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Portfolio (Quarterly) Guide ↗

Vanderbilt University

· CIK 0001825985
13F Portfolio $728M AUM 74 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 74 New
Page 3 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ESS ESSEX PPTY TR INC Real Estate 6,409.0 $1.9M 0.26% NEW $291.59 -0.9%
42 WPC WP CAREY INC Real Estate 23,915.0 $1.7M 0.23% NEW $71.50 -0.4%
43 MAC MACERICH CO Real Estate 63,379.0 $1.6M 0.22% NEW $25.19 -3.2%
44 DOC HEALTHPEAK PROPERTIES INC Real Estate 74,328.0 $1.6M 0.22% NEW $21.40 +0.0%
45 VICI VICI PPTYS INC Real Estate 58,942.0 $1.6M 0.21% NEW $26.55 -0.2%
46 CCI CROWN CASTLE INC Real Estate 19,427.0 $1.5M 0.20% NEW $75.73 -0.3%
47 EXR EXTRA SPACE STORAGE INC Real Estate 8,218.0 $1.2M 0.16% NEW $145.30 +1.0%
48 SMA SMARTSTOP SELF STORAG REIT I Real Estate 35,592.0 $1.2M 0.16% NEW $32.50 +5.3%
49 FRT FEDERAL RLTY INVT TR NEW Real Estate 9,240.0 $1.1M 0.16% NEW $123.44 -5.4%
50 MAA MID-AMER APT CMNTYS INC Real Estate 8,153.0 $1.1M 0.16% NEW $138.94 -5.5%
51 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 36,061.0 $1.1M 0.15% NEW $29.85 +3.3%
52 OHI OMEGA HEALTHCARE INVS INC Real Estate 21,884.0 $1.0M 0.14% NEW $47.68 -2.2%
53 SUI SUN CMNTYS INC Real Estate 8,598.0 $1.0M 0.14% NEW $119.91 +1.5%
54 AHR AMERICAN HEALTHCARE REIT INC Real Estate 15,225.0 $794K 0.11% NEW $52.15 +7.2%
55 TRNO TERRENO RLTY CORP Real Estate 11,668.0 $756K 0.10% NEW $64.77 +5.2%
56 CTRE CARETRUST REIT INC Real Estate 17,183.0 $693K 0.10% NEW $40.35 -1.9%
57 CURB CURBLINE PPTYS CORP Real Estate 21,171.0 $644K 0.09% NEW $30.40 -3.3%
58 BXP BXP INC Real Estate 9,486.0 $629K 0.09% NEW $66.31 +2.1%
59 CUBE CUBESMART Real Estate 15,631.0 $622K 0.09% NEW $39.77 +2.8%
60 ADC AGREE RLTY CORP Real Estate 8,133.0 $616K 0.09% NEW $75.74 -2.5%
Page 3 of 4  ·  74 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Real Estate 49.3%
Technology 17.5%
Communication Services 12.2%
Financial Services 8.5%
Consumer Cyclical 5.5%
Healthcare 3.2%
Industrials 2.3%
Utilities 1.5%