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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | Equinix Inc | $2.4M | 3053 | 6.57% |
| 2 | CBRE Group Inc | $2.3M | 14632 | 6.33% |
| 3 | First Industrial Realty Trust Inc | $2.0M | 39373 | 5.57% |
| 4 | Digital Realty Trust Inc | $2.0M | 11661 | 5.54% |
| 5 | Home Depot | $2.0M | 4944 | 5.50% |
| 6 | Extra Space Storage Inc | $2.0M | 14110 | 5.47% |
| 7 | Public Storage | $1.9M | 6654 | 5.28% |
| 8 | Alexandria Real Estate Equities Inc | $1.9M | 22773 | 5.22% |
| 9 | Prologis Inc | $1.9M | 16330 | 5.14% |
| 10 | Essex Property Trust Inc | $1.9M | 6930 | 5.10% |
| 11 | Ventas Inc | $1.8M | 25138 | 4.83% |
| 12 | UDR Inc | $1.7M | 45536 | 4.66% |
| 13 | Equity Residential | $1.6M | 25128 | 4.47% |
| 14 | Phillips Edison & Co Inc | $1.6M | 47268 | 4.46% |
| 15 | Veris Residential Inc | $1.6M | 105494 | 4.41% |
| 16 | Omega Healthcare Investors Inc | $1.6M | 36722 | 4.26% |
| 17 | VICI Properties Inc | $1.5M | 46931 | 4.20% |
| 18 | Host Hotels & Resorts Inc | $1.4M | 79502 | 3.72% |
| 19 | Newmark Group Inc | $1.3M | 70688 | 3.62% |
| 20 | Broadstone Net Lease Inc | $1.2M | 68558 | 3.37% |
| 21 | Brixmor Property Group Inc | $832K | 30050 | 2.29% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.