MBJ
Mary Beth Jacobson Portfolio
Invests via Uniplan Investment Counsel Inc. | Managed by Mary Beth Jacobson
Invests via Uniplan Investment Counsel Inc.
Managed by Mary Beth Jacobson
Automatically Tracked
Mary Beth Jacobson Profile
With a distinguished career spanning over two decades in the finance sector, Mary Beth Jacobson is recognized for her transformative leadership and deep industry knowledge. Her extensive background encompasses operational management and strategic growth initiatives within major corporations. She has been instrumental in spearheading innovative projects that drive efficiency and revenue growth, showcasing her ability to navigate complex corporate environments. A seasoned executive, she also actively engages in mentoring emerging leaders in the field. Her contributions to business development not only enhance market positioning but also reinforce best practices across financial operations.
With a distinguished career spanning over two decades in the finance sector, Mary Beth Jacobson is recognized for her transformative leadership and deep industry knowledge. Her extensive background encompasses operational management and strategic growth initiatives within major corporations. She has been instrumental in spearheading innovative projects that drive efficiency and revenue growth, showcasing her ability to navigate complex corporate environments. A seasoned executive, she also actively engages in mentoring emerging leaders in the field. Her contributions to business development not only enhance market positioning but also reinforce best practices across financial operations.
Investment Philosophy & Strategy
Mary Beth Jacobson approaches investing with a transformative lens that leverages her extensive operational management experience. Her strategic growth mindset drives the identification of high-potential opportunities across various sectors, especially in industries ripe for innovation. A commitment to enhancing efficiency informs her investment decisions, leading to value creation and market differentiation. By mentoring emerging leaders, she not only strengthens individual capabilities but also cultivates an environment conducive to sustainable growth and resilience within teams. This holistic perspective enables a nuanced understanding of competitive dynamics while fostering best practices aimed at driving impactful results.
Mary Beth Jacobson approaches investing with a transformative lens that leverages her extensive operational management experience. Her strategic growth mindset drives the identification of high-potential opportunities across various sectors, especially in industries ripe for innovation. A commitment to enhancing efficiency informs her investment decisions, leading to value creation and market differentiation. By mentoring emerging leaders, she not only strengthens individual capabilities but also cultivates an environment conducive to sustainable growth and resilience within teams. This holistic perspective enables a nuanced understanding of competitive dynamics while fostering best practices aimed at driving impactful results.
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:
34.57%
Gain +0.27%
Monthly
0.44%
Yearly
5.44%
Drawdown
28.56%
$987.16M
Equity
Holdings
$987.16M
Investment
$869.26M
$826.55M
Profit +$2.77M
Realized
$706.99M
Unrealized
$119.56M
Dividends
$641.25M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.27%
Profit
$2.77M
Win %
63%
This Week
Compared To Last Week
Gain
0.99%
Profit
$9.7M
Win %
63%
This Month
Compared to last month
Gain
1.4%
Profit
$13.6M
Win %
63%
This Year
Compared to last year
Gain
3.33%
Profit
$31.81M
Win %
65%
SEI Solaris Energy Infrastructure, Inc.
+8.15%
+$706,775.52 
NTSK Netskope Inc. Class A Common Stock
+6.16%
+$140,196.3 
INOD Innodata Inc.
+5.86%
+$290,753.19 
WULF TeraWulf Inc.
+4.58%
+$276,949.2 
CDNA CareDx, Inc.
+3.45%
+$150,027.47 
WMB The Williams Companies, Inc.
+3.25%
+$158,903.47 
CWEN Clearway Energy Inc. Class C Common Stock
+3.11%
+$82,594.04 
GNRC Generac Holdings Inc.
+3.05%
+$367.66 
DHT DHT Holdings, Inc.
+2.96%
+$138,954.27 
ECO Okeanis Eco Tankers Corp.
+2.88%
+$57,988.2 
CAMT Camtek Ltd.
+2.78%
+$600.79 
AOSL Alpha & Omega Semiconductor Limited
+2.74%
+$94,596.87 
KEYS Keysight Technologies, Inc.
+2.39%
+$1,979.04 
STRW Strawberry Fields REIT, Inc.
+2%
+$31,214.5 
AZZ AZZ Inc.
+1.72%
+$116,749.31 
ARW Arrow Electronics Inc.
+1.41%
+$340.48 
Q Qnity Electronics Inc.
