SC
Security Capital Research & Management Inc Historical SEC 13F Holdings & Archive (Q2 2020)
Security Capital Research & Management IncCIK: 0001068829
Momentum followerDiversified strategyQuality / disciplined sizing
Total reported value
$2.4B
Reporting period: 2020-06-30 · Number of holdings: 42
SECURITY CAPITAL RESEARCH & MANAGEMENT INC disclosed 42 holdings in its latest 13F filing for the period ending 2020-06-30, with total reported value of $2.4B and a quarterly turnover rate of 53.7%.
Browse other institutions with $1B to $10B AUMBrowse other institutions starting with "S"
Personality snowflake
- Concentration
- 21.25
- Portfolio Stability
- 53.74
- Momentum
- 100
- Sector conviction
- 0
- Diversification
- 84
- Sizing Uniformity
- 88.77
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd INVH
+436.8% $174.9M
Trim EQR
-60.5% -$60.0M
Trim SLG2EUR
-83.4% -$53.4M
Trim DEI
-54.9% -$41.1M
Trim CUBE
-60.5% -$38.4M
Add CPT
+2587.6% $55.6M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMH | American Homes 4 Rent- A | Stock-Real Estate | 9.41% | +1.21% | +29.58% | |
| 2 | INVH | Invitation Homes Inc | Stock-Real Estate | 8.66% | +7.02% | +436.79% | |
| 3 | AIVEUR | Apartment Invt & Mgmt Co -a | Stock-Other | 7.68% | +0.59% | +32.47% | |
| 4 | EQIX | Equinix Inc | Stock-Real Estate | 7.24% | +2.13% | +64.78% | |
| 5 | COR1EUR | Coresite Realty CORP | Stock-Other | 6.93% | +1.36% | +56.02% | |
| 6 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 6.83% | +1.51% | +41.98% | |
| 7 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 5.87% | -2.00% | -4.52% | |
| 8 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 5.65% | +0.03% | +25.21% | |
| 9 | PLD | Prologis Inc | Stock-Real Estate | 5.42% | -1.10% | -6.17% | |
| 10 | PSA | Public Storage | Stock-Real Estate | 3.26% | +0.31% | +49.91% | |
| 11 | UDR | Udr Inc | Stock-Real Estate | 2.83% | +2.83% | NEW | |
| 12 | BXP | Bxp Inc | Stock-Real Estate | 2.61% | -1.65% | -18.05% | |
| 13 | BDN | Brandywine Realty Trust | Stock-Other | 2.55% | -1.84% | -26.42% | |
| 14 | CPT | Camden Property Trust | Stock-Real Estate | 2.43% | +2.33% | +2587.60% | |
| 15 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 2.24% | +0.03% | +14.75% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.77% | -0.28% | +0.51% | |
| 17 | DREUSD | Duke Realty CORP | Stock-Other | 1.61% | +0.24% | +40.13% | |
| 18 | WELL | Welltower Inc | Stock-Real Estate | 1.56% | +0.35% | +49.21% | |
| 19 | EQR | Equity Residential | Stock-Real Estate | 1.53% | -3.80% | -60.50% | |
| 20 | DEI | Douglas Emmett Inc | Stock-Other | 1.44% | -2.73% | -54.86% | |
| 21 | REG | Regency Centers CORP | Stock-Real Estate | 1.32% | +0.02% | +11.32% | |
| 22 | ARCPEUR | Vereit Inc | Stock-Other | 1.31% | +1.30% | NEW | |
| 23 | CUBE | Cubesmart | Stock-Real Estate | 1.07% | -2.46% | -60.51% | |
| 24 | CUZ | Cousins Properties Inc | Stock-Real Estate | 1.03% | +0.52% | +160.59% | |
| 25 | FRTEUR | Federal Realty Invs Trust | Stock-Other | 1.02% | -0.09% | +5.79% | |
| 26 | HPP | Hudson Pacific Properties, Inc. | Stock-Other | 0.91% | -2.13% | -60.72% | |
| 27 | VTR | Ventas Inc | Stock-Real Estate | 0.65% | -0.04% | -9.67% | |
| 28 | REET | Ishares Global Reit ETF | ETF-Other | 0.56% | +0.19% | +82.76% | |
| 29 | CXPUSD | Columbia Property Trust Inc | Stock-Other | 0.54% | +0.51% | +2063.53% | |
| 30 | SLG2EUR | Sl Green Realty CORP | Stock-Other | 0.53% | -3.12% | -83.42% | |
