UMA Financial Services »

One Liberty Properties shares owned by UMA Financial Services

Quarter-by-quarter ownership of One Liberty Properties (OLP) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in One Liberty Properties

Tip: Access up to 7 years of quarterly data

All positions including One Liberty Properties held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in One Liberty Properties by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.2k 50 23.86
2025-03-31 $1.3k 50 26.28
2024-12-31 $1.4k 50 27.24

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding One Liberty Properties

Vanguard Group
BlackRock
Renaissance Technologies
State Street Corporation
Geode Capital Management
Altfest L J & Co
Northern Trust
Dimensional Fund Advisors
Charles Schwab Investment Management
Morgan Stanley
Bank of New York Mellon
Jpmorgan Chase & Co
Wells Fargo & Company
Citadel Advisors
Goldman Sachs Group

View all funds holding One Liberty Properties