+1.31%
+$826.15 
KNTK Kinetik Holdings Inc.
+1.28%
+$35,896.7 
CPA Copa Holdings, S.A. Class A Common Stock
+1.28%
+$25,577.9 
HST Host Hotels & Resorts, Inc.
+1.23%
+$125,559.96 
OMAB Grupo Aeroportuario del Centro Norte S.A.B. de C.V. ADR
+1.2%
+$21,653.16 
XHR Xenia Hotels & Resorts Inc.
+1.13%
+$16,999.4 
GPGI GPGI, Inc. Class A Common Stock
+1.06%
+$19,291.1 
ATEN A10 Networks, Inc.
+1.01%
+$26,567 
IDCC InterDigital Inc.
+1%
+$52,397.98 
CBOE Cboe Global Markets Inc.
+0.96%
+$1,444.8 
NGS Natural Gas Services Group, Inc.
+0.94%
+$12,655.02 
NPKI NPK International Inc.
+0.92%
+$52,768.4 
AXGN Axogen, Inc.
+0.91%
+$55,410.3 
NSSC Napco Security Technologies, Inc.
+0.89%
+$36,851.43 
PSA-PH Public Storage
+0.86%
+$15,521 
RCAT Red Cat Holdings Inc.
+0.77%
+$92.58 
SII Sprott Inc.
+0.76%
+$44,991.7 
AROC Archrock Inc.
+0.75%
+$4,024.46 
KR The Kroger Co.
+0.75%
+$48.41 
UPS United Parcel Service, Inc. Class B Common Stock
+0.74%
+$6,265.59 
TSN Tyson Foods, Inc. Class A Common Stock
+0.7%
+$46.41 
LSCC Lattice Semiconductor Corporation
+0.7%
+$155.25 
GRC The Gorman-Rupp Company
+0.69%
+$53,952 
LAMR Lamar Advertising Company Class A
+0.65%
+$23,874 
PEP PepsiCo, Inc.
+0.61%
+$4,641.18 
TKR The Timken Company
+0.58%
+$10,656.19 
VLO Valero Energy Corporation
+0.55%
+$44,820.93 
IMAX IMAX Corporation
+0.53%
+$12,758.48 
NWPX NWPX Infrastructure Inc.
+0.52%
+$31,950.61 
AKAM Akamai Technologies, Inc.
+0.5%
+$128.25 
C Citigroup Inc.
+0.47%
+$14,466.6 
BAM Brookfield Asset Management Ltd. Class A Limited Voting Shares
+0.43%
+$8,073 
SRE Sempra
+0.42%
+$98.33 
CVX Chevron Corporation
+0.41%
+$113.46 
KGS Kodiak Gas Services Inc.
+0.4%
+$2,458.79 
PLD Prologis, Inc.
+0.39%
+$123,197 
IDA IDACORP Inc.
+0.32%
+$83.09 
HQI HireQuest Inc.
+0.29%
+$68.35 
GHM Graham Corporation Common Stock
+0.28%
+$10,747.35 
B BARRICK MINING CORP Common Stock (ABR0)
+0.26%
+$5,179.55 
XYLD Global X S&P 500 Covered Call ETF
+0.25%
+$5,540.64 
TGS Transportadora de Gas del Sur S.A. ADR
+0.25%
+$3,905.14 
OMCL Omnicell, Inc.
+0.25%
+$3,909.51 
UTI Universal Technical Institute, Inc.
+0.24%
+$9,419.55 
SRTA Blade Air Mobility, Inc.
+0.21%
+$13,003.17 
ESS Essex Property Trust Inc.
+0.2%
+$27,587 
OKE ONEOK, Inc.
+0.19%
+$7,428.06 
RPRX Royalty Pharma plc Class A Ordinary Shares
+0.19%
+$10,648.56 
NI NiSource Inc.
+0.19%
+$71.52 
BAC-PL Bank of America Corporation
+0.17%
+$3,830 
PKE Park Aerospace Corp.
+0.16%
+$7,503.64 
LGND Ligand Pharmaceuticals Incorporated
+0.15%
+$19,088.28 
RLJ-PA RLJ Lodging Trust
+0.13%
+$1,031.2 
OXY Occidental Petroleum Corp.
+0.13%
+$26.08 
HII Huntington Ingalls Industries, Inc.
