| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | 5,438,060 | WELL, EQIX, FRT, VNO | 13F-HR | 8/14/2026 | 000117266126003495 |
| Q1 2026 | 40 | 4,756,032 | WELL, EQIX, FRT, SPG | 13F-HR | 5/15/2026 | 000117266126002080 |
| Q4 2025 | 41 | 4,524,435 | WELL, EQIX, VTR, PLD | 13F-HR | 2/17/2026 | 000117266126000850 |
| Q3 2025 | 38 | 5,138,856 | WELL, DLR, EQIX, VTR | 13F-HR | 11/14/2025 | 000117266125004902 |
| Q2 2025 | 39 | 5,041,735 | WELL, DLR, EQIX, VTR | 13F-HR | 8/14/2025 | 000117266125003290 |
| Q1 2025 | 41 | 5,136,246 | WELL, VTR, EQIX, VMRK | 13F-HR | 5/15/2025 | 000117266125002028 |
| Q4 2024 | 43 | 5,559,261 | WELL, EQIX, DLR, VTR | 13F-HR | 2/14/2025 | 000117266125000996 |
| Q3 2024 | 41 | 5,825,497 | WELL, EQIX, VTR, DLR | 13F-HR | 11/14/2024 | 000117266124004866 |
| Q2 2024 | 41 | 5,316,759 | WELL, EQIX, VMRK, DLR | 13F-HR | 8/14/2024 | 000117266124003385 |
| Q1 2024 | 42 | 5,590,921 | WELL, EQIX, PLD, VMRK | 13F-HR | 5/15/2024 | 000117266124002347 |
| Q4 2023 | 41 | 5,513,422 | PLD, EQIX, WELL, DLR | 13F-HR | 2/14/2024 | 000117266124000962 |
| Q3 2023 | 40 | 5,043,875 | VMRK, EQIX, PLD, WELL | 13F-HR | 11/14/2023 | 000117266123003925 |
| Q2 2023 | 39 | 6,066,864 | VMRK, PLD, EQIX, INVH | 13F-HR | 8/14/2023 | 000117266123002977 |
| Q1 2023 | 37 | 5,890,056 | PLD, INVH, VMRK, PSA | 13F-HR | 5/15/2023 | 000117266123002116 |
| Q4 2022 | 33 | 5,791,501 | PLD, KIM, INVH, VMRK | 13F-HR | 2/14/2023 | 000117266123000854 |
| Q3 2022 | 29 | 5,534,700 | INVH, VMRK, PLD, PSA | 13F-HR | 11/14/2022 | 000117266122002392 |
| Q2 2022 | 30 | 6,652,184 | PLD, WELL, INVH, KIM | 13F-HR | 8/15/2022 | 000117266122001843 |
| Q1 2022 | 28 | 8,510,723 | PLD, WELL, KIM, ESS | 13F-HR | 5/16/2022 | 000117266122001341 |
| Q4 2021 | 29 | 8,810,301 | PLD, INVH, WELL, KIM | 13F-HR | 2/14/2022 | 000117266122000568 |
| Q3 2021 | 30 | 7,536,306 | PLD, INVH, WELL, KIM | 13F-HR | 11/15/2021 | 000117266121002186 |
| Q2 2021 | 24 | 7,056,459 | PLD, INVH, WELL, KRC | 13F-HR | 8/16/2021 | 000117266121001795 |
| Q1 2021 | 25 | 5,942,505 | PLD, INVH, WELL, KRC | 13F-HR | 5/17/2021 | 000117266121001226 |
| Q4 2020 | 24 | 4,377,870 | PLD, INVH, O, AMT | 13F-HR | 2/16/2021 | 000117266121000822 |
| Q3 2020 | 25 | 3,835,092 | PLD, INVH, EQIX, AMT | 13F-HR | 11/13/2020 | 000117266120002104 |
| Q2 2020 | 24 | 3,197,680 | PLD, INVH, DOC, AMT | 13F-HR | 7/22/2020 | 000117266120001544 |
| Q1 2020 | 24 | 2,383,904 | PLD, VMRK, DOC, ARE | 13F-HR | 4/14/2020 | 000117266120001069 |
