FP
Frank Poli Portfolio
Invests via COHEN & STEERS Inc. | Managed by Frank Poli
Invests via COHEN & STEERS Inc.
Managed by Frank Poli
Automatically Tracked
Frank Poli Profile
Frank Poli has established himself as a dynamic investor-operator with extensive experience in technology-driven ventures. His entrepreneurial journey is marked by founding and scaling multiple startups, focusing on disruptive innovations that drive market change. In addition to his hands-on operational roles, he engages deeply in assessing growth opportunities across various sectors, leveraging his keen insight into emerging trends. With a background rooted in both business strategy and operational excellence, he plays a vital role in fostering partnerships that enhance the competitive position of companies within their respective industries.
Frank Poli has established himself as a dynamic investor-operator with extensive experience in technology-driven ventures. His entrepreneurial journey is marked by founding and scaling multiple startups, focusing on disruptive innovations that drive market change. In addition to his hands-on operational roles, he engages deeply in assessing growth opportunities across various sectors, leveraging his keen insight into emerging trends. With a background rooted in both business strategy and operational excellence, he plays a vital role in fostering partnerships that enhance the competitive position of companies within their respective industries.
Investment Philosophy & Strategy
Opportunity-driven investments characterize Frank Poli's approach, reflecting a strong preference for innovative ventures with significant growth potential. Leveraging his extensive operational expertise and entrepreneurial mindset, he adeptly identifies transformative opportunities in technology sectors. His strategic partnerships not only catalyze business development but also enhance scalability across diverse markets. With an eye on disruptive trends, decisions are informed by both qualitative assessments and market dynamics to ensure alignment with future industry shifts. This multifaceted perspective underpins the pursuit of creating long-term value while maintaining adaptability in rapidly evolving landscapes.
Opportunity-driven investments characterize Frank Poli's approach, reflecting a strong preference for innovative ventures with significant growth potential. Leveraging his extensive operational expertise and entrepreneurial mindset, he adeptly identifies transformative opportunities in technology sectors. His strategic partnerships not only catalyze business development but also enhance scalability across diverse markets. With an eye on disruptive trends, decisions are informed by both qualitative assessments and market dynamics to ensure alignment with future industry shifts. This multifaceted perspective underpins the pursuit of creating long-term value while maintaining adaptability in rapidly evolving landscapes.
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:
12.81%
Gain -0.23%
Monthly
0.13%
Yearly
1.63%
Drawdown
24.51%
$23.92B
Equity
Holdings
$23.92B
Investment
$17.03B
$6.89B
Profit -$55.13M
Realized
-$0
Unrealized
$6.89B
Dividends
$4.36T
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.23%
Profit
-$55.13M
Win %
71%
This Week
Compared To Last Week
Gain
0.27%
Profit
$63.85M
Win %
71%
This Month
Compared to last month
Gain
1.18%
Profit
$278.94M
Win %
71%
This Year
Compared to last year
Gain
0.06%
Profit
$14.28M
Win %
71%
STAR iStar Inc
+247.19%
+$11.19M 
VRE Veris Residential Inc.
+71.84%
+$101.31M 
LLY Eli Lilly and Company
+3.62%
+$2.44M 
PFE Pfizer Inc.
+2.96%
+$115,450.94 
DOW Dow Inc.
+2.38%
+$20,808 
MO Altria Group, Inc.
+2.19%
+$97,497 
VZ Verizon Communications Inc.
+2.04%
+$133,413.73 
CVX Chevron Corporation
+1.98%
+$237,049.61 
KO The Coca-Cola Company
+1.85%
+$124,248 
WM Waste Management, Inc.
+1.85%
+$336,728 
ED Consolidated Edison, Inc.
+1.65%
+$4.51M 
SO The Southern Company
+1.44%
+$4.98M 
DUK Duke Energy Corporation
+1.23%
+$3.94M 
SUI Sun Communities Inc.
+1.14%
+$19.35M 
KMB Kimberly-Clark Corporation
+1.14%
+$56,071.68 
XEL Xcel Energy Inc.
+0.96%
+$2.82M 
GIS General Mills, Inc.
+0.88%
+$18,200 
D Dominion Energy, Inc.
+0.8%
+$749,544 
CMS CMS Energy Corporation
+0.78%
+$61,048 
AVY Avery Dennison Corporation
+0.66%
+$29,904 
EXC Exelon Corporation
+0.61%
+$654,419.22 
VTR Ventas Inc.
