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) |
| ROIC / Retail Opportunity Investments Corp.
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| VICI / VICI Properties Inc.
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| O / Realty Income Corporation
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| DOC / Healthpeak Properties, Inc.
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| MAA / Mid-America Apartment Communities, Inc.
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| INVH / Invitation Homes Inc.
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| EQR / Equity Residential
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| REG / Regency Centers Corporation
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| VTR / Ventas, Inc.
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| PSA / Public Storage
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| AVB / AvalonBay Communities, Inc.
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| WELL / Welltower Inc.
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| CPT / Camden Property Trust
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| CUBE / CubeSmart
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| EGP / EastGroup Properties, Inc.
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| SUI / Sun Communities, Inc.
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| UDR / UDR, Inc.
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| MAC / The Macerich Company
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| EXR / Extra Space Storage Inc.
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| HTA / Healthcare Realty Trust Inc - Class A
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| RHP / Ryman Hospitality Properties, Inc.
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| GMRE / Global Medical REIT Inc.
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| SRC / Spirit Realty Capital, Inc.
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| MPW / Medical Properties Trust, Inc.
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| ACC / American Campus Communities Inc.
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| HST / Host Hotels & Resorts, Inc.
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| FRT / Federal Realty Investment Trust
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| PLD / Prologis, Inc.
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| ESS / Essex Property Trust, Inc.
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| EQIX / Equinix, Inc.
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| TRNO / Terreno Realty Corporation
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| NTST / NETSTREIT Corp.
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| DLR / Digital Realty Trust, Inc.
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| KRC / Kilroy Realty Corporation
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| ARE / Alexandria Real Estate Equities, Inc.
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| ADC / Agree Realty Corporation
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| AMH / American Homes 4 Rent
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| IRT / Independence Realty Trust, Inc.
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| AMT / American Tower Corporation
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| BRX / Brixmor Property Group Inc.
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| REXR / Rexford Industrial Realty, Inc.
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| ELS / Equity LifeStyle Properties, Inc.
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| TCN / Tricon Residential Inc.
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| FR / First Industrial Realty Trust, Inc.
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| LSI / Life Storage Inc - Registered Shares
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| SPG / Simon Property Group, Inc.
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| COLD / Americold Realty Trust, Inc.
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