West Palm Beach, FLCIK 20235514 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 | Apartment Invt & Mgmt Co | 2.22M | $13.19M | 11.3% | +1.36M | Added |
| 2 | Douglas Emmett Inc | 1.05M | $11.51M | 9.9% | +341.5K | Added |
| 3 | Hilton Worldwide Hldgs Inc | 39.2K | $11.25M | 9.6% | +6.9K | Added |
| 4 | Costar Group Inc |
| 154.5K |
| $10.39M |
| 8.9% |
| +5.1K |
| Added |
| 5 | Cohen & Steers Inc | 159.6K | $10.02M | 8.6% | +11.5K | Added |
| 6 | Howard Hughes Holdings Inc | 117.6K | $9.38M | 8.0% | −34.1K | Reduced |
| 7 | Mid-Amer Apt Cmntys Inc | 64.2K | $8.92M | 7.6% | +64.2K | New |
| 8 | Hilton Grand Vacations Inc | 175.8K | $7.87M | 6.7% | +10.3K | Added |
| 9 | Essex Ppty Tr Inc | 28.3K | $7.41M | 6.3% | −3.4K | Reduced |
| 10 | Brookdale Sr Living Inc | 643.1K | $6.94M | 5.9% | −299.7K | Reduced |
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