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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
JPMJpmorgan Chase
Recent Activity
Decreased -0.6%
2.58%
$51.927M
246,265 shares@ $210.87 avg price
CCitigroup Inc
Recent Activity
Decreased -0.48%
2.21%
$44.535M
711,426 shares@ $62.61 avg price
VZVerizon Comm Inc
Recent Activity
Increased 8.62%
2.1%
$42.381M
943,678 shares@ $44.92 avg price
DALDelta Airlines
Recent Activity
Decreased -0.56%
1.74%
$35.112M
691,322 shares@ $50.79 avg price
PRUPrudential Financial
Recent Activity
Decreased -0.6%
1.71%
$34.453M
284,501 shares@ $121.1 avg price
CATCaterpillar Inc
Recent Activity
Decreased -0.57%
1.68%
$33.862M
86,576 shares@ $391.12 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -0.57%
1.66%
$33.425M
206,253 shares@ $162.06 avg price
SHELShell Plc
Recent Activity
Decreased -0.67%
1.64%
$33.113M
502,088 shares@ $65.96 avg price
SPGSimon Property Group Inc
Recent Activity
Decreased -7.19%
1.6%
$32.178M
190,378 shares@ $169.03 avg price
URIUnited Rentals Inc
Recent Activity
Decreased -0.56%
1.59%
$31.949M
39,456 shares@ $809.74 avg price