Q2 2024 |
26 |
$867M |
+$463M |
-$324M |
+$138M |
COLD, AMH, DLR, WH, VICI
|
13F-HR |
8/14/2024, 10:24 AM |
Q1 2024 |
30 |
$745M |
+$360M |
-$214M |
+$146M |
HIW, WFG, COLD, SBAC, SKT
|
13F-HR |
5/15/2024, 09:46 AM |
Q4 2023 |
30 |
$606M |
+$316M |
-$328M |
-$12.5M |
O, COLD, VICI, REXR, WFG
|
13F-HR |
2/14/2024, 10:10 AM |
Q3 2023 |
30 |
$565M |
+$211M |
-$185M |
+$25.2M |
WH, AMT, BRX, REXR, VTR
|
13F-HR |
11/14/2023, 09:55 AM |
Q2 2023 |
28 |
$562M |
+$248M |
-$219M |
+$28.4M |
WH, COLD, WFG, BRX, SBAC
|
13F-HR |
8/14/2023, 12:18 PM |
Q1 2023 |
31 |
$523M |
+$296M |
-$201M |
+$94.9M |
REXR, MAR, KRG, WFG, LSI
|
13F-HR |
5/15/2023, 09:54 AM |
Q4 2022 |
30 |
$418M |
+$261M |
-$192M |
+$69.3M |
REXR, AMT, EQIX, WFG, PHM
|
13F-HR |
2/14/2023, 10:30 AM |
Q3 2022 |
27 |
$329M |
+$127M |
-$110M |
+$16.7M |
WFG, DLR, KRG, CTRE, HLT
|
13F-HR |
11/14/2022, 12:47 PM |
Q2 2022 |
31 |
$341M |
+$138M |
-$140M |
-$2.26M |
NSA, AMT, MTH, KRG, DLR
|
13F-HR |
8/15/2022, 10:16 AM |
Q1 2022 |
31 |
$397M |
+$170M |
-$171M |
-$805K |
IRT, REXR, AMT, WFG, NSA
|
13F-HR |
5/16/2022, 08:58 AM |
Q4 2021 |
37 |
$414M |
+$236M |
-$96.6M |
+$140M |
AMT, TNL, KRG, WFG, REXR
|
13F-HR |
2/14/2022, 05:15 PM |
Q3 2021 |
28 |
$247M |
+$146M |
-$59.3M |
+$86.6M |
MAA, KIM, NSA, JLL, VTR
|
Restatement |
11/15/2021, 05:12 PM |
Q2 2021 |
26 |
$157M |
+$72.2M |
-$79.5M |
-$7.3M |
NSA, MGP, SBAC, REXR, RHP
|
13F-HR |
8/16/2021, 02:22 PM |
Q1 2021 |
23 |
$153M |
+$42.8M |
-$124M |
-$81.1M |
AIRC, COLD, NSA, HGV, WH
|
13F-HR |
5/17/2021, 11:46 AM |
Q4 2020 |
27 |
$220M |
+$112M |
-$113M |
-$1.01M |
REXR, COLD, HIW, KRC, CLNY
|
13F-HR |
2/16/2021, 08:07 AM |
Q3 2020 |
26 |
$195M |
+$81.8M |
-$77.7M |
+$4.11M |
KRC, WRI, CLNY, LSI, AMH
|
13F-HR |
11/16/2020, 10:55 AM |
Q2 2020 |
23 |
$179M |
+$77.8M |
-$42.3M |
+$35.5M |
KRC, REXR, WH, EQIX, AMH
|
13F-HR |
8/14/2020, 01:03 PM |
Q1 2020 |
18 |
$131M |
+$68.2M |
-$85M |
-$16.8M |
AMH, CONE, SAFE, REXR, EQIX
|
13F-HR |
5/15/2020, 04:05 PM |
Q4 2019 |
20 |
$173M |
+$48.4M |
-$56.8M |
-$8.38M |
WRI, H, INXN, COLD, RCL
|
13F-HR |
2/14/2020, 01:37 PM |
Q3 2019 |
19 |
$178M |
+$72.6M |
-$70M |
+$2.63M |
WRI, INVH, H, COLD, TCO
|
13F-HR |
11/14/2019, 10:46 AM |
Q2 2019 |
22 |
$169M |
+$75.1M |
-$81M |
-$5.97M |
INVH, COLD, VTR, BXMT, H
|
13F-HR |
8/14/2019, 09:34 AM |
Q1 2019 |
23 |
$170M |
+$54.6M |
-$61.7M |
-$7.1M |
