Q4 2024 |
18 |
$97.2M |
+$25.5M |
-$34.5M |
-$9.04M |
ELME, EQR, INVH, WSR, VTR
|
13F-HR |
2/13/2025, 03:06 PM |
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 |
57 |
$88M |
+$28M |
-$143M |
-$115M |
AMH, VICI, INVH, IVT, PLD
|
13F-HR |
11/14/2023, 11:48 AM |
Q2 2023 |
47 |
$208M |
+$116M |
-$64.4M |
+$51.6M |
EQR, OHI, INVH, KIM, PSA
|
13F-HR |
8/14/2023, 10:22 AM |
Q1 2023 |
27 |
$151M |
+$53M |
-$112M |
-$59.4M |
PLD, EQR, SUI, WELL, REG
|
13F-HR |
5/15/2023, 09:38 AM |
Q4 2022 |
31 |
$350M |
+$187M |
-$40.1M |
+$147M |
SUI, PEAK, KIM, VICI, DLR
|
13F-HR |
2/14/2023, 08:56 AM |
Q3 2022 |
35 |
$314M |
+$185M |
-$25.1M |
+$160M |
PSA, KIM, VTR, EQR, ARE
|
Restatement |
2/22/2023, 01:41 PM |
Q2 2022 |
33 |
$239M |
+$128M |
-$32M |
+$95.9M |
ELS, VTR, FRT, CCI, PSA
|
13F-HR |
8/15/2022, 09:32 AM |
Q1 2022 |
66 |
$324M |
+$162M |
-$18.8M |
+$143M |
ELS, CPT, ACC, VTR, AVB
|
13F-HR |
5/16/2022, 10:01 AM |
Q4 2021 |
70 |
$279M |
+$117M |
-$46.1M |
+$71M |
SPY, ELS, SUI, SRC, KRC
|
13F-HR |
2/14/2022, 01:07 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 |
-$35.2M |
+$53M |
ELS, CPT, UDR, DIS, JPM
|
13F-HR |
2/3/2021, 08:06 PM |
Q3 2020 |
54 |
$170M |
+$70.8M |
-$15.1M |
+$55.7M |
MGP, ELS, WPC, DRE, ESRT
|
13F-HR |
10/29/2020, 03:46 PM |
Q2 2020 |
52 |
$162M |
+$92.8M |
-$14.3M |
+$78.5M |
WPC, IYR, SPY, UDR, HTA
|
13F-HR |
8/14/2020, 11:26 AM |
Q1 2020 |
51 |
$106M |
+$60.5M |
-$18.5M |
+$41.9M |
IYR, ELS, DRE, CPT, LSI
|
13F-HR |
5/7/2020, 05:18 PM |
Q4 2019 |
63 |
$207M |
+$78.3M |
-$18M |
+$60.2M |
IYR, SPY, AIVXXXX, WH, RPAI
|
13F-HR |
2/5/2020, 04:02 PM |
Q3 2019 |
60 |
$182M |
+$58.5M |
-$36.8M |
+$21.8M |
IYR, SPY, EQR, VICI, KRC
|
13F-HR |
11/5/2019, 03:06 PM |
Q2 2019 |
67 |
$220M |
+$78.1M |
-$15.8M |
+$62.2M |
SPY, IYR, ACC, CPT, NCLH
|
13F-HR |
7/26/2019, 01:28 PM |
Q1 2019 |
58 |
$190M |
+$102M |
-$19.3M |
+$83M |
IYR, SPY, AVB, PSA, ESRT
|
13F-HR |
5/10/2019, 12:33 PM |
Q4 2018 |
47 |
$117M |
+$37.8M |
-$9.68M |
+$28.2M |
IYR, AVB, HYG, JPM, EQIX
|
13F-HR |
2/13/2019, 09:18 AM |
Q3 2018 |
53 |
$145M |
+$37.9M |
-$47.4M |
-$9.49M |
IYR, SPY, AVB, ACC, ACC
|
13F-HR |
11/14/2018, 12:06 PM |
Q2 2018 |
23 |
$13.7M |
|
|
|
AMZN, HD, BABA, SPLK, CB
|
New Holdings |
11/7/2018, 04:03 PM |
Q2 2018 |
65 |
$234M |
+$97.8M |
-$9.1M |
+$88.7M |
SPY, IYR, EQR, EQR, SBUX
|
Restatement |
11/7/2018, 03:56 PM |
Q1 2018 |
38 |
$187M |
+$92.4M |
-$12.2M |
+$80.3M |
SPY, GGP, IYR, EQR, EQR
|
13F-HR |
5/14/2018, 10:55 AM |
Q4 2017 |
33 |
$157M |
+$72.7M |
-$5.04M |
+$67.7M |
IYR, SPY, EQR, EQR, GGP
|
13F-HR |
2/13/2018, 03:33 PM |
Q3 2017 |
27 |
$105M |
+$66.6M |
-$626K |
+$65.9M |
IYR, SPY, EQR, CUBE, RLJ
|
13F-HR |
11/9/2017, 03:04 PM |
Q2 2017 |
23 |
$81.5M |
+$41.4M |
-$7.5M |
+$33.9M |
EQR, SFRXXXX, PGRE, LOW, LOW
|
13F-HR |
8/1/2017, 05:36 PM |
Q1 2017 |
22 |
$67.9M |
+$28.5M |
-$8.79M |
+$19.7M |
AIVXXXX, LOW, HD, MGP, INVH
|
13F-HR |
5/9/2017, 08:52 PM |
Q4 2016 |
21 |
$72.1M |
+$37M |
-$694K |
+$36.3M |
AIVXXXX, HD, EQC, LOW, VNO
|
13F-HR |
2/8/2017, 07:03 AM |
Q3 2016 |
25 |
$60.5M |
+$20.7M |
-$7.22M |
+$13.5M |
FCEA, AIVXXXX, VNO, HD, SRC
|
13F-HR |
11/7/2016, 03:01 PM |
Q2 2016 |
26 |
$61.8M |
+$24.2M |
-$11.6M |
+$12.6M |
AIVXXXX, SRC, SSS, PPS, FCEA
|
13F-HR |
8/12/2016, 08:41 AM |
Q1 2016 |
23 |
$62.7M |
+$32.4M |
-$10.3M |
+$22.1M |
SFRXXXX, AIVXXXX, CPT, SIR, SPG
|
13F-HR |
5/12/2016, 03:43 PM |
Q4 2015 |
20 |
$65.1M |
|
|
|
AIVXXXX, GGPXXXX, EQC, CBRE, ARE
|
13F-HR |
2/12/2016, 01:38 PM |