<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>ICF filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of ICF compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.</description><link>https://themulden.com/</link><language>en</language><item><title>ICF: filing for 2026-04-30 -- 0 added, 0 dropped, turnover 3.8%</title><link>https://themulden.com/funds/icf/</link><guid isPermaLink="true">https://themulden.com/funds/icf/</guid><description>32 positions became 32: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 3.8%. Largest increases: Equinix, Inc. 7.84% to 9.33%; Iron Mountain, Inc. 3.02% to 3.83%; Digital Realty Trust, Inc. 4.38% to 4.86%; Welltower, Inc. 7.89% to 8.19%; SBA Communications Corp. 2.31% to 2.59%; Ventas, Inc. 3.86% to 4.08%. Largest decreases: Prologis, Inc. 8.29% to 7.66%; Realty Income Corp. 4.82% to 4.22%; American Tower Corp. 8.03% to 7.5%; Simon Property Group, Inc. 6.1% to 5.83%; Crown Castle, Inc. 4.09% to 3.86%; Mid-America Apartment Communities, Inc. 1.96% to 1.74%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 26 Jun 2026 12:00:00 GMT</pubDate></item><item><title>ICF: filing for 2026-01-31 -- 1 added, 0 dropped, turnover 4.8%</title><link>https://themulden.com/funds/icf/</link><guid isPermaLink="true">https://themulden.com/funds/icf/</guid><description>31 positions became 32: 1 added (0% of the fund), 0 dropped (0%). Turnover proxy 4.8%. Largest increases: American Tower Corp. 6.65% to 8.03%; Simon Property Group, Inc. 5.16% to 6.1%; Crown Castle, Inc. 3.74% to 4.09%; Realty Income Corp. 4.54% to 4.82%; Host Hotels &amp;amp; Resorts, Inc. 1.35% to 1.58%; UDR, Inc. 1.32% to 1.53%. Largest decreases: Welltower, Inc. 9.24% to 7.89%; Prologis, Inc. 9.32% to 8.29%; Digital Realty Trust, Inc. 5.38% to 4.38%; Equinix, Inc. 8.26% to 7.84%; Iron Mountain, Inc. 3.41% to 3.02%; VICI Properties, Inc. 3.48% to 3.3%. New: N/A (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 Mar 2026 12:00:00 GMT</pubDate></item><item><title>ICF: filing for 2025-10-31 -- 2 added, 2 dropped, turnover 8.4%</title><link>https://themulden.com/funds/icf/</link><guid isPermaLink="true">https://themulden.com/funds/icf/</guid><description>31 positions became 31: 2 added (4.99% of the fund), 2 dropped (2.81%). Turnover proxy 8.4%. Largest increases: Prologis, Inc. 8.35% to 9.32%; Equinix, Inc. 7.39% to 8.26%; Public Storage 4.2% to 4.74%; Simon Property Group, Inc. 4.69% to 5.16%; Welltower, Inc. 9.02% to 9.24%; Iron Mountain, Inc. 3.32% to 3.41%. Largest decreases: American Tower Corp. 7.68% to 6.65%; Crown Castle, Inc. 4.56% to 3.74%; Realty Income Corp. 5.09% to 4.54%; SBA Communications Corp. 2.83% to 2.34%; VICI Properties, Inc. 3.92% to 3.48%; Digital Realty Trust, Inc. 5.79% to 5.38%. New: Ventas, Inc. (3.7%), EastGroup Properties, Inc. (1.29%). Gone: Alexandria Real Estate Equities, Inc. (1.58%), Rexford Industrial Realty, Inc. (1.23%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 23 Dec 2025 12:00:00 GMT</pubDate></item><item><title>ICF: filing for 2025-07-31 -- 0 added, 1 dropped, turnover 