CIK: 0001035350
申告総資産額
$25.3億
上位200銘柄を表示中（全987銘柄）
| # | 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 | SPG | Simon Property Group INC | 株式-不動産 | 3.22% | — | -2.23% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.72% | -0.04% | +35.07% | |
| 3 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.66% | +0.35% | +27.34% | |
| 4 | AAPL | Apple INC | 株式-IT | 1.65% | -0.14% | -0.72% | |
| 5 | PSA | Public Storage | 株式-不動産 | 1.57% | — | +15.61% | |
| 6 | PLD | Prologis INC | 株式-不動産 | 1.54% | — | -3.76% | |
| 7 | WELL | Welltower INC | 株式-不動産 | 1.53% | — | -0.59% | |
| 8 | AVB | Avalonbay Communities INC | 株式-不動産 | 1.45% | — | -1.46% | |
| 9 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.44% | -0.08% | +71.63% | |
| 10 | EQIX | Equinix INC | 株式-不動産 | 1.44% | — | +6.42% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.21% | -0.76% | +0.04% | |
| 12 | VNO | Vornado Realty Trust | 株式-不動産 | 1.13% | — | +4.38% | |
| 13 | VTR | Ventas INC | 株式-不動産 | 0.97% | — | +0.81% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.96% | +0.24% | +0.99% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.89% | -0.14% | +2.66% | |
| 16 | ✓ | General Growth Pptys INC New | 株式-その他 | 0.87% | — | +3.66% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.87% | +0.12% | +0.40% | |
| 18 | BXP | Bxp INC | 株式-不動産 | 0.83% | — | -21.79% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.81% | -0.14% | +1.41% | |
| 20 | ESS | Essex Property Trust INC | 株式-不動産 | 0.78% | — | -13.83% | |
| 21 | ARE | Alexandria Real Estate Equit | 株式-不動産 | 0.77% | — | +32.83% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.73% | -0.01% | +2.31% | |
| 23 | KIM | Kimco Realty CORP | 株式-不動産 | 0.72% | — | -0.66% | |
| 24 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.71% | — | -1.62% | |
| 25 | T | At&t INC | 株式-通信サービス | 0.71% | — | +4.03% | |
| 26 | ACCUSD | American Campus Communities | 株式-その他 | 0.68% | — | -4.35% | |
| 27 | EQR | Equity Residential | 株式-不動産 | 0.68% | — | -9.57% | |
| 28 | SUI | Sun Communities INC | 株式-不動産 | 0.68% | — | +15.35% | |
| 29 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.68% | — | -31.85% | |
| 30 | COF V0 PERP E | Capital One Financial Co | 株式-金融 | 0.66% | — | -4.00% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.64% | -0.08% | +1.35% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.64% | -0.05% | -0.24% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.64% | — | +1.25% | |
| 34 | DREUSD | Duke Realty CORP | 株式-その他 | 0.63% | — | -12.37% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.62% | -0.06% | +0.99% | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.60% | — | +7.57% | |
| 37 | C V5.95 PERP P | Citigroup INC | 株式-金融 | 0.59% | — | +79.17% | |
| 38 | CONE1EUR | Cyrusone INC | 株式-その他 | 0.59% | — | +13.87% | |
| 39 | SSS1EUR | Life Storage INC | 株式-その他 | 0.58% | — | — | |
| 40 | FR | First Industrial Realty Tr | 株式-不動産 | 0.57% | — | +3.82% | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.55% | — | +0.96% | |
| 42 | ✓ | Ddr CORP Com | 株式-その他 | 0.54% | — | +96.53% | |
| 43 | HST | Host Hotels & Resorts INC | 株式-不動産 | 0.54% | — | -1.71% | |
| 44 | WFC | Wells Fargo & Co | 株式-金融 | 0.53% | -0.04% | -0.74% | |
| 45 | KRC | Kilroy Realty CORP | 株式-不動産 | 0.53% | — | +31.12% | |
