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Holding48 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
REIT - Healthcare Facilities Real Estate | $174.5M 11.67% | -$393.3K Sold | 0.146% 979.4K shares | 981.6K → 979.4K −$393.3K | -0.22% | $119.14B Large Cap | Q1 2020 Held for 5y 8m | |
REIT - Industrial Real Estate | $145.7M 9.74% | +$12.0M Bought | 0.137% 1.3M shares | 1.2M → 1.3M +$12.0M | +8.94% | $106.28B Large Cap | Q3 2023 Held for 2y 2m | |
REIT - Specialty Real Estate | $98.1M 6.56% | -$11.6M Sold | 0.128% 125.2K shares | 140.0K → 125.2K −$11.6M | -10.55% | $76.7B Large Cap | Q1 2015 Held for 10y 8m | |
REIT - Retail Real Estate | $84.3M 5.64% | +$15.3M Bought | 0.138% 449.3K shares | 368.0K → 449.3K +$15.3M | +22.1% | $61.3B Large Cap | Q1 2024 Held for 1y 8m | |
REIT - Office Real Estate | $80.1M 5.35% | +$9.7M Bought | 0.136% 463.2K shares | 407.1K → 463.2K +$9.7M | +13.78% | $59.0B Large Cap | Q2 2022 Held for 3y 5m | |
REIT - Retail Real Estate | $69.0M 4.61% | +$3.3M Bought | 0.124% 1.1M shares | 1.1M → 1.1M +$3.3M | +4.98% | $55.6B Large Cap | Q3 2022 Held for 3y 2m | |
REIT - Industrial Real Estate | $67.9M 4.54% | -$2.8M Sold | 0.134% 235.1K shares | 244.9K → 235.1K −$2.8M | -3.98% | $50.7B Large Cap | Q4 2023 Held for 1y 11m | |
REIT - Residential Real Estate | $65.7M 4.4% | -$302.7K Sold | 0.239% 340.3K shares | 341.9K → 340.3K −$302.7K | -0.46% | $27.5B Large Cap | Q3 2022 Held for 3y 2m | |
REIT - Residential Real Estate | $56.8M 3.8% | +$6.3M Bought | 0.23% 878.3K shares | 780.3K → 878.3K +$6.3M | +12.55% | $24.7B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
REIT - Diversified Real Estate | $49.6M 3.32% | -$3.6M Sold | 0.143% 1.5M shares | 1.6M → 1.5M −$3.6M | -6.77% | $34.8B Large Cap | Q3 2022 Held for 3y 2m | |
Medical - Care Facilities Healthcare | $47.0M 3.14% | -$4.9M Sold | 0.427% 1.0M shares | 1.1M → 1.0M −$4.9M | -9.49% | $2.0B Mid Cap | Q3 2024 Held for 1y 2m | |
REIT - Healthcare Facilities Real Estate | $46.3M 3.1% | +$3.4M Bought | 0.146% 661.9K shares | 613.4K → 661.9K +$3.4M | +7.91% | $31.8B Large Cap | Q3 2024 Held for 1y 2m | |
REIT - Retail Real Estate | $43.7M 2.92% | -$2.9M Sold | 0.295% 2.0M shares | 2.1M → 2.0M −$2.9M | -6.28% | $14.8B Large Cap | Q3 2015 Held for 10y 2m | |
REIT - Specialty Real Estate | $39.4M 2.63% | -$1.7M Sold | 0.131% 386.3K shares | 403.2K → 386.3K −$1.7M | -4.2% | $30.1B Large Cap | Q1 2023 Held for 2y 8m | |
REIT - Residential Real Estate | $38.5M 2.57% | -$2.5M Sold | 0.327% 634.1K shares | 674.4K → 634.1K −$2.5M | -5.99% | $11.8B Large Cap | Q1 2020 Held for 5y 8m | |
