MI
Madison International Global Alpha Realty, LP Historical SEC 13F Holdings & Archive (Q3 2017)
Madison International Global Alpha Realty, LPCIK: 0001706035
Momentum followerQuality / disciplined sizing
Total reported value
$25.9M
Reporting period: 2017-09-30 · Number of holdings: 12
Madison International Global Alpha Realty, LP disclosed 12 holdings in its latest 13F filing for the period ending 2017-09-30, with total reported value of $25.9M and a quarterly turnover rate of 40.5%.
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Personality snowflake
- Concentration
- 51.76
- Portfolio Stability
- 40.49
- Momentum
- 100
- Sector conviction
- 0
- Diversification
- 24
- Sizing Uniformity
- 92.23
Sector classification currently covers about 21% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd 28140H203
+235.3% $2.8M
Trim SLG2EUR
0.0% -$213.0K
Trim TCO
0.0% -$338.0K
Trim EQR
0.0% $3.0K
Trim WRI
0.0% $103.0K
Trim 36174X101
+39.1% $944.0K
Holdings Map
New buyAddUnchangedTrim
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Ggp Inc | Stock-Other | 19.73% | -1.62% | +39.09% | |
| 2 | SLG2EUR | Sl Green Realty CORP | Stock-Other | 18.61% | -7.17% | — | |
| 3 | ✓ | Education Realty Trust Inc | Stock-Other | 15.96% | +9.15% | +235.34% | |
| 4 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 9.86% | +9.86% | NEW | |
| 5 | EQR | Equity Residential | Stock-Real Estate | 7.76% | -2.52% | — | |
| 6 | WRI | Weingarten Realty Investors | Stock-Other | 7.71% | -2.00% | — | |
| 7 | TCO | Taubman Centers Inc | Stock-Other | 6.58% | -3.87% | — | |
| 8 | ✓ | Ddr CORP Com | Stock-Other | 4.39% | -1.37% | — | |
| 9 | STWD | Starwood Property Trust, Inc. | Stock-Real Estate | 3.51% | +3.51% | NEW | |
| 10 | ALX | Alexander's Inc | Stock-Other | 2.42% | -0.78% | — | |
| 11 | ✓ | Tier REIT Inc | Stock-Other | 1.78% | -0.49% | — | |
| 12 | ✓ | Stock-Other | 1.68% | +1.68% | NEW |
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Madison International Global Alpha Realty, LP's most significant position changes for 2017-09-30: New buy: Starwood Property Trust Inc (STWD); New buy: Starwood Property Trust, Inc. (STWD); Sold out: Colony Bankcorp, Inc. (CBAN); New buy: ; Add: Education Realty Trust Inc — shares +235.34%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | Education Realty Trust Inc | +9.2% | +235.34% | Add |
| 2 | ✓ | Tier REIT Inc | -0.5% | — | Unchanged |
| 3 | ALX | Alexander's Inc | -0.8% | — | Unchanged |
| 4 | ✓ | Ddr CORP Com | -1.4% | — | Unchanged |
| 5 | ✓ | Ggp Inc | -1.6% | +39.09% | Add |
| 6 | WRI | Weingarten Realty Investors | -2% | — | Unchanged |
| 7 | EQR | Equity Residential | -2.5% | — | Unchanged |
| 8 | TCO | Taubman Centers Inc | -3.9% | — | Unchanged |
| 9 | SLG2EUR | Sl Green Realty CORP | -7.2% | — | Unchanged |
| 10 | STWD | Starwood Property Trust Inc | — | NEW | New buy |
| 11 | STWD | Starwood Property Trust, Inc. | — | NEW | New buy |
| 12 | CBAN | Colony Bankcorp, Inc. | — | EXIT | Sold out |
| 13 | ✓ | — | NEW | New buy |
Filing History
FAQ
What is Madison International Global Alpha Realty, LP and what type of investor is it?
Madison International Global Alpha Realty, LP is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2017-09-30), the firm manages a tracked equity portfolio valued at approximately $25.9M, spread across 12 disclosed positions.
What are Madison International Global Alpha Realty, LP's largest equity positions?
Based on the latest 13F filing, Madison International Global Alpha Realty, LP's top holdings by market value are:
1. Ggp Inc — $5.1M (19.7%)
2. Sl Green Realty CORP (SLG2EUR) — $4.8M (18.6%)
3. Education Realty Trust Inc — $4.1M (16.0%)
4. Starwood Property Trust Inc (STWD) — $2.6M (9.9%)
5. Equity Residential (EQR) — $2.0M (7.8%)
What changes did Madison International Global Alpha Realty, LP make in its most recent portfolio filing?
In the latest reported quarter, Madison International Global Alpha Realty, LP made 6 notable position adjustments: 3 new positions were initiated, 2 existing holdings were added to, 0 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Starwood Property Trust Inc (STWD); New buy: Starwood Property Trust, Inc. (STWD); Sold out: Colony Bankcorp, Inc. (CBAN); New buy: ; Add: Education Realty Trust Inc — shares +235.34%
What sectors does Madison International Global Alpha Realty, LP focus on?
Madison International Global Alpha Realty, LP is concentrated in the following sectors based on its current disclosed equity portfolio:
• Real Estate: 100.0%
Investment Profile
Madison International Global Alpha Realty, LP's portfolio is moderately concentrated and moderately active, with 100.0% of the portfolio concentrated in Real Estate.
Its turnover score has risen from 0 to 40 over the past 2 quarters — a shift toward more active trading.
It has added to its EDUCATION REALTY TRUST INC position over the past two quarters (+$3.4M, now $4.1M), while trimming TCO over the same stretch (-$561.0K, still holding $1.7M).
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Developer Access
Access Madison International Global Alpha Realty, LP's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/madison-international-global-alpha-realty-lpCLI
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