| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | Welltower Inc COM | $993.3M | 5.02M | 10.3% | ADDED | +4.92M |
| 2 | Prologis Trust COM | $791.2M | 5.99M | 8.2% | ADDED | +5.87M |
| 3 | Equinix Inc COM | $768.5M | 784.0K | 7.9% | ADDED | +765.4K |
| 4 | Digital Realty Trust Inc COM | $526.9M | 2.92M | 5.4% | ADDED | +2.86M |
| 5 | Ventas Inc COM | $463.3M | 5.67M | 4.8% | ADDED | +5.54M |
| 6 | Public Storage Inc COM | $313.2M | 1.16M | 3.2% | ADDED | +1.13M |
| 7 | Extra Space Storage Inc COM | $313.0M | 2.39M | 3.2% | ADDED | +2.32M |
| 8 | Brixmor Property Group Inc COM | $303.6M | 10.54M | 3.1% | ADDED | +10.29M |
| 9 | UDR Inc COM | $268.2M | 7.94M | 2.8% | ADDED | +7.75M |
| 10 | Simon Property Group Inc COM | $250.9M | 1.34M | 2.6% | ADDED | +1.32M |
| 11 | Agree Realty Corp COM | $246.7M | 3.27M | 2.6% | ADDED | +3.21M |
| 12 | Camden Property Trust COM | $245.4M | 2.51M | 2.5% | ADDED | +2.45M |
| 13 | First Industrial Realty Trust COM | $237.8M | 4.11M | 2.5% | ADDED | +4.06M |
| 14 | Realty Income Corp COM | $232.6M | 3.80M | 2.4% | ADDED | +3.73M |
| 15 | Iron Mountain Inc COM | $224.7M | 2.20M | 2.3% | ADDED | +2.14M |
| 16 | Kimco Realty Corp COM | $223.1M | 9.93M | 2.3% | ADDED | +9.62M |
| 17 | Kite Realty Group Trust COM | $182.8M | 7.45M | 1.9% | ADDED | +7.26M |
| 18 | Invitation Homes Inc COM | $176.7M | 7.11M | 1.8% | ADDED | +7.00M |
| 19 | American Homes 4 Rent COM | $158.6M | 5.68M | 1.6% | ADDED | +5.54M |
| 20 | Equity Lifestyle Properties COM | $134.4M | 2.15M | 1.4% | ADDED | +2.11M |
| 21 | Macerich Company COM | $130.5M | 6.90M | 1.3% | ADDED | +6.77M |
| 22 | American Healthcare REIT Inc COM | $124.6M | 2.64M | 1.3% | ADDED | +2.57M |
| 23 | Omega Healthcare Investors Inc COM | $124.0M | 2.83M | 1.3% | ADDED | +2.75M |
| 24 | Host Hotels & Resorts Inc COM | $123.1M | 6.43M | 1.3% | ADDED | +6.22M |
| 25 | VICI Properties Inc COM | $122.6M | 4.49M | 1.3% | ADDED | +4.41M |
Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.
Last filed: May 8, 2026