Q1 2025 Holdings
Filed 2025-05-15 | 7 holdings | $167.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Camden Property Trust(CPT) | Common | 133131102 | $38.7M | 316,179 | 23.1% |
| Mid-America Apartment Communities, Inc.(MAA) | Common | 59522J103 | $36.8M | 219,407 | 21.9% |
| First Industrial Realty Trust Inc REIT(FR) | Common | 32054K103 | $31.4M | 581,012 | 18.7% |
| Nexpoint Residential Trust Inc REIT(NXRT) | Common | 65341D102 | $25.8M | 653,347 | 15.4% |
| Equity Residential(EQR) | Common | 29476L107 | $24.3M | 339,338 | 14.5% |
| Veris Residential, Inc.(VRE) | Common | 554489104 | $7.1M | 419,533 | 4.2% |
| SmartRent Inc.(SMRT) | Common | 83193G107 | $3.6M | 3,000,000 | 2.2% |