REIT - Retail Real Estate | $31.4M 2.1% | +$994.2K Bought | 0.399% 441.6K shares | 427.6K → 441.6K +$994.2K | +3.27% | $7.9B Mid Cap | Q4 2024 Held for 11 months | |
REIT - Retail Real Estate | $30.8M 2.06% | +$30.8M Bought | 0.364% 1.1M shares | — | — | $8.5B Mid Cap | Q3 2025 Held for 2 months | |
REIT - Residential Real Estate | $30.3M 2.03% | +$2.7M Bought | 0.246% 912.0K shares | 830.5K → 912.0K +$2.7M | +9.81% | $12.3B Large Cap | Q4 2019 Held for 5y 11m | |
REIT - Healthcare Facilities Real Estate | $26.5M 1.77% | +$10.8M Bought | 0.188% 1.3M shares | 771.6K → 1.3M +$10.8M | +69.2% | $13.3B Large Cap | Q3 2024 Held for 1y 2m | |
REIT - Hotel & Motel Real Estate | $22.9M 1.53% | +$22.9M Bought | 0.195% 1.3M shares | — | — | $11.7B Large Cap | Q3 2025 Held for 2 months | |
REIT - Office Real Estate | $21.2M 1.42% | +$11.4M Bought | 0.18% 285.3K shares | 131.3K → 285.3K +$11.4M | +117.25% | $11.8B Large Cap | Q4 2018 Held for 6y 11m | |
REIT - Industrial Real Estate | $20.5M 1.37% | +$164.9K Bought | 0.3% 397.6K shares | 394.4K → 397.6K +$164.9K | +0.81% | $6.8B Mid Cap | Q3 2022 Held for 3y 2m | |
REIT - Residential Real Estate | $16.5M 1.1% | -$1.5M Sold | 0.101% 117.8K shares | 128.6K → 117.8K −$1.5M | -8.42% | $16.4B Large Cap | Q4 2022 Held for 2y 11m | |
REIT - Industrial Real Estate | $16.1M 1.07% | +$16.1M Bought | 0.274% 283.2K shares | — | — | $5.9B Mid Cap | Q3 2025 Held for 2 months | |
REIT - Hotel & Motel Real Estate | $15.4M 1.03% | -$7.9M Sold | 0.272% 171.5K shares | 260.2K → 171.5K −$7.9M | -34.09% | $5.6B Mid Cap | Q3 2024 Held for 1y 2m | |
REIT - Diversified Real Estate | $15.1M 1.01% | +$583.3K Bought | 0.256% 507.0K shares | 487.4K → 507.0K +$583.3K | +4.02% | $5.9B Mid Cap | Q1 2024 Held for 1y 8m | |
REIT - Office Real Estate | $15.0M 1.01% | +$364.5K Bought | 0.193% 370.9K shares | 361.9K → 370.9K +$364.5K | +2.48% | $7.8B Mid Cap | Q1 2024 Held for 1y 8m | |
REIT - Residential Real Estate | $14.0M 0.939% | +$335.5K Bought | 0.078% 478.9K shares | 467.5K → 478.9K +$335.5K | +2.45% | $18.0B Large Cap | Q4 2017 Held for 7y 11m | |
REIT - Office Real Estate | $13.9M 0.926% | +$13.9M Bought | 0.277% 327.9K shares | — | — | $5.0B Mid Cap | Q3 2025 Held for 2 months | |
REIT - Industrial Real Estate | $12.8M 0.858% | -$19.6M Sold | 0.142% 75.8K shares | 191.8K → 75.8K −$19.6M | -60.5% | $9.0B Mid Cap | Q2 2020 Held for 5y 5m | |
REIT - Healthcare Facilities Real Estate | $11.8M 0.789% | +$11.8M New | 0.153% 340.2K shares | 0 → 340.2K +$11.8M | New | $7.7B Mid Cap | Q3 2025 Held for 2 months | |
