Fund Holdings

MQS Management LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
KIMCO RLTY CORP(KIM)060,724+60,72401,326,8190.77%+1,326,819
HILTON WORLDWIDE HLDGS INC(HLT)04,671+4,67101,211,8440.71%+1,211,844
NVR INC(NVR)0149+14901,197,1640.70%+1,197,164
GENERAL DYNAMICS CORP(GD)03,391+3,39101,156,3310.67%+1,156,331
DOVER CORP(DOV)06,432+6,43201,073,0510.63%+1,073,051
APPLE HOSPITALITY REIT INC(APLE)084,312+84,31201,012,5870.59%+1,012,587
CAMDEN PPTY TR(CPT)09,464+9,46401,010,5660.59%+1,010,566
HUNTINGTON BANCSHARES INC(HBAN)053,077+53,0770916,6400.53%+916,640
BLUE OWL CAPITAL CORPORATION(OBDC)070,437+70,4370899,4800.52%+899,480
COUSINS PPTYS INC(CUZ)030,834+30,8340892,3360.52%+892,336
STAG INDL INC(STAG)025,243+25,2430890,8250.52%+890,825
AON PLC(AON)02,416+2,4160861,4970.50%+861,497
SCHLUMBERGER LTD(SLB)10,07734,907+24,830340,6031,199,7540.70%+859,151
TEXTRON INC(TXT)010,124+10,1240855,3770.50%+855,377
EOG RES INC(EOG)07,474+7,4740837,9850.49%+837,985
MARATHON PETE CORP(MPC)1,4865,621+4,135246,8391,083,3920.63%+836,553
PENNANTPARK FLOATING RATE CA(PFLA)093,964+93,9640835,3400.49%+835,340
RYMAN HOSPITALITY PPTYS INC(RHP)09,219+9,2190825,9300.48%+825,930
AMDOCS LTD(DOX)010,043+10,0430824,0280.48%+824,028
STATE STR CORP(STT)07,056+7,0560818,5670.48%+818,567
LTC PPTYS INC(LTC)021,897+21,8970807,1230.47%+807,123
CBRE GROUP INC(CBRE)05,098+5,0980803,2410.47%+803,241
TORONTO DOMINION BK ONT(TD)09,846+9,8460787,1880.46%+787,188
KLA CORP(KLAC)0718+7180774,4350.45%+774,435
TAIWAN SEMICONDUCTOR MFG LTD(TSM)02,765+2,7650772,2370.45%+772,237
VALLEY NATL BANCORP(VLY)072,624+72,6240769,8140.45%+769,814
EXTRA SPACE STORAGE INC(EXR)05,388+5,3880759,3850.44%+759,385
STRYKER CORPORATION(SYK)02,040+2,0400754,1270.44%+754,127
SCHNEIDER NATIONAL INC(SNDR)035,381+35,3810748,6620.44%+748,662
CARRIAGE SVCS INC016,669+16,6690742,4370.43%+742,437
COLGATE PALMOLIVE CO(CL)09,263+9,2630740,4840.43%+740,484
MONDELEZ INTL INC(MDLZ)011,795+11,7950736,8340.43%+736,834
AXIS CAP HLDGS LTD07,678+7,6780735,5520.43%+735,552
NORDIC AMERICAN TANKERS LIMI0230,850+230,8500724,8690.42%+724,869
TE CONNECTIVITY PLC(TEL)03,258+3,2580715,2290.42%+715,229
CENTURY CMNTYS INC(CCS)011,140+11,1400705,9420.41%+705,942
S&P GLOBAL INC(SPGI)01,447+1,4470704,2690.41%+704,269
TRIMBLE INC(TRMB)08,121+8,1210663,0800.39%+663,080
CHURCH & DWIGHT CO INC(CHD)07,527+7,5270659,5910.38%+659,591
PINNACLE WEST CAP CORP(PNW)07,139+7,1390640,0830.37%+640,083
KEYCORP(KEY)14,79147,898+33,107257,659895,2140.52%+637,555
BHP GROUP LTD011,261+11,2610627,8010.37%+627,801
CARDINAL HEALTH INC(CAH)03,977+3,9770624,2300.36%+624,230
LANDSTAR SYS INC(LSTR)05,072+5,0720621,6240.36%+621,624
KAYNE ANDERSON BDC INC(KBDC)045,598+45,5980607,3650.35%+607,365
AMERICAN ELEC PWR CO INC05,385+5,3850605,8130.35%+605,813
NUVEEN CHURCHILL DIRECT LEND043,734+43,7340603,5290.35%+603,529
VICI PPTYS INC(VICI)018,470+18,4700602,3070.35%+602,307
CISCO SYS INC(CSCO)08,777+8,7770600,5220.35%+600,522
PUBLIC SVC ENTERPRISE GRP IN(PEG)06,820+6,8200569,1970.33%+569,197
