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CIK 0001850901 • 7 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Americold Realty Trust Inc | COM | $19.3M | 3.7% | 1,500,000 SH | New |
| AvalonBay Communities Inc | COM | $5.6M | 1.1% | 30,780 SH | New |
| Centuri Holdings Inc | COM SHS | $35.4M | 6.7%Prev: 9.4% | 1,400,000 SH | Decreased-1,215,737 SH |
| Global Net Lease Inc | COM NEW | $32.7M | 6.2%Prev: 7.1% | 3,803,654 SH | Decreased-1,375,000 SH |
| Hudson Pacific Properties Inc | COM | $28.2M | 5.4%Prev: 3.9% | 2,607,060 SH | Increased-5,667,360 SH |
| Independence Realty Trust Inc | COM | $14.9M | 2.8%Prev: 2.1% | 850,000 SH | Increased+100,000 SH |
| National Storage Affiliates Trust | COM SHS BEN IN | $21.9M | 4.2% | 775,000 SH | New |
| Peakstone Realty Trust | COMMON SHARES | $1K | 0.0% | 100 SH | New |
| Rithm Acquisition Corp | *W EXP 99/99/999 | $214K | 0.0%Prev: 0.0% | 333,333 SH | Decreased |
| Rithm Capital Corp | COM NEW | $35.5M | 6.7%Prev: 7.5% | 3,255,000 SH | Decreased-633,200 SH |
| Sonida Senior Living Inc | COM | $302.1M | 57.4%Prev: 43.5% | 9,264,653 SH | Increased |
| UDR Inc | COM | $5.4M | 1.0% | 148,223 SH | New |
| Walker & Dunlop Inc | COM | $25.3M | 4.8%Prev: 5.0% | 421,380 SH | Decreased+68,270 SH |
| 13F-HR |
| 0001850901-26-000004 |
| $852.5M |
| View |
| Aug 15, 2025 | Q2 2025 | 13F-HR/A | 0001850901-25-000007 | $621.6M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001850901-26-000003 | $745.1M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001850901-25-000004 | $605.4M | View |