| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 13F-HR | 8/10/2026 | 000139936026000003 | |
| Q1 2026 | 48 | 178,268 | EQIX, VTR, BRX, FR | 13F-HR | 5/14/2026 | 000117266126001978 |
| Q4 2025 | 48 | 173,309 | VTR, EQIX, BRX, FR | 13F-HR | 2/10/2026 | 000117266126000556 |
| Q3 2025 | 48 | 363,924 | EQIX, BRX, VTR, GLPI | 13F-HR | 11/7/2025 | 000117266125004633 |
| Q2 2025 | 51 | 434,944 | EQIX, BRX, VTR, GLPI | 13F-HR | 8/4/2025 | 000117266125002870 |
| Q1 2025 | 49 | 447,058 | PLD, BRX, GLPI, EQIX | 13F-HR | 5/15/2025 | 000117266125002411 |
| Q4 2024 | 51 | 406,426 | EQIX, PLD, BRX, GLPI | 13F-HR | 1/21/2025 | 000117266125000274 |
| Q3 2024 | 52 | 455,415 | EQIX, BRX, PLD, GLPI | 13F-HR | 10/16/2024 | 000117266124004267 |
| Q2 2024 | 52 | 449,632 | EQIX, BRX, PLD, GLPI | 13F-HR | 8/9/2024 | 000117266124003185 |
| Q1 2024 | 52 | 430,169 | EQIX, BRX, O, PSA | 13F-HR | 4/16/2024 | 000117266124001860 |
| Q4 2023 | 54 | 443,787 | PLD, EQIX, BRX, O | 13F-HR | 2/13/2024 | 000117266124000778 |
| Q3 2023 | 47 | 385,477 | PLD, EQIX, BRX, AVB | 13F-HR | 10/18/2023 | 000117266123003445 |
| Q2 2023 | 47 | 364,573 | PLD, DLR, AVB, LSI | 13F-HR | 8/8/2023 | 000117266123002821 |
| Q1 2023 | 47 | 352,524 | PLD, LSI, AVB, DLR | 13F-HR | 4/13/2023 | 000117266123001688 |
| Q4 2022 | 47 | 346,811 | PLD, LSI, CPT, SPG | 13F-HR | 1/20/2023 | 000117266123000228 |
| Q3 2022 | 47 | 337,019 | DRE, LSI, CPT, AVB | 13F-HR | 11/3/2022 | 000117266122002279 |
| Q2 2022 | 52 | 407,300 | DRE, LSI, AVB, AMT | 13F-HR | 7/12/2022 | 000117266122001631 |
| Q1 2022 | 50 | 492,740 | DRE, AVB, SPG, CPT | 13F-HR | 4/18/2022 | 000117266122001136 |
| Q4 2021 | 50 | 585,553 | PLD, BRX, WPC, AVB | 13F-HR | 1/24/2022 | 000117266122000171 |
| Q3 2021 | 52 | 559,294 | PLD, BRX, WPC, AVB | 13F-HR | 11/15/2021 | 000117266121002242 |
| Q2 2021 | 53 | 695,314 | PLD, CPT, BRX, WPC | 13F-HR | 7/19/2021 | 000117266121001538 |
| Q1 2021 | 53 | 758,335 | PLD, CPT, AVB, HPP | 13F-HR | 4/16/2021 | 000117266121001026 |
| Q4 2020 | 44 | 678,175 | PLD, INVH, CPT, DLR | 13F-HR | 2/9/2021 | 000117266121000295 |
| Q3 2020 | 43 | 601,139 | PLD, INVH, CPT, AVB | 13F-HR | 11/16/2020 | 000117266120002291 |
| Q2 2020 | 35 | 529,998 | PLD, INVH, CPT, AVB | 13F-HR | 8/5/2020 | 000117266120001587 |
