Sausalito, CACIK 19046644 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
46 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Equinix Inc | 29.7K | $22.74M | 7.6% | +2.4K | Added |
| 2 | Simon Ppty Group Inc New | 120.8K | $22.35M | 7.4% | −8.1K | Reduced |
| 3 | Prologis Inc. | 173.5K | $22.15M | 7.4% | −19.4K | Reduced |
| 4 | American Tower Corp New |
| 125.8K |
| $22.09M |
| 7.3% |
| +22.7K |
| Added |
| 5 | Digital Rlty Tr Inc | 141.1K | $21.84M | 7.3% | +9.9K | Added |
| 6 | Welltower Inc | 116.2K | $21.56M | 7.2% | −21.6K | Reduced |
| 7 | Ventas Inc | 225.5K | $17.45M | 5.8% | +18.5K | Added |
| 8 | Extra Space Storage Inc | 103.5K | $13.48M | 4.5% | +6.6K | Added |
| 9 | Avalonbay Cmntys Inc | 69.6K | $12.62M | 4.2% | +4.8K | Added |
| 10 | Iron Mtn Inc Del | 140.9K | $11.69M | 3.9% | +6.4K | Added |
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