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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | PROLOGIS INC | $5.6M | 48517 | 11.25% |
| 2 | MEDTRONIC PLC | $5.1M | 54000 | 10.42% |
| 3 | UDR INC | $4.9M | 132565 | 10.00% |
| 4 | UNION PAC CORP | $4.8M | 20482 | 9.80% |
| 5 | ESTEE LAUDER | $4.4M | 49507 | 8.84% |
| 6 | ELECTRONIC ARTS | $3.2M | 15954 | 6.52% |
| 7 | TECK RESOURCES-B | $2.7M | 62315 | 5.54% |
| 8 | REXFORD INDUSTRI | $2.4M | 59333 | 4.94% |
| 9 | DANAHER CORP | $2.4M | 12127 | 4.87% |
| 10 | HDFC BANK-ADR | $2.4M | 69263 | 4.79% |
| 11 | ALCON INC | $2.0M | 27352 | 4.13% |
| 12 | COOPER COS INC | $1.7M | 25000 | 3.47% |
| 13 | VANGUARD REAL ES | $1.6M | 17957 | 3.33% |
| 14 | INDEPENDENCE REA | $1.5M | 93225 | 3.09% |
| 15 | PINTEREST INC -A | $1.4M | 42273 | 2.75% |
| 16 | INVITATION HOMES | $1.2M | 39285 | 2.33% |
| 17 | SMURFIT WESTROCK | $1.0M | 24146 | 2.08% |
| 18 | RIO TINTO-ADR | $908K | 13748 | 1.84% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.