|
Q3 2024
|
19 |
489,158 |
FR, AHR, EQIX, VTR
|
13F-HR
|
11/14/2024 |
000202355124000004 |
|
Q2 2024
|
19 |
424,635 |
FR, INVH, SUI, EQIX
|
13F-HR
|
8/14/2024 |
000188056224000004 |
|
Q1 2024
|
18 |
456,666 |
EQC, INVH, AIRC, EQIX
|
13F-HR
|
5/15/2024 |
000157862124000006 |
|
Q4 2023
|
16 |
435,079 |
TCN.TO, VTR, AIRC, SUI
|
13F-HR
|
2/14/2024 |
000153652024000005 |
|
Q3 2023
|
18 |
455,218 |
AIV, TCN.TO, AIRC, VTR
|
13F-HR
|
11/14/2023 |
000153652023000005 |
|
Q2 2023
|
18 |
474,960 |
AIV, AIRC, VTR, SUI
|
13F-HR
|
8/14/2023 |
000153652023000004 |
|
Q1 2023
|
23 |
432,463 |
AIV, HST, SIX, AIRC
|
13F-HR
|
5/15/2023 |
000153652023000003 |
|
Q4 2022
|
19 |
464,253 |
AIV, SIX, AIRC, VTR
|
13F-HR
|
2/14/2023 |
000117266123001365 |
|
Q3 2022
|
21 |
454,308 |
AIV, AIRC, PSA, SBAC
|
13F-HR
|
11/14/2022 |
000117266122002498 |
|
Q2 2022
|
18 |
437,717 |
AIRC, AIV, AMH, PSA
|
13F-HR
|
8/12/2022 |
000117266122001797 |
|
Q1 2022
|
19 |
619,653 |
ACC, LXP, AIRC, VTR
|
13F-HR
|
5/16/2022 |
000117266122001462 |
|
Q4 2021
|
17 |
619,470 |
LXP, ACC, ROIC, AIRC
|
13F-HR
|
2/14/2022 |
000117266122000826 |
|
Q3 2021
|
18 |
595,503 |
LXP, ACC, AIRC, ROIC
|
13F-HR
|
11/15/2021 |
000117266121002393 |
|
Q2 2021
|
20 |
533,577 |
AIRC, FR, ACC, AMH
|
13F-HR
|
8/16/2021 |
000117266121001881 |
|
Q1 2021
|
20 |
470,821 |
AIRC, ACC, PSA, AMH
|
13F-HR
|
5/17/2021 |
000117266121001368 |
|
Q4 2020
|
21 |
455,912 |
ACC, AIRC, PSA, AMH
|
13F-HR
|
2/16/2021 |
000117266121000845 |
|
Q3 2020
|
1 |
13,176 |
PCH
|
NEW HOLDINGS
|
11/19/2020 |
000117266120002350 |
|
Q3 2020
|
1 |
18,419 |
CZR
|
NEW HOLDINGS
|
11/17/2020 |
000117266120002343 |
|
Q3 2020
|
20 |
545,020 |
AIV, ACC, SBAC, AMH
|
13F-HR
|
11/16/2020 |
000117266120002331 |
|
Q2 2020
|
22 |
408,280 |
SBAC, DHI, INVH, QTS
|
13F-HR
|
8/14/2020 |
000117266120001868 |
|
Q1 2020
|
15 |
247,615 |
SBAC, QTS, PLD, ARE
|
13F-HR
|
5/15/2020 |
000117266120001413 |
|
Q4 2019
|
19 |
543,115 |
GLPI, TCO, AMH, OUT
|
13F-HR
|
2/14/2020 |
000117266120000869 |
|
Q3 2019
|
17 |
453,202 |
TCO, BKD, MGM, LPT
|
13F-HR
|
11/14/2019 |
000117266119002378 |
|
Q2 2019
|
16 |
404,063 |
TCO, BKD, QTS, MGM
|
13F-HR
|
8/14/2019 |
000117266119001882 |
|
Q1 2019
|
15 |
408,105 |
TCO, QTS, MAR, MGM
|
13F-HR