+0.55%
+$4.74M 
PNW Pinnacle West Capital Corporation
+0.45%
+$5.47M 
FE FirstEnergy Corp.
+0.44%
+$195,551 
AEP American Electric Power Company, Inc.
+0.38%
+$80,112 
ABT Abbott Laboratories
+0.35%
+$26,933.62 
PPL PPL Corporation
+0.35%
+$225,266.52 
PPG PPG Industries Inc.
+0.31%
+$14,336 
ATO Atmos Energy Corporation
+0.29%
+$98,935 
EXR Extra Space Storage Inc.
+0.25%
+$1.43M 
AEE Ameren Corporation
+0.25%
+$683,967.44 
EONGY E.ON SE Sponsored American Depositary Receipt
+0.21%
+$33,202.96 
REG Regency Centers Corporation
+0.17%
+$134,226.84 
PEG Public Service Enterprise Group Incorporated
+0.13%
+$328,921.74 
PSA Public Storage Common Stock
+0.13%
+$1.11M 
LXP LXP Industrial Trust
+0.03%
+$8,106.39 
PSBZP PS Business Parks Inc. Preferred Stock 4.875% Perpetual
0%
$0 
WRI Weingarten Realty Investors
0%
$0 
RRD RR Donnelley & Sons Co
0%
$0 
CDR Cedar Realty Trust Inc
0%
$0 
TGP Teekay LNG Partners LP
0%
$0 
PEI Pennsylvania Real Estate Investment Trust
0%
$0 
DRE Duke Realty Corp
0%
$0 
TCO Taubman Centers Inc
0%
$0 
UBA Urstadt Biddle Properties Inc
0%
$0 
HPT Hospitality Properties Trust
0%
$0 
LPT Liberty Property Trust
0%
$0 
ACC American Campus Communities Inc
0%
$0 HOT
HOT
0%
$0 TIN
TIN
0%
$0 BLS
BLS
0%
$0 TRZ
TRZ
0%
$0 WYE
WYE
0%
$0 MPG
MPG
0%
$0 NCC
NCC
0%
$0 TXU
TXU
0%
$0 HNZ
HNZ
0%
$0 STR
STR
0%
$0 CIN
CIN
0%
$0 ARC
ARC
0%
$0 EPE
EPE
0%
$0 GGP
GGP
0%
$0 NCT
NCT
0%
$0 BRE
BRE
0%
$0 EE
EE
0%
$0 SPI
SPI
0%
$0 BPO
BPO
0%
$0 UST
UST
0%
$0 AFR
AFR
0%
$0 CZN
CZN
0%
$0 DPL
DPL
0%
$0 GCT
GCT
0%
$0 GKK
GKK
0%
$0 YSI
YSI
0%
$0 BED
BED
0%
$0 EDR
EDR
0%
$0 FRCM
FRCMQ
0%
$0 GLB
GLB
0%
$0 MLS
MLS
0%
$0 AT
AT
0%
$0 FCEA
FCEA
0%
$0 FPL
FPL
0%
$0 WAMU
WAMUQ
0%
$0 PGN
PGN
0%
$0 CNL
CNL
0%
$0 BEE
BEE
0%
$0 BMR
BMR
0%
$0 POM
POM
0%
$0 GAS
GAS
0%
$0 ITC
ITC
0%
$0 ASO
ASO
0%
$0 BMS
BMS
0%
$0 EOP
EOP
0%
$0 KSE
KSE
0%
$0 ASN
ASN
0%
$0 SCG
SCG
0%
$0 GRT
GRT
0%
$0 EGN
EGN
0%
$0 DDR
DDR
0%
$0 CLP
CLP
0%
$0 IRC
IRC
0%
$0 RPT
RPT
0%
$0 TCT
TCT
0%
$0 HRP
HRP
0%
$0 ENN
ENN
0%
$0 PPS
PPS
0%
$0 HME
HME
0%
$0 HLT
HLT
0%
$0 AIV
AIV
0%
$0 EPR
EPR
0%
$0 AMB
AMB
0%
$0 CEI
CEI
0%
$0 GBP
GBP
0%
$0 RA
RA
0%
$0 UDR
UDR
0%
$0 PP
PP
0%
$0 CEIP
CEIPRA
0%
$0 CRE
CRE
0%
$0 ARI
ARI
0%
$0 PNP
PNP
0%
$0 HCN
HCN
0%
$0 EAS
EAS
0%
$0 FCHP
FCHPRA
0%
$0 NXL
NXL
0%
$0 HCP
HCP
0%
$0 VVC
VVC
0%
$0 HTG
HTG
0%
$0 SHU
SHU
0%
$0 NST
NST
0%
$0 NHP
NHP
0%
$0 AML
AML
0%
$0 NNN
NNN
0%
$0 SSS
SSS
0%
$0 MSW
MSW
0%
$0 PSAA
PSAA
0%
$0 TPGI
TPGI
0%
$0 HMTP
HMTPRC
0%
$0 
WPZ Williams Partners L.P.
