All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings.
These reports are called 13F reports. However, the filings are required
the following quarter
from the reporting period,
which means that by the time the filing is made (and we see them), the information could be five months old.
For funds
with long term positions that make few trades, the holdings might closely resemble their current holdings, even after several months. However, for funds that have high turnover,
the holdings data we see might differ significantly from their current holdings. Institutions are required to report CALL and PUT options, and those positions
are identified in the table. However, they are not required to report short positions.
Click the link icon to see the full transaction history.
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Security |
Imputed Share Price |
Prev Shares |
Current Shares |
Change (Percent) |
Prev Value (USD x1000) |
Current Value (USD x1000) |
Change (Percent) |
UMH / UMH Properties, Inc.
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CCI / Crown Castle Inc.
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KW / Kennedy-Wilson Holdings, Inc.
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BRX / Brixmor Property Group Inc.
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CTO / CTO Realty Growth, Inc.
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PSA / Public Storage
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PLD / Prologis, Inc.
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BDN / Brandywine Realty Trust
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LXP.PRC / LXP Industrial Trust - Preferred Stock
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UE / Urban Edge Properties
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HR / Healthcare Realty Trust Incorporated
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EPR.PRE / EPR Properties - Preferred Stock
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RLJ.PRA / RLJ Lodging Trust - Preferred Stock
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KRG / Kite Realty Group Trust
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XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
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KIM.PRN / Kimco Realty Corporation - Preferred Stock
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BIPC / Brookfield Infrastructure Corporation
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INVH / Invitation Homes Inc.
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IRT / Independence Realty Trust, Inc.
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HHH / Howard Hughes Holdings Inc.
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EPR.PRC / EPR Properties - Preferred Stock
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STWD / Starwood Property Trust, Inc.
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AMT / American Tower Corporation
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EQIX / Equinix, Inc.
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VICI / VICI Properties Inc.
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BHR.PRB / Braemar Hotels & Resorts Inc. - Preferred Stock
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VRE / Veris Residential, Inc.
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ALEX / Alexander & Baldwin, Inc.
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AVB / AvalonBay Communities, Inc.
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DOC / Healthpeak Properties, Inc.
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CHCT / Community Healthcare Trust Incorporated
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ELME / Elme Communities
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ARE / Alexandria Real Estate Equities, Inc.
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DLR / Digital Realty Trust, Inc.
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STAG / STAG Industrial, Inc.
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VRT / Vertiv Holdings Co
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BIPC / Brookfield Infrastructure Corporation
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