CIK: 0001850901
申告総資産額
$7.5億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SNDA | Sonida Senior Living INC | 株式-その他 | 57.38% | +5.84% | — | |
| 2 | RITM | Rithm Capital CORP | 株式-不動産 | 6.74% | -3.56% | -16.29% | |
| 3 | CTRI | Centuri Holdings INC | 株式-その他 | 6.71% | -3.36% | -46.48% | |
| 4 | GNL | Global Net Lease INC | 株式-不動産 | 6.21% | -6.21% | EXIT | |
| 5 | HPP | Hudson Pacific Properties In | 株式-その他 | 5.36% | -5.36% | EXIT | |
| 6 | WD | Walker & Dunlop INC | 株式-その他 | 4.81% | -1.47% | +19.33% | |
| 7 | NSA | National Storage Affiliates | 株式-不動産 | 4.15% | -4.15% | EXIT | |
| 8 | COLD | Americold Realty Trust INC | 株式-不動産 | 3.66% | -1.97% | — | |
| 9 | IRT | Independence Realty Trust In | 株式-不動産 | 2.82% | -2.82% | EXIT | |
| 10 | AVB | Avalonbay Communities INC | 株式-不動産 | 1.06% | -1.06% | EXIT | |
| 11 | UDR | Udr INC | 株式-不動産 | 1.03% | -1.03% | EXIT | |
| 12 | ✓ | Rithm Acquisition CORP | 株式-その他 | 0.04% | +0.03% | — | |
| 13 | PKST | Peakstone Realty Trust | 株式-その他 | — | +2.73% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SNDA | Sonida Senior Living INC | +13.9% | — | 変化なし |
| 2 | IRT | Independence Realty Trust In | +0.7% | +13.33% | 増加 |
| 3 | ✓ | Rithm Acquisition CORP | — | — | 変化なし |
| 4 | WD | Walker & Dunlop INC | -0.2% | +19.33% | 増加 |
| 5 | RITM | Rithm Capital CORP | -0.8% | -16.29% | 減少 |
| 6 | GNL | Global Net Lease INC | -0.9% | -26.55% | 減少 |
| 7 | CTRI | Centuri Holdings INC | -2.7% | -46.48% | 減少 |
| 8 | TLT | Ishares 20+ Year Treasury Bd | — | EXIT | 全売却 |
| 9 | HPP | Hudson Pacific Properties In | — | NEW | 新規購入 |
| 10 | HPP | Hudson Pacific Properties, Inc. | — | EXIT | 全売却 |
| 11 | NSA | National Storage Affiliates | — | NEW | 新規購入 |
| 12 | COLD | Americold Realty Trust INC | — | NEW | 新規購入 |
| 13 | SILA | Sila Realty Trust INC | — | EXIT | 全売却 |
| 14 | AVB | Avalonbay Communities INC | — | NEW | 新規購入 |
| 15 | UDR | Udr INC | — | NEW | 新規購入 |
| 16 | PKST | Peakstone Realty Trust | — | NEW | 新規購入 |