Appreciate Ownership 2024 | Who Owns Appreciate Now?

OverviewChart

Institutional Ownership

100.00%

Insider Ownership

5.09%

Retail Ownership

-5.09%

Institutional Holders

18.00

Appreciate Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
POLAR ASSET MANAGEMENT PARTNERS INC.	54.06%	0.06%	3,108,715	-	-	3,754,953,000	Mar 31, 2023
COHEN & CO FINANCIAL MANAGEMENT, LLC	53.34%	5.14%	3,067,321	-	-	1,748,373,000	Mar 31, 2023
METEORA CAPITAL, LLC	50.19%	0.19%	2,885,966	-	-	1,645,001,000	Mar 31, 2023
CANTOR FITZGERALD, L. P.	18.31%	0.01%	1,052,632	658,132	166.83%	606,316,000	Mar 31, 2023
HRT FINANCIAL LP	1.32%	0.00%	76,115	76,115	100.00%	43,000	Mar 31, 2023
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.11%	-	64,067	64,067	100.00%	36,518,000	Mar 31, 2023
STATE STREET CORP	0.71%	-	40,900	40,900	100.00%	23,313,000	Mar 31, 2023
PALOMA PARTNERS MANAGEMENT CO	0.52%	0.00%	30,021	-	-	17,112,000	Mar 31, 2023
MINT TOWER CAPITAL MANAGEMENT B.V.	0.48%	0.00%	27,763	27,763	100.00%	1,000	Mar 31, 2023
WEISS MULTI-STRATEGY ADVISERS LLC	0.38%	0.00%	22,066	-1,700	-7.15%	13,000	Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)	0.32%	0.00%	18,383	18,383	100.00%	10,000	Mar 31, 2023
NORTHERN TRUST CORP	0.22%	-	12,500	12,500	100.00%	7,125,000	Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC	0.21%	-	12,250	-	-	6,982,000	Mar 31, 2023
MILLENNIUM MANAGEMENT LLC	0.20%	-	11,228	-8,154	-42.07%	6,000	Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.18%	-	10,228	10,228	100.00%	5,830,000	Mar 31, 2023
MORGAN STANLEY	0.03%	-	1,680	1,680	100.00%	958,000	Mar 31, 2023
WELLS FARGO & COMPANY/MN	0.00%	-	110	110	100.00%	63,000	Mar 31, 2023
ELEQUIN SECURITIES, LLC	0.00%	-	100	100	100.00%	57,000	Mar 31, 2023
BANK OF AMERICA CORP /DE/	0.00%	-	100	100	100.00%	57,000	Mar 31, 2023
UBS GROUP AG	-	-	-	-1,572	-100.00%	-	Mar 31, 2023

Appreciate's largest institutional shareholder is POLAR ASSET MANAGEMENT PARTNERS INC., holding 54.06% of the company's total share outstanding, currently valued at $3.75B. The top 10 institutional shareholders own together 180.44% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
COHEN & CO FINANCIAL MANAGEMENT, LLC	53.34%	5.14%	3,067,321	-	-	1,748,373,000	Mar 31, 2023
METEORA CAPITAL, LLC	50.19%	0.19%	2,885,966	-	-	1,645,001,000	Mar 31, 2023
POLAR ASSET MANAGEMENT PARTNERS INC.	54.06%	0.06%	3,108,715	-	-	3,754,953,000	Mar 31, 2023
CANTOR FITZGERALD, L. P.	18.31%	0.01%	1,052,632	658,132	166.83%	606,316,000	Mar 31, 2023
PALOMA PARTNERS MANAGEMENT CO	0.52%	0.00%	30,021	-	-	17,112,000	Mar 31, 2023
HRT FINANCIAL LP	1.32%	0.00%	76,115	76,115	100.00%	43,000	Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)	0.32%	0.00%	18,383	18,383	100.00%	10,000	Mar 31, 2023
WEISS MULTI-STRATEGY ADVISERS LLC	0.38%	0.00%	22,066	-1,700	-7.15%	13,000	Mar 31, 2023
MINT TOWER CAPITAL MANAGEMENT B.V.	0.48%	0.00%	27,763	27,763	100.00%	1,000	Mar 31, 2023
ELEQUIN SECURITIES, LLC	0.00%	-	100	100	100.00%	57,000	Mar 31, 2023
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.11%	-	64,067	64,067	100.00%	36,518,000	Mar 31, 2023
MILLENNIUM MANAGEMENT LLC	0.20%	-	11,228	-8,154	-42.07%	6,000	Mar 31, 2023
NORTHERN TRUST CORP	0.22%	-	12,500	12,500	100.00%	7,125,000	Mar 31, 2023
STATE STREET CORP	0.71%	-	40,900	40,900	100.00%	23,313,000	Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.18%	-	10,228	10,228	100.00%	5,830,000	Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC	0.21%	-	12,250	-	-	6,982,000	Mar 31, 2023
MORGAN STANLEY	0.03%	-	1,680	1,680	100.00%	958,000	Mar 31, 2023
WELLS FARGO & COMPANY/MN	0.00%	-	110	110	100.00%	63,000	Mar 31, 2023
BANK OF AMERICA CORP /DE/	0.00%	-	100	100	100.00%	57,000	Mar 31, 2023
CITADEL ADVISORS LLC	-	-	-	-20,318	-100.00%	-	Mar 31, 2023

