Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ALPINE WOODS CAPITAL INVESTORS LLC 01-24-2024 12-31-2023 166 668,669,314
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $36,505,998 189,612 0.01 5.32 -3,271 -1.70 12-31-2023
JPMORGAN CHASE & CO COM 2 $22,467,659 132,085 0.00 3.17 -3,737 -2.75 12-31-2023
BROADCOM INC COM 3 $19,638,186 17,593 0.00 2.51 -1,178 -6.28 12-31-2023
WELLS FARGO CO NEW COM 4 $19,241,870 390,936 0.00 2.88 -46,135 -10.56 12-31-2023
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