Q3 2024 |
37 |
$326M |
+$40.6M |
-$62.1M |
-$21.5M |
FIP, EQIX, AMT, WYNN, DBRG
|
13F-HR |
11/5/2024, 04:57 PM |
Q2 2024 |
35 |
$316M |
+$34.7M |
-$77M |
-$42.3M |
FIP, EQIX, AMT, SPG, DLR
|
13F-HR |
7/31/2024, 10:52 AM |
Q1 2024 |
33 |
$351M |
+$66.6M |
-$82.8M |
-$16.2M |
FIP, FTAI, EQIX, DBRG, DLR
|
13F-HR |
5/10/2024, 02:14 PM |
Q4 2023 |
33 |
$353M |
+$42.1M |
-$98.2M |
-$56.1M |
AMT, DLR, FIP, EQIX, PLD
|
13F-HR |
2/13/2024, 03:56 PM |
Q3 2023 |
33 |
$354M |
+$49.1M |
-$62.8M |
-$13.7M |
DLR, DBRG, AMT, EQIX, FTAI
|
13F-HR |
11/8/2023, 10:24 AM |
Q2 2023 |
33 |
$397M |
+$35M |
-$62.6M |
-$27.6M |
PLD, AMT, EQIX, DBRG, REXR
|
13F-HR |
8/7/2023, 12:16 PM |
Q1 2023 |
36 |
$428M |
+$64.2M |
-$82M |
-$17.8M |
PLD, AMT, REXR, EQIX, DBRG
|
13F-HR |
5/4/2023, 01:33 PM |
Q4 2022 |
34 |
$413M |
+$52.7M |
-$144M |
-$91.5M |
PLD, AMT, REXR, ARE, EQIX
|
13F-HR |
2/7/2023, 12:09 PM |
Q3 2022 |
32 |
$509M |
+$68M |
-$148M |
-$80.4M |
REXR, PLD, CCI, INVH, EQIX
|
13F-HR |
10/25/2022, 01:55 PM |
Q2 2022 |
33 |
$664M |
+$37M |
-$71.2M |
-$34.2M |
SWCH, CCI, PLD, INVH, DBRG
|
13F-HR |
7/21/2022, 02:24 PM |
Q1 2022 |
35 |
$848M |
+$104M |
-$157M |
-$53M |
DBRG, FTAI, SWCH, CCI, CZR
|
13F-HR |
5/6/2022, 10:37 AM |
Q4 2021 |
31 |
$1.01B |
+$249M |
-$102M |
+$146M |
FTAI, AMT, CZR, DBRG, SWCH
|
13F-HR |
2/2/2022, 06:20 PM |
Q3 2021 |
29 |
$835M |
+$101M |
-$89.4M |
+$11.9M |
CZR, FTAI, AMT, CD, VNET
|
13F-HR |
10/21/2021, 01:11 PM |
Q2 2021 |
31 |
$882M |
+$204M |
-$125M |
+$79.5M |
FTAI, CZR, AMT, VNET, CD
|
13F-HR |
8/4/2021, 05:28 PM |
Q1 2021 |
31 |
$770M |
+$155M |
-$106M |
+$49.1M |
FTAI, CZR, AMT, VNET, SWCH
|
13F-HR |
4/28/2021, 06:21 PM |
Q4 2020 |
30 |
$709M |
+$159M |
-$144M |
+$14.9M |
CZR, AMT, FTAI, SWCH, CCI
|
13F-HR |
2/5/2021, 08:14 PM |
Q3 2020 |
35 |
$620M |
+$105M |
-$36.8M |
+$67.8M |
FTAI, CCI, GDS, AMT, SWCH
|
13F-HR |
10/30/2020, 04:08 PM |
Q2 2020 |
34 |
$520M |
+$38.5M |
-$81.7M |
-$43.2M |
CCI, FTAI, GDS, SWCH, AMT
|
13F-HR |
8/3/2020, 06:56 PM |
Q1 2020 |
29 |
$456M |
+$128M |
-$7.46M |
+$121M |
SWCH, AMT, GDS, CCI, ARE
|
13F-HR |
4/24/2020, 12:42 PM |
Q4 2019 |
24 |
$400M |
+$51.8M |
-$32.8M |
+$19M |
SWCH, AMT, FTAI, GDS, CONE
|
13F-HR |
1/28/2020, 02:05 PM |
