Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
WELL Welltower Inc	5.5M	$1B	10.2%	—	$77.75	+141.80%	28 qtrs	Increased 65
PLD Prologis Inc	6.6M	$842.4M	8.3%	—	$81.78	+57.76%	28 qtrs	Increased 62
EQIX Equinix Inc	893,230	$684.4M	6.8%	—	$598.51	+28.60%	28 qtrs	Increased 62
DLR Digital Realty Trust Inc	3.3M	$510.8M	5.0%	—	$118.97	+31.46%	28 qtrs	Increased 65
VTR Ventas Inc	6.5M	$502.3M	5.0%	—	$45.91	+70.69%	28 qtrs	Increased 57
EXR Extra Space Storage Inc	3M	$395.1M	3.9%	—	$121.06	+8.68%	28 qtrs	Increased 59
PSA Public Storage	1.4M	$372.6M	3.7%	—	$261.77	-0.24%	28 qtrs	Increased 70
UDR UDR Inc	9.4M	$344.4M	3.4%	—	$35.46	+3.11%	28 qtrs	Increased 61
BRX Brixmor Property Group Inc	12.4M	$324.7M	3.2%	—	$20.31	+28.37%	28 qtrs	Increased 69
CPT Camden Property Trust	2.8M	$311.4M	3.1%	—	$96.55	+14.68%	28 qtrs	Increased 59
SPG Simon Property Group Inc	1.5M	$283.5M	2.8%	—	$103.26	+80.93%	28 qtrs	Increased 53
KIM Kimco Realty Corp	12.9M	$261.6M	2.6%	—	$18.33	+11.05%	25 qtrs	Increased 57
O Realty Income Corp	4.3M	$245M	2.4%	—	$54.52	+3.64%	28 qtrs	Increased 56
ADC Agree Realty Corp	3.3M	$237.6M	2.3%	—	$60.24	+20.04%	28 qtrs	Increased 60
IRM Iron Mountain Inc	2.6M	$218.3M	2.2%	—	$83.63	-0.33%	12 qtrs	Increased 55
KRG Kite Realty Group Trust	8.2M	$197.4M	1.9%	—	$21.94	+7.75%	5 qtrs	Increased 49
AMH American Homes 4 Rent	6.1M	$196.9M	1.9%	—	$34.36	-6.21%	28 qtrs	Increased 56
INVH Invitation Homes Inc	6.6M	$182.1M	1.8%	—	$27.22	+2.71%	28 qtrs	Increased 49
FR First Industrial Realty Trust Inc	2.6M	$151.8M	1.5%	—	$45.12	+27.86%	28 qtrs	Increased 53
CUZ Cousins Properties Inc	5.8M	$150.7M	1.5%	—	$23.73	+8.44%	27 qtrs	Increased 49
OHI Omega Healthcare Investors Inc	3.3M	$148.4M	1.5%	—	$28.15	+56.87%	19 qtrs	Increased 48
ELS Equity LifeStyle Properties Inc	2.4M	$147.5M	1.5%	—	$59.35	+2.75%	25 qtrs	Increased 58
ESS Essex Property Trust Inc	548,017	$143.4M	1.4%	—	$255.34	+2.35%	28 qtrs	Increased 51
AHR AMERICAN HEALTHCARE REIT INC	3M	$142.2M	1.4%	—	$13.86	+242.64%	8 qtrs	Decreased 0
EQR Equity Residential	2.2M	$141.1M	1.4%	—	$59.77	+5.07%	28 qtrs	Decreased 0
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Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

AMHAmerican Homes 4 Rent

Q3 2024 → Q4 2025+5.7M shares+$180.9M

CPTCamden Property Trust

Q4 2024 → Q4 2025+651,535 shares+$42.4M

DRHDIAMONDROCK HOSPITALITY CO

Q4 2024 → Q4 2025+3.3M shares+$30.9M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer