Q4 2024 |
27 |
$548M |
+$110M |
-$119M |
-$9.24M |
DLR, EQIX, PLD, PSA, AVB
|
13F-HR |
2/14/2025, 11:14 AM |
Q2 2024 |
29 |
$529M |
+$142M |
-$145M |
-$2.63M |
DLR, EQIX, PSA, WELL, INVH
|
13F-HR |
8/14/2024, 10:25 AM |
Q1 2024 |
40 |
$530M |
+$112M |
-$137M |
-$24.5M |
PLD, DLR, EQIX, EXR, INVH
|
13F-HR |
4/12/2024, 07:39 PM |
Q4 2023 |
39 |
$557M |
+$139M |
-$194M |
-$55.5M |
PLD, EQIX, O, EXR, AVB
|
13F-HR |
2/14/2024, 12:48 PM |
Q3 2023 |
48 |
$550M |
+$129M |
-$166M |
-$37.3M |
PLD, DLR, EQIX, EXR, VICI
|
13F-HR |
11/14/2023, 10:16 AM |
Q2 2023 |
46 |
$647M |
+$247M |
-$285M |
-$37.9M |
PLD, EQIX, WELL, EQR, DLR
|
13F-HR |
8/14/2023, 12:13 PM |
Q4 2022 |
26 |
$667M |
+$99.7M |
-$22.2M |
+$77.5M |
PLD, PSA, SUI, EQIX, REXR
|
13F-HR |
2/13/2023, 11:55 AM |
Q3 2022 |
29 |
$660M |
+$74M |
-$57.4M |
+$16.6M |
PLD, PSA, EQR, REXR, EQIX
|
13F-HR |
11/14/2022, 08:13 AM |
Q2 2022 |
25 |
$745M |
+$140M |
-$14.4M |
+$125M |
PLD, PSA, EQR, WELL, REXR
|
13F-HR |
8/15/2022, 09:50 AM |
Q1 2022 |
26 |
$772M |
+$121M |
-$35.7M |
+$84.9M |
PLD, EQR, PSA, REXR, WELL
|
13F-HR |
5/16/2022, 09:54 AM |
Q4 2021 |
26 |
$795M |
+$138M |
-$147M |
-$8.73M |
PLD, EQR, PSA, REXR, ESS
|
13F-HR |
2/14/2022, 08:47 AM |
Q3 2021 |
25 |
$782M |
+$111M |
-$98.7M |
+$12.2M |
PLD, EQR, PSA, MPW, UDR
|
13F-HR |
10/12/2021, 11:37 AM |
Q2 2021 |
26 |
$755M |
+$235M |
-$190M |
+$44.5M |
PLD, EQR, MPW, UDR, SRC
|
13F-HR |
7/12/2021, 04:14 PM |
Q1 2021 |
25 |
$656M |
+$241M |
-$208M |
+$33.5M |
PLD, UDR, WELL, EXR, EQR
|
13F-HR |
5/11/2021, 10:09 AM |
Q4 2020 |
30 |
$559M |
+$85.4M |
-$49.3M |
+$36.1M |
EXR, WELL, REXR, ESS, UDR
|
13F-HR |
2/12/2021, 05:32 PM |
Q3 2020 |
30 |
$535M |
+$94.1M |
-$32.2M |
+$61.9M |
EXR, REXR, ESS, WELL, UDR
|
13F-HR |
10/5/2020, 01:13 PM |
Q2 2020 |
35 |
$481M |
+$86.5M |
-$97.8M |
-$11.3M |
ESS, STWD, REXR, INVH, HPP
|
13F-HR |
7/6/2020, 12:04 PM |
Q1 2020 |
27 |
$377M |
+$129M |
-$2.44M |
+$126M |
MGP, CCI, EQIX, HTA, HPP
|
13F-HR |
4/6/2020, 10:40 AM |
Q4 2019 |
34 |
$488M |
+$179M |
-$51.5M |
+$127M |
CCI, HTA, VERXXXX, EXR, STWD
|
13F-HR |
2/14/2020, 11:27 AM |
Q3 2019 |
48 |
$560M |
+$130M |
-$52.3M |
+$78.2M |
STWD, TRTX, HCP, EQR, GPMT
|
13F-HR |
10/22/2019, 03:24 PM |
Q2 2019 |
37 |
$461M |
+$62.5M |
-$10.7M |
+$51.8M |
VICI, HTA, STWD, VERXXXX, EQR
|
13F-HR |
7/8/2019, 03:43 PM |
Q1 2019 |
37 |
$398M |
+$74.8M |
-$18M |
+$56.8M |
VERXXXX, EQR, VICI, QTS, EQIX
|
13F-HR |
4/11/2019, 09:52 AM |
Q4 2018 |
42 |
$345M |
+$55.1M |
-$69.5M |
-$14.4M |
AVB, VICI, HPP, HTA, EQIX
|
13F-HR |
1/11/2019, 09:08 AM |
Q3 2018 |
44 |
$418M |
+$47.7M |
-$43.1M |
+$4.57M |
AVB, HCP, TD, VICI, HPP
|
13F-HR |
10/1/2018, 03:32 PM |
Q2 2018 |
44 |
$445M |
|
|
|
DLR, HCP, HLT, INVH, VICI
|
13F-HR |
8/14/2018, 04:57 PM |
Q1 2018 |
33 |
$172M |
+$6.87M |
-$91.5M |
-$84.6M |
DLR, CPT, REG, HLT, HCP
|
Restatement |
5/23/2018, 03:24 PM |
Q4 2017 |
48 |
$341M |
+$66.7M |
-$33.7M |
+$33M |
DLR, INVH, HCP, SLGXXXX, REG
|
13F-HR |
2/12/2018, 10:31 AM |
Q3 2017 |
40 |
$327M |
+$52M |
-$23.4M |
+$28.6M |
DLR, HCP, SLGXXXX, SFR, DDRXXXX
|
13F-HR |
11/13/2017, 03:03 PM |
Q2 2017 |
41 |
$321M |
+$93.5M |
-$8.9M |
+$84.6M |
ESS, HCP, SLGXXXX, REG, SFRXXXX
|
13F-HR |
8/11/2017, 02:15 PM |
Q1 2017 |
41 |
$261M |
|
|
|
SPG, DDRXXXX, ESS, SLGXXXX, HCP
|
Restatement |
5/15/2017, 12:20 PM |