CIK 1520710
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).
Computing…
Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.
| Industry group | Weight | Names |
|---|---|---|
| Equity Real Estate Investment Trusts (REITs) | 60.37% | 41 |
| Unclassified | 8.51% | 31 |
| Real Estate Management & Development | 3.62% | 4 |
| Machinery | 3.39% | 7 |
| Banks | 3.36% | 7 |
| Pharmaceuticals & Biotechnology | 3.15% | 8 |
| Utilities | 1.88% | 11 |
| Health Care Equipment & Supplies | 1.86% | 6 |
| Diversified Consumer Services | 1.70% | 3 |
| Oil, Gas & Consumable Fuels | 1.46% | 9 |
| Metals & Mining | 1.18% | 4 |
| Aerospace & Defense | 1.03% | 2 |
| Commercial Services & Supplies | 1.02% | 4 |
| Communications Equipment | 0.87% | 2 |
| Food Products | 0.77% | 3 |
| Specialty Retail | 0.73% | 2 |
| Health Care Providers & Services | 0.67% | 2 |
| Technology Hardware & Equipment | 0.59% | 4 |
| Capital Markets | 0.51% | 3 |
| Marine | 0.49% | 2 |
| Distributors | 0.49% | 3 |
| Leisure Products | 0.38% | 1 |
| Software & IT Services | 0.36% | 1 |
| Semiconductors & Semiconductor Equipment | 0.35% | 3 |
| Diversified Telecommunication Services | 0.24% | 3 |
| Airlines | 0.22% | 1 |
| Media & Entertainment | 0.15% | 2 |
| Chemicals | 0.14% | 5 |
| Hotels, Restaurants & Leisure | 0.12% | 1 |
| Entertainment | 0.11% | 1 |
| Software | 0.10% | 2 |
| Beverages | 0.09% | 1 |
| Road & Rail | 0.09% | 1 |
| Agricultural Products | 0.00% | 1 |
| Electrical Equipment & Components | 0.00% | 1 |
| Food & Staples Retailing | 0.00% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | EQIX | EQUINIX INC | Real Estate | 5.73% |
| 2 | WELL | WELLTOWER INC. | Real Estate | 5.58% |
| 3 | AMT | AMERICAN TOWER CORP /MA/ | Real Estate | 3.92% |
| 4 | SPG | SIMON PROPERTY GROUP INC. | Real Estate | 3.77% |
| 5 | USFR | WISDOMTREE TR | Unclassified | 3.36% |
| 6 | PLD | Prologis, Inc. | Real Estate | 3.34% |
| 7 | EGP | EASTGROUP PROPERTIES INC | Real Estate | 2.91% |
| 8 | TRNO | Terreno Realty Corp | Real Estate | 2.87% |
| 9 | VTR | Ventas, Inc. | Real Estate | 2.79% |
| 10 | KRG | KITE REALTY GROUP TRUST | Real Estate | 2.75% |
152/183 names classified · sector 91.5% of weight · industry 91.5% · mkt cap 88.7%; unclassified names shown, never dropped.
Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 91.5% of the book is sector-classified (unclassified names shown, never dropped).
Classified: 81.7% of book weight (126/163 names) · unclassified 18.3%: , USFR, REG, SII, XRN, SEI, WPC, WULF, BLX, AXGN +27 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.
No contribution data for this period.