4.6%</title><link>https://themulden.com/funds/icf/</link><guid isPermaLink="true">https://themulden.com/funds/icf/</guid><description>32 positions became 31: 0 added (0% of the fund), 1 dropped (0.01%). Turnover proxy 4.6%. Largest increases: Prologis, Inc. 7.04% to 8.35%; Digital Realty Trust, Inc. 5.13% to 5.79%; Iron Mountain, Inc. 2.94% to 3.32%; Welltower, Inc. 8.65% to 9.02%; Host Hotels &amp;amp; Resorts, Inc. 1.25% to 1.51%; Rexford Industrial Realty, Inc. 0.99% to 1.23%. Largest decreases: American Tower Corp. 9.65% to 7.68%; Crown Castle, Inc. 5.05% to 4.56%; Public Storage 4.51% to 4.2%; AvalonBay Communities, Inc. 3.33% to 3.05%; Simon Property Group, Inc. 4.94% to 4.69%; Invitation Homes, Inc. 2.31% to 2.11%. Gone: N/A (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 26 Sep 2025 12:00:00 GMT</pubDate></item><item><title>ICF: filing for 2025-04-30 -- 0 added, 0 dropped, turnover 6%</title><link>https://themulden.com/funds/icf/</link><guid isPermaLink="true">https://themulden.com/funds/icf/</guid><description>32 positions became 32: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 6%. Largest increases: American Tower Corp. 7.25% to 9.65%; Crown Castle, Inc. 3.9% to 5.05%; SBA Communications Corp. 2.45% to 3.02%; Realty Income Corp. 4.33% to 4.86%; Welltower, Inc. 8.16% to 8.65%; VICI Properties, Inc. 3.5% to 3.76%. Largest decreases: Prologis, Inc. 8.71% to 7.04%; Equinix, Inc. 8.52% to 7.46%; Simon Property Group, Inc. 5.5% to 4.94%; Alexandria Real Estate Equities, Inc. 1.83% to 1.38%; Iron Mountain, Inc. 3.33% to 2.94%; Host Hotels &amp;amp; Resorts, Inc. 1.5% to 1.25%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 26 Jun 2025 12:00:00 GMT</pubDate></item><item><title>ICF: filing for 2025-01-31 -- 1 added, 0 dropped, turnover 3.7%</title><link>https://themulden.com/funds/icf/</link><guid isPermaLink="true">https://themulden.com/funds/icf/</guid><description>31 positions became 32: 1 added (0% of the fund), 0 dropped (0%). Turnover proxy 3.7%. Largest increases: Prologis, Inc. 7.12% to 8.71%; Simon Property Group, Inc. 4.63% to 5.5%; Welltower, Inc. 7.87% to 8.16%; Digital Realty Trust, Inc. 4.93% to 5.21%; American Tower Corp. 7.11% to 7.25%; Equinix, Inc. 8.41% to 8.52%. Largest decreases: Realty Income Corp. 5.05% to 4.33%; Crown Castle, Inc. 4.56% to 3.9%; Iron Mountain, Inc. 3.95% to 3.33%; Public Storage 4.64% to 4.3%; SBA Communications Corp. 2.76% to 2.45%; Alexandria Real Estate Equities, Inc. 2.06% to 1.83%. New: N/A (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 26 Mar 2025 12:00:00 GMT</pubDate></item><item><title>ICF: filing for 2024-10-31 -- 0 added, 1 dropped, turnover 4.4%</title><link>https://themulden.com/funds/icf/</link><guid isPermaLink="true">https://themulden.com/funds/icf/</guid><description>32 positions became 31: 0 added (0% of the fund), 1 dropped (0.01%). Turnover proxy 4.4%. Largest increases: Welltower, Inc. 6.83% to 7.87%; Realty Income Corp. 4.18% to 5.05%; Equinix, Inc. 7.62% to 8.41%; Iron Mountain, Inc. 3.45% to 3.95%; BXP, Inc. 1.38% to 1.57%; Lamar Advertising Co. 1.37% to 