CIK: 0001679688
申告総資産額
$15.8億
| # | 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 | EQIX | Equinix INC | 株式-不動産 | 18.48% | +0.59% | -8.32% | |
| 2 | AMT | American Tower CORP | 株式-不動産 | 18.06% | — | -7.70% | |
| 3 | CCI | Crown Castle INC | 株式-不動産 | 5.23% | -0.19% | EXIT | |
| 4 | LAMR | Lamar Advertising Co-a | 株式-不動産 | 3.35% | — | +42.69% | |
| 5 | TMUS | T-mobile US INC | 株式-通信サービス | 3.34% | — | +0.78% | |
| 6 | DOX | Amdocs Limited | 株式-IT | 3.17% | -0.04% | +54.79% | |
| 7 | OUT | OUTFRONT Media Inc. | 株式-その他 | 2.99% | — | +81.03% | |
| 8 | PLD | Prologis INC | 株式-不動産 | 2.54% | — | -25.32% | |
| 9 | AD | Array Digital Infrastructure | 株式-その他 | 2.47% | -0.23% | — | |
| 10 | T | At&t INC | 株式-通信サービス | 2.08% | +1.72% | +75.21% | |
| 11 | ALEX | Alexander & Baldwin INC | 株式-その他 | 2.08% | -0.34% | EXIT | |
| 12 | CIEN | Ciena CORP | 株式-IT | 1.95% | +0.28% | +34.36% | |
| 13 | JNP | Juniper Networks INC | 株式-その他 | 1.94% | — | +92.01% | |
| 14 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 1.92% | — | — | |
| 15 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 1.83% | +0.28% | -34.63% | |
| 16 | WMG | Warner Music Group Corp-cl A | 株式-その他 | 1.76% | — | +46.26% | |
| 17 | VMWEUR | Vmware Inc-class A | 株式-その他 | 1.72% | — | +10.11% | |
| 18 | ANETEUR | Arista Networks INC | 株式-その他 | 1.50% | — | -7.93% | |
| 19 | HP5A | Equity Commonwealth | 株式-その他 | 1.48% | — | — | |
| 20 | SUI | Sun Communities INC | 株式-不動産 | 1.27% | — | +4.28% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.21% | — | +22.34% | |
| 22 | REXR | Rexford Industrial Realty In | 株式-不動産 | 1.19% | — | -65.01% | |
| 23 | ERIC | Ericsson (lm) Tel-sp Adr | 株式-IT | 1.18% | — | +89.06% | |
| 24 | NFLX | Netflix INC | 株式-通信サービス | 1.14% | +2.96% | NEW | |
| 25 | MRVL | Marvell Technology INC | 株式-IT | 1.09% | -2.40% | EXIT | |
| 26 | HLIT | Harmonic INC | 株式-その他 | 1.05% | — | +126.39% | |
| 27 | AMD | Advanced Micro Devices | 株式-IT | 1.04% | — | — | |
| 28 | UNIT | Uniti Group Inc. | 株式-その他 | 0.92% | — | +55.15% | |
| 29 | LITE | Lumentum Holdings INC | 株式-IT | 0.85% | -0.50% | -3.82% | |
| 30 | LBTYA | Liberty Global Ltd. | 株式-その他 | 0.84% | — | — | |
| 31 | FR | First Industrial Realty Tr | 株式-不動産 | 0.84% | — | — | |
| 32 | LXPUSD | Lxp Industrial Trust | 株式-その他 | 0.83% | — | — | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.72% | — | +22.03% | |
| 34 | TDS | Telephone And Data Systems | 株式-通信サービス | 0.69% | -0.43% | — | |
| 35 | UHAL-B | U-haul Holding Co-non Voting | 株式-その他 | 0.67% | +0.98% | NEW | |
| 36 | OHI | Omega Healthcare Investors | 株式-不動産 | 0.62% | — | +34.09% | |
| 37 | WSR | Whitestone Reit | 株式-その他 | 0.53% | — | — | |
| 38 | ABR | Arbor Realty Trust INC | 株式-不動産 | 0.50% | — | — | |
| 39 | SLG | Sl Green Realty CORP | 株式-不動産 | 0.50% | — | -36.11% | |
| 40 | PI | Impinj INC | 株式-IT | 0.43% | — | +25.96% | |
| 41 | O | Realty Income CORP | 株式-不動産 | 0.43% | — | +0.55% | |
| 42 | IRM | Iron Mountain INC | 株式-不動産 | 0.35% | +3.25% | NEW | |
| 43 | ARCC | Ares Capital CORP | 株式-金融 | 0.34% | — | +9.03% | |
| 44 | EPR 5.75 PERP C | Epr Properties | 株式-不動産 | 0.33% | — | +203.83% | |
| 45 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.31% | — | — | |
| 46 | KIM 7.25 PERP D | Rpt Realty | 株式-不動産 | 0.30% | — | — | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.29% | — | +39.08% | |
| 48 | BXMT | Blackstone Mortgage Tru-cl A | 株式-不動産 | 0.29% | — | -14.63% | |
| 49 | SPG | Simon Property Group INC | 株式-不動産 | 0.24% | — | +43.85% | |
| 50 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.16% | — | — |