| # | Security | Shares | Value | Weight | Δ QoQ |
|---|---|---|---|---|---|
| 1 | EQIXEQUINIX INC | 56,974 | $56M | 5.7% | HOLD |
| 2 | WELLWELLTOWER INC | 275,099 | $54M | 5.6% | TRIM −4% |
| 3 | AMTAMERICAN TOWER CORP | 221,379 | $38M | 3.9% | TRIM −7% |
| 4 | SPGSIMON PPTY GROUP INC NEW | 196,642 | $37M | 3.8% | TRIM −14% |
| 5 | USFRWISDOMTREE TR | 649,711 | $33M | 3.4% | ADD 164% |
| 6 | PLDPROLOGIS INC. | 246,394 | $33M | 3.3% | ADD 5% |
| 7 | EGPEASTGROUP PPTYS INC | 153,375 | $28M | 2.9% | TRIM −7% |
| 8 | TRNOTERRENO RLTY CORP | 454,847 | $28M | 2.9% | TRIM −7% |
| 9 | VTRVENTAS INC | 331,765 | $27M | 2.8% | TRIM −7% |
| 10 | KRGKITE RLTY GROUP TR | 1,089,793 | $27M | 2.7% | TRIM −6% |
| 11 | DLRDIGITAL RLTY TR INC | 127,970 | $23M | 2.4% | ADD 71% |
| 12 | OREALTY INCOME CORP | 337,052 | $21M | 2.1% | ADD 55% |
| 13 | SUISUN CMNTYS INC | 123,123 | $16M | 1.6% | ADD 121% |
| 14 | EXREXTRA SPACE STORAGE INC | 115,717 | $15M | 1.6% | TRIM −6% |
| 15 | CCICROWN CASTLE INC | 158,153 | $13M | 1.3% | TRIM −37% |
| 16 | ESSEssex Property Trust | 50,157 | $12M | 1.2% | TRIM −7% |
| 17 | VICIVICI PPTYS INC | 430,339 | $12M | 1.2% | TRIM −6% |
| 18 | PSAPUBLIC STORAGE OPER CO | 42,346 | $11M | 1.2% | TRIM −43% |
| 19 | REGREGENCY CTRS CORP | 149,781 | $11M | 1.2% | TRIM −9% |
| 20 | ELSEQUITY LIFESTYLE PPTYS INC | 181,359 | $11M | 1.2% | TRIM −7% |
| 21 | OHIOMEGA HEALTHCARE INVS INC | 252,200 | $11M | 1.1% | ADD 10% |
| 22 | ADCAGREE RLTY CORP | 143,159 | $11M | 1.1% | ADD 14% |
| 23 | OUTOUTFRONT MEDIA INC | 387,143 | $10M | 1.1% | TRIM −8% |
| 24 | AVBAVALONBAY CMNTYS INC | 58,481 | $10M | 1.0% | TRIM −8% |
| 25 | WYWEYERHAEUSER CO | 379,959 | $9M | 1.0% | ADD 49% |
| 26 | FPIFARMLAND PARTNERS INC | 825,997 | $9M | 1.0% | TRIM −7% |
| 27 | LINCLINCOLN EDL SVCS CORP | 225,681 | $9M | 0.9% | TRIM −28% |
| 28 | CTRECareTrust REIT, Inc. | 235,719 | $9M | 0.9% | ADD 22% |
| 29 | LGNDLIGAND PHARMACEUTICALS INC | 40,185 | $8M | 0.8% | TRIM −5% |
| 30 | SIISPROTT INC | 55,932 | $8M | 0.8% | TRIM −38% |
| 31 | XRNGLOBAL MED REIT INC | 239,525 | $8M | 0.8% | ADD 91% |
| 32 | HSTHOST HOTELS & RESORTS INC | 411,672 | $8M | 0.8% | ADD 16% |
| 33 | SEISOLARIS ENERGY INFRAS INC | 136,972 | $8M | 0.8% | TRIM −5% |
| 34 | WPCW. P. Carey Inc. | 112,789 | $8M | 0.8% | ADD 64% |
| 35 | NPKINPK INTERNATIONAL INC | 527,684 | $8M | 0.8% | TRIM −6% |
| 36 | MAMAMAMAS CREATIONS INC | 484,717 | $7M | 0.8% | TRIM −6% |
| 37 | WULFTERAWULF INC | 503,544 | $7M | 0.7% | TRIM −19% |
| 38 | MAAMID-AMER APT CMNTYS INC | 58,484 | $7M | 0.7% | TRIM −32% |
| 39 | UTIUNIVERSAL TECHNICAL INST INC | 188,391 | $7M | 0.7% | TRIM −12% |
