Q3 2025 Holdings
Filed 2025-11-14 | 7 holdings | $176.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Camden Property Trust(CPT) | Common | 133131102 | $53.4M | 499,629 | 30.2% |
| Mid-America Apartment Communities, Inc.(MAA) | Common | 59522J103 | $30.7M | 219,407 | 17.4% |
| First Industrial Realty Trust Inc REIT(FR) | Common | 32054K103 | $29.9M | 581,012 | 17.0% |
| Nexpoint Residential Trust Inc REIT(NXRT) | Common | 65341D102 | $26.8M | 830,669 | 15.2% |
| Equity Residential(EQR) | Common | 29476L107 | $25.1M | 388,438 | 14.3% |
| Veris Residential, Inc.(VRE) | Common | 554489104 | $6.4M | 419,533 | 3.6% |
| SmartRent Inc.(SMRT) | Common | 83193G107 | $4.2M | 3,000,000 | 2.4% |