NLCP

Newlake Capital Partners Inc Cross-source read$15.13 1.94%
Real EstateCUSIP 651495103· EOD Sep 11, 2026

Among active 13F managers last quarter, 1 opened and 1 added, while none reduced or exited; the largest holder to move was Compass Financial Management LLC (new position). Over the last 180 days, 1 insider bought and none sold, a net +$5K in open-market trades.

Tracked 13F holders
2
2 in Q2 2026 filings
13F value (tracked)
$2.2M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
2 adding · 0 trimming
Insiders · Form 4 open-market, 180d
1 buying · 0 selling · +$5K
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$15.13 1.94%5Y -49.2%
$10.44$16.15$21.86$27.57$33.27202120222023202420252026112364623
Hover for who · click for detailEnd-of-day closing prices52w $12.24 – $16.36

Who owns NLCP?

2 tracked 13F filers · ranked by shares held

2 tracked 13F filers disclose a position in NLCP as of the latest SEC 13F filings, a combined $2.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Compass Financial Management LLC82K
$1.3M
New
+82K sh
Q2 2026
2Ancora Advisors LLC55K
$885K
+53%
Added · +19K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is NLCP being bought or sold by institutions?

Last quarter, 1 fund opened a new position in NLCP and 1 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
1
fund took a first position
Added
1
added to an existing position
Biggest moves · ranked by size of the change, positions above a floor

Funds that own NLCP also own

CompanyCo-held byTheir position there
LKQ CorpLKQ1 funds$236.3M
Apple IncAAPL1 funds$135.3M
Americold Realty Trust IncCOLD1 funds$133.1M
Broadcom IncAVGO1 funds$128.1M
Vanguard S&P 500 ETFVOO1 funds$120.6M
RB Global IncRBA1 funds$117.7M
Ishares Core S&P Total U.S.ITOT1 funds$100.4M
JPMorgan Ultra-Short IncomeJPST1 funds$90.6M
Microsoft CorpMSFT1 funds$88.6M
JPMorgan Chase & CoJPM1 funds$82.5M
Abbvie IncABBV1 funds$69.1M
Eaton Corp PLCETN1 funds$65.3M

Ranked by how many of NLCP's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NLCP.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$5K
1 insider
Net · 180d
$5K
1 open-market transaction
DateInsiderRoleActionSharesValue
May 13, 2026Coniglio AnthonyPresident and CEO, DirectorBuy (P)350$5K
Nov 7, 2025Coniglio AnthonyPresident and CEO, DirectorBuy (P)500$7K
Sep 25, 2025Weinstein David L.DirectorSell (S)13K$177K
Aug 20, 2025Weinstein David L.DirectorSell (S)2K$33K
Aug 19, 2025Weinstein David L.DirectorSell (S)12K$164K
Aug 8, 2025Weinstein David L.DirectorSell (S)4K$50K
Mar 24, 2025Coniglio AnthonyPresident and CEO, DirectorBuy (P)700$11K
Dec 18, 2024Weinstein David L.DirectorSell (S)6K$115K
Dec 17, 2024Weinstein David L.DirectorSell (S)4K$75K
Aug 22, 2024Weinstein David L.DirectorSell (S)6K$128K
Aug 16, 2024Weinstein David L.DirectorSell (S)9K$177K
Aug 15, 2024Weinstein David L.DirectorSell (S)7K$152K

Do institutions, insiders and Congress agree?

Confluence: insiders and funds buying

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
10
Insiders
Form 4 open-market
10+$5K
US House
STOCK Act trades
00$0
Sector rotation
NLCP is in Real Estate, which smart money is rotating OUT OF
$887.0M

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

2 tracked filers in Q2 2026 filings+1 vs Q1 2026
012Q3 2024Q1 2025Q4 2025Q2 2026
tracked filers holding their reported valueQ2 2026 filings: $2.2M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for NLCP

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Ask your agent what changed in NLCP

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/NLCP/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for NLCP.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for NLCP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.