REIT - Residential Real Estate | $11.4M 0.764% | +$217.1K Bought | 0.805% 752.2K shares | 737.9K → 752.2K +$217.1K | +1.94% | $1.4B Small Cap | Q3 2024 Held for 1y 2m | |
REIT - Specialty Real Estate | $11.1M 0.74% | -$1.0M Sold | 0.012% 57.6K shares | 63.0K → 57.6K −$1.0M | -8.62% | $90.1B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
REIT - Retail Real Estate | $9.6M 0.641% | -$837.3K Sold | 0.432% 335.0K shares | 364.3K → 335.0K −$837.3K | -8.03% | $2.2B Mid Cap | Q3 2023 Held for 2y 2m | |
REIT - Office Real Estate | $8.4M 0.56% | -$17.8M Sold | 0.172% 289.2K shares | 902.9K → 289.2K −$17.8M | -67.97% | $4.9B Mid Cap | Q4 2024 Held for 11 months | |
REIT - Industrial Real Estate | $7.0M 0.47% | +$1.3M Bought | 0.202% 574.9K shares | 469.4K → 574.9K +$1.3M | +22.47% | $3.5B Mid Cap | Q1 2024 Held for 1y 8m | |
REIT - Office Real Estate | $6.0M 0.403% | -$10.9M Sold | 0.042% 72.4K shares | 202.7K → 72.4K −$10.9M | -64.28% | $14.2B Large Cap | Q4 2013 Held for 11y 11m | |
REIT - Specialty Real Estate | $5.9M 0.391% | +$641.0K Bought | 0.047% 47.8K shares | 42.6K → 47.8K +$641.0K | +12.29% | $12.4B Large Cap | Q2 2021 Held for 4y 5m | |
REIT - Industrial Real Estate | $4.7M 0.316% | -$93.6K Sold | 0.112% 238.3K shares | 243.1K → 238.3K −$93.6K | -1.95% | $29.9B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Real Estate - Services Real Estate | $4.2M 0.279% | -$220.6K Sold | 0.009% 26.5K shares | 27.9K → 26.5K −$220.6K | -5.02% | $46.9B Large Cap | Q3 2024 Held for 1y 2m | |
REIT - Specialty Real Estate | $4.1M 0.274% | +$4.1M Bought | 0.01% 42.5K shares | — | — | $42.0B Large Cap | Q3 2025 Held for 2 months | |
REIT - Specialty Real Estate | $2.2M 0.145% | +$192.5K Bought | 0.069% 53.3K shares | 48.6K → 53.3K +$192.5K | +9.71% | $3.1B Mid Cap | Q2 2021 Held for 4y 5m | |
REIT - Healthcare Facilities Real Estate | $352.8K 0.024% | +$352.8K Bought | 0.003% 8.4K shares | 148.2K → 8.4K −$5.9M | -94.36% | $12.5B Large Cap | Q4 2023 Held for 1y 11m | |
Travel Lodging Consumer Cyclical | - — | -$10.6M Sold | — - shares | 38.6K → 0 −$10.6M | Sold | $73.6B Large Cap | Q4 2022 Held for 2y 11m | |
REIT - Retail Real Estate | - — | -$26.8M Sold | — - shares | 376.1K → 0 −$26.8M | Sold | $13.0B Large Cap | Q4 2024 Held for 11 months | |
REIT - Specialty Real Estate | - — | -$3.2M Sold | — - shares | 13.8K → 0 −$3.2M | Sold | $25.4B Large Cap | Q4 2024 Held for 11 months | |
REIT - Office Real Estate | - — | -$8.3M Sold | — - shares | 3.0M → 0 −$8.3M | Sold | $1.0B Small Cap | Q2 2025 Held for 5 months | |
REIT - Retail Real Estate | - — | -$8.2M Sold | — - shares | 268.0K → 0 −$8.2M | Sold | $3.4B Mid Cap | Q1 2025 Held for 8 months |
