Fund HoldingsGSI Capital Advisors LLC

Total Portfolio Value
$165.11M
Total Bought
$44.83M
Total Sold
$28.75M
Net Transaction
+$16.08M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
VENTAS INC(VTR)0159,815+159,81507,9654.82%+7,965
PUBLIC STORAGE(PSA)22,04434,574+12,5305,80910,5456.39%+4,736
REXFORD INDL RLTY INC(REXR)131,734191,054+59,3206,49710,7186.49%+4,221
BRIXMOR PPTY GROUP INC(BRX)0146,470+146,47003,4082.06%+3,408
SIMON PPTY GROUP INC NEW(SPG)83,97187,121+3,1509,07112,4277.53%+3,356
HEALTHCARE RLTY TR(HR)0194,080+194,08003,3442.03%+3,344
FIRST INDL RLTY TR INC(FR)109,473161,628+52,1555,2108,5135.16%+3,303
REALTY INCOME CORP(O)132,276168,286+36,0106,6069,6635.85%+3,057
VICI PPTYS INC(VICI)208,965278,240+69,2756,0818,8705.37%+2,789
DIGITAL RLTY TR INC(DLR)54,20167,351+13,1506,5599,0645.49%+2,505
AVALONBAY CMNTYS INC41,84950,774+8,9257,1879,5065.76%+2,319
OMEGA HEALTHCARE INVS INC(OHI)069,890+69,89002,1431.30%+2,143
BROADSTONE NET LEASE INC(BNL)172,715241,085+68,3702,4704,1512.51%+1,682
PROLOGIS INC.(PLD)67,96067,96007,6269,0595.49%+1,433
SBA COMMUNICATIONS CORP NEW(SBAC)10,39210,39202,0802,6361.60%+556
HOST HOTELS & RESORTS INC(HST)215,758205,358-10,4003,4673,9982.42%+531
INVITATION HOMES INC(INVH)218,758218,75806,9327,4624.52%+529
SUN CMNTYS INC(SUI)33,56833,56803,9724,4862.72%+514
BOSTON PROPERTIES INC(BXP)62,60159,171-3,4303,7244,1522.51%+429
RETAIL OPPORTUNITY INVTS COR197,761197,76102,4482,7751.68%+326
PARK HOTELS & RESORTS INC(PK)182,698165,028-17,6702,2512,5251.53%+274
EQUITY RESIDENTIAL(EQR)86,21986,21905,0625,2733.19%+211
HIGHWOODS PPTYS INC(HIW)211,455165,240-46,2154,3583,7942.30%-564
EQUINIX INC(EQIX)14,43012,055-2,37510,4809,7095.88%-771
EXTRA SPACE STORAGE INC(EXR)48,94929,384-19,5655,9514,7112.85%-1,240
ESSENTIAL PPTYS RLTY TR INC89,1060-89,1061,9270-1,927
HEALTHPEAK PROPERTIES INC(DOC)396,069212,794-183,2757,2724,2132.55%-3,059
INVENTRUST PPTYS CORP(IVT)132,2410-132,2413,1490-3,149
ESSEX PPTY TR INC(ESS)17,0670-17,0673,6200-3,620
WELLTOWER INC(WELL)50,5080-50,5084,1380-4,138
SABRA HEALTH CARE REIT INC(SBRA)299,3920-299,3924,1740-4,174
TERRENO RLTY CORP(TRNO)85,8290-85,8294,8750-4,875
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