Baltimore, MDCIK 10856014 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
48 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Equinix Inc | 319.4K | $244.70M | 9.8% | −5.5K | Reduced |
| 2 | Welltower Inc | 1.14M | $211.67M | 8.5% | −52.9K | Reduced |
| 3 | Prologis Inc. | 1.26M | $160.93M | 6.4% | −82.8K | Reduced |
| 4 | Public Storage Oper Co |
| 480.0K |
| $124.56M |
| 5.0% |
| −22.2K |
| Reduced |
| 5 | Ventas Inc | 1.39M | $107.84M | 4.3% | −159.2K | Reduced |
| 6 | Simon Ppty Group Inc New | 533.0K | $98.66M | 4.0% | +26.6K | Added |
| 7 | American Homes 4 Rent | 3.06M | $98.10M | 3.9% | +167.3K | Added |
| 8 | American Tower Corp New | 527.6K | $92.63M | 3.7% | +44.3K | Added |
| 9 | Gaming & Leisure Pptys Inc | 2.05M | $91.76M | 3.7% | +132.5K | Added |
| 10 | Equity Residential | 1.39M | $87.58M | 3.5% | +216.2K | Added |
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