Chicago, ILCIK 15445544 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
33 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Equinix Inc | 105.0K | $80.48M | 7.2% | +24.1K | Added |
| 2 | Outfront Media Inc | 3.29M | $79.21M | 7.1% | +818.4K | Added |
| 3 | Wyndham Hotels & Resorts Inc | 906.1K | $68.47M | 6.1% | +901.1K | Added |
| 4 | Ryman Hospitality Pptys Inc |
| 719.1K |
| $68.04M |
| 6.1% |
| +208.0K |
| Added |
| 5 | Crown Castle Inc | 693.0K | $61.59M | 5.5% | −601.8K | Reduced |
| 6 | Caretrust REIT Inc | 1.66M | $59.98M | 5.4% | +108.1K | Added |
| 7 | American Healthcare REIT Inc | 1.16M | $54.79M | 4.9% | −316.4K | Reduced |
| 8 | Lineage Inc | 1.52M | $53.03M | 4.8% | +409.9K | Added |
| 9 | Sba Communications Corp New | 264.3K | $51.12M | 4.6% | +253.4K | Added |
| 10 | Regency Ctrs Corp | 694.2K | $47.92M | 4.3% | +694.2K | New |
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