 AGREE RLTY CORPADC |
| 7.77% | 5.57% | $25.1M | 331,087 | $18.9M | 250,917 | +80,170+31.95% | Add |
 HOST HOTELS & RESORTS INCHST |
| 6.34% | 2.02% | $20.5M | 862,907 | $6.9M | 358,267 | +504,640+140.86% | Add |
 LENNAR CORPLEN |
| 4.77% | 5.23% | $15.4M | 170,135 | $17.7M | 204,268 | -34,133-16.71% | Reduce |
 AVALONBAY CMNTYS INC REITAVB |
| 4.39% | 5.74% | $14.1M | 74,987 | $19.5M | 119,163 | -44,176-37.07% | Reduce |
 FOUR CORNERS PPTY TR INCFCPT |
| 4.08% | 4.11% | $13.2M | 535,879 | $13.9M | 589,561 | -53,682-9.11% | Reduce |
 EQUITY LIFESTYLE PROPERTIESELS |
| 4% | 2.66% | $12.9M | 200,084 | $9.0M | 144,735 | +55,349+38.24% | Add |
 REXFORD INDL RLTY INC REITREXR |
| 3.99% | 3.45% | $12.9M | 384,763 | $11.7M | 357,439 | +27,324+7.64% | Add |
 GAMING &LEISURE PGLPI |
| 3.66% | 3.73% | $11.8M | 265,161 | $12.7M | 285,340 | -20,179-7.07% | Reduce |
 ESSEX PPTY TR INCESS |
| 3.26% | 5.64% | $10.5M | 36,114 | $19.1M | 79,068 | -42,954-54.33% | Reduce |
 PHILLIPS EDISON & CO INCPECO |
| 3.25% | 4.23% | $10.5M | 251,859 | $14.4M | 383,746 | -131,887-34.37% | Reduce |
 VICI PPTYS INC COMVICI |
| 3.19% | 2.15% | $10.3M | 387,641 | $7.3M | 266,763 | +120,878+45.31% | Add |
 DIAMONDROCK HOSPITALITY CODRH |
| 3.07% | 2.32% | $9.9M | 813,676 | $7.9M | 841,993 | -28,317-3.36% | Reduce |
 PULTE GROUP INCPHM |
| 3.04% | — | $9.8M | 71,495 | $0 | 0 | +71,495 | New Buy |
 AMERICAN HOMES 4 RENTAMH |
| 2.94% | 3.35% | $9.5M | 283,360 | $11.4M | 407,586 | -124,226-30.48% | Reduce |
 CHOICE HOTELS INTL INCCHH |
| 2.89% | 3.68% | $9.3M | 84,576 | $12.5M | 120,683 | -36,107-29.92% | Reduce |
| EEQUITY RESIDENTIALVMRK |
| 2.83% | 4.49% | $9.1M | 134,534 | $15.2M | 257,495 | -122,961-47.75% | Reduce |
| WWYNDHAM HOTELS & RESORTS INCWH |
| 2.81% | 2.02% | $9.1M | 107,644 | $6.9M | 84,358 | +23,286+27.60% | Add |
 UDR INC COMUDR |
| 2.64% | 3.84% | $8.5M | 213,157 | $13.0M | 385,812 | -172,655-44.75% | Reduce |
 REGENCY CTRS CORP REITREG |
| 2.64% | — | $8.5M | 106,627 | $0 | 0 | +106,627 | New Buy |
 DIGITAL RLTY TR INC COMDLR |
| 2.52% | 1.62% | $8.1M | 45,249 | $5.5M | 30,457 | +14,792+48.57% | Add |
 CUBESMARTCUBE |
| 2.25% | 2.68% | $7.3M | 182,764 | $9.1M | 248,221 | -65,457-26.37% | Reduce |
 INDEPENDENCE RLTY TR INCIRT |
| 2.21% | 0.93% | $7.1M | 427,943 | $3.1M | 211,234 | +216,709+102.59% | Add |
 SUNSTONE HOTEL INVESTORS INCSHO |
| 1.94% | — | $6.3M | 545,872 | $0 | 0 | +545,872 | New Buy |
| PPROLOGIS INC. COMPLD |
| 1.76% | — | $5.7M | 41,954 | $0 | 0 | +41,954 | New Buy |
 RYMAN HOSPITALITY PPTYS INCRHP |
| 1.75% | 3.25% | $5.7M | 44,014 | $11.0M | 119,704 | -75,690-63.23% | Reduce |
 NATIONAL HEALTH INVS INCNHI |
| 1.67% | 0.84% | $5.4M | 70,659 | $2.9M | 35,414 | +35,245+99.52% | Add |
 SUN CMNTYS INC COMSUI |
| 1.65% | 0.54% | $5.3M | 44,380 | $1.8M | 14,571 | +29,809+204.58% | Add |
 CROWN CASTLE INC COMCCI |
| 1.47% | 1.15% | $4.7M | 62,463 | $3.9M | 47,931 | +14,532+30.32% | Add |
 AMERICAN TOWER CORP COMAMT |
| 1.25% | 1.08% | $4.0M | 24,682 | $3.7M | 21,212 | +3,470+16.36% | Add |
 STAG INDUSTRIAL INCSTAG |
| 1.23% | 0.19% | $4.0M | 103,852 | $630,798 | 17,493 | +86,359+493.68% | Add |
 SBA COMMUNICATIONS CORPSBAC |
| 1.21% | 2.59% | $3.9M | 22,201 | $8.8M | 51,089 | -28,888-56.54% | Reduce |
 INVITATION HOMES INCINVH |
| 1.18% | 2.32% | $3.8M | 125,741 | $7.9M | 317,269 | -191,528-60.37% | Reduce |
 EASTGROUP PPTYS INCEGP |
| 1.01% | 2.3% | $3.3M | 16,084 | $7.8M | 42,127 | -26,043-61.82% | Reduce |
 PUBLIC STORAGE COMPSA |
| 0.93% | 2.31% | $3.0M | 9,424 | $7.8M | 28,889 | -19,465-67.38% | Reduce |
 ESSENTIAL PPTYS RLTY TR INCEPRT |
| 0.89% | — | $2.9M | 95,745 | $0 | 0 | +95,745 | New Buy |
| JJANUS LIVING INCJAN |
| 0.75% | 0.69% | $2.4M | 84,450 | $2.4M | 100,042 | -15,592-15.59% | Reduce |
 EXTRA SPACE STORAGE INCEXR |
| 0.71% | 1.26% | $2.3M | 15,659 | $4.3M | 32,701 | -17,042-52.11% | Reduce |
 HEALTHPEAK PROPERTIES INCDOC |
| 0.58% | 1.07% | $1.9M | 87,147 | $3.6M | 221,423 | -134,276-60.64% | Reduce |
 NNN REIT INC REITNNN |
| 0.49% | 1.5% | $1.6M | 34,116 | $5.1M | 121,122 | -87,006-71.83% | Reduce |
 MARRIOTT INTL INC NEWMAR |
| 0.47% | — | $1.5M | 4,129 | $0 | 0 | +4,129 | New Buy |
| LLXP INDUSTRIAL TRUSTLXP |
| 0.29% | 1.73% | $924,742 | 17,163 | $5.9M | 127,219 | -110,056-86.51% | Reduce |
 EQUINIX INCEQIX |
| 0.17% | — | $538,916 | 517 | $0 | 0 | +517 | New Buy |
| CCURBLINE PPTYS CORPCURB |
| 0.07% | — | $219,123 | 7,208 | $0 | 0 | +7,208 | New Buy |