1.54%. Largest decreases: American Tower Corp. 8.67% to 7.11%; Prologis, Inc. 8.51% to 7.12%; Simon Property Group, Inc. 5.14% to 4.63%; Invitation Homes, Inc. 2.37% to 2.08%; Rexford Industrial Realty, Inc. 1.4% to 1.22%; Alexandria Real Estate Equities, Inc. 2.17% to 2.06%. Gone: N/A (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 26 Dec 2024 12:00:00 GMT</pubDate></item><item><title>ICF: filing for 2024-07-31 -- 2 added, 1 dropped, turnover 7.9%</title><link>https://themulden.com/funds/icf/</link><guid isPermaLink="true">https://themulden.com/funds/icf/</guid><description>31 positions became 32: 2 added (3.46% of the fund), 1 dropped (0.47%). Turnover proxy 7.9%. Largest increases: Prologis, Inc. 6.71% to 8.51%; American Tower Corp. 7.54% to 8.67%; Equinix, Inc. 7.17% to 7.62%; Rexford Industrial Realty, Inc. 1.21% to 1.4%; BXP, Inc. 1.2% to 1.38%; Regency Centers Corp. 1.3% to 1.45%. Largest decreases: Realty Income Corp. 5.97% to 4.18%; Public Storage 5.5% to 4.48%; Simon Property Group, Inc. 6.14% to 5.14%; Crown Castle, Inc. 5.45% to 4.54%; Digital Realty Trust, Inc. 5.63% to 4.96%; VICI Properties, Inc. 3.96% to 3.62%. New: Iron Mountain, Inc. (3.45%), N/A (0.01%). Gone: Cousins Properties, Inc. (0.47%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 Sep 2024 12:00:00 GMT</pubDate></item><item><title>ICF: filing for 2024-04-30 -- 0 added, 1 dropped, turnover 4.2%</title><link>https://themulden.com/funds/icf/</link><guid isPermaLink="true">https://themulden.com/funds/icf/</guid><description>32 positions became 31: 0 added (0% of the fund), 1 dropped (0%). Turnover proxy 4.2%. Largest increases: Welltower, Inc. 6.06% to 7.07%; Simon Property Group, Inc. 5.74% to 6.14%; AvalonBay Communities, Inc. 3.22% to 3.61%; Realty Income Corp. 5.6% to 5.97%; Equity Residential 2.63% to 2.98%; Digital Realty Trust, Inc. 5.38% to 5.63%. Largest decreases: Prologis, Inc. 8.69% to 6.71%; Equinix, Inc. 7.86% to 7.17%; Crown Castle, Inc. 5.94% to 5.45%; SBA Communications Corp. 3.07% to 2.69%; Public Storage 5.67% to 5.5%; Rexford Industrial Realty, Inc. 1.37% to 1.21%. Gone: N/A (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 25 Jun 2024 12:00:00 GMT</pubDate></item><item><title>ICF: filing for 2024-01-31 -- 2 added, 1 dropped, turnover 5.1%</title><link>https://themulden.com/funds/icf/</link><guid isPermaLink="true">https://themulden.com/funds/icf/</guid><description>31 positions became 32: 2 added (1.16% of the fund), 1 dropped (1.25%). Turnover proxy 5.1%. Largest increases: Prologis, Inc. 7.34% to 8.69%; Realty Income Corp. 4.94% to 5.6%; Extra Space Storage, Inc. 3.22% to 3.86%; Simon Property Group, Inc. 5.29% to 5.74%; Alexandria Real Estate Equities, Inc. 2.16% to 2.38%; Host Hotels &amp;amp; Resorts, Inc. 1.62% to 1.73%. Largest decreases: American Tower Corp. 8.59% to 7.5%; Equinix, Inc. 8.58% to 7.86%; VICI Properties, Inc. 4.12% to 3.86%; SBA Communications Corp. 3.33% to 3.07%; AvalonBay Communities, Inc. 3.46% to 3.22%; Equity LifeStyle Properties, Inc. 1.8% to 1.59%. New: Lamar Advertising Co. (1.16%), N/A (0%). Gone: