| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 57 | 1,558,369 | WELL, PLD, EQIX, DLR | 13F-HR | 8/14/2026 | 000114036126033050 |
| Q1 2026 | 57 | 1,391,126 | WELL, EQIX, PLD, O | 13F-HR | 5/15/2026 | 000114036126021618 |
| Q4 2025 | 54 | 1,421,691 | WELL, PLD, EQIX, VTR | 13F-HR | 2/13/2026 | 000114036126005350 |
| Q3 2025 | 57 | 1,464,026 | WELL, PLD, EQIX, SPG | 13F-HR | 11/13/2025 | 000114036125041959 |
| Q2 2025 | 56 | 1,410,978 | WELL, PLD, EQIX, SPG | 13F-HR | 8/14/2025 | 000114036125031184 |
| Q1 2025 | 54 | 1,543,562 | WELL, PLD, PSA, EQIX | 13F-HR | 5/15/2025 | 000114036125019207 |
| Q4 2024 | 54 | 1,553,557 | EQIX, PLD, VMRK, DLR | 13F-HR | 2/14/2025 | 000114036125004606 |
| Q3 2024 | 58 | 1,834,537 | PLD, EQIX, EXR, WELL | 13F-HR | 11/14/2024 | 000114036124046854 |
| Q2 2024 | 54 | 1,581,002 | PLD, EQIX, WELL, DLR | 13F-HR | 8/14/2024 | 000114036124037248 |
| Q1 2024 | 53 | 1,756,588 | PLD, WELL, EQIX, EXR | 13F-HR | 5/15/2024 | 000114036124026148 |
| Q4 2023 | 53 | 1,854,090 | PLD, EQIX, WELL, EXR | 13F-HR | 2/14/2024 | 000114036124007876 |
| Q3 2023 | 54 | 1,661,625 | PLD, WELL, DLR, EQIX | 13F-HR | 11/14/2023 | 000114036123053289 |
| Q2 2023 | 54 | 1,817,370 | PLD, EQIX, DLR, WELL | 13F-HR | 8/15/2023 | 000114036123039933 |
| Q1 2023 | 53 | 1,989,801 | PLD, EQIX, WELL, EXR | 13F-HR | 5/15/2023 | 000114036123024706 |
| Q4 2022 | 46 | 1,882,961 | PLD, EQIX, WELL, SUI | 13F-HR | 2/14/2023 | 000114036123006859 |
| Q3 2022 | 50 | 1,850,735 | AVB, DRE, WELL, PSA | 13F-HR | 11/14/2022 | 000156761922020104 |
| Q2 2022 | 50 | 2,134,016 | DLR, PSA, AVB, WELL | 13F-HR | 8/15/2022 | 000156761922016150 |
| Q1 2022 | 53 | 2,533,784 | PSA, DLR, WELL, AVB | 13F-HR | 5/16/2022 | 000156761922010801 |
| Q4 2021 | 46 | 2,233,513 | PSA, DLR, PLD, DRE | 13F-HR | 2/14/2022 | 000156761922004354 |
| Q3 2021 | 54 | 2,197,004 | AVB, PSA, WELL, PLD | 13F-HR | 11/15/2021 | 000156761921020326 |
| Q2 2021 | 52 | 2,197,308 | EQIX, PSA, WELL, AVB | 13F-HR | 8/25/2021 | 000156761921016316 |
| Q1 2021 | 51 | 1,773,480 | EQIX, DOC, AVB, PLD | 13F-HR | 5/14/2021 | 000156761921010069 |
| Q4 2020 | 51 | 1,877,038 | DOC, PLD, DRE, WELL | 13F-HR | 2/16/2021 | 000156761921003963 |
| Q3 2020 | 55 | 1,699,157 | PLD, EQIX, WELL, DOC | 13F-HR | 11/13/2020 | 000156761920019631 |
| Q2 2020 | 58 | 1,816,684 | PLD, EQIX, DOC, BXP | 13F-HR | 8/14/2020 | 000156761920015326 |
| Q1 2020 | 50 | 1,761,316 | PLD, EQIX, DOC, CONE | 13F-HR | 5/15/2020 | 000156761920010356 |
| Q4 2019 | 55 | 2,370,194 | PLD, DOC, SPG, VMRK | 13F-HR | 2/13/2020 | 000156761920003200 |
| Q3 2019 | 50 | 2,129,825 | PLD, VMRK, PSA, BXP | 13F-HR | 11/14/2019 | 000156761919021470 |