| 40 | GRCGORMAN RUPP CO | 107,904 | $7M | 0.7% | TRIM −6% |
| 41 | AHRAMERICAN HEALTHCARE REIT INC | 138,028 | $7M | 0.7% | ADD 24% |
| 42 | AZZAZZ INC | 50,107 | $6M | 0.6% | TRIM −7% |
| 43 | BLXBANCO LATINOAMERICANO DE COMER SHS E | 119,944 | $6M | 0.6% | TRIM −6% |
| 44 | IRMDIRADIMED CORP | 62,141 | $6M | 0.6% | TRIM −5% |
| 45 | EZPWEZCORP INC | 234,171 | $6M | 0.6% | TRIM −6% |
| 46 | FRFIRST INDL RLTY TR INC | 102,051 | $6M | 0.6% | ADD 293% |
| 47 | AXGNAXOGEN INC | 167,910 | $6M | 0.6% | TRIM −6% |
| 48 | SRTASTRATA CRITICAL MEDICAL INC | 1,300,317 | $5M | 0.6% | ADD 3% |
| 49 | INVAINNOVIVA INC | 229,338 | $5M | 0.5% | ADD 4% |
| 50 | PKEPARK AEROSPACE CORP | 187,591 | $5M | 0.5% | TRIM −6% |
| 51 | WMBWILLIAMS COS INC | 69,542 | $5M | 0.5% | TRIM −16% |
| 52 | HIIHUNTINGTON INGALLS INDS INC | 12,968 | $5M | 0.5% | ADD 20% |
| 53 | NWPXNWPX INFRASTRUCTURE INC | 63,256 | $5M | 0.5% | TRIM −6% |
| 54 | IDCCINTERDIGITAL INC | 16,073 | $5M | 0.5% | TRIM −37% |
| 55 | EPREPR PPTYS | 96,027 | $5M | 0.5% | TRIM −7% |
| 56 | SBRASABRA HEALTH CARE REIT INC | 248,230 | $5M | 0.5% | TRIM −6% |
| 57 | HWKNHAWKINS INC | 30,593 | $5M | 0.5% | TRIM −6% |
| 58 | VLOVALERO ENERGY CORP | 18,992 | $5M | 0.5% | TRIM −4% |
| 59 | FANGDIAMONDBACK ENERGY INC | 23,717 | $5M | 0.5% | TRIM −4% |
| 60 | ASTEASTEC INDS INC | 85,783 | $5M | 0.5% | ADD 6% |
| 61 | NSSCNAPCO SEC TECHNOLOGIES INC | 113,389 | $4M | 0.5% | TRIM −6% |
| 62 | GHMGRAHAM CORP | 56,565 | $4M | 0.5% | ADD 13% |
| 63 | BOEING CO | 66,505 | $4M | 0.4% | TRIM −4% |
| 64 | RPRXROYALTY PHARMA PLC | 88,738 | $4M | 0.4% | TRIM −3% |
| 65 | CPTCAMDEN PPTY TR | 43,522 | $4M | 0.4% | TRIM −54% |
| 66 | BKTIBK Technologies Corp. | 53,098 | $4M | 0.4% | TRIM −6% |
| 67 | ALBEMARLE CORP | 54,468 | $4M | 0.4% | TRIM −3% |
| 68 | OKEONEOK INC NEW | 41,267 | $4M | 0.4% | TRIM −4% |
| 69 | DAKTDAKTRONICS INC | 188,857 | $4M | 0.4% | TRIM −6% |
| 70 | DHTDHT HOLDINGS INC | 201,383 | $4M | 0.4% | TRIM −17% |
| 71 | ABBVABBVIE INC | 16,800 | $4M | 0.4% | TRIM −3% |
| 72 | BLFSBIOLIFE SOLUTIONS INC | 182,837 | $3M | 0.4% | TRIM −6% |
| 73 | INODINNODATA INC | 90,156 | $3M | 0.4% | ADD 14% |
| 74 | CWENCLEARWAY ENERGY INC | 87,866 | $3M | 0.4% | TRIM −3% |
| 75 | AMGNAMGEN INC | 9,677 | $3M | 0.3% | TRIM −4% |
| 76 | SCCOSOUTHERN COPPER CORP | 19,726 | $3M | 0.3% | TRIM −4% |
| 77 | PSTLPOSTAL REALTY TRUST INC | 181,723 | $3M | 0.3% | TRIM −23% |
| 78 | AOSLALPHA & OMEGA SEMICONDUCTOR | 150,154 | $3M | 0.3% | TRIM −6% |
| 79 | MFINMEDALLION FINL CORP | 385,581 | $3M | 0.3% | ADD 8% |
| 80 | BRXBRIXMOR PPTY GROUP INC | 112,723 | $3M | 0.3% | TRIM −9% |
