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CIK 0001499066 • 6 13F filings • May 14, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALEXANDRIA REAL ESTATE EQ IN | COM | $23.5M | 2.8% | 479,200 SH | New |
| AMERICOLD REALTY TRUST INC | COM | $74.9M | 8.8%Prev: 6.9% | 5,824,989 SH | Decreased-1,931,304 SH |
| AVALONBAY CMNTYS INC | COM | $25.4M | 3.0% | 140,000 SH | New |
| CAESARS ENTERTAINMENT INC NE | COM | $34.6M | 4.1%Prev: 1.9% | 1,479,336 SH | Increased+520,161 SH |
| CAMDEN PPTY TR | SH BEN INT | $5.9M | 0.7%Prev: 15.0% | 53,679 SH | Decreased-1,892,019 SH |
| CENTERSPACE | COM | $29.6M | 3.5%Prev: 0.9% | 444,101 SH | Increased+230,638 SH |
| COMPASS INC | CL A | $52.9M | 6.2%Prev: 0.9% | 5,000,000 SH | Increased+3,450,000 SH |
| CUBESMART | COM | $12.5M | 1.5% | 346,928 SH | New |
| GAMING & LEISURE PPTYS INC | COM | $44.4M | 5.2% | 993,810 SH | New |
| HILTON GRAND VACATIONS INC | COM | $32.8M | 3.8%Prev: 2.0% | 732,021 SH | Increased+84,000 SH |
| HYATT HOTELS CORP | COM CL A | $32.6M | 3.8%Prev: 3.3% | 203,489 SH | Decreased-114,100 SH |
| INDEPENDENCE RLTY TR INC | COM | $17.5M | 2.1%Prev: 14.6% | 1,000,578 SH | Decreased-11,301,106 SH |
| JBG SMITH PPTYS | COM | $70.5M | 8.3%Prev: 5.2% | 4,147,399 SH | Decreased+918,505 SH |
| KKR REAL ESTATE FIN TR INC | COM | $12.8M | 1.5%Prev: 1.5% | 1,563,088 SH | Decreased-758,584 SH |
| LINEAGE INC | COM | $6.4M | 0.8% | 184,158 SH | New |
| M/I HOMES INC | COM | $9.1M | 1.1%Prev: 2.4% | 71,096 SH | Decreased-156,501 SH |
| MID-AMER APT CMNTYS INC | COM | $5.5M | 0.6%Prev: 0.7% | 39,723 SH | Decreased-27,820 SH |
| NATIONAL STORAGE AFFILIATES | COM SHS BEN IN | $73.1M | 8.6%Prev: 8.4% | 2,591,313 SH | Decreased-1,254,976 SH |
| NEXPOINT RESIDENTIAL TR INC | COM | $25.4M | 3.0%Prev: 1.3% | 842,870 SH | Increased+298,781 SH |
| PROLOGIS INC. | COM | $44.7M | 5.2%Prev: 0.0% | 350,000 SH | Increased+346,684 SH |
| SAFEHOLD INC | COM | $12.9M | 1.5% | 944,939 SH | New |
| SL GREEN RLTY CORP | COM | $6.3M | 0.7% | 138,230 SH | New |
| SMARTRENT INC | COM CL A | $11.3M | 1.3%Prev: 0.6% | 5,610,150 SH | Increased-455,943 SH |
| SUMMIT HOTEL PPTYS INC | COM | $45.8M | 5.4%Prev: 3.7% | 9,400,000 SH | Decreased |
| SUNSTONE HOTEL INVS INC NEW | COM | $4.3M | 0.5%Prev: 0.3% | 485,237 SH | Decreased |
| TPG RE FIN TR INC | COM | $60.6M | 7.1%Prev: 4.3% | 7,032,626 SH | Increased+134,000 SH |
| TREX CO INC | COM | $17.0M | 2.0% | 484,286 SH | New |
| UNITED PARKS & RESORTS INC | COM | $31.0M | 3.6% | 855,000 SH | New |
| VERIS RESIDENTIAL INC | COM | $2.2M | 0.3% | 150,000 SH | New |
| WYNDHAM HOTELS & RESORTS INC | COM | $25.5M | 3.0% | 337,800 SH | New |
| 13F-HR |
| 0001172661-26-003415 |
| $1.04B |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003189 | $1.55B | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001977 | $1.05B | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001912 | $1.54B | View |