Mill Valley, CACIK 20581731 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
18 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | American Homes 4 Rent | 461.7K | $14.82M | 8.2% | +461.7K | New Position |
| 2 | Gaming & Leisure Pptys Inc | 331.4K | $14.81M | 8.2% | +331.4K | New Position |
| 3 | Brixmor Ppty Group Inc | 564.2K | $14.79M | 8.2% | +564.2K | New Position |
| 4 |
| Extra Space Storage Inc |
| 112.5K |
| $14.65M |
| 8.1% |
| +112.5K |
| New Position |
| 5 | Highwoods Pptys Inc | 508.3K | $13.12M | 7.2% | +508.3K | New Position |
| 6 | Simon Ppty Group Inc New | 68.7K | $12.71M | 7.0% | +68.7K | New Position |
| 7 | Ventas Inc | 161.4K | $12.49M | 6.9% | +161.4K | New Position |
| 8 | Urban Edge Pptys | 543.5K | $10.43M | 5.8% | +543.5K | New Position |
| 9 | American Healthcare REIT Inc | 221.4K | $10.42M | 5.8% | +221.4K | New Position |
| 10 | Stag Indl Inc | 280.8K | $10.32M | 5.7% | +280.8K | New Position |
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