Fund HoldingsVanderbilt University

Total Portfolio Value
$510.20M
Total Bought
$56.76M
Total Sold
$36.52M
Net Transaction
+$20.24M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
CALUMET INC(CLMT)0212,647+212,64704,6820.92%+4,682
GE AEROSPACE(GE)020,943+20,94303,4930.68%+3,493
COSTAR GROUP INC(CSGP)037,755+37,75502,7030.53%+2,703
FERROVIAL SE
ORD SHS
063,497+63,49702,6690.52%+2,669
INVITATION HOMES INC(INVH)67,079154,405+87,3262,3654,9360.97%+2,571
FIRST INDL RLTY TR INC(FR)57,504103,849+46,3453,2195,2061.02%+1,987
DIGITAL RLTY TR INC(DLR)29,57834,901+5,3234,7876,1891.21%+1,402
ALEXANDRIA REAL ESTATE EQ IN011,927+11,92701,1630.23%+1,163
SUN CMNTYS INC(SUI)09,125+9,12501,1220.22%+1,122
ALPHABET INC(GOOG)30,81231,585+7735,1105,9791.17%+869
SBA COMMUNICATIONS CORP NEW(SBAC)04,208+4,20808580.17%+858
PROCORE TECHNOLOGIES INC(PCOR)47,37149,875+2,5042,9243,7370.73%+813
SPDR SER TR
SP O&G EXPL PRO
350,673352,878+2,20546,12146,7109.16%+590
AGREE RLTY CORP16,93325,879+8,9461,2761,8230.36%+548
NNN REIT INC(NNN)013,217+13,21705400.11%+540
ESSENTIAL PPTYS RLTY TR INC35,37154,568+19,1971,2081,7070.33%+499
FEDERAL RLTY INVT TR NEW(FRT)04,413+4,41304940.10%+494
KITE RLTY GROUP TR(KRG)15,06332,411+17,3484008180.16%+418
COUSINS PPTYS INC(CUZ)13,66925,134+11,4654037700.15%+367
VORNADO RLTY TR(VNO)15,98723,589+7,6026309920.19%+362
AVALONBAY CMNTYS INC8,37410,150+1,7761,8862,2330.44%+346
ESSEX PPTY TR INC(ESS)3,4344,547+1,1131,0141,2980.25%+283
INTUIT(INTU)7,8008,145+3454,8445,1191.00%+275
CAMDEN PPTY TR(CPT)4,9727,591+2,6196148810.17%+267
SL GREEN RLTY CORP(SLG)03,798+3,79802580.05%+258
PROGYNY INC014,730+14,73002540.05%+254
EPR PPTYS(EPR)05,504+5,50402440.05%+244
KILROY RLTY CORP(KRC)05,667+5,66702290.04%+229
BROADSTONE NET LEASE INC(BNL)014,377+14,37702280.04%+228
LINEAGE INC(LINE)11,86719,632+7,7659301,1500.23%+220
TANGER INC(SKT)14,76120,360+5,5994906950.14%+205
PROLOGIS INC.(PLD)45,71756,522+10,8055,7735,9741.17%+201
DIAMONDROCK HOSPITALITY CO(DRH)14,58733,091+18,5041272990.06%+171
WELLTOWER INC(WELL)28,86130,645+1,7843,6953,8620.76%+167
MACERICH CO(MAC)59,53361,399+1,8661,0861,2230.24%+137
HOST HOTELS & RESORTS INC(HST)54,35958,366+4,0079571,0230.20%+66
SUNSTONE HOTEL INVS INC NEW(SHO)13,53214,808+1,2761401750.03%+36
DEUTSCHE BANK A G
NAMEN AKT
30,35130,35105255230.10%-2
EQUITY RESIDENTIAL(EQR)37,18438,098+9142,7692,7340.54%-35
UDR INC(UDR)42,05742,937+8801,9071,8640.37%-43
MEDICAL PPTYS TRUST INC(MPT)41,69644,813+3,1172441770.03%-67
ENTEGRIS INC(ENTG)28,27731,251+2,9743,1823,0960.61%-86
APPLE HOSPITALITY REIT INC(APLE)22,55215,483-7,0693352380.05%-97
