Disclosed positions
| PROLOGIS INC. | PLD | COM | $16,500,246 | 121,800 | SH | None |
| CBRE GROUP INC | CBRE | CL A | $10,734,793 | 79,700 | SH | None |
| FEDERAL RLTY INVT TR NEW | FRT | SH BEN INT NEW | $9,288,366 | 75,246 | SH | None |
| AGREE RLTY CORP | ADC | COM | $7,823,942 | 103,300 | SH | None |
| SYSCO CORP | SYY | COM | $6,761,622 | 80,900 | SH | None |
| HILTON WORLDWIDE HLDGS INC | HLT | COM | $6,186,211 | 18,720 | SH | None |
| KIMCO REALTY CORP | KIM | COM | $6,157,845 | 242,913 | SH | None |
| TERRENO RLTY CORP | TRNO | COM | $5,828,005 | 89,980 | SH | None |
| EQUITY RESIDENTIAL | EQR | SH BEN INT | $5,790,761 | 85,246 | SH | None |
| LOUISIANA PAC CORP | LPX | COM | $4,774,662 | 60,700 | SH | None |
| SUN CMNTYS INC | SUI | COM | $4,640,517 | 38,700 | SH | None |
| LOWES COS INC | LOW | COM | $4,233,408 | 19,200 | SH | None |
| JAMES HARDIE INDS PLC | JHX | ORD SHS | $4,120,208 | 157,380 | SH | None |
| PUBLIC STORAGE | PSA | COM | $4,046,993 | 12,714 | SH | None |
| AMERICAN HOMES 4 RENT | AMH | CL A | $3,871,560 | 115,500 | SH | None |
| ESSEX PPTY TR INC | ESS | COM | $3,761,511 | 12,900 | SH | None |
| HOME DEPOT INC | HD | COM | $2,567,510 | 7,280 | SH | None |
| DOMINOS PIZZA INC | DPZ | COM | $2,315,033 | 7,820 | SH | None |
| MCDONALDS CORP | MCD | COM | $1,924,607 | 7,120 | SH | None |
| BURLINGTON STORES INC | BURL | COM | $1,799,424 | 5,680 | SH | None |
| ROSS STORES INC | ROST | COM | $1,447,380 | 6,800 | SH | None |
| PERFORMANCE FOOD GROUP CO | PFGC | COM | $1,423,981 | 12,738 | SH | None |
| TJX COS INC NEW | TJX | COM | $1,272,600 | 8,400 | SH | None |
| CENTURY COMMUNITIES INC | CCS | COM | $816,852 | 11,399 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.