| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 72 | 1,295,144 | SBAC, EQIX, CCI, DOX | 13F-HR | 11/12/2024 | 000117266124004577 |
| Q2 2024 | 70 | 1,162,302 | EQIX, SBAC, CCI, T | 13F-HR | 8/14/2024 | 000117266124003442 |
| Q1 2024 | 63 | 1,133,780 | EQIX, SBAC, CCI, DOX | 13F-HR | 5/13/2024 | 000117266124002223 |
| Q4 2023 | 73 | 1,067,575 | EQIX, CCI, SBAC, AMT | 13F-HR | 2/9/2024 | 000117266124000619 |
| Q3 2023 | 63 | 856,458 | EQIX, AMT, CCI, LAMR | RESTATEMENT | 12/6/2023 | 000117266123004074 |
| Q3 2023 | 1 | 7,473 | CWK | NEW HOLDINGS | 12/6/2023 | 000117266123004075 |
| Q2 2023 | 59 | 834,090 | AMT, EQIX, CCI, REXR | 13F-HR | 8/9/2023 | 000117266123002843 |
| Q1 2023 | 55 | 851,390 | EQIX, AMT, SBAC, PLD | 13F-HR | 5/3/2023 | 000117266123001810 |
| Q4 2022 | 53 | 707,968 | EQIX, AMT, PLD, LAMR | 13F-HR | 2/13/2023 | 000117266123000780 |
| Q3 2022 | 54 | 703,400 | EQIX, AMT, CCI, SBAC | 13F-HR | 11/14/2022 | 000117266122002557 |
| Q2 2022 | 51 | 742,014 | EQIX, AMT, CCI, UNIT | 13F-HR | 8/15/2022 | 000117266122001892 |
| Q1 2022 | 52 | 799,754 | SWITCH INC, CCI, EQIX, AMT | RESTATEMENT | 5/13/2022 | 000117266122001303 |
| Q4 2021 | 58 | 705,264 | CCI, AMT, SWITCH INC, EQIX | 13F-HR | 2/14/2022 | 000117266122000652 |
| Q3 2021 | 57 | 1,068,609 | ACI, CCI, AMT, EQIX | 13F-HR | 11/15/2021 | 000117266121002289 |
| Q2 2021 | 46 | 841,396 | ACI, AMT, EQIX, CCI | 13F-HR | 8/9/2021 | 000117266121001591 |
| Q1 2021 | 45 | 783,907 | ACI, CCI, AMT, EQIX | 13F-HR | 5/14/2021 | 000117266121001164 |
| Q4 2020 | 42 | 409,716 | CCI, AMT, EQIX, SWITCH INC | 13F-HR | 2/16/2021 | 000117266121000711 |
| Q3 2020 | 31 | 134,514 | CCI, LAMR, PSB, EQIX | 13F-HR | 11/9/2020 | 000117266120002081 |
| Q2 2020 | 32 | 95,030 | CCI-A, QTS-B, LAMR, PSB | 13F-HR | 8/5/2020 | 000117266120001584 |
| Q1 2020 | 29 | 86,145 | CCI-A, LAMR, QTS-B, PLD | 13F-HR | 5/8/2020 | 000117266120001170 |
| Q4 2019 | 38 | 109,778 | CCI-A, QTS-B, LADR, PGRE | 13F-HR | 2/6/2020 | 000117266120000346 |