|
Q3 2024
|
37 |
325,787 |
FIP, EQIX, AMT, WYNN
|
13F-HR
|
11/5/2024 |
000162669124000015 |
|
Q2 2024
|
35 |
315,797 |
FIP, EQIX, AMT, SPG
|
13F-HR
|
7/31/2024 |
000162669124000006 |
|
Q1 2024
|
33 |
351,041 |
FIP, FTAI, EQIX, DBRG
|
13F-HR
|
5/10/2024 |
000162669124000004 |
|
Q4 2023
|
33 |
353,227 |
AMT, DLR, FIP, EQIX
|
13F-HR
|
2/13/2024 |
000138925624000003 |
|
Q3 2023
|
33 |
354,148 |
DLR, DBRG, AMT, EQIX
|
13F-HR
|
11/8/2023 |
000162669123000014 |
|
Q2 2023
|
33 |
396,679 |
PLD, AMT, EQIX, DBRG
|
13F-HR
|
8/7/2023 |
000162669123000009 |
|
Q1 2023
|
36 |
428,124 |
PLD, AMT, REXR, EQIX
|
13F-HR
|
5/4/2023 |
000162669123000006 |
|
Q4 2022
|
34 |
412,790 |
PLD, AMT, REXR, ARE
|
13F-HR
|
2/7/2023 |
000162669123000003 |
|
Q3 2022
|
32 |
508,636 |
REXR, PLD, CCI, INVH
|
13F-HR
|
10/25/2022 |
000162669122000016 |
|
Q2 2022
|
33 |
664,296 |
SWITCH INC, CCI, PLD, INVH
|
13F-HR
|
7/21/2022 |
000162669122000013 |
|
Q1 2022
|
35 |
848,192 |
DBRG, FTAI, SWITCH INC, CCI
|
13F-HR
|
5/6/2022 |
000162669122000012 |
|
Q4 2021
|
31 |
1,012,056 |
FTAI, AMT, CZR, DBRG
|
13F-HR
|
2/2/2022 |
000162669122000003 |
|
Q3 2021
|
29 |
835,409 |
CZR, FTAI, AMT, CD
|
13F-HR
|
10/21/2021 |
000162669121000015 |
|
Q2 2021
|
31 |
881,671 |
FTAI, CZR, AMT, 217A.SG
|
13F-HR
|
8/4/2021 |
000162669121000013 |
|
Q1 2021
|
31 |
770,066 |
FTAI, CZR, AMT, 217A.SG
|
13F-HR
|
4/28/2021 |
000162669121000011 |
|
Q4 2020
|
30 |
708,970 |
CZR, AMT, FTAI, SWITCH INC
|
13F-HR
|
2/8/2021 |
000162669121000004 |
|
Q3 2020
|
35 |
620,333 |
FTAI, CCI, GDS, AMT
|
13F-HR
|
10/30/2020 |
000162669120000011 |
|
Q2 2020
|
34 |
520,255 |
CCI, FTAI, GDS, SWITCH INC
|
13F-HR
|
8/4/2020 |
000162669120000008 |
|
Q1 2020
|
29 |
471,166 |
SWITCH INC, AMT, GDS, CCI
|
13F-HR
|
4/24/2020 |
000162669120000005 |
|
Q4 2019
|
24 |
400,415 |
SWITCH INC, AMT, FTAI, GDS
|
13F-HR
|
1/28/2020 |
000162669120000003 |
|
Q3 2019
|
25 |
379,096 |
SWITCH INC, AMT, CONE, GDS
|
13F-HR
|
11/1/2019 |
000162669119000013 |
|
Q2 2019
|
25 |
445,472 |
GDS, SWITCH INC, AMT, CCI
|
13F-HR
|
7/23/2019 |
000162669119000010 |
|
Q1 2019
|
24 |
438,658 |
GDS, SWITCH INC, AMT, RITM
|
13F-HR
|
5/1/2019 |
000162669119000008 |
|
Q4 2018
|
27 |
417,791 |
GDS, AMT, CCI, RITM
|
13F-HR
|
2/1/2019 |
000162669119000002 |
|
Q3 2018
|
23 |
492,092 |
GDS, AMT, MIC, RITM
|
13F-HR
|
10/22/2018 |
000162669118000010 |
|
Q2 2018
|
28 |
523,980 |
DSHK, AMT, RITM, MIC
|
13F-HR
|
7/30/2018 |
000162669118000008 |
|
Q1 2018
|
29 |
487,169 |
RITM, AMT, WYNN, INVH
|
13F-HR
|
5/2/2018 |
000162669118000006 |
|
Q4 2017
|
31 |
394,400 |
RITM, AMT, WYNN, BEP
|
13F-HR
|
1/29/2018 |
000162669118000004 |
|
Q3 2017
|
28 |
254,468 |
RITM, EQIX, CONE, COR
|
13F-HR
|
10/27/2017 |
000162669117000010 |
|
Q2 2017
|
29 |
240,464 |
RITM, CDZI, EQIX, CCI
|
13F-HR
|
8/1/2017 |
000162669117000008 |
|
Q1 2017
|
32 |
174,777 |
CDZI, BIP, CONE, RITM
|
13F-HR
|
5/4/2017 |
000162669117000005 |
|
Q4 2016
|
33 |
152,182 |
CDZI, RITM, CONE, QTS
|
13F-HR
|
2/2/2017 |
000162669117000004 |
|
Q3 2016
|
33 |
153,387 |
RITM, NEWCASTLE INVESTMENT CORP, QTS, ARE
|
13F-HR
|
10/24/2016 |
000162669116000017 |
|
Q2 2016
|
34 |
155,474 |
QTS, NRZ, CONE, AMT
|
13F-HR
|
8/10/2016 |
000162669116000014 |
|
Q1 2016
|
33 |
128,641 |
NRZ, QTS, CONE, EQIX
|
13F-HR
|
5/16/2016 |
000162669116000010 |
|
Q4 2015
|
32 |
143,931 |
RITM, QTS, CONE, ARE
|
13F-HR
|
2/16/2016 |
000162669116000007 |
|
Q3 2015
|
36 |
147,318 |
QTS, NRZ, CONE, CDZI
|
13F-HR
|
11/9/2015 |
000162669115000004 |
|
Q2 2015
|
30 |
137,648 |
NRZ, CDZI, CONE, QTS
|
13F-HR
|
8/12/2015 |
000162669115000003 |
|
Q1 2015
|
35 |
130,666 |
CONE, NRZ, QTS, CDZI
|
13F-HR
|
5/13/2015 |
000162669115000002 |
|
Q4 2014
|
35 |
100,405 |
QTS, CDZI, CONE, NSAM
|
13F-HR
|
1/29/2015 |
000162669115000001 |