INVENTRUST PPTYS CORP(IVT)26,16520,438-5,7277426160.12%-126
ISHARES TR
MSCI SAUDI ARBIA
121,974123,393+1,4195,2085,0390.99%-169
KIMCO RLTY CORP(KIM)72,64964,638-8,0111,6871,5140.30%-172
PIEDMONT OFFICE REALTY TR IN(PDM)18,0670-18,0671820-182
PARK HOTELS & RESORTS INC(PK)14,2390-14,2392010-201
SITE CTRS CORP3,3210-3,3212010-201
FLUTTER ENTMT PLC(FLUT)24,60221,462-3,1405,8005,5691.09%-230
SABRA HEALTH CARE REIT INC(SBRA)88,48280,690-7,7921,6471,3980.27%-249
EMPIRE ST RLTY TR INC(ESRT)24,8820-24,8822760-276
HEALTHPEAK PROPERTIES INC(DOC)105,541104,570-9712,4142,1200.42%-294
MSCI INC(MSCI)6,0445,378-6663,5233,2270.63%-296
GAMING & LEISURE PPTYS INC(GLPI)30,31525,654-4,6611,5601,2350.24%-324
CUBESMART(CUBE)6,6700-6,6703590-359
NCINO INC(NCNO)140,571121,266-19,3054,4414,0720.80%-369
EQUINIX INC(EQIX)8,8577,892-9657,8627,4411.46%-420
SIMON PPTY GROUP INC NEW(SPG)34,44031,345-3,0955,8215,3981.06%-423
EXTRA SPACE STORAGE INC(EXR)17,30817,528+2203,1192,6220.51%-497
UNITEDHEALTH GROUP INC(UNH)7,7367,867+1314,5233,9800.78%-543
BOSTON SCIENTIFIC CORP(BSX)32,89523,681-9,2142,7572,1150.41%-641
AMAZON COM INC(AMZN)32,78724,511-8,2766,1095,3771.05%-732
TENABLE HLDGS INC(TENB)138,849122,789-16,0605,6264,8350.95%-791
AMERICOLD REALTY TRUST INC(COLD)61,58939,926-21,6631,7418540.17%-887
VICI PPTYS INC(VICI)110,23694,783-15,4533,6722,7690.54%-903
CANADIAN PACIFIC KANSAS CITY(CP)58,20356,217-1,9864,9834,0680.80%-915
MICROSOFT CORP(MSFT)18,79816,952-1,8468,0897,1451.40%-944
VANECK ETF TRUST
JUNIOR GOLD MINE
214,340219,815+5,47510,4629,3971.84%-1,065
DANAHER CORPORATION(DHR)20,43019,837-5935,6804,5540.89%-1,126
PUBLIC STORAGE OPER CO(PSA)9,4217,649-1,7723,4282,2900.45%-1,138
META PLATFORMS INC(META)10,3298,073-2,2565,9134,7270.93%-1,186
EQUITY LIFESTYLE PPTYS INC(ELS)29,18313,248-15,9352,0828820.17%-1,200
BRIXMOR PPTY GROUP INC(BRX)43,4690-43,4691,2110-1,211
MOODYS CORP(MCO)7,4434,813-2,6303,5322,2780.45%-1,254
CROWN CASTLE INC(CCI)35,38430,406-4,9784,1982,7600.54%-1,438
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
457,549459,139+1,59081,97480,45515.77%-1,520
REALTY INCOME CORP(O)53,20526,287-26,9183,3741,4040.28%-1,970
AMERICAN TOWER CORP NEW(AMT)44,77340,434-4,33910,4127,4161.45%-2,996
GE VERNOVA INC(GEV)13,9700-13,9703,5620-3,562
SMARTSHEET INC81,5290-81,5294,5130-4,513
VISA INC(V)17,7900-17,7904,8910-4,891
VANECK ETF TRUST
GOLD MINERS ETF
1,085,6301,098,305+12,67543,23037,2447.30%-5,986
SPDR SER TR
ST STR SP METAL
967,640968,735+1,09561,65854,97610.78%-6,682
VANGUARD INDEX FDS1,112,4801,123,130+10,650108,378100,04819.61%-8,329
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