| Q2 2019 | 54 | 2,281,763 | PLD, SPG, AVB, PSA | 13F-HR | 8/13/2019 | 000156761919016561 |
| Q1 2019 | 54 | 2,297,460 | SPG, PLD, AVB, VMRK | 13F-HR | 5/15/2019 | 000156761919011034 |
| Q4 2018 | 53 | 1,936,870 | SPG, PLD, VMRK, AVB | 13F-HR | 2/14/2019 | 000156761919004185 |
| Q3 2018 | 56 | 2,169,657 | SPG, PLD, AVB, BXP | 13F-HR | 11/14/2018 | 000156761918006229 |
| Q2 2018 | 58 | 2,072,569 | SPG, AVB, WELL, BXP | 13F-HR | 8/10/2018 | 000156761918000356 |
| Q1 2018 | 61 | 1,795,212 | SPG, AVB, PLD, DLR | RESTATEMENT | 5/31/2018 | 000114036118026509 |
| Q4 2017 | 62 | 1,753,277 | AVB, SPG, WELL, PLD | 13F-HR | 2/14/2018 | 000114036118008088 |
| Q3 2017 | 57 | 1,730,598 | PLD, AVB, WELL, SPG | 13F-HR | 11/14/2017 | 000114036117042447 |
| Q2 2017 | 51 | 1,597,523 | PLD, AVB, SPG, EQIX | 13F-HR | 8/14/2017 | 000114036117031605 |
| Q1 2017 | 54 | 1,654,212 | AVB, PLD, HCP, SPG | 13F-HR | 5/15/2017 | 000114036117020509 |
| Q4 2016 | 57 | 1,614,817 | SPG, AVB, PSA, VNO | 13F-HR | 2/7/2017 | 000114036117004932 |
| Q3 2016 | 57 | 1,757,677 | WELL, SPG, AVB, PLD | 13F-HR | 11/14/2016 | 000114036116086535 |
| Q2 2016 | 58 | 1,842,904 | SPG, WELL, VMRK, PSA | 13F-HR | 8/15/2016 | 000114036116076615 |
| Q1 2016 | 56 | 1,809,377 | AVB, SPG, PSA, WELL | RESTATEMENT | 6/16/2016 | 000114036116069984 |
| Q1 2016 | 56 | 3,562,953 | AVB, SPG, PSA, WELL | NEW HOLDINGS | 5/17/2016 | 000114036116065887 |
| Q4 2015 | 56 | 3,610,425 | AVB, WELL, SPG, PSA | 13F-HR | 2/11/2016 | 000114036116051504 |
| Q3 2015 | 58 | 3,101,484 | WELL, SPG, AVB, PSA | 13F-HR | 11/20/2015 | 000114036115042438 |
| Q2 2015 | 1 | 82,082 | VTR | NEW HOLDINGS | 9/2/2015 | 000114036115034142 |
| Q2 2015 | 46 | 1,396,096 | SPG, AVB, PLD, PSA | 13F-HR | 8/17/2015 | 000114036115032447 |
| Q1 2015 | 4 | 136,131 | ARCPP, BRX, HME, RPAI | NEW HOLDINGS | 5/20/2015 | 000114036115021008 |
| Q1 2015 | 45 | 1,665,068 | SPG, AVB, VTR, PLD | 13F-HR | 5/7/2015 | 000114036115018102 |
| Q4 2014 | 55 | 1,626,974 | SPG, AVB, BXP, PSA | 13F-HR | 2/4/2015 | 000114036115003989 |
| Q3 2014 | 47 | 1,511,533 | SPG, VMRK, PSA, AVB | 13F-HR | 11/12/2014 | 000108011714000006 |
| Q2 2014 | 63 | 1,599,917 | SPG, VMRK, AVB, PSA | 13F-HR | 8/14/2014 | 000108011714000005 |
| Q1 2014 | 50 | 1,523,732 | SPG, HCN, VMRK, BXP | 13F-HR | 5/13/2014 | 000108011714000002 |
| Q4 2013 | 57 | 1,428,445 | SPG, VMRK, VTR, PSA | 13F-HR | 2/10/2014 | 000108011714000001 |
Investors who own more than 5% of a class must file a Schedule 13D or 13G.
1 security where the latest filing since 12/18/2024 is a 13G, filed 8/14/2025. View all