Q2 2026 13F filing
Updated 37 days ago77 disclosed positions worth $1.7B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | W WELL WELLTOWER INC | $169.1M | 744.8K | 10.10% | Added(+3972.6%) |
| 2 | P PLDGP PROLOGIS INC. | $94M | 693.9K | 5.62% | Added(+4073.2%) |
| 3 | W WELL WELLTOWER INC | $88.8M | 391.3K | 5.31% | Added(+2039.3%) |
| 4 | E EQIX EQUINIX INC | $80.5M | 77.2K | 4.81% | Added(+3977.7%) |
| 5 | A AVB AVALONBAY CMNTYS INC | $74.9M | 397.2K | 4.48% | Added(+5182.7%) |
| 6 | E ESS ESSEX PPTY TR INC | $63M | 216.1K | 3.77% | Added(+4847.2%) |
| 7 | S SPG-PJ SIMON PPTY GROUP INC NEW | $60.8M | 271.7K | 3.63% | Added(+4061.6%) |
| 8 | C CUBE CUBESMART | $58.6M | 1.47M | 3.50% | Added(+3914.8%) |
| 9 | D DLR-PJ DIGITAL RLTY TR INC | $58.2M | 324.1K | 3.48% | Added(+4078.0%) |
| 10 | B BRX BRIXMOR PPTY GROUP INC | $48.6M | 1.54M | 2.90% | Added(+3978.5%) |
| 11 | P PLDGP PROLOGIS INC. | $48.2M | 355.7K | 2.88% | Added(+2039.2%) |
| 12 | H HIW HIGHWOODS PPTYS INC | $46.4M | 1.54M | 2.77% | Added(+3886.5%) |
| 13 | B BNL BROADSTONE NET LEASE INC | $43.5M | 2.11M | 2.60% | Added(+3978.5%) |
| 14 | E EQIX EQUINIX INC | $42.2M | 40.5K | 2.52% | Added(+2039.5%) |
| 15 | V VICI VICI PPTYS INC | $40.6M | 1.53M | 2.43% | Added(+3846.2%) |
| 16 | C CURB CURBLINE PPTYS CORP | $37.6M | 1.24M | 2.24% | Added(+3977.9%) |
| 17 | A AMH-PH AMERICAN HOMES 4 RENT | $35.6M | 1.06M | 2.13% | Added(+4310.7%) |
| 18 | O O REALTY INCOME CORP | $34.2M | 551.4K | 2.04% | Added(+3133.1%) |
| 19 | S SPG-PJ SIMON PPTY GROUP INC NEW | $31.2M | 139.7K | 1.87% | Added(+2039.4%) |
| 20 | C CUBE CUBESMART | $31.2M | 784.6K | 1.86% | Added(+2039.4%) |
| 21 | B BXDC BLACKSTONE DIGITAL INFRASTRU | $30.3M | 1.40M | 1.81% | — |
| 22 | A AVB AVALONBAY CMNTYS INC | $30.3M | 160.8K | 1.81% | Added(+2039.2%) |
| 23 | D DLR-PJ DIGITAL RLTY TR INC | $29.8M | 165.9K | 1.78% | Added(+2039.2%) |
| 24 | L LXP-PC LXP INDUSTRIAL TRUST | $27.5M | 509.7K | 1.64% | Added(+3969.9%) |
| 25 | E ESS ESSEX PPTY TR INC | $27.2M | 93.4K | 1.63% | Added(+2039.3%) |
| 26 | B BRX BRIXMOR PPTY GROUP INC | $25.5M | 808.7K | 1.52% | Added(+2039.4%) |
| 27 | H HIW HIGHWOODS PPTYS INC | $24.9M | 825.0K | 1.49% | Added(+2039.3%) |
| 28 | P PSA-PS PUBLIC STORAGE | $24.8M | 78.0K | 1.48% | Added(+4155.2%) |
| 29 | B BNL BROADSTONE NET LEASE INC | $22.8M | 1.10M | 1.36% | Added(+2039.3%) |
| 30 | V VICI VICI PPTYS INC | $22M | 829.5K | 1.32% | Added(+2039.3%) |
| 31 | P PEB-PH PEBBLEBROOK HOTEL TR | $21.6M | 1.11M | 1.29% | Added(+3948.3%) |
| 32 | C CURB CURBLINE PPTYS CORP | $19.7M | 648.3K | 1.18% | Added(+2039.4%) |
| 33 | O O REALTY INCOME CORP | $17.4M | 280.6K | 1.04% | Added(+1545.5%) |
| 34 | B BXDC BLACKSTONE DIGITAL INFRASTRU | $15.9M | 735.2K | 0.95% | — |
| 35 | A AMH-PH AMERICAN HOMES 4 RENT | $14.5M | 432.4K | 0.87% | Added(+1697.8%) |
| 36 | L LXP-PC LXP INDUSTRIAL TRUST | $14.4M | 267.9K | 0.86% | Added(+2039.4%) |
| 37 | P PSA-PS PUBLIC STORAGE | $12.5M | 39.2K | 0.75% | Added(+2039.9%) |
| 38 | E EQR EQUITY RESIDENTIAL | $12.2M | 179.4K | 0.73% | Trimmed(-0.1%) |
| 39 | P PEB-PH PEBBLEBROOK HOTEL TR | $11.3M | 584.7K | 0.68% | Added(+2023.8%) |
| 40 | I INVH INVITATION HOMES INC | $10.3M | 342.2K | 0.62% | Added(+2.9%) |
| 41 | M MAA-PI MID-AMER APT CMNTYS INC | $9.7M | 70.0K | 0.58% | Added(+25.7%) |
| 42 | S SUI SUN CMNTYS INC | $9.3M | 77.9K | 0.56% | Added(+16.4%) |
| 43 | C CPT CAMDEN PPTY TR | $6.6M | 57.5K | 0.39% | Added(+16.4%) |
| 44 | E ELS EQUITY LIFESTYLE PROPERTIES | $6.4M | 99.7K | 0.38% | Added(+22.0%) |
| 45 | V VTR VENTAS INC | $5.4M | 60.3K | 0.32% | Added(+18.0%) |
| 46 | ? N/A UDR INC | $5M | 124.7K | 0.30% | Trimmed(-22.4%) |
| 47 | W WELL WELLTOWER INC | $4M | 17.8K | 0.24% | Trimmed(-2.6%) |
| 48 | P PLDGP PROLOGIS INC. | $2.2M | 16.2K | 0.13% | Trimmed(-2.6%) |
| 49 | E EQIX EQUINIX INC | $1.9M | 1.8K | 0.11% | Trimmed(-2.8%) |
| 50 | S SPG-PJ SIMON PPTY GROUP INC NEW | $1.4M | 6.4K | 0.09% | Trimmed(-2.6%) |