Yolanda Cafiero
Argosy-lionbridge Management, Llc
Assets Managed
$142.536M
Holdings
14
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
-9.92%(2Q avg: -2.92%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Argosy-lionbridge Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 14 positions.
Assets under management
The assets under management (AUM) of Argosy-lionbridge Management, Llc 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 2026 - Q1, they manage 142.536M in assets, with a quarterly growth rate of -9.92% and a 2-quarter average growth rate of -2.92%. The portfolio is managed by Yolanda Cafiero, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
IRT Independence Realty Trust In
| 19.01% | $27.096M 1.82M shares@ $14.89 avg price | Increased 18.41% |
REXR Rexford Industrial Realty In
| 13.87% | $19.758M 603,661 shares@ $32.74 avg price | Increased 12.07% |
FR First Industrial Realty Tr
| 12.89% | $18.366M 317,468 shares@ $57.86 avg price | Decreased -21.57% |
BN Brookfield Corp
| 12.11% | $17.26M 426,500 shares@ $40.47 avg price | New Position |
FCPT Four Corners Property Trust
| 11.25% | $16.035M 678,021 shares@ $23.66 avg price | Increased 42.37% |
LEN Lennar Corp-a
| 9.15% | $13.041M 150,170 shares@ $86.85 avg price | Decreased -3.37% |
VICI Vici Properties Inc
| 5.24% | $7.464M 273,200 shares@ $27.32 avg price | New Position |
CPT Camden Property Trust
| 4.9% | $6.983M 71,500 shares@ $97.66 avg price | New Position |
ELS Equity Lifestyle Properties
| 3.38% | $4.804M 76,964 shares@ $62.43 avg price | Decreased -29.84% |
AAT American Assets Trust Inc
| 2.72% | $3.864M 209,863 shares@ $18.42 avg price | Decreased -2.32% |
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