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