71.87 avg price
EBAYEbay Inc Com
Recent Activity
Decreased -0.09%
1.35%
$27.209M
417,889 shares@ $65.12 avg price
IBMIntl Business Machines Corp
Recent Activity
Decreased -8.34%
1.34%
$26.93M
121,810 shares@ $221.09 avg price
HIGHartford Financial Services
Recent Activity
Decreased -0.49%
1.23%
$24.648M
209,575 shares@ $117.62 avg price
CMICummins Inc
Recent Activity
Decreased -0.5%
1.22%
$24.514M
75,710 shares@ $323.8 avg price
MDTMedtronic Plc
Recent Activity
Decreased -0.5%
1.2%
$24.095M
267,632 shares@ $90.04 avg price
ELVElevance Health, Inc
Recent Activity
Decreased -0.49%
1.2%
$24.058M
46,265 shares@ $520.0 avg price
KRKroger Co
Recent Activity
Increased 14.13%
1.15%
$23.152M
404,055 shares@ $57.3 avg price