The largest Appreciate shareholder by % of total assets is COHEN & CO FINANCIAL MANAGEMENT, LLC. The company owns 3.07M shares of Appreciate (SFR), representing 5.14% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CANTOR FITZGERALD, L. P.	18.31%	0.01%	1,052,632	658,132	166.83%	606,316,000	Mar 31, 2023
HRT FINANCIAL LP	1.32%	0.00%	76,115	76,115	100.00%	43,000	Mar 31, 2023
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.11%	-	64,067	64,067	100.00%	36,518,000	Mar 31, 2023
STATE STREET CORP	0.71%	-	40,900	40,900	100.00%	23,313,000	Mar 31, 2023
MINT TOWER CAPITAL MANAGEMENT B.V.	0.48%	0.00%	27,763	27,763	100.00%	1,000	Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)	0.32%	0.00%	18,383	18,383	100.00%	10,000	Mar 31, 2023
NORTHERN TRUST CORP	0.22%	-	12,500	12,500	100.00%	7,125,000	Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.18%	-	10,228	10,228	100.00%	5,830,000	Mar 31, 2023
MORGAN STANLEY	0.03%	-	1,680	1,680	100.00%	958,000	Mar 31, 2023
WELLS FARGO & COMPANY/MN	0.00%	-	110	110	100.00%	63,000	Mar 31, 2023
BANK OF AMERICA CORP /DE/	0.00%	-	100	100	100.00%	57,000	Mar 31, 2023
ELEQUIN SECURITIES, LLC	0.00%	-	100	100	100.00%	57,000	Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC	0.21%	-	12,250	-	-	6,982,000	Mar 31, 2023
PALOMA PARTNERS MANAGEMENT CO	0.52%	0.00%	30,021	-	-	17,112,000	Mar 31, 2023
POLAR ASSET MANAGEMENT PARTNERS INC.	54.06%	0.06%	3,108,715	-	-	3,754,953,000	Mar 31, 2023
METEORA CAPITAL, LLC	50.19%	0.19%	2,885,966	-	-	1,645,001,000	Mar 31, 2023
COHEN & CO FINANCIAL MANAGEMENT, LLC	53.34%	5.14%	3,067,321	-	-	1,748,373,000	Mar 31, 2023
UBS GROUP AG	-	-	-	-1,572	-100.00%	-	Mar 31, 2023
WEISS MULTI-STRATEGY ADVISERS LLC	0.38%	0.00%	22,066	-1,700	-7.15%	13,000	Mar 31, 2023
MILLENNIUM MANAGEMENT LLC	0.20%	-	11,228	-8,154	-42.07%	6,000	Mar 31, 2023

