Toronto, A6CIK 17644034 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
10 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Sun Cmntys Inc | 283.3K | $35.11M | 19.4% | +1.5K | Added |
| 2 | Equinix Inc | 45.3K | $34.70M | 19.1% | +217 | Added |
| 3 | Inventrust Pptys Corp | 1.02M | $28.70M | 15.8% | −88.5K | Reduced |
| 4 | Cubesmart |
| 546.7K |
| $19.71M |
| 10.9% |
| +546.7K |
| New |
| 5 | First Indl Rlty Tr Inc | 283.9K | $16.26M | 9.0% | +283.9K | New |
| 6 | Digital Rlty Tr Inc | 94.4K | $14.61M | 8.1% | +465 | Added |
| 7 | Kennedy-Wilson Holdings Inc | 1.31M | $12.66M | 7.0% | +1.31M | New |
| 8 | Cbre Group Inc | 71.2K | $11.46M | 6.3% | +31.1K | Added |
| 9 | Newmark Group Inc | 239.6K | $4.15M | 2.3% | +100.9K | Added |
| 10 | Agree Rlty Corp | 54.4K | $3.92M | 2.2% | +54.4K | New |