Q3 2024 |
30 |
$200M |
+$45.6M |
-$37.9M |
+$7.66M |
EQIX, PLD, PSA, VICI, WELL
|
13F-HR |
11/13/2024, 03:07 PM |
Q2 2024 |
28 |
$169M |
+$25.1M |
-$24M |
+$1.12M |
EQIX, VICI, AVB, PSA, SPG
|
13F-HR |
8/5/2024, 10:50 AM |
Q1 2024 |
28 |
$170M |
+$45.2M |
-$38.9M |
+$6.35M |
EQIX, VICI, PSA, AVB, PLD
|
13F-HR |
5/13/2024, 11:45 AM |
Q4 2023 |
26 |
$165M |
+$36.1M |
-$32.3M |
+$3.77M |
SPG, REXR, PSA, EQIX, O
|
13F-HR |
2/12/2024, 01:41 PM |
Q3 2023 |
28 |
$143M |
+$24.3M |
-$34.2M |
-$9.9M |
EQIX, SPG, PLD, DOC, AVB
|
13F-HR |
11/13/2023, 04:05 PM |
Q2 2023 |
27 |
$164M |
+$26M |
-$26.8M |
-$745K |
PLD, EQIX, SPG, EXR, EQR
|
13F-HR |
8/14/2023, 02:13 PM |
Q1 2023 |
27 |
$162M |
+$15.4M |
-$20.9M |
-$5.55M |
PLD, EQIX, PSA, SPG, WELL
|
13F-HR |
5/12/2023, 11:48 AM |
Q4 2022 |
29 |
$165M |
+$26.3M |
-$75.4M |
-$49M |
PLD, SPG, EQIX, PSA, O
|
13F-HR |
2/14/2023, 10:22 AM |
Q3 2022 |
31 |
$208M |
+$37.9M |
-$37.4M |
+$524K |
PSA, EQR, PLD, EQIX, O
|
13F-HR |
11/14/2022, 11:09 AM |
Q2 2022 |
32 |
$227M |
+$90.5M |
-$101M |
-$10.3M |
EQR, PLD, O, PSA, DRE
|
13F-HR |
8/12/2022, 03:02 PM |
Q1 2022 |
34 |
$266M |
+$89M |
-$44.9M |
+$44.2M |
EQIX, EQR, AVB, VTR, FR
|
13F-HR |
5/13/2022, 10:18 AM |
Q4 2021 |
34 |
$229M |
+$69.6M |
-$64.8M |
+$4.77M |
EQIX, AVB, REXR, FR, LSI
|
13F-HR |
2/14/2022, 04:27 PM |
Q3 2021 |
29 |
$197M |
+$42.1M |
-$61.5M |
-$19.4M |
EQIX, AVB, FR, CUBE, ELS
|
13F-HR |
11/9/2021, 02:29 PM |
Q2 2021 |
29 |
$217M |
+$48.3M |
-$83.9M |
-$35.6M |
EQIX, AVB, VTR, FR, LSI
|
13F-HR |
8/9/2021, 03:51 PM |
Q1 2021 |
29 |
$228M |
+$120M |
-$64M |
+$56.2M |
PLD, EQIX, VTR, AVB, ELS
|
13F-HR |
5/17/2021, 04:32 PM |
Q4 2020 |
27 |
$164M |
+$24.6M |
-$12.5M |
+$12.2M |
EQIX, FR, VTR, UDR, DRE
|
13F-HR |
2/16/2021, 01:15 PM |
Q3 2020 |
26 |
$139M |
+$49.3M |
-$35.2M |
+$14.1M |
EQIX, FR, VTR, DRE, UDR
|
13F-HR |
11/5/2020, 05:13 PM |
Q2 2020 |
25 |
$123M |
+$41.9M |
-$40.8M |
+$1.19M |
EQIX, EXR, DOC, FR, MAA
|
13F-HR |
8/4/2020, 08:58 PM |
Q1 2020 |
29 |
$112M |
+$31.1M |
-$51.9M |
-$20.8M |
EQIX, DRE, AVB, DOC, PSA
|
13F-HR |
5/4/2020, 03:39 PM |
Q4 2019 |
25 |
$167M |
+$71.6M |
-$74.4M |
-$2.84M |
DRE, EQIX, DOC, AVB, EXR
|
13F-HR |
1/21/2020, 12:12 PM |
Q3 2019 |
27 |
$170M |
+$42.7M |
-$40.1M |
+$2.62M |
EQR, HCP, EQIX, EXR, DRE
|
13F-HR |
11/5/2019, 03:01 PM |
Q2 2019 |
26 |
$157M |
+$9.09M |
-$32.7M |
-$23.6M |
EQR, EQIX, HCP, CUBE, STOR
|
13F-HR |
8/6/2019, 12:55 PM |
