- Subscribe
- Premium
- C-Suite
- Insiders
- M&A
- Gurus
- Spinoffs
- Buybacks
- More
| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| SPG | SIMON PPTY GROUP INC NEW | 0.71% | 50,800 | $9,309,406 | 50,800 | New | $183.26 | 13F |
| MSFT | MICROSOFT CORP | 0.62% | 21,940 | $8,121,530 | 21,940 | New | $370.17 | 13F |
| CRM | SALESFORCE INC | 0.56% | 39,134 | $7,296,452 | 39,134 | New | $186.45 | 13F |
| OHI | OMEGA HEALTHCARE INVS INC | 0.5% | 148,478 | $6,538,037 | 148,478 | New | $44.03 | 13F |
| REXR | REXFORD INDL RLTY INC | 0.49% | 195,525 | $6,382,830 | 195,525 | New | $32.64 | 13F |
| PLD | PROLOGIS INC. | 0.34% | 34,354 | $4,450,322 | 34,354 | New | $129.54 | 13F |
| SUI | SUN CMNTYS INC | 0.28% | 29,190 | $3,681,806 | 29,190 | New | $126.13 | 13F |
| URBN | URBAN OUTFITTERS INC | 0.12% | 24,347 | $1,520,639 | 24,347 | New | $62.46 | 13F |
| NKE | NIKE INC | 0.09% | 22,000 | $1,162,040 | 22,000 | New | $52.82 | 13F |
| LMB | LIMBACH HLDGS INC | 0.08% | 14,051 | $1,093,331 | 14,051 | New | $77.81 | 13F |
| RAL | RALLIANT CORP | 0.07% | 22,528 | $917,134 | 22,528 | New | $40.71 | 13F |
| DOCU | DOCUSIGN INC | 0.06% | 17,000 | $805,970 | 17,000 | New | $47.41 | 13F |
| LNTH | LANTHEUS HLDGS INC | 0.05% | 7,955 | $595,300 | 7,955 | New | $74.83 | 13F |
| AMZN | AMAZON COM INC | 0.04% | 2,500 | $520,675 | 2,500 | New | $208.27 | 13F |
| SFM | SPROUTS FMRS MKT INC | 0.04% | 6,750 | $521,499 | 6,750 | New | $77.26 | 13F |
| CTRE | CARETRUST REIT INC | 0.03% | 9,239 | $338,609 | 9,239 | New | $36.65 | 13F |
| PINS | PINTEREST INC | 0.03% | 20,000 | $366,800 | 20,000 | New | $18.34 | 13F |
| PECO | PHILLIPS EDISON & CO INC | 0.02% | 7,964 | $298,013 | 7,964 | New | $37.42 | 13F |
| SKT | TANGER INC | 0.02% | 7,101 | $241,292 | 7,101 | New | $33.98 | 13F |