RESOURCE AMERICA, INC.

NEW YORK, NY How do I update this listing?

Resource America is based out of New York. Their last reported 13F filing for Q4 2019 included $114,332,000 in managed 13F securities and a top 10 holdings concentration of 58.97%. Resource America's largest holding is Blackstone Mortgage Trust, Inc. with shares held of 205,000. Whalewisdom has at least 9 13F filings, 1 13D filings, 2 13G filings, and 147 Form 4 filings The firm last filed a Form D notice of exempt offering of securities on 2009-10-14. The notice included securities offered of Debt,Option, Warrant or Other Right to Acquire Another Security

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12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $114.332 Million
  • Prior Market Value $133.398 Million
  • New Purchases0 stocks
  • Additional Purchases6 stocks
  • Sold out of5 stocks
  • Reduced holdings in2 stocks
  • Top 10 Holdings % 58.97 %
  • Turnover % [1]:20.83%
  • Turnover Alt % [2]: 24.07 %
  • Time Held Top20:2.85 quarters
  • Time Held Top10:3.20 quarters
  • Time Held All:5.58 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 3.18%
Performance Last 4 Quarters: 13.78%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-12-31 - 13F-HR (Subscription required)
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Resource Real Estate Holdings, LLC
Resource Real Estate, LLC

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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Form D Filings

Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Form D contains basic information about the offering and the company.

Form D Filings
Filing Date Form Type Industry Group Securities Offered Total Offering Amount Total Amount Sold Total Remaining
2009-10-14 D INVESTING Debt,Option, Warrant or Other Right to Acquire Another Security 18,827,504 18,827,504 0
Other Issuers in Filings
Name Address
No Other Issuers
Related Parties included in filings
Name Address Relationship
ANDREW M. LUBIN subscription required
    DIRECTOR
ARTHUR J. MILLER subscription required
    EXECUTIVE OFFICER
CARLOS C. CAMPBELL subscription required
    DIRECTOR
EDWARD E. COHEN subscription required
    DIRECTOR
HERSH KOZLOV subscription required
    DIRECTOR
JEFFREY F. BROTMAN subscription required
    EXECUTIVE OFFICER
JOHN S. WHITE subscription required
    DIRECTOR
JONATHAN Z. COHEN subscription required
    EXECUTIVE OFFICER DIRECTOR
KENNETH A. KIND subscription required
    DIRECTOR
MICHAEL J. BRADLEY subscription required
    DIRECTOR
STEVEN J. KESSLER subscription required
    EXECUTIVE OFFICER
THOMAS C. ELLIOTT subscription required
    EXECUTIVE OFFICER

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