Q3 2024 |
17 |
$115M |
+$26.8M |
-$32.7M |
-$5.89M |
ELME, EQR, NMRK, CPT, CBRE
|
13F-HR |
11/13/2024, 06:14 PM |
Q2 2024 |
19 |
$107M |
+$40.7M |
-$30M |
+$10.7M |
ELME, CBRE, NMRK, EQR, CPT
|
13F-HR |
8/13/2024, 06:42 PM |
Q1 2024 |
43 |
$92.8M |
+$45.4M |
-$41.1M |
+$4.37M |
ELME, FR, EQR, NMRK, CBRE
|
13F-HR |
5/15/2024, 10:41 AM |
Q4 2023 |
40 |
$88M |
+$38.7M |
-$47.1M |
-$8.38M |
O, NMRK, CBRE, KIM, UDR
|
13F-HR |
2/14/2024, 09:40 AM |
Q3 2023 |
41 |
$88M |
+$28M |
-$143M |
-$115M |
AMH, VICI, INVH, IVT, PLD
|
13F-HR |
11/14/2023, 11:48 AM |
Q2 2023 |
38 |
$208M |
+$116M |
-$64.4M |
+$51.6M |
EQR, OHI, INVH, KIM, PSA
|
13F-HR |
8/14/2023, 09:22 AM |
Q1 2023 |
27 |
$151M |
+$53M |
-$251M |
-$198M |
PLD, EQR, SUI, WELL, REG
|
13F-HR |
5/15/2023, 09:38 AM |
Q4 2022 |
31 |
$350M |
+$187M |
-$153M |
+$33.6M |
SUI, DOC, KIM, VICI, DLR
|
13F-HR |
2/14/2023, 09:56 AM |
Q3 2022 |
35 |
$314M |
+$185M |
-$94.3M |
+$90.5M |
PSA, KIM, VTR, EQR, ARE
|
Restatement |
2/22/2023, 02:41 PM |
Q2 2022 |
33 |
$239M |
+$128M |
-$182M |
-$54.1M |
ELS, VTR, FRT, CCI, PSA
|
13F-HR |
8/15/2022, 09:32 AM |
Q1 2022 |
66 |
$324M |
+$162M |
-$79.6M |
+$82.5M |
ELS, CPT, ACC, VTR, AVB
|
13F-HR |
5/16/2022, 10:01 AM |
Q4 2021 |
69 |
$250M |
+$88.6M |
-$98.7M |
-$10.2M |
ELS, SUI, SRC, KRC, ACC
|
13F-HR |
2/14/2022, 02:07 PM |
Q3 2021 |
64 |
$248M |
+$79.7M |
-$87.5M |
-$7.73M |
ELS, MGP, CPT, HST, KRC
|
13F-HR |
11/15/2021, 01:04 PM |
Q2 2021 |
71 |
$259M |
+$74.9M |
-$70.2M |
+$4.7M |
ELS, MGP, CPT, VTR, VNO
|
13F-HR |
8/16/2021, 02:30 PM |
Q1 2021 |
59 |
$235M |
+$81.8M |
-$73.4M |
+$8.42M |
ELS, CPT, MGP, VTR, EQIX
|
13F-HR |
5/17/2021, 01:24 PM |
Q4 2020 |
58 |
$214M |
+$88.2M |
-$65.5M |
+$22.7M |
ELS, CPT, UDR, DIS, JPM
|
13F-HR |
2/3/2021, 09:06 PM |
Q3 2020 |
54 |
$170M |
+$70.8M |
-$35.4M |
+$35.4M |
MGP, ELS, WPC, DRE, ESRT
|
13F-HR |
10/29/2020, 03:46 PM |
Q2 2020 |
46 |
$131M |
+$69.2M |
-$35.3M |
+$34M |
WPC, UDR, HTA, BXP, DRE
|
13F-HR |
8/14/2020, 11:26 AM |
Q1 2020 |
46 |
$88.5M |
+$43.4M |
-$113M |
