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CASTELLAN GROUP
CASTELLAN GROUP
Latest filing: 2026-06-30
CASTELLAN GROUP runs CASTELLAN GROUP and currently holds 41 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $912.09M. Their top holdings are BOXX, CTRE, LXP, EIX, WEC. The top five represent 4.5% of reported portfolio weight. CASTELLAN GROUP ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, CASTELLAN GROUP initiated 10 new positions. They added to 8 existing positions. They trimmed 13 positions. Their current best-performing preview position is SPY with returns of +14.83%.
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41 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 BOXX EA SERIES TRUST | 2.25% | $115.53 | $117.95 | +2.09% | Trimmed -1.40% |
 CTRE CARETRUST REIT INC | 0.58% | $28.41 | $39.57 | +39.28% | Added +0.19% |
 LXP LXP INDUSTRIAL TRUST | 0.56% | $53.88 | $60.90 | +13.03% | New Buy |
 EIX EDISON INTL | 0.56% | $74.45 | $71.60 | -3.83% | New Buy |
 WEC WEC ENERGY GROUP INC | 0.53% | $98.94 | $106.00 | +7.13% | Added +6.90% |
 EGP EASTGROUP PPTYS INC | 0.53% | $164.45 | $201.06 | +22.26% | Trimmed -0.44% |
 FR FIRST INDL RLTY TR INC | 0.52% | $52.12 | $62.96 | +20.80% | Trimmed -1.72% |
 MPLX MPLX LP | 0.51% | $53.59 | $58.40 | +8.98% | Added +7.63% |
 GLTR ABRDN PRECIOUS METALS BASKET | 0.51% | $102.85 | $209.80 | +103.99% | Added +11.40% |
 NEE NEXTERA ENERGY INC | 0.50% | $72.45 | $83.64 | +15.45% | Trimmed -3.43% |
Showing 1-10 of 41