 AMERICAN HEALTHCARE REIT INCAHR |
| 9.17% | 9.69% | $7.1M | 150,189 | $10.2M | 217,418 | -67,229-30.92% | Reduce |
 AMERICAN HOMES 4 RENTAMH |
| 8.4% | — | $6.5M | 201,838 | $0 | 0 | +201,838 | New Buy |
 VENTAS INC COMVTR |
| 7.77% | 2.57% | $6.0M | 77,424 | $2.7M | 35,100 | +42,324+120.58% | Add |
 BRIXMOR PPTY GROUP INCBRX |
| 7.52% | 9.36% | $5.8M | 221,236 | $9.9M | 376,893 | -155,657-41.30% | Reduce |
 WELLTOWER INC COMWELL |
| 6.98% | 10.14% | $5.4M | 29,003 | $10.7M | 57,671 | -28,668-49.71% | Reduce |
 STAG INDUSTRIAL INCSTAG |
| 5.78% | 5.56% | $4.5M | 121,296 | $5.9M | 159,811 | -38,515-24.10% | Reduce |
 MACERICH COMAC |
| 5.72% | — | $4.4M | 239,064 | $0 | 0 | +239,064 | New Buy |
 EXTRA SPACE STORAGE INCEXR |
| 5.39% | 3.58% | $4.2M | 31,894 | $3.8M | 29,023 | +2,871+9.89% | Add |
 LENNAR CORPLEN |
| 3.99% | — | $3.1M | 29,936 | $0 | 0 | +29,936 | New Buy |
 URBAN EDGE PPTYSUE |
| 3.84% | 8.07% | $3.0M | 154,190 | $8.5M | 443,892 | -289,702-65.26% | Reduce |
 AMERICOLD REALTY TRUST INCCOLD |
| 3.83% | 4.68% | $2.9M | 229,378 | $4.9M | 384,593 | -155,215-40.36% | Reduce |
 KILROY REALTY CORPKRC |
| 3.67% | 3.78% | $2.8M | 75,646 | $4.0M | 106,892 | -31,246-29.23% | Reduce |
 DOUGLAS EMMETT INCDEI |
| 3.44% | — | $2.7M | 241,209 | $0 | 0 | +241,209 | New Buy |
 HIGHWOODS PPTYS INCHIW |
| 3.33% | 4.21% | $2.6M | 99,315 | $4.4M | 171,950 | -72,635-42.24% | Reduce |
| AALEXANDRIA REAL ESTATE EQ INARE |
| 3.21% | 3.1% | $2.5M | 50,612 | $3.3M | 66,932 | -16,320-24.38% | Reduce |
 CENTURY COMMUNITIES INCCCS |
| 3.07% | — | $2.4M | 39,817 | $0 | 0 | +39,817 | New Buy |
| MMERITAGE HOMES CORPMTH |
| 2.9% | — | $2.2M | 33,963 | $0 | 0 | +33,963 | New Buy |
 UDR INC COMUDR |
| 2.36% | 7.7% | $1.8M | 49,511 | $8.1M | 221,582 | -172,071-77.66% | Reduce |
| EEQUITY RESIDENTIALVMRK |
| 2.35% | 7.21% | $1.8M | 28,747 | $7.6M | 120,778 | -92,031-76.20% | Reduce |
 DIGITAL RLTY TR INC COMDLR |
| 2.34% | — | $1.8M | 11,644 | $0 | 0 | +11,644 | New Buy |
 ESSENTIAL PPTYS RLTY TR INCEPRT |
| 2.2% | 4.29% | $1.7M | 57,279 | $4.5M | 152,707 | -95,428-62.49% | Reduce |
 M/I HOMES INCMHO |
| 1.93% | — | $1.5M | 11,640 | $0 | 0 | +11,640 | New Buy |
 FIRST INDL RLTY TR INCFR |
| 0.81% | — | $628,252 | 10,970 | $0 | 0 | +10,970 | New Buy |
