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) |
PEAK / Healthpeak Properties, Inc.
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AMT / American Tower Corporation
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VTR / Ventas, Inc.
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BDN / Brandywine Realty Trust
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UE / Urban Edge Properties
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US8766641034 / Taubman Centers, Inc.
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HTA / Healthcare Realty Trust Inc - Class A
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DRE / Duke Realty Corporation - Preferred Security
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NNN / NNN REIT, Inc.
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COR / Cencora, Inc.
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LPT / Liberty Property Trust
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SKT / Tanger Inc.
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ARE / Alexandria Real Estate Equities, Inc.
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AMH / American Homes 4 Rent
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AIV / Apartment Investment and Management Company
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SPG / Simon Property Group, Inc.
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OFC / Corporate Office Properties Trust
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SHO / Sunstone Hotel Investors, Inc.
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STOR / Store Capital Corp
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SITC / SITE Centers Corp.
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SBRA / Sabra Health Care REIT, Inc.
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IRM / Iron Mountain Incorporated
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SUI / Sun Communities, Inc.
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KRC / Kilroy Realty Corporation
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REG / Regency Centers Corporation
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CUBE / CubeSmart
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EQIX / Equinix, Inc.
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BRX / Brixmor Property Group Inc.
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ESRT / Empire State Realty Trust, Inc.
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EQR / Equity Residential
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AVB / AvalonBay Communities, Inc.
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OHI / Omega Healthcare Investors, Inc.
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FRT / Federal Realty Investment Trust
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INVH / Invitation Homes Inc.
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CUZ / Cousins Properties Incorporated
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HST / Host Hotels & Resorts, Inc.
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