| 46 | DOC | Healthpeak Properties, Inc. | 株式-不動産 | 0.52% | — | +73.02% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.52% | +0.12% | +1.08% | |
| 48 | BRX | Brixmor Property Group INC | 株式-不動産 | 0.51% | — | +45.75% | |
| 49 | CPT | Camden Property Trust | 株式-不動産 | 0.51% | — | -10.20% | |
| 50 | INTC | Intel CORP | 株式-IT | 0.48% | — | +1.14% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | EFAV | Ishares Msci Eafe Min Vol Fa | +0.6% | +71.63% | 増加 |
| 2 | USMV | Ishares Msci USA Min Vol Fac | +0.4% | +35.07% | 増加 |
| 3 | BDN | Brandywine Realty Trust | +0.3% | +410.89% | 増加 |
| 4 | HDV | Ishares Core High Dividend E | +0.3% | +27.34% | 増加 |
| 5 | MAA | Mid-america Apartment Comm | +0.3% | +173.73% | 増加 |
| 6 | C V5.95 PERP P | Citigroup INC | +0.3% | +79.17% | 増加 |
| 7 | ✓ | Ddr CORP Com | +0.2% | +96.53% | 増加 |
| 8 | DOC | Healthpeak Properties, Inc. | +0.2% | +73.02% | 増加 |
| 9 | AAPL | Apple INC | +0.2% | -0.72% | 減少 |
| 10 | ARE | Alexandria Real Estate Equit | +0.2% | +32.83% | 増加 |
| 11 | ✓ | Pennsylvania Real Estate Invt Tr Sbi | +0.2% | +410.79% | 増加 |
| 12 | BRX | Brixmor Property Group INC | +0.2% | +45.75% | 増加 |
| 13 | KRC | Kilroy Realty CORP | +0.1% | +31.12% | 増加 |
| 14 | AMZN | Amazon.com INC | +0.1% | +2.66% | 増加 |
| 15 | ✓ | Care Cap Pptys INC | +0.1% | +1399.76% | 増加 |
| 16 | MSFT | Microsoft CORP | +0.1% | +0.04% | 増加 |
| 17 | SUI | Sun Communities INC | +0.1% | +15.35% | 増加 |
| 18 | EEMV | Ishares Msci Emg Mkt Min Vol | +0.1% | +36.58% | 増加 |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +1.41% | 増加 |
| 20 | SO | Southern Co/the | +0.1% | +70.89% | 増加 |
| 21 | EWG | Ishares Msci Germany ETF | +0.1% | +52.44% | 増加 |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.35% | 増加 |
| 23 | NEAR | Ishares Sh Dba ETF Usd INC | +0.1% | +23.96% | 増加 |
| 24 | BMY | Bristol-myers Squibb Co | -0.1% | +1.01% | 増加 |
| 25 | BND | Vanguard Total Bond Market | -0.1% | EXIT | 全売却 |
| 26 | ELS | Equity Lifestyle Properties | -0.1% | -25.50% | 減少 |
| 27 | CPT | Camden Property Trust | -0.1% | -10.20% | 減少 |
| 28 | FRTEUR | Federal Realty Invs Trust | -0.1% | -19.88% | 減少 |
| 29 | PPL | Ppl CORP | -0.1% | -62.96% | 減少 |
| 30 | EXR | Extra Space Storage INC | -0.1% | -5.28% | 減少 |
| 31 | DEI | Douglas Emmett INC | -0.1% | -89.03% | 減少 |
| 32 | EQR | Equity Residential | -0.2% | -9.57% | 減少 |
| 33 | ESS | Essex Property Trust INC | -0.2% | -13.83% | 減少 |
| 34 | REG | Regency Centers CORP | -0.2% | -88.34% | 減少 |
| 35 | BXP | Bxp INC | -0.2% | -21.79% | 減少 |
| 36 | UDR | Udr INC | -0.3% | -88.28% | 減少 |
| 37 | ✓ | Dct Industrial Trust INC | -0.4% | -95.90% | 減少 |
| 38 | SPG | Simon Property Group INC | -0.4% | -2.23% | 減少 |
| 39 | MAC | Macerich Co/the | -0.4% | -50.27% | 減少 |
| 40 | DLR | Digital Realty Trust INC | -0.5% | -31.85% | 減少 |
| 41 | SLG2EUR | Sl Green Realty CORP | -0.7% | -69.68% | 減少 |
| 42 | SSS1EUR | Life Storage INC | — | NEW | 新規購入 |
| 43 | TRPCN V5.875 08-15-76 16-A | Transcanada Trust | — | NEW | 新規購入 |
| 44 | ✓ | Spirit Realty Capital Inc | — | NEW | 新規購入 |
| 45 | ✓ | Sovran Self Storage INC Com | — | EXIT | 全売却 |
| 46 | CHTR | Charter Communications Inc-a | — | NEW | 新規購入 |
| 47 | ✓ | — | EXIT | 全売却 | |
| 48 | EMACN V6.75 06-15-76 16-A | Emera INC | — | EXIT | 全売却 |
| 49 | SHO | Sunstone Hotel Investors INC | — | NEW | 新規購入 |
| 50 | JNJ | Johnson & Johnson | — | NEW | 新規購入 |