As of Mar 31 2023, Appreciate's largest institutional buyer is CANTOR FITZGERALD, L. P.. The company purchased 658.13K stocks of SFR, valued at $606.32M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CITADEL ADVISORS LLC	-	-	-	-20,318	-100.00%	-	Mar 31, 2023
MILLENNIUM MANAGEMENT LLC	0.20%	-	11,228	-8,154	-42.07%	6,000	Mar 31, 2023
WEISS MULTI-STRATEGY ADVISERS LLC	0.38%	0.00%	22,066	-1,700	-7.15%	13,000	Mar 31, 2023
UBS GROUP AG	-	-	-	-1,572	-100.00%	-	Mar 31, 2023
COHEN & CO FINANCIAL MANAGEMENT, LLC	53.34%	5.14%	3,067,321	-	-	1,748,373,000	Mar 31, 2023
METEORA CAPITAL, LLC	50.19%	0.19%	2,885,966	-	-	1,645,001,000	Mar 31, 2023
POLAR ASSET MANAGEMENT PARTNERS INC.	54.06%	0.06%	3,108,715	-	-	3,754,953,000	Mar 31, 2023
PALOMA PARTNERS MANAGEMENT CO	0.52%	0.00%	30,021	-	-	17,112,000	Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC	0.21%	-	12,250	-	-	6,982,000	Mar 31, 2023
ELEQUIN SECURITIES, LLC	0.00%	-	100	100	100.00%	57,000	Mar 31, 2023
BANK OF AMERICA CORP /DE/	0.00%	-	100	100	100.00%	57,000	Mar 31, 2023
WELLS FARGO & COMPANY/MN	0.00%	-	110	110	100.00%	63,000	Mar 31, 2023
MORGAN STANLEY	0.03%	-	1,680	1,680	100.00%	958,000	Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.18%	-	10,228	10,228	100.00%	5,830,000	Mar 31, 2023
NORTHERN TRUST CORP	0.22%	-	12,500	12,500	100.00%	7,125,000	Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)	0.32%	0.00%	18,383	18,383	100.00%	10,000	Mar 31, 2023
MINT TOWER CAPITAL MANAGEMENT B.V.	0.48%	0.00%	27,763	27,763	100.00%	1,000	Mar 31, 2023
STATE STREET CORP	0.71%	-	40,900	40,900	100.00%	23,313,000	Mar 31, 2023
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.11%	-	64,067	64,067	100.00%	36,518,000	Mar 31, 2023
HRT FINANCIAL LP	1.32%	0.00%	76,115	76,115	100.00%	43,000	Mar 31, 2023

As of Mar 31 2023, Appreciate's biggest institutional seller is CITADEL ADVISORS LLC. The company sold -20.32K shares of SFR, valued at -.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
HRT FINANCIAL LP	1.32%	0.00%	76,115	76,115	100.00%	43,000	Mar 31, 2023
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.11%	-	64,067	64,067	100.00%	36,518,000	Mar 31, 2023
STATE STREET CORP	0.71%	-	40,900	40,900	100.00%	23,313,000	Mar 31, 2023
MINT TOWER CAPITAL MANAGEMENT B.V.	0.48%	0.00%	27,763	27,763	100.00%	1,000	Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)	0.32%	0.00%	18,383	18,383	100.00%	10,000	Mar 31, 2023
NORTHERN TRUST CORP	0.22%	-	12,500	12,500	100.00%	7,125,000	Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.18%	-	10,228	10,228	100.00%	5,830,000	Mar 31, 2023
MORGAN STANLEY	0.03%	-	1,680	1,680	100.00%	958,000	Mar 31, 2023
WELLS FARGO & COMPANY/MN	0.00%	-	110	110	100.00%	63,000	Mar 31, 2023
BANK OF AMERICA CORP /DE/	0.00%	-	100	100	100.00%	57,000	Mar 31, 2023
ELEQUIN SECURITIES, LLC	0.00%	-	100	100	100.00%	57,000	Mar 31, 2023

Appreciate's largest new institutional shareholder by number of shares is HRT FINANCIAL LP, purchased 76.11K shares, valued at $43.00K, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CITADEL ADVISORS LLC	-	-	-	-20,318	-100.00%	-	Mar 31, 2023
UBS GROUP AG	-	-	-	-1,572	-100.00%	-	Mar 31, 2023

Appreciate's largest sold out institutional shareholder by shares sold is CITADEL ADVISORS LLC, sold -20.32K shares, valued at -, as of undefined.

Appreciate Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
FIDELITY CONCORD STREET TRUST	0.00%	160,592	-	-	Feb 29, 2024
BRIDGEWAY FUNDS INC	0.00%	400	-	-	Mar 28, 2024
VANGUARD INDEX FUNDS	0.00%	61,366	-	-	Mar 31, 2024
Series Portfolios Trust	0.00%	746	-	-	Jan 31, 2024
SCHWAB STRATEGIC TRUST	0.00%	64,715	-	-	Feb 29, 2024

Appreciate's largest mutual fund holder by % of total assets is "FIDELITY CONCORD STREET TRUST", owning 160.59K shares, compromising 0.00% of its total assets.