+0.11%
+$4,020.21 
PEB-PF Pebblebrook Hotel Trust
+0.1%
+$893.9 
EZPW EZCORP, Inc. Class A Non-Voting Common Stock
+0.09%
+$7,025.36 
HAL Halliburton Company
+0.09%
+$52.56 
T-PC AT&T Inc.
+0.06%
+$1,611.72 
TRNO Terreno Realty Corporation
+0.06%
+$18,193.88 
BKTI BK Technologies Corporation Common Stock
+0.05%
+$1,895.6 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$6,432.14 
AVB AvalonBay Communities, Inc.
0%
$0 
BLFS BioLife Solutions Inc.
0%
$0 
HZO MarineMax Inc.
0%
$0 
SIGA SIGA Technologies Inc.
0%
$0 QXOP
QXOPRB
0%
$0 
PBI-PB Pitney Bowes Inc.
0%
$0 
EPR-PC EPR Properties
0%
$0 TRTN
TRTNPRB
0%
$0 0009
000980552
0%
$0 00BM
00BMT7GT6
0%
$0 
ALBCL Albemarle Corp.
-55.32%
-$2,165.11 
AL Air Lease Corporation
-25.61%
-$419.02 
CSGS CSG Systems International, Inc.
-24.35%
-$376.82 
PCGEP PG&E Corp.
-12.54%
-$329.7 
BAAPL BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A WI
-7.78%
-$335.88 
T AT&T Inc.
-6.32%
-$1,312.76 
NFLX Netflix Inc.
-4.88%
-$807.35 
MNTN MNTN Inc. Class A Common Stock
-4.2%
-$70,598.44 
ELS Equity LifeStyle Properties, Inc.
-3.73%
-$418,939.29 
EQR Equity Residential
-3.5%
-$115,747.17 
XRN Chiron Real Estate Inc.
-3.02%
-$216,770.12 
SCCO Southern Copper Corporation
-2.85%
-$115,184.85 
VZ Verizon Communications Inc.
-2.79%
-$1,511.43 
CTVA Corteva Inc.
-2.79%
-$113.04 
GENI Genius Sports Limited
-2.77%
-$43,452.8 
HUN Huntsman Corporation
-2.46%
-$19,472.33 
KNSA Kiniksa Pharmaceuticals International, plc Class A Ordinary Shares
-2.42%
-$990.93 
OLN Olin Corporation
-2.31%
-$352.45 
AMT American Tower Corporation
-2.17%
-$881,088.42 
FPI Farmland Partners Inc.
-2.04%
-$169,329.39 
ADC Agree Realty Corp.
-2.02%
-$193,980.73 
SUI Sun Communities, Inc.
-2%
-$294,263.97 
MAMA Mama's Creations, Inc.
-1.79%
-$113,908.49 
BG Bunge Global SA
-1.68%
-$482.67 
CCI Crown Castle Inc.
-1.65%
-$211,925.02 
ABBV AbbVie Inc.
-1.6%
-$77,699.78 
AHR American Healthcare REIT, Inc.
-1.54%
-$115,943.52 
APEI American Public Education, Inc.
-1.54%
-$8,135.25 
WPC W. P. Carey Inc.
-1.46%
-$106,021.66 
EYE National Vision Holdings, Inc.
-1.45%
-$18,779.02 
PUMP ProPetro Holding Corp.
-1.44%
-$9,098.32 
MDT Medtronic plc
-1.37%
-$17,573.4 
WY Weyerhaeuser Co.
-1.37%
-$100,689.13 
PSTL Postal Realty Trust Inc. Class A Common Stock
-1.34%
-$52,699.67 
O Realty Income Corp.
-1.33%
-$252,789 
EMN Eastman Chemical Co.
-1.28%
-$168.71 
GLPI Gaming and Leisure Properties, Inc.
-1.28%
-$18,356.5 
HWKN Hawkins, Inc.
-1.22%
-$48,949.11 
REG Regency Centers Corporation
-1.22%
-$133,305.09 
WELL Welltower Inc.
-1.21%
-$792,285.67 
COLL Collegium Pharmaceutical, Inc.
-1.21%
-$19,249.16 
KRG Kite Realty Group Trust
-1.2%
-$321,488.93 
UMH UMH Properties Inc.
-1.2%
-$16,802.44 
PSA Public Storage
-1.19%
-$151,387.37 
BLX Bladex Inc.
-1.18%
-$79,163.04 
MFIN Medallion Financial Corp.