| Q4 2019 | 24 | 3,347,120 | PLD, DOC, VMRK, ARE | 13F-HR | 1/31/2020 | 000117266120000284 |
| Q3 2019 | 25 | 3,488,478 | VMRK, PLD, HCP, ARE | 13F-HR | 10/15/2019 | 000117266119002042 |
| Q2 2019 | 23 | 3,022,871 | PLD, VMRK, HCP, ARE | 13F-HR | 7/22/2019 | 000117266119001558 |
| Q1 2019 | 24 | 3,074,540 | PLD, VMRK, HCP, BXP | 13F-HR | 4/17/2019 | 000117266119001070 |
| Q4 2018 | 24 | 2,768,832 | PLD, SPG, VMRK, AMT | 13F-HR | 1/15/2019 | 000117266119000204 |
| Q3 2018 | 25 | 2,864,136 | SPG, PLD, VMRK, AMT | 13F-HR | 11/5/2018 | 000117266118001934 |
| Q2 2018 | 25 | 2,844,691 | SPG, VMRK, PLD, HCP | 13F-HR | 7/27/2018 | 000117266118001436 |
| Q1 2018 | 25 | 2,176,729 | SPG, PLD, VMRK, ESRT | 13F-HR | 5/14/2018 | 000117266118001106 |
| Q4 2017 | 27 | 2,238,553 | SPG, PLD, EQIX, KRC | 13F-HR | 2/2/2018 | 000117266118000236 |
| Q3 2017 | 27 | 2,172,807 | SPG, PLD, EQIX, KRC | 13F-HR | 10/30/2017 | 000117266117001853 |
| Q2 2017 | 27 | 2,091,308 | SPG, EQIX, PLD, KRC | 13F-HR | 7/27/2017 | 000117266117001405 |
| Q1 2017 | 27 | 2,007,014 | EQIX, PLD, SPG, KRC | 13F-HR | 5/9/2017 | 000117266117000962 |
| Q4 2016 | 24 | 1,711,387 | PLD, EQIX, SPG, GGP | 13F-HR | 1/27/2017 | 000117266117000183 |
| Q3 2016 | 26 | 1,559,099 | SPG, GGP, EQIX, KRC | 13F-HR | 10/21/2016 | 000117266116004054 |
| Q2 2016 | 23 | 1,520,014 | SPG, GGP, VTR, EQIX | 13F-HR | 7/27/2016 | 000117266116003618 |
| Q1 2016 | 21 | 1,415,715 | SPG, VTR, VMRK, GGP | 13F-HR | 5/2/2016 | 000117266116003157 |
| Q4 2015 | 21 | 1,370,894 | SPG, AVB, VMRK, GGP | 13F-HR | 2/16/2016 | 000117266116002791 |
| Q3 2015 | 21 | 1,183,103 | SPG, AVB, GGP, SLG | 13F-HR | 11/4/2015 | 000117266115001875 |
| Q2 2015 | 20 | 1,153,612 | SPG, AVB, SLG, GGP | 13F-HR | 8/11/2015 | 000117266115001461 |
| Q1 2015 | 21 | 1,162,040 | SPG, AVB, SLG, KRC | 13F-HR | 5/14/2015 | 000117266115001072 |
| Q4 2014 | 21 | 1,281,625 | SPG, AVB, SLG, HST | 13F-HR | 2/2/2015 | 000117266115000219 |
| Q3 2014 | 20 | 976,681 | SPG, PLD, AVB, SLG | 13F-HR | 11/6/2014 | 000117266114001681 |
| Q2 2014 | 22 | 1,032,138 | SPG, PLD, SLG, HST | 13F-HR | 8/8/2014 | 000108514614001576 |
| Q1 2014 | 23 | 986,123 | PLD, SPG, SLG, AVB | 13F-HR | 8/8/2014 | 000108514614001575 |
| Q4 2013 | 22 | 838,734 | SPG, PLD, SLG, KRC | 13F-HR | 8/8/2014 | 000108514614001574 |
| Q3 2013 | 19 | 730,011 | SPG, KRC, AVB, PLD | 13F-HR | 8/8/2014 | 000108514614001573 |