Healthpeak Properties, Inc. (1.25%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 26 Mar 2024 12:00:00 GMT</pubDate></item><item><title>ICF: filing for 2023-10-31 -- 0 added, 1 dropped, turnover 3.5%</title><link>https://themulden.com/funds/icf/</link><guid isPermaLink="true">https://themulden.com/funds/icf/</guid><description>32 positions became 31: 0 added (0% of the fund), 1 dropped (0.01%). Turnover proxy 3.5%. Largest increases: American Tower Corp. 7.43% to 8.59%; Welltower, Inc. 5.3% to 6.12%; Digital Realty Trust, Inc. 4.65% to 5.33%; SBA Communications Corp. 3.07% to 3.33%; Equity LifeStyle Properties, Inc. 1.62% to 1.8%; Equinix, Inc. 8.41% to 8.58%. Largest decreases: Extra Space Storage, Inc. 3.8% to 3.22%; Alexandria Real Estate Equities, Inc. 2.57% to 2.16%; Realty Income Corp. 5.33% to 4.94%; Healthpeak Properties, Inc. 1.55% to 1.25%; Public Storage 5.78% to 5.56%; Mid-America Apartment Communities, Inc. 2.24% to 2.03%. Gone: N/A (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 26 Dec 2023 12:00:00 GMT</pubDate></item><item><title>ICF: filing for 2023-07-31 -- 1 added, 1 dropped, turnover 5%</title><link>https://themulden.com/funds/icf/</link><guid isPermaLink="true">https://themulden.com/funds/icf/</guid><description>32 positions became 32: 1 added (1.49% of the fund), 1 dropped (0.41%). Turnover proxy 5%. Largest increases: Extra Space Storage, Inc. 2.73% to 3.8%; Digital Realty Trust, Inc. 3.82% to 4.65%; Simon Property Group, Inc. 4.97% to 5.29%; Welltower, Inc. 5.02% to 5.3%; Boston Properties, Inc. 1.02% to 1.23%; Host Hotels &amp;amp; Resorts, Inc. 1.55% to 1.71%. Largest decreases: Crown Castle, Inc. 7.14% to 6.09%; Prologis, Inc. 8.29% to 7.53%; SBA Communications Corp. 3.78% to 3.07%; American Tower Corp. 8.02% to 7.43%; Public Storage 6.25% to 5.78%; VICI Properties, Inc. 4.38% to 4.1%. New: American Homes 4 Rent (1.49%). Gone: Kilroy Realty Corp. (0.41%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 27 Sep 2023 12:00:00 GMT</pubDate></item><item><title>ICF: filing for 2023-04-30 -- 0 added, 0 dropped, turnover 3.2%</title><link>https://themulden.com/funds/icf/</link><guid isPermaLink="true">https://themulden.com/funds/icf/</guid><description>32 positions became 32: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 3.2%. Largest increases: Welltower, Inc. 4.29% to 5.02%; AvalonBay Communities, Inc. 3.06% to 3.38%; VICI Properties, Inc. 4.06% to 4.38%; Public Storage 5.93% to 6.25%; Equinix, Inc. 8.29% to 8.61%; Invitation Homes, Inc. 2.32% to 2.6%. Largest decreases: Crown Castle, Inc. 7.91% to 7.14%; Alexandria Real Estate Equities, Inc. 2.94% to 2.62%; Boston Properties, Inc. 1.31% to 1.02%; Prologis, Inc. 8.56% to 8.29%; Healthpeak Properties, Inc. 1.83% to 1.58%; Digital Realty Trust, Inc. 4.06% to 3.82%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 26 Jun 2023 12:00:00 GMT</pubDate></item><item><title>ICF: filing for 2023-01-31 -- 1 added, 0 dropped, turnover 5%</title><link>https://themulden.com/funds/icf/</link><guid isPermaLink="true">https://themulden.com/funds/icf/</guid><description>31 