$3.2 Billion is the total value of SECURITY CAPITAL RESEARCH & MANAGEMENT INC's 55 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 9.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LSI | Buy | LIFE STORAGE INC | $301,113,000 | +37.9% | 3,680,640 | +24.9% | 9.42% | +35.0% |
| PSA | Buy | PUBLIC STORAGE | $212,131,000 | +23.9% | 991,311 | +20.8% | 6.64% | +21.3% |
| EXR | Buy | EXTRA SPACE STORAGE INC | $144,963,000 | +5.5% | 1,813,855 | +3.0% | 4.54% | +3.3% |
| SNH | Buy | SENIOR HSG PPTYS TR | $137,401,000 | +273.5% | 7,028,168 | +290.5% | 4.30% | +265.6% |
| VNO | Buy | VORNADO RLTY TR | $114,763,000 | -13.5% | 1,492,760 | +5.7% | 3.59% | -15.3% |
| DDR | Buy | DDR CORP | $98,421,000 | +12.2% | 10,744,670 | +11.1% | 3.08% | +9.9% |
| BXP | Buy | BOSTON PROPERTIES INC | $55,190,000 | +16.0% | 449,140 | +16.1% | 1.73% | +13.5% |
| VTR | Buy | VENTAS INC | $52,310,000 | +15.7% | 803,158 | +23.4% | 1.64% | +13.3% |
| AIV | Buy | APARTMENT INVT & MGMT CO | $43,940,000 | +4.6% | 1,001,820 | +2.5% | 1.38% | +2.4% |
| KRC | Buy | KILROY RLTY CORP | $18,811,000 | +46.1% | 264,490 | +54.4% | 0.59% | +43.3% |
| HPT | Buy | HOSPITALITY PPTYS TR | $7,922,000 | -1.7% | 278,055 | +0.6% | 0.25% | -3.9% |
| JBGS | New | JBG SMITH PPTYS | $199,000 | – | 5,829 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PROLOGIS INC. | 29 | Q2 2020 | 10.9% |
| PUBLIC STORAGE | 29 | Q2 2020 | 12.6% |
| SIMON PROPERTY GROUP INC | 29 | Q2 2020 | 8.9% |
| EQUITY RESIDENTIAL PROPS TR | 29 | Q2 2020 | 11.0% |
| AVALONBAY COMMUNITIES INC | 29 | Q2 2020 | 5.6% |
| ALEXANDRIA REAL ESTATE EQUIT | 29 | Q2 2020 | 6.8% |
| HOST MARRIOTT CORP-W/I | 29 | Q2 2020 | 6.8% |
| BOSTON PROPERTIES INC | 29 | Q2 2020 | 6.1% |
| DOUGLAS EMMETT INC | 29 | Q2 2020 | 4.2% |
| VENTAS INC | 29 | Q2 2020 | 2.9% |
View SECURITY CAPITAL RESEARCH & MANAGEMENT INC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| BRANDYWINE REALTY TRUST | October 09, 2020 | 4,059,280 | 2.3% |
| American Homes 4 Rent | February 10, 2020 | 9,484,505 | 3.2% |
| LIFE STORAGE, INC. | February 08, 2019 | 490,125 | 1.1% |
| SENIOR HOUSING PROPERTIES TRUST | February 09, 2018 | 11,326,407 | 4.8% |
| BioMed Realty Trust Inc | February 01, 2016 | ? | ? |
| Rexford Industrial Realty, Inc. | December 07, 2015 | ? | ? |
| MACK CALI REALTY CORP | February 12, 2014 | ? | ? |
| APARTMENT INVESTMENT & MANAGEMENT CO | February 08, 2013 | 5,353,502 | 3.7% |
| COLONIAL PROPERTIES TRUST | February 08, 2013 | 3,554,829 | 4.0% |
| CommonWealth REIT | February 08, 2013 | 3,318,316 | 4.0% |
View SECURITY CAPITAL RESEARCH & MANAGEMENT INC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-NT | 2024-05-10 |
| 13F-NT | 2024-02-12 |
| 13F-NT | 2023-11-14 |
| 13F-NT | 2023-08-11 |
| 13F-NT | 2023-05-11 |
| 13F-NT | 2023-02-13 |
| 13F-NT | 2022-11-14 |
| 13F-NT | 2022-08-11 |
| 13F-NT | 2022-05-11 |
| 13F-NT | 2022-02-10 |
View SECURITY CAPITAL RESEARCH & MANAGEMENT INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.