Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q2 2025 | 18 | $223M | +$55M | -$150M | -$94.6M | ESS, CSGP, DEI, AIV, HPP | 13F-HR | 8/14/2025, 03:08 PM |
Q1 2025 | 22 | $319M | +$186M | -$117M | +$69M | ESS, DEI, FR, CSGP, VTR | 13F-HR | 5/15/2025, 02:16 PM |
Q4 2024 | 18 | $247M | $0 | $0 | AMH, ESS, CPT, KRC, PK | 13F-HR | 2/14/2025, 03:30 PM |