Q3 2019 |
25 |
$379M |
+$56.2M |
-$132M |
-$75.7M |
SWCH, AMT, CONE, GDS, DSHK
|
13F-HR |
10/31/2019, 05:32 PM |
Q2 2019 |
26 |
$414M |
+$12.6M |
-$41.1M |
-$28.4M |
GDS, AMT, CCI, RITM, DSHK
|
13F-HR |
7/23/2019, 01:15 PM |
Q1 2019 |
24 |
$439M |
+$35.7M |
-$97M |
-$61.3M |
GDS, SWCH, AMT, RITM, CCI
|
13F-HR |
5/1/2019, 03:34 PM |
Q4 2018 |
27 |
$418M |
+$34.8M |
-$37.8M |
-$2.99M |
GDS, AMT, CCI, RITM, MIC
|
13F-HR |
2/1/2019, 12:28 PM |
Q3 2018 |
23 |
$492M |
+$40.4M |
-$50M |
-$9.56M |
GDS, AMT, MIC, RITM, DSHK
|
13F-HR |
10/22/2018, 01:45 PM |
Q2 2018 |
28 |
$524M |
+$45.2M |
-$45.5M |
-$276K |
DSHK, AMT, RITM, MIC, GDS
|
13F-HR |
7/30/2018, 02:10 PM |
Q1 2018 |
29 |
$487M |
+$131M |
-$11.9M |
+$120M |
RITM, AMT, WYNN, INVH, MTN
|
13F-HR |
5/1/2018, 08:09 PM |
Q4 2017 |
31 |
$394M |
+$132M |
-$9.71M |
+$122M |
RITM, AMT, WYNN, BEP, DSHK
|
13F-HR |
1/29/2018, 01:27 PM |
Q3 2017 |
28 |
$254M |
+$28.6M |
-$18.6M |
+$10.1M |
RITM, EQIX, CONE, COR, CDZI
|
13F-HR |
10/27/2017, 03:03 PM |
Q2 2017 |
30 |
$240M |
+$88.5M |
-$27.3M |
+$61.2M |
RITM, CDZI, EQIX, CCI, QTS
|
13F-HR |
7/31/2017, 08:16 PM |
Q1 2017 |
32 |
$175M |
+$27.2M |
-$13M |
+$14.2M |
CDZI, BIP, CONE, RITM, DSHK
|
13F-HR |
5/4/2017, 11:13 AM |
Q4 2016 |
33 |
$152M |
+$21.9M |
-$26.9M |
-$5M |
CDZI, RITM, CONE, QTS, DSHK
|
13F-HR |
2/1/2017, 05:55 PM |
Q3 2016 |
33 |
$153M |
+$18.2M |
-$18.6M |
-$426K |
RITM, NCT, QTS, ARE, MGM
|
13F-HR |
10/24/2016, 05:21 PM |
Q2 2016 |
35 |
$155M |
+$21.9M |
-$6.94M |
+$14.9M |
QTS, NRZ, CONE, AMT, ARE
|
13F-HR |
8/10/2016, 02:45 PM |
Q1 2016 |
33 |
$129M |
+$38.8M |
-$52.7M |
-$13.9M |
NRZ, QTS, CONE, EQIX, NCT
|
13F-HR |
5/16/2016, 08:39 AM |
Q4 2015 |
32 |
$138M |
+$18.6M |
-$37.7M |
-$19.1M |
RITM, QTS, CONE, ARE, EQIX
|
13F-HR |
2/16/2016, 04:20 PM |
Q3 2015 |
36 |
$141M |
+$28M |
-$16.1M |
+$11.9M |
QTS, NRZ, CONE, CDZI, EXR
|
13F-HR |
11/9/2015, 08:10 AM |
Q2 2015 |
30 |
$131M |
+$33.3M |
-$23.4M |
+$9.88M |
NRZ, CDZI, CONE, QTS, AMT
|
13F-HR |
8/12/2015, 01:05 PM |
Q1 2015 |
35 |
$128M |
+$35.2M |
-$8.82M |
+$26.4M |
CONE, NRZ, QTS, CDZI, ARE
|
13F-HR |
5/13/2015, 01:22 PM |
Q4 2014 |
35 |
$99.5M |
$0 |
$0 |
|
QTS, CDZI, CONE, NSAM, NRZ
|
13F-HR |
1/29/2015, 02:33 PM |