| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 1 | 0 | 13F-HR | 5/15/2024 | 000117266124002460 | |
| Q4 2023 | 26 | 84,205 | PLD, EQR, EQIX, PSA | 13F-HR | 1/25/2024 | 000117266124000341 |
| Q3 2023 | 21 | 81,360 | EQIX, EQR, PLD, REXR | 13F-HR | 11/9/2023 | 000117266123003700 |
| Q2 2023 | 21 | 90,357 | EQR, EQIX, PLD, REXR | 13F-HR | 7/27/2023 | 000117266123002634 |
| Q1 2023 | 20 | 150,071 | PLD, EQR, EQIX, REXR | 13F-HR | 5/8/2023 | 000117266123001900 |
| Q4 2022 | 21 | 149,682 | PLD, REXR, SBAC, PSA | 13F-HR | 2/3/2023 | 000117266123000432 |
| Q3 2022 | 21 | 140,276 | SBAC, EQR, PLD, REXR | 13F-HR | 10/13/2022 | 000117266122002194 |
| Q2 2022 | 21 | 151,252 | SBAC, PLD, REXR, EQR | 13F-HR | 8/15/2022 | 000117266122001880 |
| Q1 2022 | 20 | 160,939 | SBAC, AMT, REXR, PLD | 13F-HR | 5/10/2022 | 000117266122001208 |
| Q4 2021 | 31 | 204,280 | SBAC, REXR, EQIX, PLD | 13F-HR | 2/14/2022 | 000117266122000759 |
| Q3 2021 | 31 | 181,190 | EQIX, REXR, PLD, AMT | 13F-HR | 10/28/2021 | 000176714121000009 |
| Q2 2021 | 32 | 186,244 | EQIX, AMT, REXR, CCI | 13F-HR | 7/7/2021 | 000176714121000008 |
| Q1 2021 | 33 | 156,817 | EQIX, PLD, REXR, AMT | 13F-HR | 5/6/2021 | 000176714121000006 |
| Q4 2020 | 32 | 151,719 | EQIX, PLD, REXR, AMT | RESTATEMENT | 2/5/2021 | 000176714121000003 |
| Q3 2020 | 29 | 115,008 | EQIX, PLD, AMT, REXR | 13F-HR | 11/16/2020 | 000117266120002277 |
| Q2 2020 | 29 | 124,977 | EQIX, PLD, CONE, AMT | 13F-HR | 7/23/2020 | 000117266120001552 |
| Q1 2020 | 29 | 144,309 | EQIX, PLD, CONE, AVB | 13F-HR | 4/17/2020 | 000117266120001076 |
| Q4 2019 | 31 | 145,201 | AVB, COR, PLD, AMH | 13F-HR | 1/22/2020 | 000117266120000227 |
| Q3 2019 | 30 | 150,069 | AVB, ELS, PLD, ADC | 13F-HR | 10/17/2019 | 000117266119002047 |
| Q2 2019 | 29 | 152,828 | AVB, ELS, PLD, AMH | 13F-HR | 8/5/2019 | 000117266119001611 |
| Q1 2019 | 30 | 147,537 | AVB, ELS, PLD, DUKE REALTY CORP | 13F-HR | 5/8/2019 | 000117266119001116 |
| Q4 2018 | 30 | 112,556 | AVB, ELS, PLD, DUKE REALTY CORP | 13F-HR | 2/14/2019 | 000117266119000697 |