MPN
Molly P. Nelson Portfolio
Invests via Heitman Real Estate Securities LLC | Managed by Molly P. Nelson
Invests via Heitman Real Estate Securities LLC
Managed by Molly P. Nelson
Automatically Tracked
Molly P. Nelson Profile
Molly P. Nelson has carved a significant niche in the world of finance through her exceptional blend of entrepreneurial insight and operational expertise. With extensive experience as an operating executive, she adeptly bridges the gap between strategic vision and practical implementation. Her career is marked by impactful leadership in driving growth initiatives within established organizations while also guiding emerging companies towards scalable success. A recognized figure in capital markets, she emphasizes the importance of innovation and efficiency, making substantial contributions to every team she's part of. Her engagement extends beyond traditional corporate boundaries, enriching investor relationships through personalized business-building approaches.
Molly P. Nelson has carved a significant niche in the world of finance through her exceptional blend of entrepreneurial insight and operational expertise. With extensive experience as an operating executive, she adeptly bridges the gap between strategic vision and practical implementation. Her career is marked by impactful leadership in driving growth initiatives within established organizations while also guiding emerging companies towards scalable success. A recognized figure in capital markets, she emphasizes the importance of innovation and efficiency, making substantial contributions to every team she's part of. Her engagement extends beyond traditional corporate boundaries, enriching investor relationships through personalized business-building approaches.
Investment Philosophy & Strategy
Growth opportunities are expertly identified and pursued through a unique combination of operational know-how and innovative thinking. Molly P. Nelson harnesses her extensive leadership background to navigate complex investment landscapes, focusing on scaling businesses both in the early stages and during transformative phases. Her strategic priorities emphasize developing agile teams capable of responding swiftly to market dynamics while fostering strong relationships with stakeholders. By aligning resources effectively with emerging trends, she seeks investments that demonstrate high potential for sustainable development across varied sectors.
Growth opportunities are expertly identified and pursued through a unique combination of operational know-how and innovative thinking. Molly P. Nelson harnesses her extensive leadership background to navigate complex investment landscapes, focusing on scaling businesses both in the early stages and during transformative phases. Her strategic priorities emphasize developing agile teams capable of responding swiftly to market dynamics while fostering strong relationships with stakeholders. By aligning resources effectively with emerging trends, she seeks investments that demonstrate high potential for sustainable development across varied sectors.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
33.48%
Gain +0.65%
Monthly
-0.99%
Yearly
-11.25%
Drawdown
99.81%
$197.37B
Equity
Holdings
$197.37B
Investment
$278.12B
-$249.55B
Profit +$8.35M
Realized
-$168.87B
Unrealized
-$80.68B
Dividends
$33.16B
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.65%
Profit
$8.35M
Win %
49%
This Week
Compared To Last Week
Gain
0%
Profit
$353,168.52
Win %
49%
This Month
Compared to last month
Gain
0.003%
Profit
$6.41M
Win %
49%
This Year
Compared to last year
Gain
-7.07%
Profit
-$53.42M
Win %
51%
VRE Veris Residential Inc.
+71.84%
+$12.54M EOP
EOP
+44.6%
+$10,502.71 PNP
PNP
+37.31%
+$9,111.6 0395
039581103
+24.56%
+$5.27B 
JAN JanOne Inc
+21.93%
+$6,985.61 ARI
ARI
+10.44%
+$2,540.28 SSS
SSS
+9.9%
+$4,336.33 7589
758939102
+9.22%
+$535.57M 1269
126929207
+6.37%
+$596.05M CEI
CEI
+6.31%
+$285.39 
DRH DiamondRock Hospitality Company
+3.11%
+$976,711.6 
SPG Simon Property Group, Inc.
+2.36%
+$2.88M 
PSA Public Storage Common Stock
+2.27%
+$5.49M 
ARE Alexandria Real Estate Equities, Inc.
+2.02%
+$162,910.44 
IRM Iron Mountain Inc.
+1.64%
+$651,052.22 
DLR Digital Realty Trust, Inc.
+1.38%
+$1.17M 
MAA Mid-America Apartment Communities, Inc.
+1.34%
+$202,417.47 
WELL Welltower Inc.
