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EdgarHawk

Alyeska Investment Group, L.P.

10% Owner

10% Owner
2 filings analyzed · 2 companies · Latest 2024-12-05

Companies

Company Buys Sells Direction
Strawberry Fields REIT, Inc. STRW 0 12 Net selling
FrontView REIT, Inc. FVR 12 0 Net buying

Activity

December 2024
high
Sell
300,000 shares
$3,075,120
Significance 6/10

Alyeska Investment Group (10% owner) sold 300,000 shares of STRW for $3.1M at $10.25–$10.30, reducing stake by 22.2% to 1.05M shares.

Alyeska Investment Group executed 12 separate sales totaling 300,000 shares for $3,075,120.00 on 2024-12-05, bringing its post-transaction holdings from 1,350,000 shares to 1,050,000 shares (a 22.2% reduction). The sales occurred at prices ranging from $10.25 to $10.30, while the current market price sits at $9.40—roughly 8.3% below the transaction prices. The stock has declined 26.8% from its 52-week high of $12.84 and fallen 26.1% over the prior 30 days. While Alyeska's cross-ticker track record shows an average 30-day return of +2.8% following its 6 prior open-market sales, this historical pattern carries limited predictive weight for a single issuer's future performance. The reduction of a 10% stake warrants investor attention as a material change in major-holder positioning, though the absence of SEC FLAGS or disclosed context prevents attribution to any scheduled plan versus discretionary decision.

October 2024
2024-10-08 FrontView REIT, Inc. FVR
medium
Buy
810,810 shares
$15,494,579
Significance 4/10

Alyeska Investment buys 810.8K shares at $19.11, sells 1.01M shares at $18.32 in 12 transactions on FVR

Alyeska Investment Group executed 6 separate purchases totaling 810,810 shares for $15,494,579.10 at $19.11 on 2024-10-03, immediately followed by 6 separate sales totaling 1,008,738 shares for $18,480,080.16 at $18.32 on 2024-10-08. The net effect was a reduction in holdings from 1,664,940 shares to 1,467,012 shares, representing a sale of 197,928 shares or 11.9% of pre-transaction holdings. The purchase price of $19.11 exceeded the subsequent sale price of $18.32 by $0.79 per share, and the stock currently trades at $18.79. The pattern of near-simultaneous bulk purchases followed by bulk sales over a 5-day window, coupled with the net reduction in stake, merits examination of the underlying investment rationale given FVR is a recent listing with limited price history.

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