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Showing Q4 2023 data
JLP Asset Management, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
JLP Asset Management, LLC
•CIK: 1767141•Filing: Q4 2023
**JLP Asset Management, LLC** manages $84M across a concentrated portfolio of 26 positions. The firm's top holdings reveal a significant allocation to technology and real estate infrastructure, led by PLD ($8.5M) and EQR ($8.2M). Further substantial exposure is maintained in EQIX ($8.0M), followed by PSA ($6.3M). This structure indicates a tactical, sector-focused approach within its current asset allocation.
Total AUM
$84.2M
QoQ Performance
N/A
Positions
26
Top 10 Concentration
62.6%
Latest Filing
Q4 2023
Top Holdings Allocation
PLD
EQR
EQIX
PSA
CUBE
PLD10.1%
EQR9.7%
EQIX9.5%
PSA7.5%
CUBE5.3%
ELS4.4%
CBRE4.1%
REXR4.0%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other76.5%
Real Estate23.5%