FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,173.71-0.12%
XLE57.000.23%
STOXX50E5,860.32-0.39%
XLF51.760.66%
FTSE10,321.09-0.56%
IXIC24,860.380.10%
RUT2,786.57-0.02%
GSPC7,172.700.11%
Temp30.1°C
UV12.4
Feels35.1°C
Humidity62%
Wind13 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time1:39 PM

Institutional Manager · CIK 0001759395

MQS Management LLC

NEW YORK, NY · File #028-21859

Latest AUM
$169.6M
Positions
386
Top-10 Concentration
27.9%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
NEWEQUITY RESIDENTIALEQR+24,549+$1.5M$0
NEWVULCAN MATLS CO929160109+4,928+$1.4M$0
NEWREPUBLIC SVCS INC760759100+6,382+$1.4M$0
NEWESSEX PPTY TR INC297178105+4,753+$1.2M$0
EXITEDHILTON WORLDWIDE HLDGS INC43300A203-4,671-$1.2M$0
EXITEDSCHLUMBERGER LTD806857108-34,907-$1.2M$0
NEWAGNICO EAGLE MINES LTDAEM+6,538+$1.1M$0
NEWPROCTER AND GAMBLE CO742718109+7,717+$1.1M$0
EXITEDUDR INC902653104-28,953-$1.1M$0
EXITEDDOVER CORP260003108-6,432-$1.1M$0

Sector Allocation

Industrials
12.8%$21.8M
Technology
8.6%$14.6M
Healthcare
6.5%$11.1M
Financials
6.4%$10.9M
Energy
5.6%$9.6M
Real Estate
4.8%$8.1M
Utilities
2.7%$4.5M
Materials
2.4%$4.1M

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1BHP GROUP LTDBHPLF26,312$1.6M3.35%
2EQUITY RESIDENTIALEQR24,549$1.5M3.27%
3VULCAN MATLS CO9291601094,928$1.4M2.97%
4KIMCO RLTY CORP49446R10968,180$1.4M2.92%
5REPUBLIC SVCS INC7607591006,382$1.4M2.85%
6ESSEX PPTY TR INC2971781054,753$1.2M2.62%
7MARATHON PETE CORPMARA7,641$1.2M2.62%
8GENERAL DYNAMICS CORPGD3,630$1.2M2.58%
9AGNICO EAGLE MINES LTDAEM6,538$1.1M2.34%
10PROCTER AND GAMBLE CO7427181097,717$1.1M2.33%
11CUMMINS INCCMI2,089$1.1M2.25%
12URBAN EDGE PPTYS91704F10454,246$1.0M2.20%
13NNN REIT INCNNN26,232$1.0M2.19%
14AUTOMATIC DATA PROCESSING INADP3,917$1.0M2.13%
15WELLTOWER INCWELL5,405$1.0M2.12%
16CINCINNATI FINL CORP1720621016,001$980,0832.07%
17PUBLIC STORAGE OPER COPSA-PS3,762$976,2392.06%
18MAGNOLIA OIL & GAS CORPMGY44,178$967,0562.04%
19AVALONBAY CMNTYS INCAWX5,037$913,2581.93%
20AMERICAN EXPRESS COAXP2,467$912,6671.93%