0%
$0 
SFC Spirit Finance Corp.
0%
$0 EQT
EQT
0%
$0 ANBP
ANBPRC
0%
$0 9999
99999EXRR
0%
$0 
AVB AvalonBay Communities, Inc.
-62.98%
-$546.27M 
MRO Marathon Oil Corp
-60.69%
-$10.85M 
SLG SL Green Realty Corp.
-5.87%
-$4.53M 
WHR Whirlpool Corporation
-5.57%
-$41,565 
CEG Constellation Energy Corporation
-5.49%
-$1.19M 
ARE Alexandria Real Estate Equities, Inc.
-5.29%
-$3.17M 
BDN Brandywine Realty Trust
-5.24%
-$903,714.42 
BAC Bank of America Corporation
-4.76%
-$269,079 
KRC Kilroy Realty Corporation
-4.67%
-$3.67M 
VNO Vornado Realty Trust
-4.4%
-$12.49M 
HIW Highwoods Properties, Inc.
-4.2%
-$4.16M 
BXP Boston Properties, Inc.
-3.82%
-$12.66M 
DLR Digital Realty Trust, Inc.
-3.4%
-$7.33M 
WMB The Williams Companies, Inc.
-2.37%
-$113,584.62 
PLD Prologis Inc.
-2.31%
-$22.38M 
MPT Medical Properties Trust, Inc.
-2.24%
-$75,971 
NWL Newell Brands Inc.
-2.15%
-$25,392 
DRH DiamondRock Hospitality Company
-2.13%
-$834,428 
C Citigroup Inc.
-1.81%
-$7,119 
FR First Industrial Realty Trust Inc.
-1.77%
-$3.84M 
WOR Worthington Enterprises Inc.
-1.6%
-$223,514.84 
MAC The Macerich Company
-1.55%
-$1.84M 
OKE ONEOK, Inc.
-1.51%
-$352,316.14 
EMR Emerson Electric Co.
-1.48%
-$106,963.91 
PBI Pitney Bowes Inc.
-1.47%
-$8,625 
PCG PG&E Corporation
-1.35%
-$454,465.26 
HST Host Hotels & Resorts Inc.
-1.25%
-$3.93M 
USB U.S. Bancorp
-1.11%
-$97,587 
SKT Tanger Factory Outlet Centers, Inc.
-1.09%
-$2.23M 
HR Healthcare Realty Trust Incorporated
-1.04%
-$195,928.91 
SPG Simon Property Group, Inc.
-0.97%
-$14.59M 
EQR Equity Residential
-0.94%
-$4.95M 
HE Hawaiian Electric Industries Inc.
-0.94%
-$64,448 
ESS Essex Property Trust, Inc.
-0.92%
-$2.18M 
DD DuPont de Nemours, Inc.
-0.83%
-$25,595.86 
CPT Camden Property Trust
-0.78%
-$1.2M 
FRT Federal Realty Investment Trust
-0.77%
-$1.34M 
MAA Mid-America Apartment Communities, Inc.
-0.71%
-$1.33M 
KEY KeyCorp
-0.6%
-$17,160 
NI NiSource Inc.
-0.55%
-$462,239.77 
ETR Entergy Corporation
-0.47%
-$1.23M 
SRE Sempra
-0.46%
-$254,423.68 
RF Regions Financial Corporation
-0.44%
-$15,768 
FHN First Horizon Corporation
-0.44%
-$10,694.93 
CBL CBL & Associates Properties, Inc.
