Ownership history in Mezzasalma Advisors, LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which Mezzasalma Advisors, LLC reported a position in ABRDN GLOBAL PREMIER PPTYS F (AWP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Mezzasalma Advisors, LLC underperformed the S&P 500 by β5.3% annually on this AWP position. Timing score: 100% (4/4 decisions correct). Average cost basis: $10.08. Maximum drawdown during holding period: β0.3%.
β Significantly underperformed the S&P 500 by 5.3% ann.
4 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
4 of 4 add/trim decisions correct
Best entry: $10.04 (2024 Q4) Β· Worst: $11.29 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 1 trim. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.12% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size