| 31 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.52% | -0.09% | +15.79% | |
| 32 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.48% | -0.18% | -11.31% | |
| 33 | ESS | Essex Property Trust Inc | Stock-Real Estate | 0.47% | +0.05% | +39.16% | |
| 34 | WRI | Weingarten Realty Investors | Stock-Other | 0.40% | -0.37% | -48.55% | |
| 35 | SHO | Sunstone Hotel Investors Inc | Stock-Other | 0.34% | +0.18% | +207.74% | |
| 36 | KRC | Kilroy Realty CORP | Stock-Real Estate | 0.30% | -0.11% | +3.05% | |
| 37 | SSS1EUR | Life Storage Inc | Stock-Other | 0.30% | -0.26% | -30.43% | |
| 38 | HST | Host Hotels & Resorts Inc | Stock-Real Estate | 0.27% | +0.02% | +44.29% | |
| 39 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.22% | -0.19% | -43.07% | |
| 40 | RPAIUSD | Retail Properties Of Ame - A | Stock-Other | 0.15% | +0.03% | +11.16% | |
| 41 | PEB | Pebblebrook Hotel Trust | Stock-Other | 0.05% | — | +6.21% | |
| 42 | TCO | Taubman Centers Inc | Stock-Other | 0.02% | +0.02% | NEW |
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2020 Q2 | 42 | $2.4B | 54 | ||
| 2020 Q1 | 41 | $1.8B | 43 | ||
| 2019 Q4 | 37 | $2.4B | 51 | ||
| 2019 Q3 | 42 | $2.2B | 35 | ||
| 2019 Q2 | 35 | $2.1B | 40 | ||
| 2019 Q1 | 38 | $2.5B | 43 | ||
| 2018 Q4 | 37 | $2.5B | 33 | ||
| 2018 Q3 | 39 | $2.9B | 54 | ||
| 2018 Q2 | 55 | $2.8B | 19 | ||
| 2018 Q1 | 56 | $2.7B | 25 | ||
| 2017 Q4 | 57 | $3.2B | 36 | ||
| 2017 Q3 | 55 | $3.2B | 15 | ||
| 2017 Q2 | 55 | $3.1B | 18 | ||
| 2017 Q1 | 55 | $3.0B | 35 | ||
| 2016 Q4 | 58 | $3.1B | 30 | ||
| 2016 Q3 | 60 | $2.8B | 48 | ||
| 2016 Q2 | 57 | $2.9B | 63 | ||
| 2016 Q1 | 57 | $3.1B | 28 | ||
| 2015 Q4 | 59 | $3.2B | 25 | ||
| 2015 Q3 | 60 | $3.0B | 24 | ||
| 2015 Q2 | 57 | $3.0B | 26 | ||
| 2015 Q1 | 52 | $2.8B | 22 | ||
| 2014 Q4 | 48 | $2.4B | 26 | ||
| 2014 Q3 | 47 | $2.4B | 24 | ||
| 2014 Q2 | 51 | $2.4B | 29 | ||
| 2014 Q1 | 45 | $2.5B | 25 | ||
| 2013 Q4 | 49 | $2.5B | 32 | ||
| 2013 Q3 | 45 | $3.2B | 18 | ||
| 2013 Q2 | 46 | $3.3B | 0 |
Holding changes this quarter
Security Capital Research & Management Inc's most significant position changes for 2020-06-30: New buy: Udr Inc (UDR); New buy: Vereit Inc (ARCPEUR); Sold out: Vornado Realty Trust (VNO); Sold out: Qts Realty Trust Inc (QTS 6.5 PERP B); New buy: Taubman Centers Inc (TCO).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | INVH | Invitation Homes Inc | +7% | +436.79% | Add |
| 2 | CPT | Camden Property Trust | +2.3% | +2587.60% | Add |
| 3 | EQIX | Equinix Inc | +2.1% | +64.78% | Add |
| 4 | ARE | Alexandria Real Estate Equit | +1.5% | +41.98% | Add |
| 5 | COR1EUR | Coresite Realty CORP | +1.4% | +56.02% | Add |
| 6 | AMH | American Homes 4 Rent- A | +1.2% | +29.58% | Add |
| 7 | AIVEUR | Apartment Invt & Mgmt Co -a | +0.6% | +32.47% | Add |
| 8 | CUZ | Cousins Properties Inc | +0.5% | +160.59% | Add |
| 9 | CXPUSD | Columbia Property Trust Inc | +0.5% | +2063.53% | Add |
| 10 | WELL | Welltower Inc | +0.4% | +49.21% | Add |
| 11 | PSA | Public Storage | +0.3% | +49.91% | Add |
| 12 | DREUSD | Duke Realty CORP | +0.2% | +40.13% | Add |
| 13 | REET | Ishares Global Reit ETF | +0.2% | +82.76% | Add |
| 14 | SHO | Sunstone Hotel Investors Inc | +0.2% | +207.74% | Add |
| 15 | ESS | Essex Property Trust Inc | +0.1% | +39.16% | Add |
| 16 | AVB | Avalonbay Communities Inc | 0% | +25.21% | Add |
| 17 | DOC | Healthpeak Properties Inc | 0% | +14.75% | Add |
| 18 | RPAIUSD | Retail Properties Of Ame - A | 0% | +11.16% | Add |