| 81 | CURBCURBLINE PPTYS CORP | 124,014 | $3M | 0.3% | TRIM −9% |
| 82 | LAMRLAMAR ADVERTISING CO | 23,874 | $3M | 0.3% | NEW |
| 83 | AT&T Inc Depositary Shs Repr Perp Pfd Shs Series C | 161,172 | $3M | 0.3% | TRIM −4% |
| 84 | EQREQUITY RESIDENTIAL | 50,107 | $3M | 0.3% | NEW |
| 85 | SBRSABINE RTY TR | 39,145 | $3M | 0.3% | ADD 35% |
| 86 | CCITIGROUP INC | 25,380 | $3M | 0.3% | NEW |
| 87 | ESQESQUIRE FINL HLDGS INC | 24,833 | $3M | 0.3% | TRIM −6% |
| 88 | PG&E CORP | 61,168 | $3M | 0.3% | TRIM −3% |
| 89 | ARCCARES CAPITAL CORP | 144,315 | $3M | 0.3% | TRIM −3% |
| 90 | EPR PPTYS | 110,841 | $3M | 0.3% | TRIM −4% |
| 91 | KNTKKINETIK HOLDINGS INC | 51,281 | $2M | 0.3% | TRIM −3% |
| 92 | ATENA10 NETWORKS INC | 106,268 | $2M | 0.3% | NEW |
| 93 | GPGIGPGI INC | 142,897 | $2M | 0.3% | TRIM −6% |
| 94 | SPOKSPOK HLDGS INC | 209,602 | $2M | 0.2% | ADD 30% |
| 95 | BANK AMERICA CORP | 1,915 | $2M | 0.2% | TRIM −6% |
| 96 | COLLCOLLEGIUM PHARMACEUTICAL INC | 68,747 | $2M | 0.2% | TRIM −38% |
| 97 | WMWASTE MGMT INC DEL | 9,770 | $2M | 0.2% | ADD 73% |
| 98 | MRPMILLROSE PPTYS INC | 79,256 | $2M | 0.2% | TRIM −3% |
| 99 | OMABGRUPO AEROPORTUARIO DEL CENT | 18,994 | $2M | 0.2% | TRIM −30% |
| 100 | TGSTRANSPORTADORA DE GAS SUR | 60,079 | $2M | 0.2% | ADD 114% |
| 101 | XYLDGLOBAL X FDS | 52,768 | $2M | 0.2% | TRIM −4% |
| 102 | BBARRICK MNG CORP | 49,329 | $2M | 0.2% | TRIM −28% |
| 103 | Marex Group plc | 45,095 | $2M | 0.2% | ADD 99% |
| 104 | Public Storage Depositary Shs Repr Pfd Registered Shs Series H | 91,300 | $2M | 0.2% | TRIM −3% |
| 105 | SIGASIGA TECHNOLOGIES INC | 371,413 | $2M | 0.2% | TRIM −6% |
| 106 | GTYGETTY RLTY CORP NEW | 59,163 | $2M | 0.2% | TRIM −3% |
| 107 | EYENATIONAL VISION HLDGS INC | 72,227 | $2M | 0.2% | TRIM −6% |
| 108 | Pitney Bowes Inc. Notes Sr | 96,287 | $2M | 0.2% | ADD 121% |
| 109 | DVNDEVON ENERGY CORP NEW | 36,161 | $2M | 0.2% | TRIM −4% |
| 110 | BROOKFIELD ASSET MGMT INC | 40,365 | $2M | 0.2% | ADD 140% |
| 111 | Triton International Ltd. Conv Red Perp Pfd Registered Shs Series B | 70,015 | $2M | 0.2% | TRIM −3% |
| 112 | IMAXIMAX CORP | 45,566 | $2M | 0.2% | NEW |
| 113 | AUPHAURINIA PHARMACEUTICALS INC | 114,601 | $2M | 0.2% | TRIM −9% |
| 114 | CPACOPA HOLDINGS SA | 14,785 | $2M | 0.2% | HOLD |
| 115 | NGSNATURAL GAS SVCS GROUP INC | 43,638 | $2M | 0.2% | NEW |
| 116 | AIR LEASE CORP | 25,196 | $2M | 0.2% | TRIM −4% |
| 117 | TKRTimken Co. | 16,269 | $2M | 0.2% | TRIM −2% |
| 118 | GLPIGAMING & LEISURE P | 36,713 | $2M | 0.2% | TRIM −89% |
| 119 | GTLSCHART INDS INC | 7,668 | $2M | 0.2% | TRIM −4% |
| 120 | QQQINEOS ETF TRUST | 31,759 | $2M | 0.2% | TRIM −3% |
