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Home > Institutional Investor > Ellis Investment Partners, Llc > Profile

Instuitional Investor - Ellis Investment Partners, Llc

Fund Profile
Filing Period:
Fund Name: Ellis Investment Partners, Llc
Portfolio Value $483,702,298
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 202,190 $27,152,128 5.61%
2.
Cohen & Steers Reit & Preferred & Income Fund Inc
 RNP 1,196,869 $26,414,908 5.46%
3.
Vanguard Index Fds - GROWTH ETF
 65,623 $24,334,437 5.03%
4.
Apple Inc.
 AAPL 95,565 $21,227,835 4.39%
5.
Invesco Qqq Tr
 43,453 $20,375,950 4.21%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)