Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ELME COMMUNITIES | 1,655,216 | 2,295,674 | +640,458 | 25,275 | 39,945 | 26.65% | +14,670 |
| REXFORD INDL RLTY INC(REXR) | 428,222 | 496,722 | +68,500 | 16,555 | 19,447 | 12.97% | +2,892 |
| LENNAR CORP(LEN) | 0 | 24,050 | +24,050 | 0 | 2,760 | 1.84% | +2,760 |
| APARTMENT INVT & MGMT CO | 2,335,062 | 2,577,650 | +242,588 | 21,226 | 22,683 | 15.13% | +1,458 |
| INVITATION HOMES INC(INVH) | 208,695 | 210,895 | +2,200 | 6,672 | 7,350 | 4.90% | +678 |
| AMERICOLD REALTY TRUST INC(COLD) | 140,000 | 165,000 | +25,000 | 2,996 | 3,541 | 2.36% | +545 |
| BLACKSTONE MTG TR INC(BXMT) | 172,460 | 172,460 | 0 | 3,003 | 3,449 | 2.30% | +447 |
| KITE RLTY GROUP TR(KRG) | 0 | 17,800 | +17,800 | 0 | 398 | 0.27% | +398 |
| VERIS RESIDENTIAL INC | 1,144,221 | 1,128,471 | -15,750 | 19,028 | 19,094 | 12.74% | +65 |
| STARWOOD PPTY TR INC(STWD) | 65,000 | 55,000 | -10,000 | 1,232 | 1,087 | 0.73% | -144 |
| ALEXANDERS INC | 2,816 | 0 | -2,816 | 563 | 0 | — | -563 |
| FIRST INDL RLTY TR INC(FR) | 527,561 | 476,541 | -51,020 | 26,447 | 25,715 | 17.16% | -731 |
| INDEPENDENCE RLTY TR INC(IRT) | 7,334 | 0 | -7,334 | 1,134 | 0 | — | -1,134 |
| DIGITALBRIDGE GROUP INC(DBRG) | 503,717 | 500,217 | -3,500 | 5,682 | 4,412 | 2.94% | -1,270 |