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Walter Karle

@Cantor Fitzgerald Investment Advisors L.p.

Latest period2024 - Q3ReportedManaged Assets$1.471BTotal holdings186
Assets growth rate13.32%Assets growth rate (2-Q avg)4.87%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Cantor Fitzgerald Investment Advisors L.p.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 186 positions.

Assets under management

The assets under management (AUM) of Cantor Fitzgerald Investment Advisors L.p. 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 1.471B in assets, with a quarterly growth rate of 13.32% and a 2-quarter average growth rate of 4.87%. The portfolio is managed by Walter Karle, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TFCTruist Finl Corp
Recent Activity
Decreased -0.11%
1.2%
$17.648M
412,629 shares@ $42.78 avg price
KMBKimberly-clark Corp
Recent Activity
Decreased -0.02%
1.17%
$17.14M
120,465 shares@ $142.29 avg price
VTRVentas Inc
Recent Activity
Decreased -22.48%
1.1%
$16.17M
252,151 shares@ $64.13 avg price
FISFidelity Natl Information Sv
Recent Activity
Decreased -0.08%
1.07%
$15.725M
187,756 shares@ $83.75 avg price
DUKDuke Energy Corp New
Recent Activity
Decreased -0.17%
1.06%
$15.535M
134,736 shares@ $115.31 avg price
PRUPrudential Finl Inc
Recent Activity
Decreased -0.58%
1.05%
$15.357M
126,817 shares@ $121.1 avg price
METMetlife Inc
Recent Activity
Decreased -22.85%
1.03%
$15.012M
182,002 shares@ $82.49 avg price
BKBank New York Mellon Corp
Recent Activity
Decreased -38.86%
0.96%
$14.046M
195,466 shares@ $71.86 avg price
IFFInternational Flavors&fragra
Recent Activity
Decreased -27.3%
0.77%
$11.296M
107,657 shares@ $104.93 avg price
NINisource Inc
Recent Activity
Decreased -0.14%
0.77%
$11.194M
323,058 shares@ $34.66 avg price