Appreciate Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
31 Mar, 23	18	100.00%
31 Dec, 22	9	-
30 Jun, 20	-	-100.00%
31 Mar, 20	1	-
31 Dec, 19	1	-
30 Sep, 19	1	-
30 Jun, 19	1	-
31 Mar, 19	1	-
31 Dec, 18	1	-
30 Sep, 18	1	-
30 Jun, 18	1	-
31 Mar, 18	1	-
31 Dec, 17	-	-100.00%
30 Sep, 17	214	8.63%
30 Jun, 17	197	-1.99%
31 Mar, 17	201	5.79%
31 Dec, 16	190	14.46%
30 Sep, 16	166	-1.78%
30 Jun, 16	169	9.74%
31 Mar, 16	154	1440.00%
31 Dec, 15	10	400.00%
30 Sep, 15	2	-
30 Jun, 15	2	-
31 Mar, 15	2	-
31 Dec, 14	2	-

As of 31 Mar 23, 18 institutions are holding Appreciate's shares, representing an increase of 100.00% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Mar, 23	10,412,124	9.21%
31 Dec, 22	9,533,790	-
30 Jun, 20	-	-100.00%
31 Mar, 20	794,000	-
31 Dec, 19	794,000	-
30 Sep, 19	794,000	-
30 Jun, 19	794,000	-72.40%
31 Mar, 19	2,877,000	-41.01%
31 Dec, 18	4,877,000	-2.46%
30 Sep, 18	5,000,000	-
30 Jun, 18	5,000,000	-
31 Mar, 18	5,000,000	-
31 Dec, 17	-	-100.00%
30 Sep, 17	138,244,383	3.80%
30 Jun, 17	133,178,643	27.76%
31 Mar, 17	104,242,117	60.43%
31 Dec, 16	64,974,873	40.25%
30 Sep, 16	46,327,914	4.15%
30 Jun, 16	44,480,448	22.31%
31 Mar, 16	36,368,093	546.20%
31 Dec, 15	5,628,003	-69.11%
30 Sep, 15	18,217,000	-25.09%
30 Jun, 15	24,320,000	-12.83%
31 Mar, 15	27,901,000	0.93%
31 Dec, 14	27,643,000	-

Appreciate (SFR) has 10.41M shares outstanding as of 31 Mar 23, up 9.21% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Mar, 23	100.00%	-
31 Dec, 22	100.00%	-
30 Jun, 20	-	-
31 Mar, 20	-	-
31 Dec, 19	-	-
30 Sep, 19	-	-
30 Jun, 19	-	-
31 Mar, 19	-	-
31 Dec, 18	-	-
30 Sep, 18	-	-
30 Jun, 18	-	-
31 Mar, 18	-	-
31 Dec, 17	-	-
30 Sep, 17	-	-
30 Jun, 17	-	-
31 Mar, 17	-	-
31 Dec, 16	-	-
30 Sep, 16	-	-
30 Jun, 16	-	-
31 Mar, 16	-	-
31 Dec, 15	-	-
30 Sep, 15	-	-
30 Jun, 15	-	-
31 Mar, 15	-	-
31 Dec, 14	-	-

As of 31 Mar 23, Appreciate is held by 100.00% institutional shareholders, representing a 0.00% growth compared to 31 Dec 22.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Mar, 23	1	-
31 Dec, 22	-	-
30 Jun, 20	-	-
31 Mar, 20	-	-
31 Dec, 19	-	-
30 Sep, 19	-	-
30 Jun, 19	-	-
31 Mar, 19	-	-
31 Dec, 18	-	-
30 Sep, 18	-	-
30 Jun, 18	-	-
31 Mar, 18	-	-
31 Dec, 17	-	-100.00%
30 Sep, 17	4	-96.36%
30 Jun, 17	110	15.79%
31 Mar, 17	95	25.00%
31 Dec, 16	76	10.14%
30 Sep, 16	69	-2.82%
30 Jun, 16	71	1320.00%
31 Mar, 16	5	-
31 Dec, 15	-	-
30 Sep, 15	-	-
30 Jun, 15	-	-100.00%
31 Mar, 15	1	-
31 Dec, 14	-	-

1 institutional shareholders have increased their position in SFR stock as of 31 Mar 23 compared to - in the previous quarter (a 0.00% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Mar, 23	2	-
31 Dec, 22	-	-
30 Jun, 20	-	-
31 Mar, 20	-	-
31 Dec, 19	-	-
30 Sep, 19	-	-100.00%
30 Jun, 19	1	-
31 Mar, 19	1	-
31 Dec, 18	1	-
30 Sep, 18	-	-
30 Jun, 18	-	-
31 Mar, 18	-	-
31 Dec, 17	-	-100.00%
30 Sep, 17	5	-84.85%
30 Jun, 17	33	-15.38%
31 Mar, 17	39	-13.33%
31 Dec, 16	45	-6.25%
30 Sep, 16	48	37.14%
30 Jun, 16	35	1650.00%
31 Mar, 16	2	-
31 Dec, 15	-	-100.00%
30 Sep, 15	2	-
30 Jun, 15	2	100.00%
31 Mar, 15	1	-
31 Dec, 14	-	-