+1.06%
+$2.25M 
CPT Camden Property Trust
+0.98%
+$46,689.65 DDR
DDR
+0.71%
+$121.34 
FRT Federal Realty Investment Trust
+0.7%
+$47,471.74 
O Realty Income Corporation
+0.69%
+$164,671.86 
TRNO Terreno Realty Corporation
+0.01%
+$32.22 
ADC Agree Realty Corporation
0%
$0 
AKR Acadia Realty Trust
0%
$0 
AMH American Homes 4 Rent
0%
$0 
AMT American Tower Corporation
0%
-$0.89 
BNL Broadstone Net Lease Inc.
0%
$0 
BXP Boston Properties, Inc.
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CCI Crown Castle Inc.
0%
$0 
COLD Americold Realty Trust
0%
$0 
CTO CTO Realty Growth, Inc.
0%
$0 
CTRE CareTrust REIT Inc.
0%
$0 
CUZ Cousins Properties Incorporated
0%
$0 
DEI Douglas Emmett Inc.
0%
$0 
DOC Healthpeak Properties, Inc.
0%
$0 
EGP EastGroup Properties Inc.
0%
$0 
ELS Equity Lifestyle Properties Inc.
0%
$0 
EQIX Equinix, Inc.
0%
+$1.93 
ESS Essex Property Trust, Inc.
0%
$0 
ESRT Empire State Realty Trust Inc.
0%
$0 
EXR Extra Space Storage Inc.
0%
+$0.66 
FR First Industrial Realty Trust Inc.
0%
$0 
GLPI Gaming and Leisure Properties, Inc.
0%
$0 
GTY Getty Realty Corp.
0%
$0 
HR Healthcare Realty Trust Incorporated
0%
+$0.02 
KIM Kimco Realty Corporation
0%
$0 
KRC Kilroy Realty Corporation
0%
$0 
MAC The Macerich Company
0%
$0 
NTST Netstreit Corp.
0%
$0 
OHI Omega Healthcare Investors Inc.
0%
$0 
OUT OUTFRONT Media Inc.
0%
$0 
PEB Pebblebrook Hotel Trust
0%
$0 
PLDGP Prologis Inc. 8.54% Perpetual Preferred Stock
0%
$0 
PSBZP PS Business Parks Inc. Preferred Stock 4.875% Perpetual
0%
$0 
REXR Rexford Industrial Realty, Inc.
0%
$0 
RHP Ryman Hospitality Properties, Inc.
0%
$0 
SBAC SBA Communications Corporation
0%
+$0.19 
SHO Sunstone Hotel Investors Inc.
0%
$0 
STAG Stag Industrial Inc.
0%
$0 
SUI Sun Communities Inc.
0%
$0 
VICI Vici Properties Inc.
0%
$0 
VNO Vornado Realty Trust
0%
$0 
VNORP Vornado Realty Trust 6.5% Perpetual Preferred Stock
0%
$0 
VTR Ventas Inc.
0%
$0 
WPC W. P. Carey Inc.
0%
$0 
WY Weyerhaeuser Company
0%
$0 
CURB Curbline Properties Corp.
0%
$0 BRE
BRE
0%
$0 3374
337489504
0%
$0 8321
832197107
0%
$0 8619
861907103
0%
$0 HME
HME
0%
$0 9485
94856P102
0%
$0 AML
AML
0%
$0 0847
084710102
0%
$0 1632
163262108
0%
$0 8918
89185E109
0%
$0 
EPR-PE EPR Properties
0%
$0 1248
12486R108
0%
$0 BED
BED
-100%
-$29.4B PKY
PKY
-100%
-$14.85B USV
USV
-100%
-$4.14B PP
PP
-100%
-$23.77B NXL
NXL
-100%
-$18.55B CNT
CNT
-99.94%
-$9.55B 8141
81413P204
-99.87%
-$21.27B 7183
718333107
-69.84%
-$1.86M 
AVB AvalonBay Communities, Inc.
-62.98%
-$18.99M 3006
300665106
-43.28%
-$4.16B 4219
421915307
-22.68%
-$1.5B TCOP
TCOPRA
-22.54%
-$3.25B HIWP
HIWPRB
-15.72%
-$1.09B 8969
896938107
-10.81%
-$1.87B 2947
29476L792
-10.56%
-$206.95M 0374
03748R200
-9.98%
-$87.46M 7434
743410508
-8.88%
-$359.95M AIV
AIV
-5.35%
-$161.76 1520
152038105
-3.26%
-$478.39M 
PLD Prologis Inc.