| 19 | REG | Regency Centers CORP | 0% | +11.32% | Add |
| 20 | HST | Host Hotels & Resorts Inc | 0% | +44.29% | Add |
| 21 | PEB | Pebblebrook Hotel Trust | — | +6.21% | Add |
| 22 | VTR | Ventas Inc | 0% | -9.67% | Trim |
| 23 | FRTEUR | Federal Realty Invs Trust | -0.1% | +5.79% | Add |
| 24 | EXR | Extra Space Storage Inc | -0.1% | +15.79% | Add |
| 25 | KRC | Kilroy Realty CORP | -0.1% | +3.05% | Add |
| 26 | VNQI | Vanguard Glbl Ex-us Real Est | -0.2% | -11.31% | Trim |
| 27 | SPG | Simon Property Group Inc | -0.2% | -43.07% | Trim |
| 28 | SSS1EUR | Life Storage Inc | -0.3% | -30.43% | Trim |
| 29 | VNQ | Vanguard Real Estate ETF | -0.3% | +0.51% | Add |
| 30 | WRI | Weingarten Realty Investors | -0.4% | -48.55% | Trim |
| 31 | PLD | Prologis Inc | -1.1% | -6.17% | Trim |
| 32 | BXP | Bxp Inc | -1.7% | -18.05% | Trim |
| 33 | BDN | Brandywine Realty Trust | -1.8% | -26.42% | Trim |
| 34 | DLR | Digital Realty Trust Inc | -2% | -4.52% | Trim |
| 35 | HPP | Hudson Pacific Properties, Inc. | -2.1% | -60.72% | Trim |
| 36 | CUBE | Cubesmart | -2.5% | -60.51% | Trim |
| 37 | DEI | Douglas Emmett Inc | -2.7% | -54.86% | Trim |
| 38 | SLG2EUR | Sl Green Realty CORP | -3.1% | -83.42% | Trim |
| 39 | EQR | Equity Residential | -3.8% | -60.50% | Trim |
| 40 | UDR | Udr Inc | — | NEW | New buy |
| 41 | ARCPEUR | Vereit Inc | — | NEW | New buy |
| 42 | VNO | Vornado Realty Trust | — | EXIT | Sold out |
| 43 | QTS 6.5 PERP BBond | Qts Realty Trust Inc | — | EXIT | Sold out |
| 44 | TCO | Taubman Centers Inc | — | NEW | New buy |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Filing History
FAQ
What is Security Capital Research & Management Inc and what type of investor is it?
Security Capital Research & Management Inc is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2020-06-30), the firm manages a tracked equity portfolio valued at approximately $2.4B, spread across 42 disclosed positions.
What are Security Capital Research & Management Inc's largest equity positions?
Based on the latest 13F filing, Security Capital Research & Management Inc's top holdings by market value are:
1. American Homes 4 Rent- A (AMH) — $222.2M (9.4%)
2. Invitation Homes Inc (INVH) — $204.5M (8.7%)
3. Apartment Invt & Mgmt Co -a (AIVEUR) — $181.3M (7.7%)
4. Equinix Inc (EQIX) — $170.8M (7.2%)
5. Coresite Realty CORP (COR1EUR) — $163.7M (6.9%)
What changes did Security Capital Research & Management Inc make in its most recent portfolio filing?
In the latest reported quarter, Security Capital Research & Management Inc made 44 notable position adjustments: 3 new positions were initiated, 25 existing holdings were added to, 14 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Udr Inc (UDR); New buy: Vereit Inc (ARCPEUR); Sold out: Vornado Realty Trust (VNO); Sold out: Qts Realty Trust Inc (QTS 6.5 PERP B); New buy: Taubman Centers Inc (TCO)
What sectors does Security Capital Research & Management Inc focus on?
Security Capital Research & Management Inc is concentrated in the following sectors based on its current disclosed equity portfolio:
• Real Estate: 100.0%
Investment Profile
Security Capital Research & Management Inc's portfolio is broadly diversified and moderately active, with 100.0% of the portfolio concentrated in Real Estate.
It has added to its COR1EUR position over the past two quarters (+$102.5M, now $163.7M), while trimming BDN over the same stretch (-$88.4M, still holding $60.3M).
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