-$69.2M |
ELS, DRE, CPT, LSI, JPM
|
13F-HR |
5/7/2020, 05:18 PM |
Q4 2019 |
60 |
$175M |
+$72.1M |
-$63.8M |
+$8.25M |
AIV, WH, RPAI, VICI, CXP
|
13F-HR |
2/5/2020, 05:02 PM |
Q3 2019 |
57 |
$157M |
+$57.8M |
-$82.8M |
-$25M |
EQR, VICI, KRC, WRI, WH
|
13F-HR |
11/5/2019, 04:06 PM |
Q2 2019 |
62 |
$181M |
+$63.1M |
-$41.8M |
+$21.3M |
ACC, CPT, NCLH, WH, DRE
|
13F-HR |
7/26/2019, 01:28 PM |
Q1 2019 |
51 |
$152M |
+$81.7M |
-$17.2M |
+$64.4M |
AVB, PSA, ESRT, WH, KRC
|
13F-HR |
5/10/2019, 12:33 PM |
Q4 2018 |
40 |
$74.9M |
+$22.9M |
-$22.6M |
+$279K |
AVB, JPM, EQIX, ESRT, IIPR
|
13F-HR |
2/13/2019, 10:18 AM |
Q3 2018 |
45 |
$81.6M |
+$16.2M |
-$34.3M |
-$18.1M |
AVB, ACC, JPM, KRC, EQIX
|
13F-HR |
11/14/2018, 01:06 PM |
Q2 2018 |
23 |
$14.3M |
$0 |
$0 |
|
AMZN, HD, BABA, SPLK, CB
|
New Holdings |
11/7/2018, 05:03 PM |
Q2 2018 |
43 |
$96M |
+$36.4M |
-$15.9M |
+$20.5M |
EQR, AVB, BRG, ACC, DRE
|
Restatement |
11/7/2018, 04:56 PM |
Q1 2018 |
20 |
$73.6M |
+$41.7M |
-$28M |
+$13.7M |
EQR, BRG, CUBE, SLG, DRE
|
13F-HR |
5/14/2018, 10:55 AM |
Q4 2017 |
18 |
$61.8M |
+$23.2M |
-$19.6M |
+$3.57M |
EQR, PGRE, SLG, RLJ, AMH
|
13F-HR |
2/13/2018, 04:33 PM |
Q3 2017 |
17 |
$57.8M |
+$28.1M |
-$33M |
-$4.95M |
EQR, CUBE, RLJ, PGRE, BXP
|
13F-HR |
11/9/2017, 04:04 PM |
Q2 2017 |
18 |
$62M |
+$22M |
-$28.6M |
-$6.64M |
EQR, SFR, PGRE, LOW, MGP
|
13F-HR |
8/1/2017, 05:36 PM |
Q1 2017 |
22 |
$67.9M |
+$28.5M |
-$34.1M |
-$5.57M |
AIV, LOW, HD, MGP, INVH
|
13F-HR |
5/9/2017, 08:52 PM |
Q4 2016 |
21 |
$72.1M |
+$37M |
-$25.3M |
+$11.7M |
AIV, HD, EQC, LOW, VNO
|
13F-HR |
2/8/2017, 08:03 AM |
Q3 2016 |
25 |
$60.5M |
+$20.7M |
-$22.6M |
-$1.85M |
FCEA, AIV, VNO, HD, SRC
|
13F-HR |
11/7/2016, 04:01 PM |
Q2 2016 |
26 |
$61.8M |
+$24.2M |
-$28.4M |
-$4.17M |
AIV, SRC, SSS, PPS, FCEA
|
13F-HR |
8/12/2016, 08:41 AM |
Q1 2016 |
23 |
$62.7M |
+$32.4M |
-$35.4M |
-$3M |
SFR, AIV, CPT, SIR, SPG
|
13F-HR |
5/12/2016, 03:43 PM |
Q4 2015 |
20 |
$65.1M |
$0 |
$0 |
|
AIV, GGP, EQC, CBRE, ARE
|
13F-HR |
2/12/2016, 02:38 PM |