positions became 32: 1 added (1.44% of the fund), 0 dropped (0%). Turnover proxy 5%. Largest increases: Equinix, Inc. 7.13% to 8.29%; Crown Castle, Inc. 7.11% to 7.91%; American Tower Corp. 7.24% to 7.81%; Welltower, Inc. 3.83% to 4.29%; Simon Property Group, Inc. 4.95% to 5.19%; Sun Communities, Inc. 2.27% to 2.39%. Largest decreases: Prologis, Inc. 10% to 8.56%; Extra Space Storage, Inc. 3.3% to 2.61%; Public Storage 6.54% to 5.93%; Invitation Homes, Inc. 2.68% to 2.32%; AvalonBay Communities, Inc. 3.39% to 3.06%; Equity Residential 2.98% to 2.66%. New: Rexford Industrial Realty, Inc. (1.44%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Mar 2023 12:00:00 GMT</pubDate></item><item><title>ICF: filing for 2022-10-31 -- 2 added, 3 dropped, turnover 8.8%</title><link>https://themulden.com/funds/icf/</link><guid isPermaLink="true">https://themulden.com/funds/icf/</guid><description>32 positions became 31: 2 added (1.84% of the fund), 3 dropped (5.14%). Turnover proxy 8.8%. Largest increases: Prologis, Inc. 7.51% to 10%; Public Storage 5.63% to 6.54%; Simon Property Group, Inc. 4.03% to 4.95%; VICI Properties, Inc. 3.72% to 4.27%; Host Hotels &amp;amp; Resorts, Inc. 1.44% to 1.87%; Extra Space Storage, Inc. 2.87% to 3.3%. Largest decreases: American Tower Corp. 9.03% to 7.24%; Crown Castle, Inc. 7.89% to 7.11%; Welltower, Inc. 4.25% to 3.83%; Digital Realty Trust, Inc. 4.25% to 3.95%; Essex Property Trust, Inc. 2.11% to 2.01%; SBA Communications Corp. 4.13% to 4.03%. New: Kimco Realty Corp. (1.83%), N/A (0.01%). Gone: Duke Realty Corp (2.69%), Ventas Inc (2.43%), Chicago Board of Trade (0.02%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 23 Dec 2022 12:00:00 GMT</pubDate></item><item><title>ICF: filing for 2022-07-31 -- 0 added, 0 dropped, turnover 4.2%</title><link>https://themulden.com/funds/icf/</link><guid isPermaLink="true">https://themulden.com/funds/icf/</guid><description>32 positions became 32: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 4.2%. Largest increases: VICI Properties Inc 2.05% to 3.72%; American Tower Corp 7.85% to 9.03%; Realty Income Corp 4.3% to 5.03%; Duke Realty Corp 2.28% to 2.69%; Extra Space Storage Inc 2.79% to 2.87%; Equinix Inc 7.09% to 7.16%. Largest decreases: Prologis Inc 8.38% to 7.51%; Public Storage 6.21% to 5.63%; Boston Properties Inc 1.83% to 1.46%; Crown Castle International Corp 8.24% to 7.89%; Digital Realty Trust Inc 4.54% to 4.25%; Healthpeak Properties Inc 1.94% to 1.68%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 27 Sep 2022 12:00:00 GMT</pubDate></item><item><title>ICF: filing for 2022-04-30 -- 1 added, 0 dropped, turnover 2.5%</title><link>https://themulden.com/funds/icf/</link><guid isPermaLink="true">https://themulden.com/funds/icf/</guid><description>31 positions became 32: 1 added (0% of the fund), 0 dropped (0%). Turnover proxy 2.5%. Largest increases: American Tower Corp 7.35% to 7.85%; Welltower Inc 3.96% to 4.33%; Public Storage 5.91% to 6.21%; SBA Communications Corp 3.85% to 4.13%; Host Hotels &amp;amp; Resorts Inc 1.34% to 1.59%; Ventas