| Q2 2024 |
19 |
$140M |
+$86.8M |
-$72.5M |
+$14.3M |
PLD, ADC, REXR, AMH, REG
|
13F-HR |
8/14/2024, 04:46 PM |
| Q1 2024 |
14 |
$128M |
+$35.7M |
-$24.2M |
+$11.6M |
NNN, FRT, ADC, AVB, EQR
|
13F-HR |
5/15/2024, 04:21 PM |
| Q4 2023 |
14 |
$116M |
+$58.4M |
-$49.4M |
+$9M |
FRT, NNN, EQR, ADC, TJX
|
13F-HR |
2/14/2024, 04:26 PM |
| Q3 2023 |
15 |
$98.8M |
+$43.3M |
-$31.2M |
+$12.1M |
FRT, NNN, YUM, PFGC, HLT
|
13F-HR |
11/14/2023, 04:16 PM |
| Q2 2023 |
11 |
$91.9M |
+$30.1M |
-$45.3M |
-$15.2M |
FRT, MAA, PFGC, AVB, HLT
|
13F-HR |
8/14/2023, 04:02 PM |
| Q1 2023 |
20 |
$105M |
+$44.8M |
-$23.1M |
+$21.6M |
AVB, PFGC, ARE, AMH, HLT
|
13F-HR |
5/15/2023, 04:09 PM |
| Q4 2022 |
21 |
$83.3M |
+$24.4M |
-$60.3M |
-$35.9M |
ARE, AVB, HLT, PLD, PFGC
|
13F-HR |
2/14/2023, 04:54 PM |
| Q3 2022 |
21 |
$110M |
+$50.4M |
-$21.3M |
+$29.1M |
PLD, YUM, ARE, AVB, MAA
|
13F-HR |
11/14/2022, 04:22 PM |
| Q2 2022 |
18 |
$83.3M |
+$45.8M |
-$55.5M |
-$9.67M |
MAA, AVB, YUM, PFGC, H
|
13F-HR |
8/15/2022, 04:31 PM |
| Q1 2022 |
16 |
$106M |
+$47.2M |
-$65.5M |
-$18.2M |
ARE, DECK, FIVE, VNO, APG
|
13F-HR |
5/16/2022, 04:08 PM |
| Q4 2021 |
21 |
$137M |
+$61.9M |
-$94M |
-$32.2M |
DECK, EQR, PHM, APLE, APG
|
13F-HR |
2/14/2022, 04:15 PM |
| Q3 2021 |
20 |
$159M |
+$76.8M |
-$66.4M |
+$10.4M |
PK, VNO, EQR, ARMK, ROST
|
13F-HR |
11/15/2021, 02:01 PM |
| Q2 2021 |
17 |
$155M |
+$92.5M |
-$77.2M |
+$15.4M |
ROST, VNO, MAR, TJX, BLDR
|
13F-HR |
8/16/2021, 03:25 PM |
| Q1 2021 |
17 |
$138M |
+$53.6M |
-$50.6M |
+$3.06M |
ACC, ROST, YUM, APLE, EQR
|
13F-HR |
5/17/2021, 03:21 PM |
| Q4 2020 |
19 |
$126M |
$0 |
$0 |
|
AZO, KRC, EQR, HPP, ESS
|
13F-HR |
2/16/2021, 02:57 PM |