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Hilton Capital Management, LLC: MTBA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hilton Capital Management, LLC on MTBA, newest first. How the timeline and the estimate are built.

Hilton Capital Management, LLC held 398,755 MTBA shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 398,755 shares
    Change vs previous 13F -456,647 shares

    1.33% of the 13F portfolio, value $19,566,901.

    13F-HR 0001172661-26-003054 filed by Hilton Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 855,402 shares
    Change vs previous 13F +14,052 shares

    3.2% of the 13F portfolio, value $42,308,233.

    13F-HR 0001172661-26-001990 filed by Hilton Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 841,350 shares
    Change vs previous 13F +4,855 shares

    3.19% of the 13F portfolio, value $42,412,435.

    13F-HR 0001172661-26-000671 filed by Hilton Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 836,495 shares
    Change vs previous 13F -59,429 shares

    3.41% of the 13F portfolio, value $42,117,524.

    13F-HR 0001172661-25-004728 filed by Hilton Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 895,924 shares
    Change vs previous 13F -255,081 shares

    3.58% of the 13F portfolio, value $44,876,836.

    13F-HR 0001172661-25-003438 filed by Hilton Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,151,005 shares
    Change vs previous 13F +488,190 shares

    4.9% of the 13F portfolio, value $57,711,439.

    13F-HR 0001172661-25-001740 filed by Hilton Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 662,815 shares
    Change vs previous 13F -107,493 shares

    2.85% of the 13F portfolio, value $32,935,292.

    13F-HR 0001172661-25-000595 filed by Hilton Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 770,308 shares
    Change vs previous 13F not available

    3.07% of the 13F portfolio, value $39,655,433.

    13F-HR 0001839882-24-038450 filed by Hilton Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).