| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERICAN TOWER CORP NEW | 800,068 | 81,903,000 | 4.26% | ||
| 2 | SPIRIT RLTY CAP INC NEW | 5,751,714 | 64,707,000 | 3.36% | ||
| 3 | INTERXION HOLDING N.V | 1,601,599 | 55,383,000 | 2.88% | ||
| 4 | MEDNAX INC | 811,594 | 52,445,000 | 2.73% | ||
| 5 | ZOETIS INC | 1,126,089 | 49,920,000 | 2.60% | ||
| 6 | CROWN CASTLE | 454,986 | 39,356,000 | 2.05% | ||
| 7 | SABRE CORP | 1,220,933 | 35,309,000 | 1.84% | ||
| 8 | PREMIER INC CL A | 936,468 | 31,241,000 | 1.62% | ||
| 9 | FLEETCOR TECH | 202,013 | 30,049,000 | 1.56% | ||
| 10 | CERNER CORP | 564,599 | 29,901,000 | 1.55% | ||
| 11 | CARMAX | 558,682 | 28,549,000 | 1.48% | ||
| 12 | LKQ CORP | 854,901 | 27,297,000 | 1.42% | ||
| 13 | SEALED AIR CORP NEW | 566,096 | 27,178,000 | 1.41% | ||
| 14 | EXTENDED STAY AMER INC | 1,662,159 | 27,093,000 | 1.41% | ||
| 15 | EQUIFAX INC | 224,029 | 25,604,000 | 1.33% | ||
| 16 | GLOBAL PAYMENTS | 377,484 | 24,650,000 | 1.28% | ||
| 17 | LOWES COS INC | 315,342 | 23,887,000 | 1.24% | ||
| 18 | DUN & BRADSTREET | 230,427 | 23,752,000 | 1.23% | ||
| 19 | FACTSET RESH SYS INC | 155,794 | 23,607,000 | 1.23% | ||
| 20 | THERMO FISHER SCIENTIFIC INC | 165,604 | 23,448,000 | 1.22% | ||
| 21 | SELECT INCOME REIT | 1,014,039 | 23,374,000 | 1.22% | ||
| 22 | ALLEGION PUB LTD CO | 357,158 | 22,755,000 | 1.18% | ||
| 23 | FEDEX CORP | 136,880 | 22,273,000 | 1.16% | ||
| 24 | CHOICE HOTELS INTL NEW | 411,167 | 22,224,000 | 1.16% | ||
| 25 | GILDAN ACTIVEWEAR INC | 722,811 | 22,053,000 | 1.15% | ||
| 26 | UNITED NATURAL FOODSINC | 543,566 | 21,906,000 | 1.14% | ||
| 27 | CARE CAP PPTYS INC | 815,050 | 21,876,000 | 1.14% | ||
| 28 | MONDELEZ INTL INC | 538,830 | 21,618,000 | 1.12% | ||
| 29 | HONEYWELL INTL INC | 190,421 | 21,337,000 | 1.11% | ||
| 30 | HERSHEY CO | 212,858 | 19,602,000 | 1.02% | ||
| 31 | VISA INC | 255,979 | 19,577,000 | 1.02% | ||
| 32 | S&P GLOBAL INC | 190,047 | 18,811,000 | 0.98% | ||
| 33 | ECOLAB INC | 161,508 | 18,011,000 | 0.94% | ||
| 34 | HEARTLAND PMT SYS INC | 184,718 | 17,838,000 | 0.93% | ||
| 35 | MOHAWK INDS | 88,545 | 16,903,000 | 0.88% | ||
| 36 | CYRUSONE INC | 367,336 | 16,769,000 | 0.87% | ||
| 37 | DANAHER CORP DEL | 175,119 | 16,612,000 | 0.86% | ||
| 38 | PATTERSON COS INC | 354,571 | 16,498,000 | 0.86% | ||
| 39 | SUN COMMUNITIES INC COM | 230,029 | 16,472,000 | 0.86% | ||
| 40 | PRICELINE GRP INC | 12,775 | 16,466,000 | 0.86% | ||
| 41 | TANGER FACTORY OUTLET CTRS I | 449,362 | 16,352,000 | 0.85% | ||
| 42 | ADVANCE AUTO PARTS INC | 98,891 | 15,856,000 | 0.82% | ||
| 43 | AFFILIATED MANAGERS GROUP | 95,724 | 15,546,000 | 0.81% | ||
| 44 | VERISK ANALYTICS INC | 193,004 | 15,425,000 | 0.80% | ||
| 45 | ESSEX PPTY TR INC | 63,864 | 14,935,000 | 0.78% | ||
| 46 | SMUCKER J M CO | 113,097 | 14,685,000 | 0.76% | ||
| 47 | EQUINIX | 43,869 | 14,508,000 | 0.75% | ||
| 48 | ALEX REAL ESTATE EQ | 158,733 | 14,427,000 | 0.75% | ||
| 49 | M D C HLDGS INC COM | 569,305 | 14,267,000 | 0.74% | ||
| 50 | STERIS PLC SHS USD | 200,351 | 14,235,000 | 0.74% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-16-013088, filed 2016.05.16).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