| 121 | CSG SYS INTL INC | 19,355 | $2M | 0.2% | TRIM −61% |
| 122 | STRWSTRAWBERRY FIELDS REIT INC | 124,858 | $1M | 0.2% | TRIM −5% |
| 123 | OMCLOMNICELL COM | 43,439 | $1M | 0.1% | ADD 48% |
| 124 | MNTNMNTN INC | 160,451 | $1M | 0.1% | ADD 63% |
| 125 | Redwood Trust, Inc. Red Pfd Registered Shs A Series A | 54,783 | $1M | 0.1% | TRIM −4% |
| 126 | Adamas Trust, Inc. Conv Red Pfd Registered Shs Series E | 53,679 | $1M | 0.1% | TRIM −3% |
| 127 | UMHUMH PPTYS INC | 90,824 | $1M | 0.1% | TRIM −6% |
| 128 | HUNHUNTSMAN CORP | 94,987 | $1M | 0.1% | NEW |
| 129 | PUMPPROPETRO HLDG CORP | 82,712 | $1M | 0.1% | NEW |
| 130 | MDTMEDTRONIC PLC | 13,518 | $1M | 0.1% | TRIM −2% |
| 131 | VOXRVOX ROYALTY CORP | 222,486 | $1M | 0.1% | NEW |
| 132 | ECOOKEANIS ECO TANKERS COR | 22,830 | $1M | 0.1% | NEW |
| 133 | HZOMARINEMAX INC | 42,587 | $1M | 0.1% | NEW |
| 134 | XHRXENIA HOTELS & RESORTS INC | 77,270 | $1M | 0.1% | TRIM −3% |
| 135 | MATXMATSON INC | 6,934 | $1M | 0.1% | HOLD |
| 136 | CDNACAREDX INC | 62,773 | $1M | 0.1% | ADD 122% |
| 137 | MICROCHIP TECHNOLOGY INC. | 18,998 | $1M | 0.1% | TRIM −4% |
| 138 | GENIGENIUS SPORTS LIMITED | 234,880 | $1M | 0.1% | ADD 26% |
| 139 | NTSKNETSKOPE INC | 114,915 | $975,628 | 0.1% | NEW |
| 140 | PEPPEPSICO INC | 5,660 | $878,959 | 0.1% | TRIM −3% |
| 141 | PEBBLEBROOK HOTEL TR | 44,695 | $862,614 | 0.1% | TRIM −2% |
| 142 | UPSUNITED PARCEL SERVICE INC | 8,583 | $844,454 | 0.1% | TRIM −5% |
| 143 | VNQIVANGUARD INTL EQUITY INDEX F | 18,425 | $819,030 | 0.1% | NEW |
| 144 | RLJ LODGING TR | 32,025 | $771,813 | 0.1% | TRIM −2% |
| 145 | KGSKODIAK GAS SVCS INC | 12,941 | $754,781 | 0.1% | ADD 6% |
| 146 | QXO INC | 13,573 | $746,388 | 0.1% | NEW |
| 147 | AROCARCHROCK INC | 18,293 | $636,645 | 0.1% | ADD 4% |
| 148 | APEIAMERICAN PUB ED INC | 10,847 | $617,022 | 0.1% | NEW |
| 149 | CBOECBOE GLOBAL MKTS INC | 480 | $134,915 | 0.0% | ADD 222% |
| 150 | KEYSKEYSIGHT TECHNOLOGIES INC | 248 | $70,045 | 0.0% | NEW |
| 151 | HALHALLIBURTON CO | 1,752 | $68,320 | 0.0% | ADD 28% |
| 152 | QQNITY ELECTRONICS INC | 533 | $61,607 | 0.0% | NEW |
| 153 | VZVERIZON COMMUNICATIONS INC | 1,214 | $60,980 | 0.0% | ADD 841% |
| 154 | LMATLEMAITRE VASCULAR INC | 451 | $49,342 | 0.0% | NEW |
| 155 | NFGNATIONAL FUEL GAS CO | 518 | $48,683 | 0.0% | NEW |
| 156 | ANDEANDERSONS INC | 618 | $44,386 | 0.0% | ADD 31% |
| 157 | NINISOURCE INC | 894 | $41,751 | 0.0% | NEW |
| 158 | BGBUNGE GLOBAL SA | 279 | $35,540 | 0.0% | NEW |
| 159 | RCATRED CAT HLDGS INC | 2,645 | $34,630 | 0.0% | NEW |
| 160 | AKAMAKAMAI TECHNOLOGIES INC | 285 | $32,811 | 0.0% | NEW |
