Fund HoldingsMQS Management LLC

Total Portfolio Value
$174.20M
Total Bought
$172.69M
Total Sold
$2.00M
Net Transaction
+$170.68M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
AVALONBAY CMNTYS INC08,830+8,83001,8951.09%+1,895
PUBLIC STORAGE OPER CO(PSA)05,170+5,17001,5470.89%+1,547
CAMDEN PPTY TR(CPT)011,621+11,62101,4210.82%+1,421
FOUR CORNERS PPTY TR INC(FCPT)046,415+46,41501,3320.76%+1,332
PROCTER AND GAMBLE CO(PG)06,899+6,89901,1760.67%+1,176
D R HORTON INC(DHI)08,906+8,90601,1320.65%+1,132
HOST HOTELS & RESORTS INC(HST)079,158+79,15801,1250.65%+1,125
KRAFT HEINZ CO(KHC)032,234+32,23409810.56%+981
GRAINGER W W INC(GWW)0992+99209800.56%+980
CONOCOPHILLIPS(COP)09,261+9,26109730.56%+973
SIMON PPTY GROUP INC NEW(SPG)05,829+5,82909680.56%+968
WALMART INC(WMT)010,772+10,77209460.54%+946
STRYKER CORPORATION(SYK)02,533+2,53309430.54%+943
FIDUS INVT CORP045,889+45,88909360.54%+936
HOME DEPOT INC(HD)02,537+2,53709300.53%+930
VALERO ENERGY CORP(VLO)06,956+6,95609190.53%+919
SBA COMMUNICATIONS CORP NEW(SBAC)04,102+4,10209020.52%+902
PROLOGIS INC.(PLD)08,044+8,04408990.52%+899
AUTOMATIC DATA PROCESSING IN02,912+2,91208900.51%+890
MSA SAFETY INC(MSA)06,019+6,01908830.51%+883
MARSH & MCLENNAN COS INC(MRSH)03,613+3,61308820.51%+882
VULCAN MATLS CO(VMC)03,770+3,77008800.50%+880
BANK NOVA SCOTIA HALIFAX018,055+18,05508560.49%+856
HALLIBURTON CO(HAL)033,365+33,36508460.49%+846
ALLEGION PLC(ALLE)06,456+6,45608420.48%+842
MASCO CORP(MAS)011,854+11,85408240.47%+824
FEDERAL RLTY INVT TR NEW(FRT)08,397+8,39708210.47%+821
ALEXANDER & BALDWIN INC NEW047,643+47,64308210.47%+821
TEXTRON INC(TXT)011,214+11,21408100.47%+810
LOWES COS INC(LOW)03,440+3,44008020.46%+802
PUBLIC SVC ENTERPRISE GRP IN(PEG)09,747+9,74708020.46%+802
APPLIED MATLS INC05,479+5,47907950.46%+795
BROADSTONE NET LEASE INC(BNL)11,55457,185+45,6311839740.56%+791
BAKER HUGHES COMPANY(BKR)017,643+17,64307750.45%+775
GLADSTONE COMMERCIAL CORP050,264+50,26407530.43%+753
EVERGY INC(EVRG)010,859+10,85907490.43%+749
NVR INC(NVR)0103+10307460.43%+746
TRAVEL PLUS LEISURE CO(TNL)015,990+15,99007400.42%+740
LABCORP HOLDINGS INC(LH)03,157+3,15707350.42%+735
VERALTO CORP(VLTO)07,512+7,51207320.42%+732
RIO TINTO PLC(RIO)4,34816,389+12,0412569850.57%+729
RPM INTL INC(RPM)06,286+6,28607270.42%+727
AECOM(ACM)07,810+7,81007240.42%+724
BARRICK GOLD CORP037,142+37,14207220.41%+722
TELUS CORPORATION(TU)050,075+50,07507180.41%+718
CLEAN HARBORS INC(CLH)03,623+3,62307140.41%+714
AMERICAN EXPRESS CO(AXP)02,652+2,65207140.41%+714
SUNCOR ENERGY INC NEW(SU)018,109+18,10907010.40%+701