Q1 2019 |
27 |
$181M |
+$29.1M |
-$49.7M |
-$20.6M |
EQR, EQIX, HCP, CUBE, SPG
|
13F-HR |
5/7/2019, 08:20 PM |
Q4 2018 |
28 |
$177M |
+$53M |
-$56M |
-$3.02M |
HCP, CUBE, EQR, EQIX, SPG
|
13F-HR |
2/7/2019, 05:45 PM |
Q3 2018 |
28 |
$192M |
+$41.7M |
-$40.1M |
+$1.62M |
AVB, SPG, STOR, EQIX, VTR
|
13F-HR |
10/19/2018, 05:31 PM |
Q2 2018 |
29 |
$192M |
+$68.2M |
-$63.7M |
+$4.45M |
AVB, SPG, CUBE, EQIX, VTR
|
13F-HR |
8/6/2018, 04:45 PM |
Q1 2018 |
38 |
$177M |
+$62.3M |
-$54.1M |
+$8.2M |
UDR, SPG, EQIX, DRE, ARE
|
13F-HR |
5/15/2018, 03:46 PM |
Q4 2017 |
33 |
$181M |
+$62.1M |
-$48.2M |
+$13.9M |
SPG, UDR, EQIX, NNN, CUBE
|
13F-HR |
1/23/2018, 02:38 PM |
Q3 2017 |
33 |
$165M |
+$67.3M |
-$67.8M |
-$470K |
SPG, UDR, WELL, PSA, DRE
|
13F-HR |
10/27/2017, 01:49 PM |
Q2 2017 |
31 |
$168M |
+$131M |
-$120M |
+$11.4M |
SPG, HCP, PLD, VER, KRC
|
Restatement |
8/10/2017, 04:29 PM |
Q1 2017 |
27 |
$156M |
+$101M |
-$43.8M |
+$56.7M |
GGP, BXP, WELL, EQR, AMT
|
13F-HR |
5/8/2017, 08:05 AM |
Q4 2016 |
23 |
$99.6M |
+$64M |
-$83.8M |
-$19.7M |
GGP, STOR, EQR, SLG, AMT
|
13F-HR |
2/9/2017, 07:23 PM |
Q3 2016 |
27 |
$120M |
+$41.6M |
-$41.1M |
+$500K |
WELL, SPG, EQR, PLD, BXP
|
13F-HR |
10/24/2016, 06:22 PM |
Q2 2016 |
23 |
$123M |
+$44.5M |
-$40.2M |
+$4.31M |
WELL, SPG, EQR, BXP, PSA
|
13F-HR |
7/28/2016, 02:04 PM |
Q1 2016 |
26 |
$115M |
+$43M |
-$28.6M |
+$14.4M |
SPG, EQR, WELL, VNO, PSA
|
13F-HR |
4/22/2016, 06:48 PM |
Q4 2015 |
29 |
$97.9M |
+$40.9M |
-$42M |
-$1.09M |
EQR, SPG, VNO, PSA, NNN
|
13F-HR |
2/8/2016, 09:21 PM |
Q3 2015 |
27 |
$94.4M |
+$31.2M |
-$30.9M |
+$295K |
SPG, OHI, BXP, EQR, PSA
|
13F-HR |
10/23/2015, 06:55 PM |
Q2 2015 |
30 |
$91.1M |
+$44.3M |
-$52.1M |
-$7.87M |
SPG, VTR, BXP, EQR, AVB
|
13F-HR |
8/6/2015, 05:43 PM |
Q1 2015 |
27 |
$105M |
+$27.1M |
-$46.9M |
-$19.8M |
HCN, GGP, BXP, SRC, EQR
|
13F-HR |
5/29/2015, 07:21 PM |
Q4 2014 |
29 |
$121M |
+$50.2M |
-$44.2M |
+$6M |
HCN, GGP, EQR, VNO, BXP
|
13F-HR |
2/17/2015, 03:12 PM |
Q3 2014 |
30 |
$104M |
+$16.5M |
-$16.1M |
+$333K |
SPG, HCN, EQR, SRC, BXP
|
13F-HR |
10/29/2014, 05:07 PM |
Q2 2014 |
31 |
$106M |
+$23.2M |
-$20.1M |
+$3.03M |
SPG, HCN, EQR, SRC, PLD
|
13F-HR |
8/6/2014, 07:48 PM |
Q1 2014 |
31 |
$99.1M |
+$32.7M |
-$31.3M |
+$1.39M |
SPG, HCN, SRC, EQR, PLD
|
13F-HR |
4/23/2014, 07:11 PM |
Q4 2013 |
29 |
$89.6M |
$0 |
$0 |
|
SPG, BXP, VNO, VTR, HCN
|
13F-HR |
1/31/2014, 09:40 AM |