| 161 | CECELANESE CORP DEL | 455 | $29,956 | 0.0% | NEW |
| 162 | OLNOLIN CORP | 1,007 | $29,956 | 0.0% | NEW |
| 163 | SRESEMPRA | 285 | $27,761 | 0.0% | NEW |
| 164 | IDAIDACORP INC | 191 | $27,384 | 0.0% | NEW |
| 165 | CTVACORTEVA INC | 314 | $26,286 | 0.0% | NEW |
| 166 | TAT&T INC | 887 | $25,722 | 0.0% | NEW |
| 167 | CAMTCAMTEK LTD | 169 | $25,690 | 0.0% | NEW |
| 168 | CVXCHEVRON CORP NEW | 122 | $25,345 | 0.0% | NEW |
| 169 | MEOHMETHANEX CORP | 420 | $25,032 | 0.0% | NEW |
| 170 | VIRTVIRTU FINL INC | 546 | $24,028 | 0.0% | NEW |
| 171 | Kiniksa Pharmaceuticals International, plc Class A | 493 | $23,745 | 0.0% | NEW |
| 172 | NFLXNETFLIX INC | 241 | $23,244 | 0.0% | NEW |
| 173 | OXYOCCIDENTAL PETE CORP | 326 | $21,205 | 0.0% | NEW |
| 174 | LSCCLATTICE SEMICONDUCTOR CORP | 207 | $19,228 | 0.0% | NEW |
| 175 | XOMEXXON MOBIL CORP | 109 | $18,632 | 0.0% | ADD 31% |
| 176 | ARWArrow Electronics | 112 | $16,186 | 0.0% | NEW |
| 177 | EMNEASTMAN CHEM CO | 207 | $15,809 | 0.0% | NEW |
| 178 | Nebius Group N.V. Class A | 144 | $14,994 | 0.0% | NEW |
| 179 | SETMSPROTT FDS TR | 452 | $14,962 | 0.0% | TRIM −62% |
| 180 | HQIHIREQUEST INC | 1,367 | $13,645 | 0.0% | NEW |
| 181 | GNRCGENERAC HLDGS INC | 62 | $12,265 | 0.0% | NEW |
| 182 | TSNTYSON FOODS INC | 119 | $7,653 | 0.0% | NEW |
| 183 | KRKROGER CO | 103 | $7,497 | 0.0% | NEW |
| Security | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| EQIXEQUINIX INC | 74K | 68K | 62K | 62K | 57K | 57K | $56M |
| WELLWELLTOWER INC | 343K | 320K | 314K | 325K | 287K | 275K | $54M |
| AMTAMERICAN TOWER CORP | 274K | 255K | 250K | 251K | 238K | 221K | $38M |
| SPGSIMON PPTY GROUP INC NEW | 254K | 239K | 232K | 231K | 228K | 197K | $37M |
| USFRWISDOMTREE TR | 349K | 396K | 616K | 300K | 246K | 650K | $33M |
| PLDPROLOGIS INC. | 215K | 169K | 111K | 112K | 234K | 246K | $33M |
| EGPEASTGROUP PPTYS INC | 201K | 189K | 185K | 186K | 164K | 153K | $28M |
| TRNOTERRENO RLTY CORP | 542K | 507K | 495K | 497K | 488K | 455K | $28M |
| VTRVENTAS INC | 323K | 300K | 294K | 364K | 357K | 332K | $27M |
| KRGKITE RLTY GROUP TR | 1.3M | 1.2M | 1.2M | 1.2M | 1.2M | 1.1M | $27M |
| DLRDIGITAL RLTY TR INC | 74K | 68K | 66K | 67K | 75K | 128K | $23M |
| OREALTY INCOME CORP | 153K | 143K | 141K | 221K | 217K | 337K | $21M |
| SUISUN CMNTYS INC | 52K | 48K | 47K | 56K | 56K | 123K | $16M |
| EXREXTRA SPACE STORAGE INC | 165K | 128K | 126K | 126K | 124K | 116K | $15M |
| CCICROWN CASTLE INC | 276K | 257K | 252K | 254K | 250K | 158K | $13M |
Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Where this firm's principals came from and which firms its alumni went on to found.