FRANKLIN ELEC INC(FELE)07,408+7,40806950.40%+695
MEDTRONIC PLC(MDT)07,715+7,71506930.40%+693
NAVIGATOR HLDGS LTD(NVGS)051,607+51,60706870.39%+687
M/I HOMES INC(MHO)05,995+5,99506850.39%+685
KIMCO RLTY CORP(KIM)032,138+32,13806830.39%+683
GOLDMAN SACHS BDC INC(GSBD)057,823+57,82306720.39%+672
NEXTERA ENERGY INC(NEE)09,417+9,41706680.38%+668
LCI INDS(LCII)07,457+7,45706520.37%+652
LOCKHEED MARTIN CORP(LMT)5092,013+1,5042478990.52%+652
MADISON SQUARE GRDN SPRT COR(MSGS)03,341+3,34106510.37%+651
TOLL BROTHERS INC(TOL)06,148+6,14806490.37%+649
METLIFE INC(MET)08,082+8,08206490.37%+649
CRESCENT CAP BDC INC037,852+37,85206480.37%+648
RELIANCE INC(RS)02,243+2,24306480.37%+648
PEPSICO INC(PEP)05,750+5,75008620.49%+862
EXTRA SPACE STORAGE INC(EXR)04,327+4,32706430.37%+643
VENTAS INC(VTR)09,343+9,34306420.37%+642
PNC FINL SVCS GROUP INC(PNC)03,612+3,61206350.36%+635
ROSS STORES INC(ROST)04,929+4,92906300.36%+630
GOLDMAN SACHS GROUP INC(GS)01,149+1,14906280.36%+628
BALL CORP011,997+11,99706250.36%+625
CARRIAGE SVCS INC016,017+16,01706210.36%+621
IQVIA HLDGS INC(IQV)03,513+3,51306190.36%+619
GENTEX CORP(GNTX)026,479+26,47906170.35%+617
BARINGS BDC INC(BBDC)064,640+64,64006170.35%+617
CGI INC(GIB)06,086+6,08606080.35%+608
PTC INC(PTC)03,921+3,92106080.35%+608
PFIZER INC(PFE)023,773+23,77306020.35%+602
SEI INVTS CO(SEIC)07,683+7,68305960.34%+596
SS&C TECHNOLOGIES HLDGS INC(SSNC)07,124+7,12405950.34%+595
MGIC INVT CORP WIS(MTG)023,956+23,95605940.34%+594
GARTNER INC(IT)01,414+1,41405940.34%+594
GILDAN ACTIVEWEAR INC(GIL)013,389+13,38905920.34%+592
TAIWAN SEMICONDUCTOR MFG LTD(TSM)03,553+3,55305900.34%+590
KFORCE INC(KFRC)012,048+12,04805890.34%+589
MAGNA INTL INC(MGA)017,318+17,31805890.34%+589
MASTERCARD INCORPORATED(MA)01,073+1,07305880.34%+588
WELLTOWER INC(WELL)03,824+3,82405860.34%+586
HILTON WORLDWIDE HLDGS INC(HLT)1,0613,706+2,6452628430.48%+581
VERISK ANALYTICS INC(VRSK)01,945+1,94505790.33%+579
NISOURCE INC(NI)014,406+14,40605780.33%+578
JPMORGAN CHASE & CO.(JPM)02,331+2,33105720.33%+572
SLR INVESTMENT CORP033,811+33,81105700.33%+570
MARRIOTT INTL INC NEW(MAR)02,378+2,37805660.33%+566
LAS VEGAS SANDS CORP(LVS)014,597+14,59705640.32%+564
STIFEL FINL CORP(SF)05,976+5,97605630.32%+563
NEWS CORP NEW(NWS)020,666+20,66605630.32%+563
CONSTELLATION BRANDS INC(STZ)03,036+3,03605570.32%+557
COCA-COLA EUROPACIFIC PARTNE
SHS
06,352+6,35205530.32%+553
PRUDENTIAL FINL INC(PFH)04,947+4,94705520.32%+552
RITHM CAPITAL CORP(RITM)048,051+48,05105500.32%+550
PPG INDS INC(PPG)05,029+5,02905500.32%+550
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