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Holding13 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
REIT - Residential Real Estate | $65.3M 19.76% | — | 4.6% 4.3M shares | — | — | $1.4B Small Cap | Q4 2020 Held for 4y 11m | |
REIT - Hotel & Motel Real Estate | $51.4M 15.54% | — | 8.6% 9.4M shares | — | — | $597.4M Small Cap | Q3 2021 Held for 4y 2m | |
REIT - Hotel & Motel Real Estate | $45.4M 13.73% | — | 4.2% 6.3M shares | — | — | $1.1B Small Cap | Q4 2020 Held for 4y 11m | |
REIT - Hotel & Motel Real Estate | $43.3M 13.09% | — | 1.95% 3.9M shares | — | — | $2.2B Mid Cap | Q2 2022 Held for 3y 5m | |
REIT - Hotel & Motel Real Estate | $40.4M 12.22% | — | 2.48% 5.1M shares | — | — | $1.6B Small Cap | Q2 2023 Held for 2y 5m | |
REIT - Hotel & Motel Real Estate | $28.0M 8.47% | — | 1.58% 3.0M shares | — | — | $1.8B Small Cap | Q3 2021 Held for 4y 2m | |
REIT - Healthcare Facilities Real Estate | $16.8M 5.08% | — | 0.375% 900.0K shares | — | — | $4.5B Mid Cap | Q1 2023 Held for 2y 8m | |
REIT - Retail Real Estate | $12.5M 3.78% | +$12.5M Bought | 0.255% 560.0K shares | — | — | $4.9B Mid Cap | Q3 2025 Held for 2 months | |
REIT - Hotel & Motel Real Estate | $10.0M 3.02% | — | 0.085% 586.0K shares | — | — | $11.7B Large Cap | Q4 2020 Held for 4y 11m | |
REIT - Retail Real Estate | $7.8M 2.36% | — | 0.053% 357.5K shares | — | — | $14.8B Large Cap | Q1 2024 Held for 1y 8m | |
REIT - Retail Real Estate | $5.5M 1.67% | — | 0.065% 200.0K shares | — | — | $8.5B Mid Cap | Q4 2020 Held for 4y 11m | |
REIT - Hotel & Motel Real Estate | $4.0M 1.21% | — | 1.21% 595.0K shares | — | — | $328.6M Small Cap | Q1 2024 Held for 1y 8m | |
REIT - Retail Real Estate | $234.5K 0.071% | — | 0.02% 1.0K shares | — | — | $1.2B Small Cap | Q1 2025 Held for 8 months |