Fund Holdings — MQS Management LLC

Total Portfolio Value
$171.38M
Total Bought
$115.10M
Total Sold
$125.12M
Net Transaction
-$10.03M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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KIMCO RLTY CORP(KIM)060,724+60,72401,3270.77%+1,327
HILTON WORLDWIDE HLDGS INC(HLT)04,671+4,67101,2120.71%+1,212
NVR INC(NVR)0149+14901,1970.70%+1,197
GENERAL DYNAMICS CORP(GD)03,391+3,39101,1560.67%+1,156
DOVER CORP(DOV)06,432+6,43201,0730.63%+1,073
APPLE HOSPITALITY REIT INC(APLE)084,312+84,31201,0130.59%+1,013
CAMDEN PPTY TR(CPT)09,464+9,46401,0110.59%+1,011
HUNTINGTON BANCSHARES INC(HBAN)053,077+53,07709170.53%+917
BLUE OWL CAPITAL CORPORATION(OBDC)070,437+70,43708990.52%+899
COUSINS PPTYS INC(CUZ)030,834+30,83408920.52%+892
STAG INDL INC(STAG)025,243+25,24308910.52%+891
AON PLC(AON)02,416+2,41608610.50%+861
SCHLUMBERGER LTD(SLB)10,07734,907+24,8303411,2000.70%+859
TEXTRON INC(TXT)010,124+10,12408550.50%+855
EOG RES INC(EOG)07,474+7,47408380.49%+838
MARATHON PETE CORP(MPC)1,4865,621+4,1352471,0830.63%+837
PENNANTPARK FLOATING RATE CA(PFLA)093,964+93,96408350.49%+835
RYMAN HOSPITALITY PPTYS INC(RHP)09,219+9,21908260.48%+826
AMDOCS LTD(DOX)010,043+10,04308240.48%+824
STATE STR CORP(STT)07,056+7,05608190.48%+819
LTC PPTYS INC(LTC)021,897+21,89708070.47%+807
CBRE GROUP INC(CBRE)05,098+5,09808030.47%+803
TORONTO DOMINION BK ONT(TD)09,846+9,84607870.46%+787
KLA CORP(KLAC)0718+71807740.45%+774
TAIWAN SEMICONDUCTOR MFG LTD(TSM)02,765+2,76507720.45%+772
VALLEY NATL BANCORP(VLY)072,624+72,62407700.45%+770
EXTRA SPACE STORAGE INC(EXR)05,388+5,38807590.44%+759
STRYKER CORPORATION(SYK)02,040+2,04007540.44%+754
SCHNEIDER NATIONAL INC(SNDR)035,381+35,38107490.44%+749
CARRIAGE SVCS INC(CSV)016,669+16,66907420.43%+742
COLGATE PALMOLIVE CO(CL)09,263+9,26307400.43%+740
MONDELEZ INTL INC(MDLZ)011,795+11,79507370.43%+737
AXIS CAP HLDGS LTD
SHS
07,678+7,67807360.43%+736
NORDIC AMERICAN TANKERS LIMI
COM
0230,850+230,85007250.42%+725
TE CONNECTIVITY PLC(TEL)03,258+3,25807150.42%+715
CENTURY CMNTYS INC(CCS)011,140+11,14007060.41%+706
S&P GLOBAL INC(SPGI)01,447+1,44707040.41%+704
TRIMBLE INC(TRMB)08,121+8,12106630.39%+663
CHURCH & DWIGHT CO INC(CHD)07,527+7,52706600.38%+660
PINNACLE WEST CAP CORP(PNW)07,139+7,13906400.37%+640
KEYCORP(KEY)14,79147,898+33,1072588950.52%+638
BHP GROUP LTD011,261+11,26106280.37%+628
CARDINAL HEALTH INC(CAH)03,977+3,97706240.36%+624
LANDSTAR SYS INC(LSTR)05,072+5,07206220.36%+622
KAYNE ANDERSON BDC INC(KBDC)045,598+45,59806070.35%+607
AMERICAN ELEC PWR CO INC05,385+5,38506060.35%+606
NUVEEN CHURCHILL DIRECT LEND(NCDL)043,734+43,73406040.35%+604
VICI PPTYS INC(VICI)018,470+18,47006020.35%+602
CISCO SYS INC(CSCO)08,777+8,77706010.35%+601
