 INDEPENDENCE RLTY TR INCIRT |
| 19.1% | 19.01% | $30.4M | 1.8M | $27.1M | 1.8M | +1,250+0.07% | Add |
 BROOKFIELD CORPBN |
| 12.89% | 12.11% | $20.5M | 481,500 | $17.3M | 426,500 | +55,000+12.90% | Add |
 FOUR CORNERS PPTY TR INCFCPT |
| 11.6% | 11.25% | $18.5M | 752,083 | $16.0M | 678,021 | +74,062+10.92% | Add |
 EQUITY LIFESTYLE PROPERTIESELS |
| 10.89% | 3.37% | $17.3M | 268,864 | $4.8M | 76,964 | +191,900+249.34% | Add |
 CAMDEN PPTY TRCPT |
| 9.36% | 4.9% | $14.9M | 130,146 | $7.0M | 71,500 | +58,646+82.02% | Add |
 FIRST INDL RLTY TR INCFR |
| 5.35% | 12.88% | $8.5M | 138,964 | $18.4M | 317,468 | -178,504-56.23% | Reduce |
 VICI PPTYS INC COMVICI |
| 5.31% | 5.24% | $8.4M | 318,200 | $7.5M | 273,200 | +45,000+16.47% | Add |
 AMERICAN ASSETS TR INCAAT |
| 3.84% | 2.71% | $6.1M | 247,506 | $3.9M | 209,863 | +37,643+17.94% | Add |
| PPROLOGIS INC. COMPLD |
| 3.65% | — | $5.8M | 42,825 | $0 | 0 | +42,825 | New Buy |
 SMARTSTOP SELF STORAG REIT INC COMMON STOCKSMA |
| 3.61% | — | $5.7M | 176,787 | $0 | 0 | +176,787 | New Buy |
| CCBRE GROUP INC CL ACBRE |
| 3.39% | — | $5.4M | 40,000 | $0 | 0 | +40,000 | New Buy |
 INVITATION HOMES INCINVH |
| 2.62% | 2.41% | $4.2M | 138,000 | $3.4M | 138,000 | 00.00% | Unchanged |
 D R HORTON INCDHI |
| 1.88% | — | $3.0M | 18,325 | $0 | 0 | +18,325 | New Buy |
 LENNAR CORPLEN |
| 1.77% | 9.15% | $2.8M | 31,134 | $13.0M | 150,170 | -119,036-79.27% | Reduce |
 VORNADO RLTY TRVNO |
| 1.56% | — | $2.5M | 63,250 | $0 | 0 | +63,250 | New Buy |
 STARWOOD PPTY TR INCSTWD |
| 1.28% | 2.13% | $2.0M | 124,025 | $3.0M | 176,250 | -52,225-29.63% | Reduce |
 BLACKSTONE MORTGAGE TRUST INJLS |
| 0.79% | — | $1.3M | 74,525 | $0 | 0 | +74,525 | New Buy |
 KILROY REALTY CORPKRC |
| 0.71% | 0.59% | $1.1M | 30,000 | $846,300 | 30,000 | 00.00% | Unchanged |
| EELME COMMUNITIES SH BEN INTELME |
| 0.26% | 0.39% | $409,630 | 276,777 | $556,322 | 276,777 | 00.00% | Unchanged |
| TTOLL BROTHERS INCTOL |
| 0.16% | — | $247,125 | 1,500 | $0 | 0 | +1,500 | New Buy |