-0.44%
-$330,590.61 
WY Weyerhaeuser Company
-0.37%
-$2,786 
KRG Kite Realty Group Trust
-0.33%
-$16,297.8 
OHI Omega Healthcare Investors Inc.
-0.29%
-$42,315 
KIM Kimco Realty Corporation
-0.27%
-$10,753.2 
GE General Electric Company
-0.2%
-$3,530.44 
EIX Edison International
-0.07%
-$80,209.6 
DTE DTE Energy Company
-0.02%
-$52,129.72 Events
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Dividends
Dividend Analysis
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| Trades 194 | Longs Won 60/194 30% | Profit Factor 5.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $156.92M |
| Average Win $137.89M | Best Trade (Oct 15) $1.22B | Sharpe Ratio 0 |
| Average Loss -$10.35M | Worst Trade (Oct 15) -$256.93M | Z-Score -3.94 (100%) |
| Commissions $0 | Avg. Trade Length 21y 2w 6d | Expectancy $35.5M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.07% |
| Consecutive Losing Trades | 2,309 | 2,079 | 1,848 | 1,617 | 1,386 | 1,155 | 924 | 693 | 462 | 231 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 9999 99999EXRR | 250,000 | $3.57M | $3.57M | - | - | - | 0.0 |
| ABT Abbott Laboratories | 74,815.6 | $1.52M | $7.7M | - | $6.18M | 406.17% | +0.351% |
| ACC American Campus Communities Inc | 1.9M | $45.75M | $45.75M | - | - | - | 0.0 |
| AEE Ameren Corporation | 2.63M | $140.71M | $275.11M | - | $134.4M | 95.51% | +0.249% |
| AEP American Electric Power Company, Inc. | 166,900 | $6.63M | $21.05M | - | $14.43M | 217.7% | +0.382% |
| AFR AFR | 12.59M | $178.82M | $178.82M | - | - | - | 0.0 |
| AIV AIV | 6.89M | $267.45M | $267.45M | - | - | - | 0.0 |
| AMB AMB | 3.52M | $158.39M | $158.39M | - | - | - | 0.0 |
| AML AML | 3.74M | $119.95M | $119.95M | - | - | - | 0.0 |
| ANBP ANBPRC | 493,264 | $12.85M | $12.85M | - | - | - | 0.0 |
| ARC ARC | 1.03M | $10.44M | $10.44M | - | - | - | 0.0 |
| ARE Alexandria Real Estate Equities, Inc. | 1.37M | $113.12M | $56.76M | - | -$56.35M | -49.82% | -5.294% |
| ARI ARI | 9.02M | $371.44M | $371.44M | - | - | - | 0.0 |
| ASN ASN | 8.22M | $328.08M | $328.08M | - | - | - | 0.0 |
| ASO ASO | 167,800 | $4.24M | $4.24M | - | - | - | 0.0 |
| AT AT | 28,300 | $1.84M | $1.84M | - | - | - | 0.0 |
| ATO Atmos Energy Corporation | 210,500 | $5.95M | $34.51M | - | $28.56M | 480.28% | +0.288% |
| AVB AvalonBay Communities, Inc. | 4.71M | $403.81M | $321.11M | - | -$82.7M | -20.48% | -62.979% |
| AVY Avery Dennison Corporation | 26,700 | $1.4M | $4.59M | - | $3.19M | 227.96% | +0.656% |
| BAC Bank of America Corporation | 104,700 | $4.41M | $5.38M | - | $972,533 | 22.06% | -4.763% |
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FAQ
Which stocks have generated the highest profits for Frank Poli?
The largest contributions to the portfolio's profits come from the following stocks: Healthcare Realty Trust Incorporated - $4.35T, Sun Communities Inc - $976.97M, Simon Property Group, Inc - $854.07M, Pinnacle West Capital Corporation - $542.19M, and AvalonBay Communities, Inc - $521.21M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Frank Poli's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.36T earned over time. The largest contributors to dividend income include Healthcare Realty Trust Incorporated - $4.35T, Sun Communities Inc - $976.97M, Simon Property Group, Inc - $854.07M, Pinnacle West Capital Corporation - $542.19M, and AvalonBay Communities, Inc - $521.21M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Frank Poli's monthly returns?
Frank Poli's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Frank Poli's strategy be considered aggressive or moderate?
Frank Poli's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Frank Poli's strategy?
Frank Poli'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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