| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | 1,508,992 | INVH, ESS, NNN, KRC | 13F-HR | 8/14/2026 | 000121465926010384 |
| Q1 2026 | 22 | 1,490,689 | ESS, SBAC, KRC, NNN | 13F-HR | 5/15/2026 | 000121465926006469 |
| Q4 2025 | 17 | 1,600,316 | SBAC, ESS, HR, NNN | 13F-HR | 2/17/2026 | 000121465926001981 |
| Q3 2025 | 17 | 1,458,770 | SBAC, ESS, HR, FRT | 13F-HR | 11/14/2025 | 000121465925016635 |
| Q2 2025 | 18 | 1,535,793 | HR, VTR, FRT, NNN | 13F-HR | 8/14/2025 | 000121465925012229 |
| Q1 2025 | 14 | 1,570,349 | HR, VTR, O, KRC | 13F-HR | 5/15/2025 | 000121465925007835 |
| Q4 2024 | 14 | 1,503,977 | HR, VTR, O, FRT | 13F-HR | 2/14/2025 | 000121465925002846 |
| Q3 2024 | 18 | 1,294,059 | HR, O, NNN, FRT | 13F-HR | 11/14/2024 | 000121465924019143 |
| Q2 2024 | 13 | 1,219,077 | HR, O, FRT, NNN | 13F-HR | 8/14/2024 | 000121465924014689 |
| Q1 2024 | 16 | 1,149,823 | HR, O, FRT, NNN | 13F-HR | 5/15/2024 | 000121465924009314 |
| Q4 2023 | 16 | 1,100,631 | HR, NNN, O, PLD puts | 13F-HR | 2/14/2024 | 000121465924002834 |
| Q3 2023 | 22 | 1,113,704 | HR, SRC, NNN, SHO | 13F-HR | 11/14/2023 | 000121465923014931 |
| Q2 2023 | 18 | 979,395 | HR, ESS, SRC, NNN | 13F-HR | 8/14/2023 | 000121465923011286 |
| Q1 2023 | 14 | 816,529 | ESS, SRC, FRT, HR | 13F-HR | 5/15/2023 | 000121465923007186 |
| Q4 2022 | 15 | 563,348 | AIRC, FRT, PK, SRC | 13F-HR | 2/14/2023 | 000121465923002421 |
| Q3 2022 | 13 | 454,195 | AIRC, FRT, PK, SRC | 13F-HR | 11/14/2022 | 000121465922013697 |
| Q2 2022 | 17 | 407,433 | AIRC, PK, FR, NNN | 13F-HR | 8/15/2022 | 000121465922010208 |
| Q1 2022 | 15 | 481,058 | SHO, AIRC, VRE, VMRK | 13F-HR | 5/16/2022 | 000121465922007025 |
| Q4 2021 | 19 | 545,115 | AIRC, VMRK, APLE, SHO | 13F-HR | 2/14/2022 | 000121465922002633 |
| Q3 2021 | 22 | 506,394 | VRE, FRT, ELME, APLE | 13F-HR | 11/15/2021 | 000121465921011793 |
| Q2 2021 | 24 | 424,859 | CPT, MAA, FRT, APLE | 13F-HR | 8/16/2021 | 000121465921008666 |
| Q1 2021 | 19 | 300,069 | VER, MAA, ROIC, VTR | 13F-HR | 5/17/2021 | 000121465921005570 |
| Q4 2020 | 19 | 258,676 | ROIC, HST, VMRK, VER | 13F-HR | 2/16/2021 | 000121465921001942 |
| Q3 2020 | 22 | 201,248 | HST, ROIC, STAY, VNO | 13F-HR | 11/16/2020 | 000121465920009581 |
| Q2 2020 | 18 | 192,570 | HST, STAY, WH, ROIC | 13F-HR | 8/14/2020 | 000121465920007177 |
| Q1 2020 | 24 | 167,470 | HST, WH, STAY, VNO | 13F-HR | 5/15/2020 | 000121465920004704 |
| Q4 2019 | 12 | 139,044 | VNO, VICI, BRMK, WH | 13F-HR | 2/14/2020 | 000121465920001491 |
| Q3 2019 | 14 | 186,841 | STAY, VNO, SRC, WH | 13F-HR | 11/14/2019 | 000121465919007201 |
| Q2 2019 | 18 | 192,211 | STAY, VNO, DRH, SRC | 13F-HR | 8/14/2019 | 000121465919005284 |
| Q1 2019 | 19 | 167,220 | STAY, SRC, WH, VNO | 13F-HR | 5/15/2019 | 000121465919003597 |
| Q4 2018 | 15 | 146,617 | STAY, HPP, VNO, WH | 13F-HR | 2/14/2019 | 000121465919001237 |
2 securities where the latest filing since 12/18/2024 is a 13G, the newest filed 8/14/2026. View all