BEACON FINANCIAL CORP.023,938+23,9380567,5700.33%+567,570
GENUINE PARTS CO(GPC)04,085+4,0850566,1810.33%+566,181
ARCH CAP GROUP LTD06,138+6,1380556,9010.32%+556,901
DHT HOLDINGS INC(DHT)046,404+46,4040554,5280.32%+554,528
EASTGROUP PPTYS INC(EGP)03,268+3,2680553,1420.32%+553,142
SABRA HEALTH CARE REIT INC(SBRA)029,429+29,4290548,5570.32%+548,557
EATON CORP PLC(ETN)01,465+1,4650548,2760.32%+548,276
OLD SECOND BANCORP INC ILL(OSBC)031,654+31,6540547,1390.32%+547,139
TAYLOR MORRISON HOME CORP(TMHC)08,248+8,2480544,4500.32%+544,450
CENTERPOINT ENERGY INC(CNP)013,989+13,9890542,7730.32%+542,773
CUBESMART(CUBE)013,165+13,1650535,2890.31%+535,289
OGE ENERGY CORP(OGE)011,538+11,5380533,8630.31%+533,863
AUTOMATIC DATA PROCESSING IN01,799+1,7990528,0070.31%+528,007
ENCOMPASS HEALTH CORP(EHC)04,145+4,1450526,4980.31%+526,498
FLUTTER ENTMT PLC(FLUT)02,050+2,0500520,7000.30%+520,700
CITY HLDG CO(CHCO)04,202+4,2020520,5020.30%+520,502
APTARGROUP INC03,874+3,8740517,7990.30%+517,799
LAM RESEARCH CORP(LRCX)03,859+3,8590516,7200.30%+516,720
MSA SAFETY INC(MSA)02,965+2,9650510,1880.30%+510,188
CHEVRON CORP NEW(CVX)2,7275,791+3,064390,479899,2840.52%+508,805
SOUTHWEST GAS HLDGS INC(SWX)06,446+6,4460504,9800.29%+504,980
PREFERRED BK LOS ANGELES CA(PFBC)05,575+5,5750503,9240.29%+503,924
RLI CORP(RLI)4,00512,058+8,053289,241786,4230.46%+497,182
INDEPENDENT BK CORP MICH015,921+15,9210493,1530.29%+493,153
GARMIN LTD(GRMN)01,991+1,9910490,2240.29%+490,224
CARETRUST REIT INC(CTRE)014,034+14,0340486,6990.28%+486,699
COCA-COLA EUROPACIFIC PARTNE05,369+5,3690485,4110.28%+485,411
MCKESSON CORP(MCK)0628+6280485,1550.28%+485,155
GERMAN AMERN BANCORP INC(GABC)012,313+12,3130483,5320.28%+483,532
ADVANCED ENERGY INDS02,822+2,8220480,1350.28%+480,135
FIRSTCASH HOLDINGS INC(FCFS)02,917+2,9170462,1110.27%+462,111
GREEN BRICK PARTNERS INC(GRBK)06,140+6,1400453,5000.26%+453,500
BARRETT BUSINESS SVCS INC010,148+10,1480449,7590.26%+449,759
EMCOR GROUP INC(EME)0691+6910448,8320.26%+448,832
DOMINOS PIZZA INC(DPZ)01,033+1,0330445,9560.26%+445,956
WESTAMERICA BANCORPORATION(WABC)08,755+8,7550437,6620.26%+437,662
HONEYWELL INTL INC(HON)02,079+2,0790437,6300.26%+437,630
ALLY FINL INC(ALLY)011,142+11,1420436,7660.25%+436,766
KROGER CO(KR)06,434+6,4340433,7160.25%+433,716
ESSENTIAL UTILS INC(WTRG)010,842+10,8420432,5960.25%+432,596
LIVE NATION ENTERTAINMENT IN(LYV)02,621+2,6210428,2710.25%+428,271
CHUBB LIMITED1,4793,031+1,552428,496855,5000.50%+427,004
WHEATON PRECIOUS METALS CORP(WPM)03,777+3,7770422,4200.25%+422,420
BANK AMERICA CORP08,164+8,1640421,1810.25%+421,181
ARES CAPITAL CORP(ARCC)18,34940,378+22,029402,944824,1150.48%+421,171
TANGER INC(SKT)012,412+12,4120420,0220.25%+420,022
FOUR CORNERS PPTY TR INC(FCPT)19,86938,998+19,129534,675951,5510.56%+416,876
CARNIVAL CORP014,263+14,2630412,3430.24%+412,343
ALEXANDER & BALDWIN INC NEW022,657+22,6570412,1310.24%+412,131
AVERY DENNISON CORP02,524+2,5240409,3170.24%+409,317
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