 EQUINIX INCEQIX |
| 6.57% | 2.98% | $2.4M | 3,053 | $2.2M | 2,762 | +291+10.54% | Add |
| CCBRE GROUP INC CL ACBRE |
| 6.33% | 5.08% | $2.3M | 14,632 | $3.7M | 26,754 | -12,122-45.31% | Reduce |
 FIRST INDL RLTY TR INCFR |
| 5.57% | 4.36% | $2.0M | 39,373 | $3.2M | 66,835 | -27,462-41.09% | Reduce |
 DIGITAL RLTY TR INC COMDLR |
| 5.54% | 5.71% | $2.0M | 11,661 | $4.2M | 24,179 | -12,518-51.77% | Reduce |
 HOME DEPOT INCHD |
| 5.5% | — | $2.0M | 4,944 | $0 | 0 | +4,944 | New Buy |
 EXTRA SPACE STORAGE INCEXR |
| 5.46% | 5.39% | $2.0M | 14,110 | $4.0M | 26,977 | -12,867-47.70% | Reduce |
 PUBLIC STORAGE COMPSA |
| 5.28% | 5.39% | $1.9M | 6,654 | $4.0M | 13,557 | -6,903-50.92% | Reduce |
| AALEXANDRIA REAL ESTATE EQ INARE |
| 5.21% | — | $1.9M | 22,773 | $0 | 0 | +22,773 | New Buy |
| PPROLOGIS INC. COMPLD |
| 5.14% | 3.13% | $1.9M | 16,330 | $2.3M | 21,953 | -5,623-25.61% | Reduce |
 ESSEX PPTY TR INCESS |
| 5.1% | 5.07% | $1.9M | 6,930 | $3.7M | 13,207 | -6,277-47.53% | Reduce |
 VENTAS INC COMVTR |
| 4.83% | 4.22% | $1.8M | 25,138 | $3.1M | 49,265 | -24,127-48.97% | Reduce |
 UDR INC COMUDR |
| 4.66% | 5.94% | $1.7M | 45,536 | $4.4M | 107,355 | -61,819-57.58% | Reduce |
| EEQUITY RESIDENTIALVMRK |
| 4.47% | 5.42% | $1.6M | 25,128 | $4.0M | 59,254 | -34,126-57.59% | Reduce |
 PHILLIPS EDISON & CO INCPECO |
| 4.46% | — | $1.6M | 47,268 | $0 | 0 | +47,268 | New Buy |
| VVERIS RESIDENTIAL INC COM |
| 4.41% | 2.13% | $1.6M | 105,494 | $1.6M | 105,494 | 00.00% | Unchanged |
 OMEGA HEALTHCARE INVS INCOHI |
| 4.26% | — | $1.6M | 36,722 | $0 | 0 | +36,722 | New Buy |
 VICI PPTYS INC COMVICI |
| 4.21% | 3.64% | $1.5M | 46,931 | $2.7M | 82,312 | -35,381-42.98% | Reduce |
 HOST HOTELS & RESORTS INCHST |
| 3.72% | 4.67% | $1.4M | 79,502 | $3.4M | 224,577 | -145,075-64.60% | Reduce |
 NEWMARK GROUP INCNMRK |
| 3.62% | 4.82% | $1.3M | 70,688 | $3.6M | 292,757 | -222,069-75.85% | Reduce |
 BROADSTONE NET LEASE INCBNL |
| 3.37% | — | $1.2M | 68,558 | $0 | 0 | +68,558 | New Buy |
 BRIXMOR PPTY GROUP INCBRX |
| 2.29% | — | $831,784 | 30,050 | $0 | 0 | +30,050 | New Buy |
