Fund HoldingsAmerican Assets Capital Advisers, LLC

Total Portfolio Value
$239.01M
Total Bought
$55.41M
Total Sold
$103.94M
Net Transaction
-$48.53M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
0227,755+227,755013,3335.58%+13,333
CROWN CASTLE INC(CCI)26,69499,728+73,0342,42310,3954.35%+7,972
IRON MTN INC DEL(IRM)4,99357,193+52,2005254,9212.06%+4,396
ANNALY CAPITAL MANAGEMENT IN0204,447+204,44704,1521.74%+4,152
AGNC INVT CORP(AGNC)0430,872+430,87204,1281.73%+4,128
MACERICH CO(MAC)295,202574,712+279,5105,8809,8684.13%+3,987
FTAI AVIATION LTD(FTAI)90,123149,929+59,80612,98116,6476.96%+3,665
VENTAS INC(VTR)89,238118,075+28,8375,2558,1193.40%+2,864
SBA COMMUNICATIONS CORP NEW(SBAC)9,91321,372+11,4592,0204,7021.97%+2,682
AMERICAN TOWER CORP NEW(AMT)98,62088,997-9,62318,08819,3668.10%+1,278
PROLOGIS INC.(PLD)24,15926,159+2,0002,5542,9241.22%+371
VICI PPTYS INC(VICI)33,97936,184+2,2059931,1800.49%+188
WELLTOWER INC(WELL)10,2969,346-9501,2981,4320.60%+134
AVALONBAY CMNTYS INC3,9584,608+6508719890.41%+118
COSTAR GROUP INC(CSGP)9,5349,53406837550.32%+73
ALEXANDRIA REAL ESTATE EQ IN5,5326,156+6245405690.24%+30
WEYERHAEUSER CO MTN BE(WY)22,19222,19206256500.27%+25
PUBLIC STORAGE OPER CO(PSA)4,2254,22501,2651,2650.53%-1
EQUITY RESIDENTIAL(EQR)11,57711,57708318290.35%-2
SUN CMNTYS INC(SUI)27,55526,315-1,2403,3883,3851.42%-3
CBRE GROUP INC(CBRE)10,59410,59401,3911,3850.58%-5
INVITATION HOMES INC(INVH)133,983122,633-11,3504,2834,2741.79%-10
ZILLOW GROUP INC(Z)6,8086,80805044680.20%-36
AMERICAN HOMES 4 RENT(AMH)71,62964,443-7,1862,6802,4371.02%-244
EQUITY LIFESTYLE PPTYS INC(ELS)45,87141,921-3,9503,0552,7961.17%-259
CUBESMART(CUBE)67,76660,317-7,4492,9042,5761.08%-328
REXFORD INDL RLTY INC(REXR)118,937104,156-14,7814,5984,0781.71%-520
EXTRA SPACE STORAGE INC(EXR)44,07938,211-5,8686,5945,6742.37%-920
SIMON PPTY GROUP INC NEW(SPG)71,07262,330-8,74212,23910,3524.33%-1,888
KIRBY CORP(KEX)59,79241,845-17,9476,3264,2271.77%-2,099
WYNN RESORTS LTD(WYNN)187,138167,829-19,30916,12414,0145.86%-2,110
AMERICOLD REALTY TRUST INC(COLD)229,271103,820-125,4514,9062,2280.93%-2,678
BLACKSTONE INC(BX)58,82347,351-11,47210,1426,6192.77%-3,524
INNOVATIVE INDL PPTYS INC(IIPR)63,3510-63,3514,2220-4,222
DIGITAL RLTY TR INC(DLR)74,46356,511-17,95213,2058,0973.39%-5,107
GE VERNOVA INC(GEV)31,24213,703-17,53910,2764,1831.75%-6,093
CADIZ INC2,384,2081,897,217-486,99112,3985,5592.33%-6,839
FTAI INFRASTRUCTURE INC3,273,0113,584,490+311,47923,76216,2386.79%-7,524
CAESARS ENTERTAINMENT INC NE(CZR)245,9050-245,9058,2180-8,218
EQUINIX INC(EQIX)24,51317,359-7,15423,11314,1545.92%-8,959
MGM RESORTS INTERNATIONAL(MGM)520,334155,067-365,26718,0304,5961.92%-13,433
DIGITALBRIDGE GROUP INC(DBRG)1,220,7140-1,220,71413,7700-13,770
NEW FORTRESS ENERGY INC2,430,8121,859,106-571,70636,75415,4496.46%-21,305
Page 1 of 1