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 |
|---|---|---|---|---|---|---|---|---|---|
| ELI LILLY & CO | COM | 251 | $431,361 | 740 | 0.00 | 0.06 | 0 | 0.00 | 12-31-2023 |
| UNITEDHEALTH GROUP INC | COM | 252 | $426,441 | 810 | 0.00 | 0.07 | 0 | 0.00 | 12-31-2023 |
| GALLAGHER ARTHUR J & CO | COM | 253 | $426,148 | 1,895 | 0.00 | 0.08 | -190 | -9.11 | 12-31-2023 |
| WISDOMTREE TR | US QTLY DIV GRT | 254 | $421,680 | 6,000 | 0.00 | 0.06 | 0 | 0.00 | 12-31-2023 |
