SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-14 |
| Reported value | $1,040,325,205 |
| Positions | 31 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| SBA COMMUNICATIONS CORP | SBAC | CL A | $158,587,249 | 898,715 |
| SBA COMMUNICATIONS CORP | SBAC | CL A | $86,465,400 | 490,000 |
| INDEPENDENCE RLTY TR INC | IRT | COM | $85,573,736 | 5,127,246 |
| JANUS LIVING INC | JAN | CL A-1 | $73,820,271 | 2,568,555 |
| HILTON GRAND VACATIONS INC | HGV | COM | $62,117,052 | 1,186,119 |
| JBG SMITH PPTYS | JBGS | COM | $59,032,359 | 4,024,019 |
| TPG RE FIN TR INC | TRTX | COM | $58,833,584 | 7,029,102 |
| COMPASS INC | COMP | CL A | $44,318,557 | 3,594,368 |
| AMERICOLD REALTY TRUST INC | COLD | COM | $42,213,136 | 2,685,314 |
| KKR REAL ESTATE FIN TR INC | KREF | COM | $39,762,295 | 5,813,201 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.