-1.18%
-$50,973.81 
EPR EPR Properties
-1.16%
-$61,457.28 
SBRA Sabra Health Care REIT, Inc.
-1.11%
-$53,369.45 
OHI Omega Healthcare Investors Inc.
-1.08%
-$123,578 
CE Celanese Corp. Common Stock
-1.07%
-$232.05 
GTY Getty Realty Corp.
-1.05%
-$17,453.08 
VTR Ventas, Inc.
-1.02%
-$293,612.03 
EXR Extra Space Storage Inc.
-0.97%
-$158,532.64 
ANDE The Andersons, Inc.
-0.92%
-$370.8 
SPOK Spok Holdings, Inc.
-0.9%
-$19,912.19 
BRX Brixmor Property Group Inc.
-0.87%
-$27,053.52 
VICI VICI Properties Inc.
-0.86%
-$86,067.8 
MEOH Methanex Corporation
-0.85%
-$226.8 
INVA Innoviva Inc.
-0.85%
-$41,280.84 
MCHPP MICROCHIP TECHNOLOGY DEP SHS REPSTG 1/20TH PFD CONV SER A
-0.83%
-$10,447 
SPG Simon Property Group Inc.
-0.81%
-$330,360.53 
CTRE CareTrust REIT, Inc.
-0.8%
-$68,358.51 
VIRT Virtu Financial Inc. Class A Common Stock
-0.79%
-$245.7 
ESQ Esquire Financial Holdings, Inc. Common Stock
-0.78%
-$22,970.53 
WM Waste Management Inc.
-0.73%
-$16,511.3 
ARCC Ares Capital Corp.
-0.68%
-$18,039.37 
LINC Lincoln Educational Services Corporation
-0.65%
-$31,595.34 
IRMD iRadimed Corporation
-0.64%
-$34,798.96 
MATX Matson, Inc.
-0.59%
-$9,776.94 
DLR Digital Realty Trust Inc.
-0.58%
-$131,169.25 
LMAT LeMaitre Vascular Inc.
-0.57%
-$215.22 
NFG National Fuel Gas Company
-0.56%
-$233.1 
MRP Millrose Properties, Inc.
-0.53%
-$9,907 
SBR Sabine Royalty Trust
-0.52%
-$14,875.1 
QQQI NEOS Nasdaq-100 High Income ETF
-0.52%
-$8,892.52 
EQIX Equinix, Inc.
-0.46%
-$257,522.48 
SETM Sprott Critical Materials ETF
-0.42%
-$49.72 
DVN Devon Energy Corporation
-0.41%
-$7,413.01 
AMGN Amgen Inc. Common Stock
-0.38%
-$16,063.82 
OUT OUTFRONT Media Inc.
-0.35%
-$42,585.73 
AUPH Aurinia Pharmaceuticals Inc.
-0.3%
-$5,730.05 
RWT-PA Redwood Trust, Inc.
-0.3%
-$2,739.15 
FR First Industrial Realty Trust, Inc.
-0.3%
-$17,858.92 
MAA Mid-America Apartment Communities, Inc.
-0.28%
-$19,007.3 
DAKT Daktronics Inc.
-0.21%
-$7,554.28 
ASTE Astec Industries, Inc.
-0.17%
-$5,773.2 
EGP EastGroup Properties, Inc.
-0.15%
-$46,012.5 
CURB Curbline Properties Corp.
-0.15%
-$4,960.56 
VNQI Vanguard Global ex-U.S. Real Estate ETF
-0.14%
-$1,105.5 
FANG Diamondback Energy Inc.
-0.1%
-$4,980.57 
VOXR Vox Royalty Corp. Common Stock
-0.1%
-$1,112.43 
XOM ExxonMobil Holdings Corporation
-0.09%
-$17.98 
CPT Camden Property Trust
-0.06%
-$2,611.32 
ADAMM New York Mortgage Trust, Inc. - 7.875% Series E Fixed-to-Floating Rate Cumulative Redeemable Preferred Stock
-0.04%
-$536.79 
GTLS Chart Industries Inc.