2 institutional shareholders have reduced their position in SFR stock as of 31 Mar 23 compared to - in the previous quarter (a 0.00% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Mar, 23	18	100.00%	10,412,124	9.21%	100.00%	-	1	-	2	-
31 Dec, 22	9	-	9,533,790	-	100.00%	-	-	-	-	-
30 Jun, 20	-	-100.00%	-	-100.00%	-	-	-	-	-	-
31 Mar, 20	1	-	794,000	-	-	-	-	-	-	-
31 Dec, 19	1	-	794,000	-	-	-	-	-	-	-
30 Sep, 19	1	-	794,000	-	-	-	-	-	-	-100.00%
30 Jun, 19	1	-	794,000	-72.40%	-	-	-	-	1	-
31 Mar, 19	1	-	2,877,000	-41.01%	-	-	-	-	1	-
31 Dec, 18	1	-	4,877,000	-2.46%	-	-	-	-	1	-
30 Sep, 18	1	-	5,000,000	-	-	-	-	-	-	-
30 Jun, 18	1	-	5,000,000	-	-	-	-	-	-	-
31 Mar, 18	1	-	5,000,000	-	-	-	-	-	-	-
31 Dec, 17	-	-100.00%	-	-100.00%	-	-	-	-100.00%	-	-100.00%
30 Sep, 17	214	8.63%	138,244,383	3.80%	-	-	4	-96.36%	5	-84.85%
30 Jun, 17	197	-1.99%	133,178,643	27.76%	-	-	110	15.79%	33	-15.38%
31 Mar, 17	201	5.79%	104,242,117	60.43%	-	-	95	25.00%	39	-13.33%
31 Dec, 16	190	14.46%	64,974,873	40.25%	-	-	76	10.14%	45	-6.25%
30 Sep, 16	166	-1.78%	46,327,914	4.15%	-	-	69	-2.82%	48	37.14%
30 Jun, 16	169	9.74%	44,480,448	22.31%	-	-	71	1320.00%	35	1650.00%
31 Mar, 16	154	1440.00%	36,368,093	546.20%	-	-	5	-	2	-
31 Dec, 15	10	400.00%	5,628,003	-69.11%	-	-	-	-	-	-100.00%
30 Sep, 15	2	-	18,217,000	-25.09%	-	-	-	-	2	-
30 Jun, 15	2	-	24,320,000	-12.83%	-	-	-	-100.00%	2	100.00%
31 Mar, 15	2	-	27,901,000	0.93%	-	-	1	-	1	-
31 Dec, 14	2	-	27,643,000	-	-	-	-	-	-	-

Appreciate Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Nov 15, 2023	Polar Asset Management Partners Inc.	10 percent owner	-	J-Other	Sell	2,942,049	$9.41	$27.68M	166,666
Nov 20, 2017	Fascitelli Michael D	director	-	D-Return	Sell	23,470	$0.01	$234.70	-
Nov 20, 2017	TUOMI FREDERICK C	officer	Chief Executive Officer	D-Return	Sell	178,455	$0.01	$1.78K	-
Nov 20, 2017	Young Charles D.	officer	Chief Operating Officer	D-Return	Sell	95,249	$0.01	$952.49	-
Jun 12, 2017	TUOMI FREDERICK C	officer	Chief Executive Officer	J-Other	Sell	11,235	-	-	-
Jun 12, 2017	CHANG JUSTIN T	director	-	J-Other	Sell	2,398	-	-	-