BXMT, COLD, SITC, KRC, NSA
|
13F-HR |
5/15/2019, 09:42 AM |
Q4 2018 |
20 |
$157M |
+$51.8M |
-$47.4M |
+$4.38M |
SBAC, DHI, HLT, AMH, COLD
|
13F-HR |
2/14/2019, 03:44 PM |
Q3 2018 |
22 |
$165M |
+$60.3M |
-$58.2M |
+$2.1M |
SBAC, AMH, BXP, BXMT, REXR
|
13F-HR |
11/14/2018, 09:57 AM |
Q2 2018 |
21 |
$167M |
+$68.1M |
-$64.2M |
+$3.97M |
BXP, AMH, SBAC, EQIX, LEN
|
13F-HR |
8/14/2018, 09:42 AM |
Q1 2018 |
22 |
$160M |
+$49.7M |
-$57.6M |
-$7.88M |
LEN, HPP, LQ, SUI, BXMT
|
13F-HR |
5/15/2018, 09:15 AM |
Q4 2017 |
21 |
$173M |
+$43.6M |
-$90.8M |
-$47.2M |
LQ, TCO, BXMT, SUI, H
|
13F-HR |
2/14/2018, 08:50 AM |
Q3 2017 |
24 |
$210M |
+$85.3M |
-$67.8M |
+$17.6M |
LQ, AMH, HPP, SUI, RPAI
|
13F-HR |
11/14/2017, 08:13 AM |
Q2 2017 |
19 |
$186M |
+$81.9M |
-$90.4M |
-$8.48M |
LQ, SBAC, H, PLD, RPAI
|
13F-HR |
8/14/2017, 08:20 AM |
Q1 2017 |
21 |
$191M |
+$95.9M |
-$70.8M |
+$25.1M |
H, TOL, GGP, HPP, RPAI
|
13F-HR |
5/15/2017, 11:46 AM |
Q4 2016 |
22 |
$164M |
+$46.6M |
-$287M |
-$240M |
H, AMH, CUBE, CPT, A104PS
|
13F-HR |
2/14/2017, 07:00 AM |
Q3 2016 |
24 |
$413M |
+$146M |
-$89.6M |
+$55.9M |
SRC, CONE, AMH, A104PS, REXR
|
13F-HR |
11/14/2016, 06:51 AM |
Q2 2016 |
24 |
$358M |
+$140M |
-$198M |
-$57.1M |
GGP, CONE, HPP, AMT, EQC
|
13F-HR |
8/15/2016, 07:02 AM |
Q1 2016 |
25 |
$409M |
+$163M |
-$428M |
-$265M |
GGP, AMT, CUBE, NCLH, FRT
|
13F-HR |
5/16/2016, 07:18 AM |
Q4 2015 |
26 |
$657M |
+$138M |
-$278M |
-$140M |
HOT, RCL, AVB, GGP, HOUS
|
13F-HR |
2/16/2016, 07:02 AM |
Q3 2015 |
26 |
$773M |
+$191M |
-$220M |
-$29.6M |
A104PS, AVB, EQC, SRC, CUBE
|
13F-HR |
11/16/2015, 06:59 AM |
Q2 2015 |
24 |
$843M |
+$306M |
-$253M |
+$52.7M |
HT, SBAC, HOT, A104PS, DHI
|
13F-HR |
8/14/2015, 07:04 AM |
Q1 2015 |
25 |
$837M |
+$218M |
-$566M |
-$348M |
HT, CBLAQ, MTN, A104PS, STAR
|
13F-HR |
5/15/2015, 06:52 AM |
Q4 2014 |
22 |
$1.13B |
+$31.9M |
-$469M |
-$437M |
CBLAQ, A104PS, HT, MAC, MTN
|
13F-HR |
2/17/2015, 07:07 AM |
Q3 2014 |
24 |
$1.44B |
+$229M |
-$175M |
+$54.3M |
CBLAQ, A104PS, HOT, LOW, GGP
|
13F-HR |
11/14/2014, 07:21 AM |
Q2 2014 |
25 |
$1.38B |
+$314M |
-$194M |
+$120M |
CBLAQ, HT, LEN, HOT, MAC
|
13F-HR |
8/14/2014, 07:49 AM |
Q1 2014 |
28 |
$1.2B |
+$201M |
-$428M |
-$227M |
CBLAQ, LEN, MAC, SPG, HOT
|
13F-HR |
5/15/2014, 07:50 AM |
Q4 2013 |
32 |
$1.38B |
$0 |
$0 |
|
CBLAQ, LEN, EXP, AMT, MAC
|
13F-HR |
2/14/2014, 07:13 AM |