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Holding13 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
REIT - Residential Real Estate | $36.4M 21.17% | +$903.0K Bought | 0.225% 281.9K shares | 274.9K → 281.9K +$903.0K | +2.55% | $16.1B Large Cap | Q1 2022 Held for 3y 8m | |
REIT - Specialty Real Estate | $35.3M 20.56% | +$9.4M Bought | 0.046% 45.1K shares | 33.1K → 45.1K +$9.4M | +36.28% | $76.7B Large Cap | Q4 2024 Held for 11 months | |
REIT - Retail Real Estate | $31.7M 18.43% | +$3.3M Bought | 1.42% 1.1M shares | 989.5K → 1.1M +$3.3M | +11.76% | $2.2B Mid Cap | Q4 2024 Held for 11 months | |
REIT - Industrial Real Estate | $24.5M 14.25% | +$1.1M Bought | 0.702% 2.0M shares | 1.9M → 2.0M +$1.1M | +4.54% | $3.5B Mid Cap | Q1 2024 Held for 1y 8m | |
REIT - Industrial Real Estate | $18.8M 10.94% | +$5.1M Bought | 0.208% 111.0K shares | 81.0K → 111.0K +$5.1M | +37.04% | $9.0B Mid Cap | Q3 2024 Held for 1y 2m | |
REIT - Office Real Estate | $16.2M 9.46% | +$6.1M Bought | 0.028% 94.0K shares | 59.0K → 94.0K +$6.1M | +59.35% | $59.0B Large Cap | Q2 2024 Held for 1y 5m | |
Real Estate - Services Real Estate | $6.3M 3.68% | -$764.5K Sold | 0.013% 40.1K shares | 45.0K → 40.1K −$764.5K | -10.78% | $46.9B Large Cap | Q4 2024 Held for 11 months | |
Real Estate - Services Real Estate | $2.6M 1.51% | +$2.6M Bought | 0.078% 138.6K shares | — | — | $3.3B Mid Cap | Q3 2025 Held for 2 months | |
REIT - Office Real Estate | - — | -$9.5M Sold | — - shares | 3.5M → 0 −$9.5M | Sold | $1.0B Small Cap | Q2 2025 Held for 5 months | |
REIT - Office Real Estate | - — | -$20.4M Sold | — - shares | 330.0K → 0 −$20.4M | Sold | $4.4B Mid Cap | Q1 2025 Held for 8 months | |
REIT - Residential Real Estate | - — | -$5.4M Sold | — - shares | 624.0K → 0 −$5.4M | Sold | $1.2B Small Cap | Q1 2025 Held for 8 months | |
REIT - Residential Real Estate | - — | -$31.6M Sold | — - shares | 774.0K → 0 −$31.6M | Sold | $13.6B Large Cap | Q2 2025 Held for 5 months | |
REIT - Retail Real Estate | - — | -$6.7M Sold | — - shares | 293.8K → 0 −$6.7M | Sold | $5.1B Mid Cap | Q1 2025 Held for 8 months |
