| PPROLOGIS INC. COMPLD |
| 13.97% | 6.92% | $16.5M | 121,800 | $7.6M | 57,500 | +64,300+111.83% | Add |
| CCBRE GROUP INC CL ACBRE |
| 9.09% | 5.06% | $10.7M | 79,700 | $5.6M | 41,000 | +38,700+94.39% | Add |
 FEDERAL RLTY INVT TR NEWFRT |
| 7.87% | 16.79% | $9.3M | 75,246 | $18.4M | 173,546 | -98,300-56.64% | Reduce |
 AGREE RLTY CORPADC |
| 6.63% | 4.55% | $7.8M | 103,300 | $5.0M | 66,300 | +37,000+55.81% | Add |
 SYSCO CORP COMSYY |
| 5.73% | — | $6.8M | 80,900 | $0 | 0 | +80,900 | New Buy |
 HILTON WORLDWIDE HLDGS INCHLT |
| 5.24% | — | $6.2M | 18,720 | $0 | 0 | +18,720 | New Buy |
| KKIMCO REALTY CORPKIM |
| 5.21% | 7.41% | $6.2M | 242,913 | $8.1M | 362,013 | -119,100-32.90% | Reduce |
 TERRENO RLTY CORPTRNO |
| 4.94% | 5.03% | $5.8M | 89,980 | $5.5M | 89,980 | 00.00% | Unchanged |
| EEQUITY RESIDENTIALVMRK |
| 4.9% | 4.59% | $5.8M | 85,246 | $5.0M | 85,246 | 00.00% | Unchanged |
 LOUISIANA PAC CORPLPX |
| 4.04% | 3.23% | $4.8M | 60,700 | $3.5M | 48,700 | +12,000+24.64% | Add |
 SUN CMNTYS INC COMSUI |
| 3.93% | — | $4.6M | 38,700 | $0 | 0 | +38,700 | New Buy |
 LOWES COS INC COMLOW |
| 3.58% | — | $4.2M | 19,200 | $0 | 0 | +19,200 | New Buy |
 JAMES HARDIE INDS PLC ORD SHSJHX |
| 3.49% | — | $4.1M | 157,380 | $0 | 0 | +157,380 | New Buy |
 PUBLIC STORAGE COMPSA |
| 3.43% | 4.93% | $4.0M | 12,714 | $5.4M | 19,994 | -7,280-36.41% | Reduce |
 AMERICAN HOMES 4 RENTAMH |
| 3.28% | — | $3.9M | 115,500 | $0 | 0 | +115,500 | New Buy |
 ESSEX PPTY TR INCESS |
| 3.19% | — | $3.8M | 12,900 | $0 | 0 | +12,900 | New Buy |
 HOME DEPOT INCHD |
| 2.17% | — | $2.6M | 7,280 | $0 | 0 | +7,280 | New Buy |
 DOMINOS PIZZA INCDPZ |
| 1.96% | 5.7% | $2.3M | 7,820 | $6.3M | 17,460 | -9,640-55.21% | Reduce |
 MCDONALDS CORPMCD |
| 1.63% | — | $1.9M | 7,120 | $0 | 0 | +7,120 | New Buy |
 BURLINGTON STORES INC COMBURL |
| 1.52% | — | $1.8M | 5,680 | $0 | 0 | +5,680 | New Buy |
 ROSS STORES INC COMROST |
| 1.23% | 1.82% | $1.4M | 6,800 | $2.0M | 9,232 | -2,432-26.34% | Reduce |
 PERFORMANCE FOOD GROUP COPFGC |
| 1.21% | 8.33% | $1.4M | 12,738 | $9.1M | 106,788 | -94,050-88.07% | Reduce |
 TJX COS INC NEWTJX |
| 1.08% | 3.81% | $1.3M | 8,400 | $4.2M | 26,200 | -17,800-67.94% | Reduce |
 CENTURY COMMUNITIES INCCCS |
| 0.69% | — | $816,852 | 11,399 | $0 | 0 | +11,399 | New Buy |
