Style
YieldTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Alexandria Real Estate EQ in(ARE) | 1,250,000 | $66.1M | 58.96% |
| 2 | Equity Residential(EQR) | 422,900 | $28.7M | 25.64% |
| 3 | Camden Ppty TR(CPT) | 150,700 | $17.3M | 15.40% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Real Estate | 100% | 100% | 0% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mid Cap | 62.53% |
Quarter-over-quarter position changes
| 58.96% |
| -3.57% |
| Large Cap | 37.47% | 41.04% | +3.57% |