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Real Estate Management Services

Real Estate Management Services is an investment advisor in Naples with $217.56M assets under management.

Company profile

Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
43631880
SEC advisor number
801-61061
FINRA CRD number
112322
AUM ?
$217.56M (as of 21 Apr 21)
Accounts
18 (as of 21 Apr 21)
Employees
4 (4 investment advisory or research)

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
37 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$9.71M 327.3K 340.2K -3.8
$8.94M 666.5K 554.5K +20.2
$8.58M 410K 406.49K +0.9
$7.45M 627.4K 646.34K -2.9
$7.27M 148.9K 161.1K -7.6
$7.08M 320.3K 332.8K -3.8
$6.81M 203.3K 217.4K -6.5
$6.4M 279.5K 312.5K -10.6
$6.36M 94.5K 101.1K -6.5
$6.03M 153.7K 166.7K -7.8
WPT Industrial
$5.88M 271K 396.5K -31.7
$5.72M 124.3K 131.5K -5.5
$4.54M 147.81K NEW
$4.51M 246.4K 178.9K +37.7
$4.32M 184.39K 239.21K -22.9
$4.31M 102.7K 73.5K +39.7
$4.25M 237.81K 128K +85.8
$4.09M 201K 240.7K -16.5
$3.83M 14.68K 13.58K +8.1
$3.7M 76.4K 76.4K 0
$3.67M 393.4K 352.6K +11.6
$3.65M 41.59K 38.69K +7.5
$3.52M 59.09K 53.67K +10.1
$3.5M 41.8K 50.5K -17.2
$3.43M 200.6K 226.8K -11.6
BSR Reit
$3.3M 209.2K 107K +95.5
$3.12M 14.07K 18.85K -25.4
$3.11M 123.8K 198.2K -37.5
DigitalBridge Group Inc
$3.09M 512K 478.4K +7.0
$2.87M 64.6K 66.6K -3.0
$2.86M 153.5K 146.6K +4.7
$2.73M 44.4K 48.6K -8.6
$1.4M 21.57K 21.57K 0
RLJ Lodging Trust Pr A
$1.16M 39.7K 39.7K 0
$590K 33.5K 33.5K 0
$512K 17.6K NEW
$283K 7.6K 24.8K -69.4
68.12K EXIT
18.3K EXIT
13.2K EXIT
Holdings list only includes long positions. Only includes long positions.

Calendar

3 Dec 21
2 Apr 22

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings