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  Name: H&H Retirement Design & Management INC
  City: LAS VEGAS
  State: NV
  Zip: 89135
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $151,456,000
  Total Value Change : $-7,300,000
  Securities Held Change : 23
   
All Securities Held : 84
  New Positions : 26
  Closed Positions : 4
  Increased Positions : 6
  Unchanged Positions : 9
  Decreased Positions : 43

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Holdings Found : 9     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IRM)1 Year Chart         IRM Iron Mountain Inc 48 - $82.34 $660,000 8,697 0.44% 64,000 0 0.003    Business Services
   (ARI)1 Year Chart         ARI Apollo Commercial Real Esta... 62 - $10.07 $363,000 33,644 0.24% 5,000 0 0.024    REIT - Diversified
   (WPC)1 Year Chart         WPC WP Carey & Co 68 - $56.86 $309,000 5,494 0.2% -28,000 0 0.003    Property Management
   (COST)1 Year Chart         COST Costco Wholesale Corp 69 - $834.30 $306,000 428 0.2% -4,000 0 0    Discount, Variety Stores
   (ABR)1 Year Chart         ABR Arbor Realty Trust Inc 74 - $14.18 $281,000 22,002 0.19% 14,000 0 0.018    REIT - Diversified
   (NLY)1 Year Chart         NLY Annaly Capital Management Inc 75 - $19.99 $259,000 14,134 0.17% -7,000 0 0.001    Mortgage Investment
   (DHC)1 Year Chart         DHC Diversified Healthcare Trust 82 - $2.98 $172,000 70,681 0.11% -14,000 0 0.03    REIT - Hotel/Motel
   (RC)1 Year Chart         RC Ready Capital Corp 83 - $8.59 $158,000 18,183 0.1% -3,000 0 0.016    REIT - Diversified
   (GOV)1 Year Chart         GOV Government Properties Incom... 84 - $2.23 $38,000 18,668 0.03% -33,000 0 0.019    REIT - Office

      9 Records Found
  1    
Page 1 of 1
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