Fund HoldingsCHAI TRUST CO LLC

Total Portfolio Value
$1.48B
Total Bought
$734.64M
Total Sold
$13.05M
Net Transaction
+$721.59M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
EQUITY LIFESTYLE PPTYS INC(ELS)3,457,8258,952,989+5,495,164232,124598,86540.44%+366,742
EQUITY RESIDENTIAL(EQR)1,210,7065,402,788+4,192,08272,642356,42224.07%+283,780
WESCO INTL INC(WCC)188,439349,450+161,01129,12162,5734.23%+33,451
ROYAL CARIBBEAN GROUP
COM
0150,000+150,000015,5611.05%+15,561
EQUITY COMWLTH2,584,3003,366,123+781,82353,52168,1984.61%+14,677
VANGUARD INDEX FDS455,149461,156+6,00792,896101,5836.86%+8,688
ENERFLEX LTD(EFXT)8,328,7178,328,717049,63956,8023.84%+7,163
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
164,960166,259+1,29945,52648,8953.30%+3,369
CBL & ASSOC PPTYS INC(CBL)0135,000+135,00002,9750.20%+2,975
VANGUARD TAX-MANAGED FDS615,450625,175+9,72527,80028,8711.95%+1,071
PROCORE TECHNOLOGIES INC(PCOR)015,471+15,47101,0070.07%+1,007
VANGUARD WORLD FDS
FINANCIALS ETF
31,73439,551+7,8172,4723,2130.22%+741
VANGUARD WORLD FDS
HEALTH CAR ETF
47,49749,128+1,63111,32612,0280.81%+701
ISHARES INC
CORE MSCI EMKT
483,241492,482+9,24123,57724,2741.64%+697
DATADOG INC(DDOG)06,085+6,08505990.04%+599
BLACKSTONE INC(BX)100,000100,00008,7849,2970.63%+513
BLACKSTONE MTG TR INC(BXMT)016,122+16,12203350.02%+335
TURTLE BEACH CORP018,000+18,00002100.01%+210
EMCORE CORP050,000+50,0000380.00%+38
JAWS MUSTANG ACQUISITION COR62,5000-62,50070-7
PROSHARES TR6,2500-6,2501100-110
PROSHARES TR8,5000-8,5003400-340
DESKTOP METAL INC300,0000-300,0006900-690
KKR & CO INC50,0000-50,0002,6260-2,626
GRANITESHARES ETF TR
NASD SEL DIS ETF
78,9610-78,9612,8630-2,863
SPDR GOLD TR35,0000-35,0006,4130-6,413
PAR PAC HOLDINGS INC(PARR)3,348,4303,348,430097,77489,1026.02%-8,672
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