PUBLIC SVC ENTERPRISE GRP IN(PEG)06,820+6,82005690.33%+569
BEACON FINANCIAL CORP.023,938+23,93805680.33%+568
GENUINE PARTS CO(GPC)04,085+4,08505660.33%+566
ARCH CAP GROUP LTD
ORD
06,138+6,13805570.32%+557
DHT HOLDINGS INC(DHT)046,404+46,40405550.32%+555
EASTGROUP PPTYS INC(EGP)03,268+3,26805530.32%+553
SABRA HEALTH CARE REIT INC(SBRA)029,429+29,42905490.32%+549
EATON CORP PLC(ETN)01,465+1,46505480.32%+548
OLD SECOND BANCORP INC ILL(OSBC)031,654+31,65405470.32%+547
TAYLOR MORRISON HOME CORP08,248+8,24805440.32%+544
CENTERPOINT ENERGY INC(CNP)013,989+13,98905430.32%+543
CUBESMART(CUBE)013,165+13,16505350.31%+535
OGE ENERGY CORP(OGE)011,538+11,53805340.31%+534
AUTOMATIC DATA PROCESSING IN01,799+1,79905280.31%+528
ENCOMPASS HEALTH CORP(EHC)04,145+4,14505260.31%+526
FLUTTER ENTMT PLC(FLUT)02,050+2,05005210.30%+521
CITY HLDG CO(CHCO)04,202+4,20205210.30%+521
APTARGROUP INC03,874+3,87405180.30%+518
LAM RESEARCH CORP(LRCX)03,859+3,85905170.30%+517
MSA SAFETY INC(MSA)02,965+2,96505100.30%+510
CHEVRON CORP NEW(CVX)2,7275,791+3,0643908990.52%+509
SOUTHWEST GAS HLDGS INC(SWX)06,446+6,44605050.29%+505
PREFERRED BK LOS ANGELES CA(PFBC)05,575+5,57505040.29%+504
RLI CORP(RLI)4,00512,058+8,0532897860.46%+497
INDEPENDENT BK CORP MICH(IBCP)015,921+15,92104930.29%+493
GARMIN LTD(GRMN)01,991+1,99104900.29%+490
CARETRUST REIT INC(CTRE)014,034+14,03404870.28%+487
COCA-COLA EUROPACIFIC PARTNE
SHS
05,369+5,36904850.28%+485
MCKESSON CORP(MCK)0628+62804850.28%+485
GERMAN AMERN BANCORP INC(GABC)012,313+12,31304840.28%+484
ADVANCED ENERGY INDS02,822+2,82204800.28%+480
FIRSTCASH HOLDINGS INC(FCFS)02,917+2,91704620.27%+462
GREEN BRICK PARTNERS INC(GRBK)06,140+6,14004540.26%+454
BARRETT BUSINESS SVCS INC010,148+10,14804500.26%+450
EMCOR GROUP INC(EME)0691+69104490.26%+449
DOMINOS PIZZA INC(DPZ)01,033+1,03304460.26%+446
WESTAMERICA BANCORPORATION(WABC)08,755+8,75504380.26%+438
HONEYWELL INTL INC(HON)02,079+2,07904380.26%+438
ALLY FINL INC(ALLY)011,142+11,14204370.25%+437
KROGER CO(KR)06,434+6,43404340.25%+434
ESSENTIAL UTILS INC(WTRG)010,842+10,84204330.25%+433
LIVE NATION ENTERTAINMENT IN(LYV)02,621+2,62104280.25%+428
CHUBB LIMITED
COM
1,4793,031+1,5524288560.50%+427
WHEATON PRECIOUS METALS CORP(WPM)03,777+3,77704220.25%+422
BANK AMERICA CORP08,164+8,16404210.25%+421
ARES CAPITAL CORP(ARCC)18,34940,378+22,0294038240.48%+421
TANGER INC(SKT)012,412+12,41204200.25%+420
FOUR CORNERS PPTY TR INC(FCPT)19,86938,998+19,1295359520.56%+417
CARNIVAL CORP014,263+14,26304120.24%+412
ALEXANDER & BALDWIN INC NEW022,657+22,65704120.24%+412
AVERY DENNISON CORP02,524+2,52404090.24%+409
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MQS Management LLC — 13F Holdings — Q3 2025 | TickerTrail