 WELLTOWER INC COMWELL |
| 9.7% | 10.64% | $20.6M | 90,578 | $19.6M | 99,129 | -8,551-8.63% | Reduce |
 EQUINIX INCEQIX |
| 9.22% | 11.43% | $19.5M | 18,750 | $21.0M | 21,473 | -2,723-12.68% | Reduce |
| PPROLOGIS INC. COMPLD |
| 8.54% | 9.44% | $18.1M | 133,704 | $17.4M | 131,592 | +2,112+1.60% | Add |
 SIMON PPTY GROUP INC NEW COMSPG |
| 5.29% | 4.39% | $11.2M | 50,181 | $8.1M | 43,386 | +6,795+15.66% | Add |
 MACERICH COMAC |
| 4.65% | 2.63% | $9.9M | 391,124 | $4.8M | 256,575 | +134,549+52.44% | Add |
 ESSEX PPTY TR INCESS |
| 4.47% | 3.43% | $9.5M | 32,507 | $6.3M | 26,084 | +6,423+24.62% | Add |
 HOST HOTELS & RESORTS INCHST |
| 3.75% | 2.84% | $7.9M | 335,153 | $5.2M | 272,615 | +62,538+22.94% | Add |
 PUBLIC STORAGE COMPSA |
| 3.73% | 3.59% | $7.9M | 24,831 | $6.6M | 24,435 | +396+1.62% | Add |
 EQUITY LIFESTYLE PROPERTIESELS |
| 3.58% | 2.52% | $7.6M | 117,878 | $4.6M | 74,303 | +43,575+58.65% | Add |
 CARETRUST REIT INCCTRE |
| 3.18% | 3.27% | $6.7M | 167,000 | $6.0M | 164,360 | +2,640+1.61% | Add |
 SABRA HEALTH CARE REIT INCSBRA |
| 3.16% | 3.53% | $6.7M | 343,268 | $6.5M | 337,944 | +5,324+1.58% | Add |
 INVITATION HOMES INCINVH |
| 3.05% | 2.56% | $6.5M | 213,889 | $4.7M | 189,924 | +23,965+12.62% | Add |
 TERRENO RLTY CORPTRNO |
| 3.05% | 2.03% | $6.5M | 99,756 | $3.7M | 60,809 | +38,947+64.05% | Add |
 AVALONBAY CMNTYS INC REITAVB |
| 3.02% | 2.84% | $6.4M | 33,929 | $5.2M | 31,972 | +1,957+6.12% | Add |
 VICI PPTYS INC COMVICI |
| 2.88% | 3.36% | $6.1M | 229,834 | $6.2M | 226,226 | +3,608+1.59% | Add |
 DIGITAL RLTY TR INC COMDLR |
| 2.86% | 4.81% | $6.1M | 33,788 | $8.9M | 49,112 | -15,324-31.20% | Reduce |
 INVENTRUST PPTYS CORPIVT |
| 2.81% | 2.74% | $6.0M | 168,160 | $5.0M | 165,476 | +2,684+1.62% | Add |
 CUBESMARTCUBE |
| 2.33% | 2.44% | $4.9M | 124,408 | $4.5M | 122,450 | +1,958+1.60% | Add |
 COUSINS PPTYS INCCUZ |
| 2.32% | — | $4.9M | 163,709 | $0 | 0 | +163,709 | New Buy |
| CCURBLINE PPTYS CORPCURB |
| 2.29% | 2.21% | $4.9M | 160,019 | $4.1M | 157,511 | +2,508+1.59% | Add |
 BXP INCBXP |
| 2.13% | 1.58% | $4.5M | 67,974 | $2.9M | 55,911 | +12,063+21.58% | Add |
 ESSENTIAL PPTYS RLTY TR INCEPRT |
| 2.11% | 2.43% | $4.5M | 149,501 | $4.5M | 147,147 | +2,354+1.60% | Add |
 HEALTHPEAK PROPERTIES INCDOC |
| 2.07% | — | $4.4M | 205,550 | $0 | 0 | +205,550 | New Buy |
| BBLACKSTONE DIGITAL INFRASTRUBXDC |
| 1.99% | — | $4.2M | 194,670 | $0 | 0 | +194,670 | New Buy |
 BROADSTONE NET LEASE INCBNL |
| 1.85% | 1.99% | $3.9M | 189,469 | $3.7M | 200,513 | -11,044-5.51% | Reduce |
 AMERICAN TOWER CORP COMAMT |
| 1.82% | 2.17% | $3.8M | 23,537 | $4.0M | 23,163 | +374+1.61% | Add |
 WP CAREY INCWPC |
| 1.71% | — | $3.6M | 50,570 | $0 | 0 | +50,570 | New Buy |
| AALEXANDRIA REAL ESTATE EQ INARE |
| 1.67% | 1.41% | $3.5M | 67,035 | $2.6M | 55,937 | +11,098+19.84% | Add |
 REALTY INCOME CORP COMO |
| 0.79% | 3.03% | $1.7M | 27,000 | $5.6M | 91,148 | -64,148-70.38% | Reduce |
