Q2 2024 |
14 |
$251M |
+$83.9M |
-$103M |
-$19.6M |
EFC, ESS, SUI, ELS, BRX
|
13F-HR |
8/14/2024, 12:05 PM |
Q1 2024 |
28 |
$96.5M |
$0 |
$0 |
|
IRT, BRX, ARE, KW, KRC
|
13F-HR |
5/15/2024, 09:00 AM |
Q4 2023 |
29 |
$488M |
+$95M |
-$343M |
-$248M |
EFC, IRT, AMH, SUI, UDR
|
13F-HR |
2/14/2024, 03:11 PM |
Q3 2023 |
36 |
$657M |
+$203M |
-$94.9M |
+$108M |
SUI, IRT, LAMR, UDR, EXR
|
13F-HR |
11/15/2023, 06:06 PM |
Q2 2023 |
37 |
$606M |
+$54.1M |
-$210M |
-$156M |
IRT, UDR, SUI, PLD, SBAC
|
13F-HR |
8/14/2023, 01:19 PM |
Q1 2023 |
33 |
$756M |
+$146M |
-$80.5M |
+$65.4M |
SUI, IRT, SBAC, UDR, DBRG
|
13F-HR |
5/15/2023, 12:00 PM |
Q4 2022 |
29 |
$659M |
+$88.3M |
-$207M |
-$119M |
SUI, ARE, AMH, UDR, DBRG
|
13F-HR |
2/14/2023, 05:00 PM |
Q3 2022 |
32 |
$624M |
+$143M |
-$72.8M |
+$70.3M |
SUI, UDR, AMH, IRT, VTR
|
13F-HR |
11/14/2022, 12:00 PM |
Q2 2022 |
33 |
$665M |
+$75.1M |
-$118M |
-$42.4M |
SUI, UDR, DBRG, AMH, CTT
|
13F-HR |
8/15/2022, 09:29 AM |
Q1 2022 |
33 |
$1.42B |
+$595M |
-$252M |
+$343M |
COLD, SUI, ARE, PLD, UDR
|
13F-HR |
5/13/2022, 07:34 PM |
Q4 2021 |
30 |
$1.13B |
+$398M |
-$604M |
-$206M |
SUI, COLD, VTR, VICI, WY
|
13F-HR |
2/14/2022, 12:39 PM |
Q3 2021 |
29 |
$1.26B |
+$582M |
-$533M |
+$49.8M |
WY, DBRG, GDS, DLR, LSI
|
13F-HR |
11/15/2021, 01:57 PM |
Q2 2021 |
30 |
$1.27B |
+$653M |
-$376M |
+$277M |
WY, GDS, ARE, AMT, MAR
|
13F-HR |
10/7/2021, 04:26 PM |
Q1 2021 |
31 |
$933M |
+$271M |
-$228M |
+$42.4M |
ARE, EQIX, AMT, GDS, PLD
|
13F-HR |
5/17/2021, 12:53 PM |
Q4 2020 |
28 |
$829M |
+$268M |
-$173M |
+$95M |
INVH, COLD, PLD, KW, ELS
|
13F-HR |
2/16/2021, 09:36 AM |
Q3 2020 |
31 |
$638M |
+$195M |
-$59.6M |
+$135M |
INVH, CLNY, MAR, KW, CDP
|
13F-HR |
11/13/2020, 04:31 PM |
Q2 2020 |
29 |
$498M |
+$73.8M |
-$199M |
-$126M |
INVH, MAR, KW, WPC, EFC
|
13F-HR |
8/14/2020, 09:45 AM |
Q1 2020 |
29 |
$542M |
+$253M |
-$145M |
+$108M |
COLD, INVH, PLD, MAR, KW
|
13F-HR |
5/15/2020, 08:56 AM |
Q4 2019 |
27 |
$585M |
+$246M |
-$91.2M |
+$155M |
AMT, INVH, COLD, CLNY, INXN
|
13F-HR |
2/14/2020, 01:59 PM |
Q3 2019 |
25 |
$431M |
+$168M |
-$141M |
+$27M |
CLNY, COLD, ARE, CTT, AMT
|
13F-HR |
11/14/2019, 08:43 AM |
Q2 2019 |
25 |
$400M |
+$121M |
-$208M |
-$87.2M |
CLNY, BRX, COLD, KW, ARE
|
13F-HR |
8/14/2019, 08:32 AM |
Q1 2019 |
26 |
$481M |
+$196M |
-$103M |
+$92.5M |
CLNY, CONE, CWK, WYND, COLD
|
13F-HR |
5/15/2019, 08:33 AM |
Q4 2018 |
29 |
$335M |
+$51M |
-$72.7M |
-$21.7M |
EQIX, INXN, CLNY, KW, ARE
|
13F-HR |
2/14/2019, 09:19 AM |
Q3 2018 |
31 |
$417M |
+$113M |
-$86.3M |
+$26.9M |
EQIX, CLNY, KW, CWK, INXN
|
13F-HR |
11/14/2018, 09:06 AM |
Q2 2018 |
27 |
$386M |
+$184M |
-$125M |
+$59.1M |
INXN, CLNY, AMT, KW, ARE
|
13F-HR |
8/14/2018, 09:22 AM |
Q1 2018 |
32 |
$307M |
+$93.5M |
-$51.6M |
+$41.9M |
KW, CLNS, AMH, EQIX, SUI
|
13F-HR |
5/14/2018, 04:25 PM |
Q4 2017 |
2 |
$16.9M |
$0 |
$0 |
|
NRE, INXN
|
New Holdings |
2/16/2018, 04:15 PM |
Q4 2017 |
30 |
$270M |
+$72.9M |
-$33M |
+$40M |
KW, CLNS, EQIX, CXW, CONE
|
13F-HR |
2/14/2018, 09:22 AM |
Q3 2017 |
27 |
$242M |
+$65.3M |
-$90M |
-$24.7M |
CLNS, KW, CXW, EXR, AMT
|
13F-HR |
10/30/2017, 07:36 PM |
Q2 2017 |
38 |
$272M |
+$88.1M |
-$77.6M |
+$10.5M |
CLNS, CXW, NYRT, MYCC, KW
|
13F-HR |
7/19/2017, 12:08 PM |
Q1 2017 |
43 |
$263M |
+$66.3M |
-$86.3M |
-$20M |
CLNS, CXW, EXR, NYRT, MYCC
|
13F-HR |
5/19/2017, 10:10 AM |
Q4 2016 |
47 |
$279M |
$0 |
$0 |
|
EQIX, COR, EXR, MAA, CXW
|
13F-HR |
5/30/2017, 11:35 AM |