| Q3 2025 |
88 |
$83.8M |
+$627K |
-$1.76M |
-$1.14M |
IVV, XOM, VEA, IWB, AXP
|
13F-HR |
11/14/2025, 03:58 PM |
| Q2 2025 |
72 |
$80.1M |
+$2.3M |
-$1.61M |
+$685K |
IVV, XOM, VEA, IWB, AXP
|
13F-HR |
8/11/2025, 02:27 PM |
| Q1 2025 |
68 |
$75M |
+$155K |
-$251K |
-$96.7K |
IVV, XOM, VEA, IWB, AXP
|
13F-HR |
5/13/2025, 05:03 PM |
| Q4 2024 |
75 |
$75.7M |
+$12.5M |
-$2.42M |
+$10M |
IVV, XOM, VEA, IWB, AXP
|
13F-HR |
2/11/2025, 05:27 PM |
| Q3 2024 |
72 |
$65.4M |
$0 |
$0 |
|
IVV, VEA, IWB, AXP, IJJ
|
13F-HR |
11/13/2024, 06:03 PM |
| Q3 2021 |
|
|
|
|
|
|
13F-NT |
11/12/2021, 09:46 AM |
| Q2 2021 |
|
|
|
|
|
|
13F-NT |
8/11/2021, 11:18 AM |
| Q1 2021 |
|
|
|
|
|
|
13F-NT |
4/28/2021, 04:52 PM |
| Q4 2020 |
|
|
|
|
|
|
13F-NT |
3/17/2021, 05:29 PM |
| Q3 2020 |
154 |
$656M |
+$228K |
-$183M |
-$183M |
AMT, PLD, EQIX, CCI, DLR
|
13F-HR |
11/12/2020, 02:00 PM |
| Q2 2020 |
158 |
$833M |
+$60.9M |
-$38.9M |
+$22M |
AMT, PLD, EQIX, CCI, SBAC
|
13F-HR |
8/10/2020, 03:59 PM |
| Q1 2020 |
159 |
$722M |
+$111M |
-$23.6M |
+$87.7M |
AMT, PLD, EQIX, CCI, SBAC
|
13F-HR |
5/8/2020, 03:51 PM |
| Q4 2019 |
154 |
$822M |
+$48.7M |
-$44.6M |
+$4.14M |
AMT, PLD, EQIX, CCI, SPG
|
13F-HR |
2/12/2020, 12:19 PM |
| Q3 2019 |
156 |
$852M |
+$45.4M |
-$97.2M |
-$51.8M |
AMT, PLD, EQIX, IYR, CCI
|
13F-HR |
11/13/2019, 11:04 AM |
| Q2 2019 |
163 |
$846M |
+$99.4M |
-$382M |
-$283M |
AMT, PLD, CCI, SPG, EQIX
|
13F-HR |
8/13/2019, 12:51 PM |
| Q1 2019 |
168 |
$1.13B |
+$115M |
-$486M |
-$371M |
IYR, AMT, SPG, CCI, PLD
|
13F-HR |
5/1/2019, 10:07 AM |
| Q4 2018 |
169 |
$1.3B |
+$115M |
-$460K |
+$114M |
AMT, SPG, CCI, PLD, PSA
|
13F-HR |
2/14/2019, 09:34 AM |
| Q3 2018 |
172 |
$1.31B |
+$23.1M |
-$7.72M |
+$15.4M |
AMT, SPG, CCI, PLD, EQIX
|
13F-HR |
11/9/2018, 12:43 PM |
| Q2 2018 |
172 |
$1.45B |
+$147M |
-$15.9M |
+$131M |
IYR, AMT, SPG, CCI, PLD
|
13F-HR |
8/8/2018, 11:27 AM |
| Q1 2018 |
168 |
$1.24B |
+$568M |
-$3.09M |
+$565M |
AMT, SPG, CCI, PLD, EQIX
|
13F-HR |
5/8/2018, 02:49 PM |
| Q4 2017 |
302 |
$1.95B |
+$392M |
-$225M |
+$166M |
HIFR, AMT, CCI, CPG, RSPP
|
13F-HR |
2/14/2018, 02:20 PM |
| Q3 2017 |
306 |
$3.7B |
+$964M |
-$52.3M |
+$912M |
LQD, HYG, RSPP, IYR, HIFR
|
13F-HR |
11/14/2017, 02:36 PM |
| Q2 2017 |
241 |
$2.88B |
+$784M |
-$48.9M |
+$735M |
LQD, RSPP, IYR, HIFR, HYG
|
13F-HR |
8/11/2017, 11:37 AM |
| Q1 2017 |
232 |
$2.3B |
+$72.7M |
-$22.1M |
+$50.6M |
RSPP, IYR, HIFR, CPG, SPG
|
13F-HR |
5/15/2017, 05:04 PM |
| Q4 2016 |
239 |
$2.93B |
+$231M |
-$1.35B |
-$1.12B |
LQD, RSPP, IYR, HYG, HIFR
|
13F-HR |
2/14/2017, 04:52 PM |
| Q3 2016 |
228 |
$4.14B |
+$1.96B |
-$47.7M |
+$1.91B |
LQD, HYG, RSPP, IYR, HIFR
|
13F-HR |
11/14/2016, 09:19 AM |
| Q2 2016 |
229 |
$2.26B |
+$63.7M |
-$48.9M |
+$14.8M |
RSPP, IYR, CPG, HIFR, SPG
|
13F-HR |
8/12/2016, 09:41 AM |
| Q1 2016 |
225 |
$2.18B |
+$72.9M |
-$10.3M |
+$62.6M |
RSPP, IYR, CPG, HIFR, SPG
|
13F-HR |
5/9/2016, 03:21 PM |
| Q4 2015 |
231 |
$2.05B |
+$56.6M |
-$768M |
-$712M |
RSPP, IYR, HIFR, CPG, SPG
|
13F-HR |
2/11/2016, 04:03 PM |
| Q3 2015 |
231 |
$2.69B |
+$106M |
-$21.1M |
+$85.1M |
RSPP, HIFR, SPG, IYR, CPG
|
13F-HR |
11/13/2015, 02:41 PM |
| Q2 2015 |
230 |
$2.95B |
+$86.7M |
-$81.9M |
+$4.86M |
RSPP, HIFR, CPG, SPG, IYR
|
13F-HR |
8/7/2015, 01:30 PM |
| Q1 2015 |
228 |
$3.16B |
+$310M |
-$143M |
+$167M |
RSPP, HIFR, CPG, SPG, IYR
|
13F-HR |
5/13/2015, 10:29 AM |
| Q4 2014 |
220 |
$3.01B |
+$590M |
-$79.6M |
+$510M |
RSPP, CPG, SPG, IYR, AMT
|
13F-HR |
2/12/2015, 05:11 PM |
| Q3 2014 |
175 |
$2.57B |
+$41.3M |
-$6.44M |
+$34.8M |
RSPP, CPG, TPLMQ, SPG, IYR
|
13F-HR |
11/12/2014, 02:38 PM |
| Q2 2014 |
172 |
$2.77B |
+$400M |
-$115M |
+$285M |
RSPP, CPG, TPLMQ, SPG, IYR
|
13F-HR |
8/11/2014, 02:39 PM |
| Q1 2014 |
166 |
$2.31B |
+$522M |
-$18M |
+$504M |
RSPP, SPG, IYR, TPLMQ, AMT
|
13F-HR |
5/15/2014, 04:11 PM |
| Q4 2013 |
160 |
$1.7B |
|
|
|
SPG, IYR, AMT, PSA, EQR
|
13F-HR |
2/12/2014, 05:31 PM |