Q2 2025 |
56 |
$994M |
+$94.1M |
-$450M |
-$356M |
EQIX, SBAC, DOX, T, AMZN
|
13F-HR |
8/13/2025, 04:33 PM |
Q1 2025 |
56 |
$1.22B |
+$248M |
-$321M |
-$73.6M |
EQIX, SBAC, DLR, CCOI, CCI
|
13F-HR |
5/15/2025, 01:19 PM |
Q4 2024 |
54 |
$1.38B |
+$264M |
-$188M |
+$75.5M |
EQIX, SBAC, CCOI, T, DLR
|
Restatement |
2/19/2025, 04:17 PM |
Q3 2024 |
58 |
$1.27B |
+$267M |
-$262M |
+$5.03M |
SBAC, EQIX, CCI, DOX, T
|
13F-HR |
11/12/2024, 04:39 PM |
Q2 2024 |
54 |
$1.13B |
+$235M |
-$180M |
+$55.2M |
EQIX, SBAC, CCI, T, DOX
|
13F-HR |
8/14/2024, 10:24 AM |
Q1 2024 |
48 |
$1.1B |
+$251M |
-$129M |
+$122M |
EQIX, SBAC, CCI, DOX, OUT
|
13F-HR |
5/13/2024, 03:30 PM |
Q4 2023 |
73 |
$1.07B |
+$303M |
-$272M |
+$30.6M |
EQIX, CCI, SBAC, AMT, DOX
|
13F-HR |
2/9/2024, 02:51 PM |
Q3 2023 |
1 |
$7.47M |
|
|
|
CWK
|
New Holdings |
12/6/2023, 04:31 PM |
Q3 2023 |
64 |
$864M |
+$176M |
-$93.7M |
+$82M |
EQIX, AMT, CCI, LAMR, TMUS
|
Restatement |
12/6/2023, 04:30 PM |
Q2 2023 |
59 |
$834M |
+$136M |
-$112M |
+$24.6M |
AMT, EQIX, CCI, REXR, TMUS
|
13F-HR |
8/9/2023, 04:34 PM |
Q1 2023 |
55 |
$851M |
+$220M |
-$55.8M |
+$164M |
EQIX, AMT, SBAC, PLD, TMUS
|
13F-HR |
5/3/2023, 03:58 PM |
Q4 2022 |
53 |
$708M |
+$145M |
-$126M |
+$18.8M |
EQIX, AMT, PLD, LAMR, REXR
|
13F-HR |
2/13/2023, 03:38 PM |
Q3 2022 |
54 |
$703M |
+$183M |
-$86M |
+$96.9M |
EQIX, AMT, CCI, SBAC, LAMR
|
13F-HR |
11/14/2022, 03:14 PM |
Q2 2022 |
51 |
$742M |
+$231M |
-$143M |
+$88.3M |
EQIX, AMT, CCI, UNIT, SUI
|
13F-HR |
8/15/2022, 10:12 AM |
Q1 2022 |
52 |
$800M |
+$231M |
-$65.8M |
+$165M |
SWCH, CCI, EQIX, AMT, MGP
|
Restatement |
5/13/2022, 03:58 PM |
Q4 2021 |
58 |
$705M |
+$196M |
-$19.3M |
+$177M |
CCI, AMT, SWCH, EQIX, MGP
|
13F-HR |
2/14/2022, 01:30 PM |
Q3 2021 |
46 |
$1.05B |
+$85.9M |
-$72.7M |
+$13.2M |
ACI, CCI, AMT, EQIX, SWCH
|
13F-HR |
11/15/2021, 02:08 PM |
Q2 2021 |
45 |
$833M |
+$73.1M |
-$85.2M |
-$12.2M |
ACI, AMT, EQIX, CCI, SWCH
|
13F-HR |
8/9/2021, 02:19 PM |
Q1 2021 |
45 |
$784M |
+$431M |
-$70.8M |
+$361M |
ACI, CCI, AMT, EQIX, SWCH
|
13F-HR |
5/14/2021, 04:59 PM |
Q4 2020 |
42 |
$410M |
+$298M |
-$6.52M |
+$291M |
CCI, AMT, EQIX, SWCH, LAMR
|
13F-HR |
2/16/2021, 03:13 PM |
Q3 2020 |
31 |
$135M |
+$65.5M |
-$6.02M |
+$59.5M |
CCI, LAMR, PSB, EQIX, AMT
|
13F-HR |
11/9/2020, 03:18 PM |
Q2 2020 |
32 |
$95M |
+$35.3M |
-$26.4M |
+$8.91M |
CCIPRA, QTSPRB, LAMR, PSB, EQIX
|
13F-HR |
8/5/2020, 04:26 PM |
Q1 2020 |
29 |
$86.1M |
+$40.5M |
-$11.4M |
+$29.1M |
CCIPRA, LAMR, QTSPRB, PLD, CONE
|
13F-HR |
5/8/2020, 04:01 PM |
Q4 2019 |
38 |
$105M |
|
|
|
CCIPRA, QTSPRB, LADR, PGRE, CONE
|
13F-HR |
2/6/2020, 03:37 PM |