New York, NYCIK 15660894 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
41 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Epr Pptys | 275.1K | $8.23M | 11.4% | −4.4K | Reduced |
| 2 | Rlj Lodging Tr | 290.9K | $7.24M | 10.0% | −9.8K | Reduced |
| 3 | Pebblebrook Hotel Tr | 233.5K | $4.46M | 6.2% | +48.0K | Added |
| 4 | Crown Castle Inc |
| 47.1K |
| $4.18M |
| 5.8% |
| +35.8K |
| Added |
| 5 | Digital Rlty Tr Inc | 23.9K | $3.70M | 5.1% | +21.1K | Added |
| 6 | Prologis Inc. | 23.4K | $2.99M | 4.1% | +16.2K | Added |
| 7 | American Tower Corp New | 15.5K | $2.72M | 3.8% | −3.9K | Reduced |
| 8 | Sun Cmntys Inc | 20.9K | $2.59M | 3.6% | +20.9K | New |
| 9 | Equinix Inc | 3.3K | $2.55M | 3.5% | −1.6K | Reduced |
| 10 | Gaming & Leisure Pptys Inc | 53.5K | $2.39M | 3.3% | +53.5K | New |
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