| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 76 | 90,622 | IVV, FICO, IWB, VEA | 13F-HR | 8/10/2026 | 000093041326002430 |
| Q1 2026 | 84 | 79,736 | IVV, FICO, IWB, VEA | 13F-HR | 5/12/2026 | 000093041326001566 |
| Q4 2025 | 93 | 85,114 | IVV, FICO, IWB, VEA | 13F-HR | 2/11/2026 | 000093041326000398 |
| Q3 2025 | 89 | 83,778 | IVV, XOM, VEA, IWB | 13F-HR | 11/14/2025 | 000093041325003463 |
| Q2 2025 | 73 | 80,134 | IVV, XOM, VEA, IWB | 13F-HR | 8/11/2025 | 000093041325002405 |
| Q1 2025 | 69 | 75,009 | IVV, XOM, VEA, IWB | 13F-HR | 5/13/2025 | 000093041325001778 |
| Q4 2024 | 76 | 75,691 | IVV, XOM, VEA, IWB | 13F-HR | 2/11/2025 | 000093041325000509 |
| Q3 2024 | 73 | 65,449 | IVV, VEA, IWB, AXP | 13F-HR | 11/13/2024 | 000093041324003148 |
| Q3 2020 | 154 | 656,051 | AMT, PLD, EQIX, CCI | 13F-HR | 11/12/2020 | 000162828020016299 |
| Q2 2020 | 158 | 832,609 | AMT, PLD, EQIX, CCI | 13F-HR | 8/10/2020 | 000162828020012327 |
| Q1 2020 | 159 | 722,048 | AMT, PLD, EQIX, CCI | 13F-HR | 5/8/2020 | 000162828020007201 |
| Q4 2019 | 154 | 821,754 | AMT, PLD, EQIX, CCI | 13F-HR | 2/12/2020 | 000162828020001402 |
| Q3 2019 | 156 | 851,524 | AMT, PLD, EQIX, IYR | 13F-HR | 11/13/2019 | 000162828019014033 |
| Q2 2019 | 163 | 846,221 | AMT, PLD, CCI, SPG | 13F-HR | 8/13/2019 | 000162828019010660 |
| Q1 2019 | 168 | 1,128,477 | IYR, AMT, SPG, CCI | 13F-HR | 5/1/2019 | 000162828019005347 |
| Q4 2018 | 169 | 1,302,627 | AMT, SPG, CCI, PLD | 13F-HR | 2/14/2019 | 000162828019001362 |
| Q3 2018 | 172 | 1,310,558 | AMT, SPG, CCI, PLD | 13F-HR | 11/9/2018 | 000162828018014120 |
| Q2 2018 | 172 | 1,451,127 | IYR, AMT, SPG, CCI | 13F-HR | 8/8/2018 | 000162828018010763 |
| Q1 2018 | 168 | 1,238,758 | AMT, SPG, CCI, PLD | 13F-HR | 5/8/2018 | 000162828018006207 |
| Q4 2017 | 302 | 1,953,726 | HIFR, AMT, CCI, CPG | 13F-HR | 2/14/2018 | 000031503818000005 |
| Q3 2017 | 306 | 3,706,526 | LQD, HYG, RSPP, IYR | 13F-HR | 11/14/2017 | 000031503817000008 |
| Q2 2017 | 242 | 2,884,160 | LQD, RSPP, IYR, HIFR | 13F-HR | 8/11/2017 | 000031503817000006 |
| Q1 2017 | 232 | 2,300,155 | RSPP, IYR, HIFR, TORONTO DOMINION BK ONT | 13F-HR | 5/15/2017 | 000031503817000005 |
| Q4 2016 | 239 | 2,934,036 | LQD, RSPP, IYR, HYG | 13F-HR | 2/15/2017 | 000031503817000003 |
| Q3 2016 | 228 | 4,137,773 | LQD, HYG, RSPP, IYR | 13F-HR | 11/14/2016 | 000031503816000028 |
| Q2 2016 | 229 | 2,260,841 | RSPP, IYR, CPG, HIFR | 13F-HR | 8/12/2016 | 000031503816000026 |
| Q1 2016 | 225 | 2,177,341 | RSPP, IYR, CPG, HIFR | 13F-HR | 5/9/2016 | 000031503816000023 |
| Q4 2015 | 231 | 2,046,459 | RSPP, IYR, HIFR, CPG | 13F-HR | 2/11/2016 | 000031503816000020 |
| Q3 2015 | 231 | 2,690,333 | RSPP, HIFR, SPG, IYR | 13F-HR | 11/13/2015 | 000031503815000015 |
| Q2 2015 | 230 | 2,946,744 | RSPP, HIFR, CPG, SPG | 13F-HR | 8/7/2015 | 000031503815000012 |
| Q1 2015 | 228 | 3,159,599 | RSPP, HIFR, CPG, SPG | 13F-HR | 5/13/2015 | 000031503815000009 |
| Q4 2014 | 220 | 3,014,639 | RSPP, CPG, SPG, IYR | 13F-HR | 2/13/2015 | 000031503815000006 |
| Q3 2014 | 175 | 2,572,587 | RSPP, CPG, TPLMQ, SPG | 13F-HR | 11/12/2014 | 000031503814000013 |
| Q2 2014 | 172 | 2,775,609 | RSPP, CPG, TPLMQ, SPG | 13F-HR | 8/11/2014 | 000031503814000012 |
| Q1 2014 | 166 | 2,319,436 | RSPP, SPG, IYR, TPLMQ | 13F-HR | 5/15/2014 | 000031503814000011 |
| Q4 2013 | 160 | 1,707,702 | SPG, IYR, AMT, PSA | 13F-HR | 2/13/2014 | 000031503814000006 |
Investors who own more than 5% of a class must file a Schedule 13D or 13G.
4 securities where the latest filing since 12/18/2024 is a 13G, the newest filed 10/13/2026. View all