-2.7%
-$5.49M 1444
144418209
-2.36%
-$44.88M 
EQR Equity Residential
-0.94%
-$1.03M 9312
931210108
-0.86%
-$82.36M 3518
351807102
-0.27%
-$34.45M Events
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Dividends
Dividend Analysis
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| Trades 5717 | Longs Won 3066/5717 53% | Profit Factor 0.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $738.23M |
| Average Win $37.57M | Best Trade (Jun 29) $8.24B | Sharpe Ratio -14.02 |
| Average Loss -$137.59M | Worst Trade (Sep 30) -$26.51B | Z-Score -15.93 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 3w 3d | Expectancy -$43.65M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 1,435 | 1,291 | 1,148 | 1,004 | 861 | 717 | 574 | 430 | 287 | 143 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0374 03748R200 | 39,800 | $864.74M | $788.54M | - | -$76.2M | -8.81% | -9.984% |
| 0395 039581103 | 1.09M | $25.11B | $26.71B | - | $1.6B | 6.36% | +24.558% |
| 0847 084710102 | 345,043 | $3.86B | $3.86B | - | - | - | 0.0 |
| 1248 12486R108 | 32,300 | $799M | $799M | - | - | - | 0.0 |
| 1269 126929207 | 433,000 | $9.36B | $9.96B | - | $596.05M | 6.37% | +6.366% |
| 1444 144418209 | 89,500 | $1.73B | $1.86B | - | $129.25M | 7.48% | -2.359% |
| 1520 152038105 | 1.28M | $14.29B | $14.2B | - | -$83.28M | -0.58% | -3.258% |
| 1632 163262108 | 503,491 | $9.26M | $9.26M | - | - | - | 0.0 |
| 2947 29476L792 | 89,900 | $1.94B | $1.75B | - | -$187.14M | -9.65% | -10.559% |
| 3006 300665106 | 2.29M | $9.6B | $5.45B | - | -$4.15B | -43.26% | -43.283% |
| 3374 337489504 | 499,849 | $10.72B | $10.72B | - | - | - | 0.0 |
| 3518 351807102 | 550,158 | $12.85B | $12.83B | - | -$26.64M | -0.21% | -0.268% |
| 4219 421915307 | 288,900 | $5.83B | $5.11B | - | -$718.2M | -12.32% | -22.682% |
| 7183 718333107 | 920,676 | $2.67M | $805,295.5 | - | -$1.86M | -69.84% | -69.839% |
| 7434 743410508 | 180,100 | $3.7B | $3.69B | - | -$6.06M | -0.16% | -8.883% |
| 7589 758939102 | 276,456 | $5.88B | $6.34B | - | $457M | 7.77% | +9.225% |
| 8141 81413P204 | 1.45M | $22.22B | $27.13M | - | -$22.2B | -99.88% | -99.873% |
| 8321 832197107 | 20,400 | $925.65M | $925.65M | - | - | - | 0.0 |
| 8619 861907103 | 17,900 | $708,840 | $708,840 | - | - | - | 0.0 |
| 8918 89185E109 | 1.76M | $35.31B | $35.31B | - | - | - | 0.0 |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Molly P. Nelson?
The largest contributions to the portfolio's profits come from the following stocks: Healthcare Realty Trust Incorporated - $30.59B, 848497103 - $7.23B, 75621K304 - $6.93B, 039581103 - $5.6B, and CNT - $4.62B. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Weingarten Realty Investors - $28.32B, 718333107 - $22.99B, DDR - $18.3B, ARI - $16.42B, and BED - $15.76B. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Molly P. Nelson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $33.16B earned over time. The largest contributors to dividend income include Healthcare Realty Trust Incorporated - $30.59B, Ashford Hospitality Trust, Inc - $292.45M, Public Storage Common Stock - $191.98M, Simon Property Group, Inc - $168.55M, and Essex Property Trust, Inc - $150.86M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Molly P. Nelson's monthly returns?
Molly P. Nelson's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Molly P. Nelson's strategy be considered aggressive or moderate?
Molly P. Nelson's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Molly P. Nelson's strategy?
Molly P. Nelson's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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