AMERICAN HOMES 4 RENT AMH
9.41% 8.2% $222.2M 8.3M $147.9M 6.4M +1.9M +29.58% Add INVITATION HOMES INC INVH
8.66% 1.64% $204.5M 7.4M $29.6M 1.4M +6.0M +436.79% Add A APARTMENT INVT & MGMT CO
7.68% 7.09% $181.3M 4.8M $127.8M 3.6M +1.2M +32.47% Add EQUINIX INC EQIX
7.24% 5.11% $170.8M 243,230 $92.2M 147,605 +95,625 +64.78% Add C CORESITE RLTY CORP COR1EUR
6.93% 5.57% $163.7M 1.4M $100.4M 866,595 +485,445 +56.02% Add A ALEXANDRIA REAL ESTATE EQ IN ARE
6.83% 5.32% $161.3M 994,012 $96.0M 700,095 +293,917 +41.98% Add DIGITAL RLTY TR INC COM DLR
5.87% 7.87% $138.7M 975,975 $142.0M 1.0M -46,230 -4.52% Reduce AVALONBAY CMNTYS INC REIT AVB
5.65% 5.62% $133.3M 862,258 $101.3M 688,638 +173,620 +25.21% Add P PROLOGIS INC. COM PLD
5.42% 6.52% $128.1M 1.4M $117.6M 1.5M -90,265 -6.17% Reduce PUBLIC STORAGE COM PSA
3.26% 2.95% $77.0M 401,053 $53.1M 267,538 +133,515 +49.91% Add UDR INC COM UDR
2.83% — $66.9M 1.8M $0 0 +1.8M New Buy BXP INC BXP
2.61% 4.26% $61.7M 682,170 $76.8M 832,425 -150,255 -18.05% Reduce BRANDYWINE REALTY TRUST BDN
2.55% 4.39% $60.3M 5.5M $79.2M 7.5M -2.0M -26.42% Reduce CAMDEN PPTY TR CPT
2.43% 0.1% $57.4M 629,570 $1.9M 23,425 +606,145 +2,587.60% Add HEALTHPEAK PROPERTIES INC DOC
2.24% 2.21% $52.8M 1.9M $39.8M 1.7M +246,285 +14.75% Add V VANGUARD INDEX FDS VNQ
1.77% 2.05% $41.9M 533,200 $37.1M 530,500 +2,700 +0.51% Add D DUKE ROBOTICS CORP DUKR
1.61% 1.37% $37.9M 1.1M $24.8M 764,875 +306,920 +40.13% Add WELLTOWER INC COM WELL
1.56% 1.21% $36.9M 713,780 $21.9M 478,360 +235,420 +49.21% Add E EQUITY RESIDENTIAL VMRK
1.53% 5.33% $36.2M 615,837 $96.2M 1.6M -943,075 -60.50% Reduce DOUGLAS EMMETT INC DEI
1.44% 4.17% $34.1M 1.1M $75.2M 2.5M -1.4M -54.86% Reduce REGENCY CTRS CORP REIT REG
1.32% 1.3% $31.2M 680,070 $23.5M 610,935 +69,135 +11.32% Add V VEREIT INC
1.31% — $30.8M 4.8M $0 0 +4.8M New Buy CUBESMART CUBE
1.07% 3.53% $25.3M 938,795 $63.7M 2.4M -1.4M -60.51% Reduce COUSINS PPTYS INC CUZ
1.03% 0.51% $24.3M 815,149 $9.2M 312,814 +502,335 +160.59% Add F FEDERAL RLTY INVT TR
1.02% 1.11% $24.2M 283,915 $20.0M 268,385 +15,530 +5.79% Add H HUDSON PACIFIC PROPERTIES INC COM HPP
0.91% 3.04% $21.4M 850,234 $54.9M 2.2M -1.3M -60.72% Reduce VENTAS INC COM VTR
0.65% 0.69% $15.3M 417,085 $12.4M 461,745 -44,660 -9.67% Reduce I ISHARES TR REET
0.56% 0.37% $13.3M 635,100 $6.7M 347,500 +287,600 +82.76% Add C COLUMBIA PPTY TR INC
0.54% 0.03% $12.7M 965,475 $558,000 44,625 +920,850 +2,063.53% Add SL GREEN RLTY CORP SLG
0.53% 3.65% $12.5M 253,600 $65.9M 1.5M -1.3M -83.42% Reduce EXTRA SPACE STORAGE INC EXR
0.52% 0.61% $12.3M 132,865 $11.0M 114,745 +18,120 +15.79% Add V VANGUARD INTL EQUITY INDEX F VNQI
0.48% 0.66% $11.4M 244,250 $11.8M 275,400 -31,150 -11.31% Reduce ESSEX PPTY TR INC ESS
0.47% 0.42% $11.0M 47,995 $7.6M 34,490 +13,505 +39.16% Add W Weingarten Rlty Invs Common
0.4% 0.77% $9.4M 497,845 $14.0M 967,640 -469,795 -48.55% Reduce SUNSTONE HOTEL INVESTORS INC SHO
0.34% 0.16% $8.1M 990,760 $2.8M 321,950 +668,810 +207.74% Add KILROY REALTY CORP KRC
0.3% 0.41% $7.0M 119,615 $7.4M 116,080 +3,535 +3.05% Add L Life Storage Inc
0.3% 0.56% $7.0M 73,735 $10.0M 105,985 -32,250 -30.43% Reduce HOST HOTELS & RESORTS INC HST
0.27% 0.25% $6.3M 584,410 $4.5M 405,020 +179,390 +44.29% Add SIMON PPTY GROUP INC NEW COM SPG
0.22% 0.41% $5.3M 77,375 $7.5M 135,917 -58,542 -43.07% Reduce R RETAIL PPTYS AMER INC CL A
0.15% 0.12% $3.4M 468,575 $2.2M 421,545 +47,030 +11.16% Add PEBBLEBROOK HOTEL TR PEB
0.05% 0.05% $1.2M 90,510 $928,000 85,215 +5,295 +6.21% Add T TAUBMAN CTRS INC
0.02% — $576,000 15,250 $0 0 +15,250 New Buy