| Q1 2020 | 38 | 418,807 | PLD, HPP, AVB, INVH | 13F-HR | 5/5/2020 | 000117266120001129 |
| Q4 2019 | 39 | 600,712 | PLD, AVB, HPP, PGRE | 13F-HR | 1/24/2020 | 000117266120000238 |
| Q3 2019 | 36 | 609,566 | PLD, AVB, VTR, HPP | 13F-HR | 10/28/2019 | 000117266119002063 |
| Q2 2019 | 37 | 627,642 | PLD, AVB, HPP, PGRE | 13F-HR | 7/17/2019 | 000117266119001552 |
| Q1 2019 | 30 | 726,135 | PLD, AVB, MAC, HPP | 13F-HR | 4/17/2019 | 000117266119001071 |
| Q4 2018 | 31 | 692,316 | AVB, PLD, PGRE, DLR | 13F-HR | 1/30/2019 | 000117266119000274 |
| Q3 2018 | 29 | 781,759 | PLD, AVB, PGRE, HPP | 13F-HR | 10/30/2018 | 000117266118001896 |
| Q2 2018 | 30 | 804,081 | AVB, PLD, PGRE, HPP | 13F-HR | 7/27/2018 | 000117266118001432 |
| Q1 2018 | 28 | 772,711 | PLD, HPP, AVB, SPG | 13F-HR | 5/14/2018 | 000117266118001052 |
| Q4 2017 | 28 | 775,975 | PLD, SPG, HPP, HTA | 13F-HR | 1/26/2018 | 000117266118000206 |
| Q3 2017 | 30 | 754,126 | PLD, SPG, HPP, CUBE | 13F-HR | 11/9/2017 | 000117266117001918 |
| Q2 2017 | 29 | 722,571 | PLD, SPG, AIV, HPP | 13F-HR | 7/27/2017 | 000117266117001410 |
| Q1 2017 | 33 | 686,289 | GGP, PLD, HPP, PGRE | 13F-HR | 5/12/2017 | 000117266117001021 |
| Q4 2016 | 36 | 674,214 | GGP, PLD, HPP, PGRE | 13F-HR | 2/3/2017 | 000117266117000243 |
| Q3 2016 | 35 | 654,886 | GGP, PLD, WELL, HPP | 13F-HR | 10/27/2016 | 000117266116004061 |
| Q2 2016 | 34 | 634,484 | GGP, PLD, WELL, VMRK | 13F-HR | 8/3/2016 | 000117266116003650 |
| Q1 2016 | 31 | 629,448 | GGP, PLD, VMRK, EXR | 13F-HR | 5/2/2016 | 000117266116003155 |
| Q4 2015 | 29 | 552,773 | SPG, PLD, NHI, FCEA | 13F-HR | 2/2/2016 | 000117266116002387 |
| Q3 2015 | 35 | 548,726 | SPG, PLD, CPT, ESS | 13F-HR | 10/22/2015 | 000117266115001828 |
| Q2 2015 | 28 | 479,955 | SPG, PLD, SHO, ESS | 13F-HR | 7/29/2015 | 000117266115001401 |
| Q1 2015 | 30 | 534,042 | SPG, PLD, SHO, ESS | 13F-HR | 4/30/2015 | 000117266115000970 |
| Q4 2014 | 27 | 524,075 | SPG, HCP, SHO, ESS | 13F-HR | 1/30/2015 | 000117266115000201 |
| Q3 2014 | 28 | 483,444 | GGP, HCP, HST, DDR | 13F-HR | 10/30/2014 | 000117266114001650 |
| Q2 2014 | 28 | 535,404 | SPG, HST, ESS, GGP | 13F-HR | 7/23/2014 | 000117266114001265 |
| Q1 2014 | 27 | 514,976 | SPG, ESS, PLD, BXP | 13F-HR | 4/28/2014 | 000117266114000906 |
| Q4 2013 | 24 | 430,273 | SPG, VMRK, HST, PLD | 13F-HR | 1/30/2014 | 000117266114000200 |