EQUINIX INC EQIX
11.68% 12.63% $328.4M 314,999 $319.4M 325,873 -10,874 -3.34% Reduce WELLTOWER INC COM WELL
10.22% 9.48% $287.2M 1.3M $239.7M 1.2M +52,889 +4.36% Add P PROLOGIS INC. COM PLD
5.51% 6.58% $154.8M 1.1M $166.5M 1.3M -117,228 -9.31% Reduce PUBLIC STORAGE COM PSA
5.25% 5.19% $147.5M 463,395 $131.3M 484,663 -21,268 -4.39% Reduce SIMON PPTY GROUP INC NEW COM SPG
4.44% 4.18% $124.7M 557,363 $105.8M 567,093 -9,730 -1.72% Reduce AMERICAN HOMES 4 RENT AMH
4.3% 4.01% $120.8M 3.6M $101.5M 3.6M -29,759 -0.82% Reduce AMERICAN TOWER CORP COM AMT
4.05% 4.42% $113.7M 695,301 $111.9M 648,257 +47,044 +7.26% Add GAMING &LEISURE P GLPI
3.66% 3.46% $102.8M 2.3M $87.6M 2.0M +334,933 +16.96% Add E EQUITY RESIDENTIAL VMRK
3.65% 3.37% $102.5M 1.5M $85.3M 1.4M +66,375 +4.60% Add REXFORD INDL RLTY INC REIT REXR
3.45% 1.27% $97.1M 2.9M $32.1M 980,672 +1.9M +195.43% Add CUBESMART CUBE
3.32% 1.87% $93.2M 2.3M $47.3M 1.3M +1.1M +81.49% Add OUTFRONT MEDIA OUT
3.07% 3.28% $86.4M 2.6M $83.0M 3.1M -495,328 -15.81% Reduce SABRA HEALTH CARE REIT INC SBRA
2.97% 2.91% $83.5M 4.3M $73.5M 3.8M +454,262 +11.88% Add AMERICOLD REALTY TRUST INC COLD
2.89% 3.15% $81.3M 5.2M $79.8M 7.0M -1.8M -25.74% Reduce E EMPIRE ST RLTY TR INC ESRT
2.52% 1.86% $70.9M 13.1M $47.1M 9.1M +4.0M +44.67% Add FOUR CORNERS PPTY TR INC FCPT
2.48% 2.4% $69.6M 2.8M $60.7M 2.6M +269,208 +10.49% Add AGREE RLTY CORP ADC
2.47% 2.14% $69.3M 915,004 $54.3M 719,719 +195,285 +27.13% Add AVALONBAY CMNTYS INC REIT AVB
2.44% 2.23% $68.6M 363,590 $56.3M 344,766 +18,824 +5.46% Add EQUITY LIFESTYLE PROPERTIES ELS
2.3% 1.82% $64.6M 1.0M $46.1M 738,531 +263,755 +35.71% Add VENTAS INC COM VTR
2.23% 3.11% $62.5M 704,366 $78.8M 963,351 -258,985 -26.88% Reduce K KIMCO REALTY CORP KIM
2.04% — $57.3M 2.3M $0 0 +2.3M New Buy VICI PPTYS INC COM VICI
1.82% 1.74% $51.1M 1.9M $44.1M 1.6M +309,492 +19.16% Add N NATIONAL HEALTHCARE PPTYS IN NHP
1.75% — $49.1M 3.4M $0 0 +3.4M New Buy UDR INC COM UDR
1.63% 1.83% $45.7M 1.1M $46.3M 1.4M -225,166 -16.44% Reduce L LXP INDUSTRIAL TRUST LXP
1.59% 3.34% $44.6M 827,272 $84.6M 1.8M -1.0M -54.76% Reduce BXP INC BXP
1.09% 1% $30.7M 462,991 $25.3M 487,084 -24,093 -4.95% Reduce HOST HOTELS & RESORTS INC HST
1.03% 1.54% $28.9M 1.2M $38.9M 2.0M -812,979 -40.04% Reduce DIGITAL RLTY TR INC COM DLR
0.95% 1.03% $26.7M 148,822 $26.0M 144,014 +4,808 +3.34% Add REGENCY CTRS CORP REIT REG
0.85% 0.08% $24.0M 300,484 $2.2M 28,418 +272,066 +957.37% Add NNN REIT INC REIT NNN
0.85% 1.23% $23.9M 512,634 $31.1M 741,012 -228,378 -30.82% Reduce A ALEXANDRIA REAL ESTATE EQ IN ARE
0.77% 2.77% $21.5M 407,553 $70.2M 1.5M -1.1M -73.03% Reduce INVITATION HOMES INC INVH
0.72% 0.66% $20.2M 668,065 $16.6M 668,065 0 0.00% Unchanged KITE REALTY GROUP TRUST KRG
0.47% 2.3% $13.1M 460,663 $58.2M 2.4M -1.9M -80.56% Reduce HEALTHPEAK PROPERTIES INC DOC
0.41% 0.35% $11.4M 533,956 $8.8M 533,956 0 0.00% Unchanged SUN CMNTYS INC COM SUI
0.4% 0.26% $11.2M 93,665 $6.7M 53,134 +40,531 +76.28% Add REALTY INCOME CORP COM O
0.34% 0.34% $9.5M 153,881 $8.6M 140,705 +13,176 +9.36% Add ESSEX PPTY TR INC ESS
0.24% 0.23% $6.9M 23,605 $5.7M 23,605 0 0.00% Unchanged FEDERAL RLTY INVT TR NEW FRT
0.07% 1.48% $1.9M 15,464 $37.5M 353,194 -337,730 -95.62% Reduce SBA COMMUNICATIONS CORP SBAC
0.05% 0.05% $1.4M 7,899 $1.4M 8,067 -168 -2.08% Reduce KILROY REALTY CORP KRC
0.05% 0.04% $1.3M 35,300 $995,813 35,300 0 0.00% Unchanged WEYERHAEUSER CO WY
0.03% 0.03% $741,542 30,975 $771,206 31,568 -593 -1.88% Reduce CROWN CASTLE INC COM CCI
<0.01% 0.01% $94,511 1,248 $294,424 3,621 -2,373 -65.53% Reduce LINEAGE INC LINE
<0.01% <0.01% $63,534 1,469 $117,183 3,577 -2,108 -58.93% Reduce COUSINS PPTYS INC CUZ
<0.01% <0.01% $23,714 791 $20,968 929 -138 -14.85% Reduce 