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Nov 15, 2023	Polar Asset Management Partners Inc.	10 percent owner	-	J-Other	Sell	2,942,049	$9.41	$27.68M	166,666
May 10, 2023	Laurence Christopher	director, officer	Chief Executive Officer	A-Award	Buy	14,000	$5.00	$70.00K	14,000
May 10, 2023	Hawkes Laurie A.	director	-	A-Award	Buy	14,000	$5.00	$70.00K	14,000
May 03, 2023	Beck Milton Joseph	director	-	A-Award	Buy	16,000	$5.00	$80.00K	202,667
May 03, 2023	Beck Milton Joseph	director	-	A-Award	Buy	20,000	$5.00	$100.00K	186,667
May 03, 2023	Haymaker Marcy	director	-	A-Award	Buy	5,000	$5.00	$25.00K	5,000
May 03, 2023	Hawkes Laurie A.	director	-	A-Award	Buy	20,000	$5.00	$100.00K	20,000
May 03, 2023	Honour Scott	director	-	A-Award	Buy	10,000	$5.00	$50.00K	10,000
May 03, 2023	Fu Gloria	director	-	A-Award	Buy	10,000	$5.00	$50.00K	10,000
May 03, 2023	Laurence Christopher	director, officer	Chief Executive Officer	A-Award	Buy	20,000	$5.00	$100.00K	20,000
Nov 20, 2017	Fascitelli Michael D	director	-	D-Return	Sell	23,470	$0.01	$234.70	-
Nov 20, 2017	TUOMI FREDERICK C	officer	Chief Executive Officer	D-Return	Sell	178,455	$0.01	$1.78K	-
Nov 20, 2017	Young Charles D.	officer	Chief Operating Officer	D-Return	Sell	95,249	$0.01	$952.49	-
Oct 25, 2017	Fascitelli Michael D	director	-	A-Award	Buy	647	-	-	23,470
Sep 28, 2017	Fascitelli Michael D	director	-	A-Award	Buy	654	-	-	22,823
Sep 28, 2017	Fascitelli Michael D	director	-	A-Award	Buy	2,974	-	-	22,169
Jul 03, 2017	Steffens John	other	Former Trustee	A-Award	Buy	464	-	-	6,702
Jul 03, 2017	Fascitelli Michael D	director	-	A-Award	Buy	410	-	-	19,195
Jun 12, 2017	TUOMI FREDERICK C	officer	Chief Executive Officer	J-Other	Sell	11,235	-	-	-
Jun 12, 2017	CHANG JUSTIN T	director	-	J-Other	Sell	2,398	-	-	-

The last insider sell of Appreciate's stock was made by Polar Asset Management Partners Inc. on Nov 15 2023, selling 2,942,049 shares at $9.41 per share (valued at $27.68M).

Appreciate Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q4 2023	-	1	-
Q2 2023	3	-	-
Q1 2023	6	-	-

0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Appreciate's insiders, as of Q4 2023.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q4 2023	-	-	-
Q2 2023	-	-	-
Q1 2023	-	-	-

As of Q4 2023, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Appreciate's stocks.

Appreciate Peer Ownership

Ticker	Company
NOGN	Nogin, Inc.
WLDS	Wearable Devices Ltd.
EUDA	EUDA Health Holdings Limited

SFR Ownership FAQ

Who Owns Appreciate?

Appreciate is owned by institutional shareholders (100.00%), insiders (5.09%), and public (-5.09%). The largest institutional shareholder of Appreciate is POLAR ASSET MANAGEMENT PARTNERS INC. (54.06% of total shares) and the top mutual fund owner is FIDELITY CONCORD STREET TRUST (0.00% of total shares).

Who are the major institutional shareholders of Appreciate?

Appreciate's major institutional shareholders are POLAR ASSET MANAGEMENT PARTNERS INC., COHEN & CO FINANCIAL MANAGEMENT, LLC, METEORA CAPITAL, LLC, CANTOR FITZGERALD, L. P., and HRT FINANCIAL LP. The top five shareholders own together 177.23% of the company's share outstanding.

How many Appreciate shareholders are there?

As of Mar 2023, there are 18 institutional shareholders of Appreciate.

What percentage of Appreciate is owned by POLAR ASSET MANAGEMENT PARTNERS INC?

POLAR ASSET MANAGEMENT PARTNERS INC owns 3.11M shares of Appreciate, representing 54.06% of the company's total shares outstanding, valued at $3.75B (as of Mar 2023).

What percentage of Appreciate is owned by COHEN & CO FINANCIAL MANAGEMENT, LLC?

As of Mar 2023, COHEN & CO FINANCIAL MANAGEMENT, LLC holds 3.07M shares of Appreciate (SFR), compromising 53.34% of the company, valued at $1.75B.

What percentage of Appreciate is owned by METEORA CAPITAL, LLC?

METEORA CAPITAL, LLC is the third largest holder of Appreciate. The company owns 2.89M of the company's shares outstanding (worth $1.65B).