 AMERICAN HEALTHCARE REIT INCAHR |
| 9.84% | 8.06% | $57.4M | 1.1M | $47.7M | 1.0M | +89,635+8.87% | Add |
 SIMON PPTY GROUP INC NEW COMSPG |
| 8.29% | 6.86% | $48.4M | 216,348 | $40.6M | 217,466 | -1,118-0.51% | Reduce |
 FIRST INDL RLTY TR INCFR |
| 8.21% | 8.45% | $47.9M | 781,077 | $50.0M | 863,925 | -82,848-9.59% | Reduce |
| BBLACKSTONE DIGITAL INFRASTRUBXDC |
| 8.13% | — | $47.4M | 2.2M | $0 | 0 | +2.2M | New Buy |
 VENTAS INC COMVTR |
| 8.04% | 5.08% | $46.9M | 527,994 | $30.0M | 367,407 | +160,587+43.71% | Add |
 INVITATION HOMES INCINVH |
| 7.27% | 8.26% | $42.4M | 1.4M | $48.9M | 2.0M | -562,474-28.60% | Reduce |
 SUN CMNTYS INC COMSUI |
| 6.37% | 5.87% | $37.2M | 310,187 | $34.7M | 275,705 | +34,482+12.51% | Add |
| CCURBLINE PPTYS CORPCURB |
| 5.7% | 3.95% | $33.3M | 1.1M | $23.3M | 905,072 | +189,219+20.91% | Add |
 EQUINIX INCEQIX |
| 5.58% | 7.83% | $32.6M | 31,249 | $46.3M | 47,263 | -16,014-33.88% | Reduce |
 TANGER INCSKT |
| 5.38% | 4.59% | $31.4M | 794,927 | $27.1M | 798,915 | -3,988-0.50% | Reduce |
| CCBRE GROUP INC CL ACBRE |
| 4.28% | 4.24% | $24.9M | 185,199 | $25.1M | 185,225 | -26-0.01% | Reduce |
 DIGITAL RLTY TR INC COMDLR |
| 4.16% | 3.48% | $24.3M | 135,266 | $20.6M | 114,066 | +21,200+18.59% | Add |
 OUTFRONT MEDIAOUT |
| 4.13% | 3.83% | $24.1M | 735,386 | $22.6M | 854,194 | -118,808-13.91% | Reduce |
 MARRIOTT INTL INC NEWMAR |
| 3.77% | 3.31% | $22.0M | 59,308 | $19.5M | 59,766 | -458-0.77% | Reduce |
 LAMAR ADVERTISING COLAMR |
| 3.27% | 2.87% | $19.1M | 122,160 | $17.0M | 134,056 | -11,896-8.87% | Reduce |
 RYMAN HOSPITALITY PPTYS INCRHP |
| 3.18% | 4.5% | $18.5M | 144,125 | $26.6M | 288,277 | -144,152-50.00% | Reduce |
 D R HORTON INCDHI |
| 3.16% | — | $18.4M | 113,257 | $0 | 0 | +113,257 | New Buy |
 VICI PPTYS INC COMVICI |
| 0.94% | — | $5.5M | 207,555 | $0 | 0 | +207,555 | New Buy |
 DOUGLAS EMMETT INCDEI |
| 0.31% | — | $1.8M | 153,017 | $0 | 0 | +153,017 | New Buy |
