 INVITATION HOMES INCINVH |
| 9.1% | 7.06% | $137.3M | 4.5M | $105.3M | 4.2M | +308,069+7.27% | Add |
 ESSEX PPTY TR INCESS |
| 8.47% | 13.12% | $127.9M | 438,518 | $195.5M | 807,893 | -369,375-45.72% | Reduce |
 NNN REIT INC REITNNN |
| 7.63% | 8.74% | $115.1M | 2.5M | $130.3M | 3.1M | -625,193-20.17% | Reduce |
 KILROY REALTY CORPKRC |
| 7.31% | 9.2% | $110.4M | 2.9M | $137.1M | 4.9M | -1.9M-39.40% | Reduce |
 HEALTHCARE RLTY TRHR |
| 6.97% | 8.24% | $105.2M | 5.2M | $122.8M | 7.2M | -2.0M-27.84% | Reduce |
 VENTAS INC COMVTR |
| 6.55% | 7.7% | $98.9M | 1.1M | $114.7M | 1.4M | -289,000-20.60% | Reduce |
 SABRA HEALTH CARE REIT INCSBRA |
| 5.44% | 2.06% | $82.1M | 4.2M | $30.7M | 1.6M | +2.6M+163.44% | Add |
 SBA COMMUNICATIONS CORPSBAC |
| 5.34% | 11.3% | $80.5M | 456,290 | $168.4M | 978,390 | -522,100-53.36% | Reduce |
 FIRST INDL RLTY TR INCFR |
| 5.21% | 6.81% | $78.6M | 1.3M | $101.5M | 1.8M | -471,772-26.89% | Reduce |
| BBLACKSTONE DIGITAL INFRASTRUBXDC |
| 5.14% | — | $77.6M | 3.6M | $0 | 0 | +3.6M | New Buy |
| EEQUITY RESIDENTIALVMRK |
| 4.4% | — | $66.4M | 976,765 | $0 | 0 | +976,765 | New Buy |
 AMERICAN TOWER CORP COMAMT |
| 4.39% | — | $66.3M | 405,390 | $0 | 0 | +405,390 | New Buy |
 AGREE RLTY CORPADC |
| 4.39% | 3.43% | $66.2M | 873,829 | $51.1M | 677,438 | +196,391+28.99% | Add |
 HEALTHPEAK PROPERTIES INCDOC |
| 4.18% | — | $63.0M | 2.9M | $0 | 0 | +2.9M | New Buy |
 MACERICH COMAC |
| 3.45% | — | $52.1M | 2.1M | $0 | 0 | +2.1M | New Buy |
 ESSENTIAL PPTYS RLTY TR INCEPRT |
| 3.22% | 2.54% | $48.7M | 1.6M | $37.9M | 1.2M | +380,915+30.50% | Add |
 INDEPENDENCE RLTY TR INCIRT |
| 2.56% | 3.45% | $38.7M | 2.3M | $51.5M | 3.5M | -1.1M-32.97% | Reduce |
| NNATIONAL HEALTHCARE PPTYS INNHP |
| 2.5% | — | $37.8M | 2.6M | $0 | 0 | +2.6M | New Buy |
 VICI PPTYS INC COMVICI |
| 1.29% | — | $19.5M | 734,400 | $0 | 0 | +734,400 | New Buy |
| SSITE CTRS CORP COMSITC |
| 1.18% | 1.61% | $17.9M | 4.5M | $24.0M | 4.4M | +54,187+1.22% | Add |
 POOL CORPPOOL |
| 0.66% | — | $10.0M | 46,600 | $0 | 0 | +46,600 | New Buy |
| SSIX FLAGS ENTERTAINMENT CORPFUN |
| 0.59% | 1.1% | $8.9M | 418,946 | $16.5M | 927,829 | -508,883-54.85% | Reduce |
