| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | D R HORTON INC | 138,535 | 4,615,000 | 2.41% | ||
| 2 | REGENCY CTRS CORP | 70,245 | 4,664,000 | 2.44% | ||
| 3 | COLONY STARWOOD HOMES | 170,194 | 5,778,000 | 3.02% | ||
| 4 | SPIRIT RLTY CAP INC NEW | 624,001 | 6,321,000 | 3.31% | ||
| 5 | CUBESMART | 250,708 | 6,508,000 | 3.40% | ||
| 6 | ZAYO GROUP HOLDINGS | 215,326 | 7,084,000 | 3.71% | ||
| 7 | LOWES COS INC | 92,744 | 7,624,000 | 3.99% | ||
| 8 | VAIL RESORTS INC | 41,089 | 7,885,000 | 4.12% | ||
| 9 | HILTON WORLDWIDE HLDGS INC | 148,509 | 8,682,000 | 4.54% | ||
| 10 | PARAMOUNT GROUP INC COM | 540,582 | 8,763,000 | 4.58% | ||
| 11 | AMERICAN HOMES 4 RENT CL A | 383,085 | 8,796,000 | 4.60% | ||
| 12 | EQUITY COMWLTH COM SH BEN INT | 294,903 | 9,207,000 | 4.82% | ||
| 13 | Rexford Industrial Realty Inc | 413,012 | 9,301,000 | 4.87% | ||
| 14 | INTERXION HOLDING N.V | 235,978 | 9,335,000 | 4.88% | ||
| 15 | MOHAWK INDS | 44,447 | 10,200,000 | 5.34% | ||
| 16 | SBA COMMUNICATIONS CORP NEW | 87,557 | 10,539,000 | 5.51% | ||
| 17 | RETAIL PPTYS AMER INC CL A | 739,168 | 10,659,000 | 5.58% | ||
| 18 | Hudson Pacific Properties Inc | 349,299 | 12,100,000 | 6.33% | ||
| 19 | GGP INC | 594,396 | 13,778,000 | 7.21% | ||
| 20 | TOLL BROTHERS INC | 391,375 | 14,133,000 | 7.39% | ||
| 21 | HYATT HOTELS CORP COM CL A | 281,453 | 15,193,000 | 7.95% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-17-001127, filed 2017.05.15).
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.
