New York, NYCIK 17364654 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
17 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Sba Communications Corp New | 1.18M | $227.78M | 14.2% | +234.1K | Added |
| 2 | Essex Ppty Tr Inc | 637.2K | $166.75M | 10.4% | +43.1K | Added |
| 3 | Healthcare Rlty Tr | 9.01M | $152.68M | 9.5% | +1.20M | Added |
| 4 | Nnn REIT Inc |
| 3.83M |
| $151.91M |
| 9.5% |
| +763.3K |
| Added |
| 5 | Udr Inc | 3.57M | $130.81M | 8.2% | +3.57M | New |
| 6 | Federal Rlty Invt Tr New | 1.29M | $129.54M | 8.1% | −26.4K | Reduced |
| 7 | Ventas Inc | 1.63M | $126.40M | 7.9% | −136.7K | Reduced |
| 8 | First Indl Rlty Tr Inc | 2.08M | $119.10M | 7.4% | +25.7K | Added |
| 9 | Realty Income Corp | 2.00M | $112.97M | 7.1% | −81.3K | Reduced |
| 10 | Kilroy Rlty Corp | 2.63M | $98.43M | 6.2% | −157.9K | Reduced |
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