| Q2 2013 | 19 | 730,005 | SPG, KRC, AVB, PLD | 13F-HR | 8/8/2014 | 000108514614001572 |
| Q1 2013 | 19 | 639,121 | SPG, AVB, KRC, SLG | 13F-HR | 8/8/2014 | 000108514614001571 |
| Q4 2012 | 18 | 608,165 | SPG, AVB, KRC, HME | 13F-HR | 8/6/2014 | 000108514614001532 |
| Q3 2012 | 18 | 476,887 | SPG, AVB, KRC, HME | 13F-HR | 8/6/2014 | 000108514614001531 |
| Q2 2012 | 18 | 254,177 | SPG, AVB, KRC, HME | 13F-HR | 8/6/2014 | 000108514614001530 |
| Q1 2012 | 20 | 278,815 | SPG, AVB, HST, PLD | 13F-HR | 8/6/2014 | 000108514614001529 |
| Q4 2011 | 18 | 208,166 | SPG, AVB, HST, HME | 13F-HR | 8/6/2014 | 000108514614001528 |
| Q3 2011 | 16 | 166,631 | SPG, HME, HST, PLD | 13F-HR | 8/6/2014 | 000108514614001527 |
| Q2 2011 | 16 | 226,218 | SPG, SLG, HME, PLD | 13F-HR | 8/6/2014 | 000108514614001526 |
| Q1 2011 | 16 | 219,933 | SPG, SLG, HME, ARE | 13F-HR | 8/6/2014 | 000108514614001525 |
| Q4 2010 | 19 | 217,280 | SPG, HST, HME, SLG | 13F-HR | 8/6/2014 | 000108514614001524 |
| Q3 2010 | 17 | 192,586 | SPG, HME, ESS, SLG | 13F-HR | 8/6/2014 | 000108514614001523 |
| Q2 2010 | 17 | 164,246 | SPG, HME, ESS, FRT | 13F-HR | 8/6/2014 | 000108514614001522 |
| Q1 2010 | 18 | 193,250 | SPG, SLG, ESS, VNO | 13F-HR | 8/6/2014 | 000108514614001521 |
| Q4 2009 | 19 | 202,420 | SPG, SLG, VNO, FRT | 13F-HR | 8/6/2014 | 000108514614001520 |
| Q3 2009 | 18 | 166,941 | SPG, VNO, SLG, BXP | 13F-HR | 8/6/2014 | 000108514614001519 |
| Q2 2009 | 20 | 131,173 | SPG, FRT, VNO, REG | 13F-HR | 8/6/2014 | 000108514614001518 |
| Q1 2009 | 16 | 96,173 | SPG, FRT, REG, PSA | 13F-HR | 8/6/2014 | 000108514614001517 |
| Q4 2008 | 16 | 123,637 | FRT, SPG, PSA, REG | 13F-HR | 8/4/2014 | 000108514614001497 |
| Q3 2008 | 18 | 172,159 | FRT, SPG, PSA, BXP | 13F-HR | 8/4/2014 | 000108514614001496 |
| Q2 2008 | 19 | 132,579 | FRT, SPG, BXP, PSA | 13F-HR | 8/4/2014 | 000108514614001495 |
| Q1 2008 | 20 | 157,201 | FRT, SPG, BXP, PSA | 13F-HR | 8/4/2014 | 000108514614001494 |
| Q4 2007 | 20 | 142,645 | BXP, SLG, SPG, FRT | 13F-HR | 8/4/2014 | 000108514614001493 |
| Q3 2007 | 19 | 174,832 | SLG, FRT, BXP, BRE | 13F-HR | 8/4/2014 | 000108514614001492 |
| Q2 2007 | 18 | 183,499 | SLG, BRE, BXP, HST | 13F-HR | 8/4/2014 | 000108514614001491 |
| Q1 2007 | 17 | 170,308 | SLG, BXP, FRT, BRE | 13F-HR | 8/4/2014 | 000108514614001490 |
| Q4 2006 | 13 | 156,876 | FRT, ARCHSTONE SMITH TR, SLG, KRC | 13F-HR | 8/4/2014 | 000108514614001489 |
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 7/13/2026. View all