Capital Square, LLC
Capital Square, LLC latest Q4_2020 13F filings reported $119,411,000 in market value on this 2021-02-12 report date . The portfolio quarterly return is 23.74%. This fund has 149 securities concentrations of 100% weights.
Capital Square, LLC largest holding is W. P. Carey Inc. REIT with weight of 2.91% and $3,479,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
|FILE DATE||REPORT PERIOD||QTR YEAR||FILE TYPE||NOS. OF STOCKS||REPORTED VALUE||RETURN|