|
5/15/2019 |
000117266119001381 |
|
Q4 2018
|
15 |
360,847 |
TCO, QTS, MGM, BKD
|
13F-HR
|
2/14/2019 |
000117266119000862 |
|
Q3 2018
|
14 |
463,686 |
TCO, MGM, BKD, QTS
|
RESTATEMENT
|
11/15/2018 |
000117266118002214 |
|
Q2 2018
|
14 |
499,935 |
TCO, BKD, QTS, LEN
|
13F-HR
|
8/13/2018 |
000117266118001537 |
|
Q1 2018
|
18 |
513,237 |
LSI, RLJ, TCO, QTS
|
13F-HR
|
5/15/2018 |
000117266118001216 |
|
Q4 2017
|
1 |
16,251 |
RESI
|
NEW HOLDINGS
|
2/22/2018 |
000153652018000004 |
|
Q4 2017
|
13 |
484,221 |
RLJ, LSI, BKD, TCO
|
13F-HR
|
2/14/2018 |
000153652018000003 |
|
Q3 2017
|
12 |
406,925 |
RLJ, LSI, BKD, TCO
|
13F-HR
|
11/8/2017 |
000153652017000011 |
|
Q2 2017
|
12 |
388,180 |
FCE.A, FCH, TCO, BKD
|
13F-HR
|
8/14/2017 |
000153652017000009 |
|
Q1 2017
|
11 |
382,093 |
FCH, BKD, MGM, FCE.A
|
13F-HR
|
5/15/2017 |
000153652017000007 |
|
Q4 2016
|
13 |
407,440 |
FCH, BKD, TCO, MGM
|
13F-HR
|
2/14/2017 |
000153652017000004 |
|
Q3 2016
|
17 |
391,127 |
FCH, NSAM, TCO, MGM
|
13F-HR
|
11/15/2016 |
000153652016000017 |
|
Q2 2016
|
18 |
184,868 |
FCH, MGM, VRE, NSAM
|
13F-HR
|
8/15/2016 |
000153652016000014 |
|
Q1 2016
|
16 |
220,446 |
FCH, MGM, VRE, SPG
|
13F-HR
|
5/16/2016 |
000153652016000012 |
|
Q4 2015
|
18 |
313,820 |
MGM RESORTS INTERNATIONAL calls, ARPI, MGM, NYRT
|
13F-HR
|
2/16/2016 |
000153652016000010 |
|
Q3 2015
|
17 |
239,540 |
MGM RESORTS INTERNATIONAL calls, MGM, NYRT, VRE
|
13F-HR
|
11/16/2015 |
000153652015000007 |
|
Q2 2015
|
20 |
176,386 |
MGM, MGM RESORTS INTERNATIONAL calls, NYRT, VRE
|
13F-HR
|
8/14/2015 |
000153652015000005 |
|
Q1 2015
|
17 |
188,076 |
MGM RESORTS INTERNATIONAL, MGM, AEC, VRE
|
NEW HOLDINGS
|
5/18/2015 |
000153652015000003 |
|
Q1 2015
|
20 |
95,029 |
CSC, AAPL, DAL, CF
|
13F-HR
|
5/18/2015 |
000153652015000002 |
|
Q4 2014
|
17 |
125,144 |
AEC, PEI, VRE, HOT
|
13F-HR
|
2/17/2015 |
000163305515000002 |
|
Q3 2014
|
16 |
102,413 |
AEC, PEI, VRE, SBAC
|
13F-HR
|
11/14/2014 |
000132130014000008 |
|
Q2 2014
|
17 |
125,347 |
AEC, VRE, PEI, MGM
|
13F-HR
|
8/14/2014 |
000153652014000004 |
|
Q1 2014
|
24 |
103,085 |
VRE, SBAC, BRE, DRH
|
13F-HR
|
5/15/2014 |
000153652014000003 |
|
Q4 2013
|
27 |
114,361 |
BRE, LVS, SBAC, CBLAQ
|
13F-HR
|
2/14/2014 |
000153652014000001 |