-0.01%
-$76.68 Events
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Dividends
Dividend Analysis
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No Data
| Trades 5474 | Longs Won 3054/5474 55% | Profit Factor 2.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.23M |
| Average Win $455,148.61 | Best Trade (Sep 29) $30.13M | Sharpe Ratio -13.69 |
| Average Loss -$232,841.66 | Worst Trade (Dec 30) -$22.48M | Z-Score -24.22 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1w 5d | Expectancy $150,995.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,237 | 3,814 | 3,390 | 2,966 | 2,542 | 2,119 | 1,695 | 1,271 | 847 | 424 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0009 000980552 | 144 | $14.99 | $14.99 | - | - | - | 0.0 |
| 00BM 00BMT7GT6 | 45,095 | $1,977.23 | $1,729.97 | - | -$247.26 | -12.51% | 0.0 |
| ABBV AbbVie Inc. | 16,800 | $3.43M | $4.78M | - | $1.35M | 39.49% | -1.6% |
| ADAMM New York Mortgage Trust, Inc. - 7.875% Series E Fixed-to-Floating Rate Cumulative Redeemable Preferred Stock | 53,679 | $1.26M | $1.33M | - | $71,116.81 | 5.65% | -0.04% |
| ADC Agree Realty Corp. | 143,159 | $10.57M | $9.41M | - | -$1.16M | -10.96% | -2.02% |
| AHR American Healthcare REIT, Inc. | 138,028 | $6.1M | $7.39M | - | $1.29M | 21.13% | -1.545% |
| AKAM Akamai Technologies, Inc. | 285 | $32,732.25 | $25,672.8 | - | -$7,059.45 | -21.57% | +0.502% |
| AL Air Lease Corporation | 25,196 | $1,533.78 | $1,217.22 | - | -$316.56 | -20.64% | -25.609% |
| ALBCL Albemarle Corp. | 54,468 | $3,455.46 | $1,748.43 | - | -$1,707.03 | -49.4% | -55.324% |
| AMGN Amgen Inc. Common Stock | 9,677 | $3.25M | $4.23M | - | $978,047.04 | 30.06% | -0.378% |
| AMT American Tower Corporation | 221,379 | $39.91M | $39.76M | - | -$153,075.12 | -0.38% | -2.168% |
| ANDE The Andersons, Inc. | 618 | $35,576.12 | $40,071.12 | - | $4,495 | 12.63% | -0.917% |
| AOSL Alpha & Omega Semiconductor Limited | 150,154 | $2.66M | $3.55M | - | $889,442.47 | 33.4% | +2.736% |
| APEI American Public Education, Inc. | 10,847 | $616,977.36 | $518,595.07 | - | -$98,382.29 | -15.95% | -1.544% |
| ARCC Ares Capital Corp. | 144,315 | $2.7M | $2.65M | - | -$47,314.88 | -1.75% | -0.675% |
| AROC Archrock Inc. | 18,293 | $600,449.14 | $538,362.99 | - | -$62,086.15 | -10.34% | +0.753% |
| ARW Arrow Electronics Inc. | 112 | $16,061.92 | $24,412.64 | - | $8,350.72 | 51.99% | +1.414% |
| ASTE Astec Industries, Inc. | 85,783 | $3.53M | $3.36M | - | -$172,929.39 | -4.89% | -0.171% |
| ATEN A10 Networks, Inc. | 106,268 | $2.46M | $2.64M | - | $187,031.68 | 7.61% | +1.015% |
| AUPH Aurinia Pharmaceuticals Inc. | 114,601 | $1.41M | $1.91M | - | $505,989.14 | 35.97% | -0.299% |
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FAQ
Which stocks have generated the highest profits for Mary Beth Jacobson?
The largest contributions to the portfolio's profits come from the following stocks: American Tower Corporation - $85M, EastGroup Properties, Inc - $68.07M, Equinix, Inc - $60.73M, Terreno Realty Corporation - $53.76M, and Crown Castle Inc - $52.79M. 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: Vornado Realty Trust - $22.93M, SL Green Realty Corp - $22.44M, Federal Realty Investment Trust - $11.88M, SBA Communications Corporation - $9.76M, and iStar Inc - $8.5M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mary Beth Jacobson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $641.25M earned over time. The largest contributors to dividend income include Pennsylvania Real Estate Investment Trust - $38.98M, Simon Property Group Inc - $33.24M, Crown Castle Inc - $27.71M, Gaming and Leisure Properties, Inc - $22.71M, and American Tower Corporation - $21.54M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mary Beth Jacobson's monthly returns?
Mary Beth Jacobson'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 Mary Beth Jacobson's strategy be considered aggressive or moderate?
Mary Beth Jacobson'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 Mary Beth Jacobson's strategy?
Mary Beth Jacobson'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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