DENVER, CO
Allocation by class
Portfolio Concentration
Top 3 weight
35.9%
Top 10 weight
75.6%
Voting Authority Distribution
Total shares with voting rights: 7.17M
Full voting authority
7.17M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
American Homes 4 Rent Class ASOLE | CL A | 991.20K | SH | $38.05M 16.41% | 991.20K | 0.00 | 0.00 |
Equity LifeStyle Properties, Inc.SOLE | COM | 332.78K | SH | $23.74M 10.24% | 332.78K | 0.00 | 0.00 |
Ellington Financial Inc.SOLE | COM | 1.67M | SH | $21.52M 9.28% | 1.67M | 0.00 | 0.00 |
Lamar Advertising Company Class ASOLE | CL A | 135.24K | SH | $18.07M 7.79% | 135.24K | 0.00 | 0.00 |
Independence Realty Trust, Inc.SOLE | COM | 800K | SH | $16.40M 7.07% | 800K | 0.00 | 0.00 |
Americold Realty Trust, Inc.SOLE | COM | 500.60K | SH | $14.15M 6.10% | 500.60K | 0.00 | 0.00 |
American Healthcare REIT, Inc.SOLE | COM SHS | 456.89K | SH | $11.92M 5.14% | 456.89K | 0.00 | 0.00 |
Lineage, Inc.SOLE | COM | 150.10K | SH | $11.76M 5.07% | 150.10K | 0.00 | 0.00 |
Terreno Realty CorporationSOLE | COM | 152.28K | SH | $10.18M 4.39% | 152.28K | 0.00 | 0.00 |
Acadia Realty TrustSOLE | COM SH BEN INT | 398.52K | SH | $9.36M 4.04% | 398.52K | 0.00 | 0.00 |
Brixmor Property Group, Inc.SOLE | COM | 316.61K | SH | $8.82M 3.80% | 316.61K | 0.00 | 0.00 |
National Health Investors, Inc.SOLE | COM | 100K | SH | $8.41M 3.63% | 100K | 0.00 | 0.00 |
Prologis, Inc.SOLE | COM | 57.56K | SH | $7.27M 3.14% | 57.56K | 0.00 | 0.00 |
Starwood Property Trust, Inc.SOLE | COM | 323.98K | SH | $6.60M 2.85% | 323.98K | 0.00 | 0.00 |
Retail Opportunity Investments Corp.SOLE | COM | 416.95K | SH | $6.56M 2.83% | 416.95K | 0.00 | 0.00 |
Equinix, Inc.SOLE | COM | 6.61K | SH | $5.87M 2.53% | 6.61K | 0.00 | 0.00 |
Invitation Homes, Inc.SOLE | COM | 138.02K | SH | $4.87M 2.10% | 138.02K | 0.00 | 0.00 |
Welltower Inc.SOLE | COM | 28.72K | SH | $3.68M 1.59% | 28.72K | 0.00 | 0.00 |
Sila Realty Trust, Inc.SOLE | COM | 140.88K | SH | $3.56M 1.54% | 140.88K | 0.00 | 0.00 |
Veris Residential, Inc.SOLE | COM | 58.19K | SH | $1.04M 0.45% | 58.19K | 0.00 | 0.00 |