Inc 2.26% to 2.43%. Largest decreases: Simon Property Group Inc 5.23% to 4.25%; Prologis Inc 8.68% to 8.38%; Equity Residential 3.27% to 3.05%; AvalonBay Communities Inc 3.69% to 3.48%; Sun Communities Inc 2.37% to 2.23%; Healthpeak Properties Inc 2.06% to 1.94%. New: Chicago Board of Trade (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 27 Jun 2022 12:00:00 GMT</pubDate></item><item><title>ICF: filing for 2022-01-31 -- 1 added, 2 dropped, turnover 4%</title><link>https://themulden.com/funds/icf/</link><guid isPermaLink="true">https://themulden.com/funds/icf/</guid><description>32 positions became 31: 1 added (0.96% of the fund), 2 dropped (0.94%). Turnover proxy 4%. Largest increases: Realty Income Corp 2.94% to 4.13%; Crown Castle International Corp 7.23% to 8.23%; Public Storage 5.57% to 5.91%; Welltower Inc 3.7% to 3.96%; AvalonBay Communities Inc 3.64% to 3.69%; Duke Realty Corp 2.32% to 2.36%. Largest decreases: Equinix Inc 7.98% to 7.03%; American Tower Corp 7.81% to 7.35%; Digital Realty Trust Inc 4.89% to 4.56%; SBA Communications Corp 4.16% to 3.85%; Alexandria Real Estate Equities Inc 3.08% to 2.92%; Equity LifeStyle Properties Inc 1.58% to 1.45%. New: Federal Realty Investment Trust (0.96%). Gone: Federal Realty Investment Trust (0.94%), Chicago Board of Trade (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 29 Mar 2022 12:00:00 GMT</pubDate></item><item><title>ICF: filing for 2021-10-31 -- 1 added, 1 dropped, turnover 4.3%</title><link>https://themulden.com/funds/icf/</link><guid isPermaLink="true">https://themulden.com/funds/icf/</guid><description>32 positions became 32: 1 added (2.57% of the fund), 1 dropped (0.8%). Turnover proxy 4.3%. Largest increases: Prologis Inc 7.96% to 8.73%; Simon Property Group Inc 4.82% to 5.3%; Extra Space Storage Inc 2.66% to 2.91%; Duke Realty Corp 2.2% to 2.32%; Public Storage 5.51% to 5.57%; VICI Properties Inc 1.94% to 1.98%. Largest decreases: Welltower Inc 4.2% to 3.7%; American Tower Corp 8.24% to 7.81%; Crown Castle International Corp 7.6% to 7.23%; Equinix Inc 8.3% to 7.98%; Ventas Inc 2.6% to 2.28%; Healthpeak Properties Inc 2.31% to 2.11%. New: Mid-America Apartment Communities Inc (2.57%). Gone: American Campus Communities Inc (0.8%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Dec 2021 12:00:00 GMT</pubDate></item><item><title>ICF: filing for 2021-07-31 -- 0 added, 0 dropped, turnover 3.5%</title><link>https://themulden.com/funds/icf/</link><guid isPermaLink="true">https://themulden.com/funds/icf/</guid><description>32 positions became 32: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 3.5%. Largest increases: Equinix Inc 6.75% to 8.3%; American Tower Corp 7.72% to 8.24%; Alexandria Real Estate Equities Inc 2.93% to 3.2%; Prologis Inc 7.72% to 7.96%; Sun Communities Inc 2.35% to 2.54%; AvalonBay Communities Inc 3.5% to 3.68%. Largest decreases: Crown Castle International Corp 8.23% to 7.6%; Digital Realty Trust Inc 5.65% to 5.02%; Simon Property Group Inc 5.22% to 4.82%; Host Hotels &amp;amp; Resorts Inc 1.67% to 1.3%; Realty Income Corp 3.38% to 3.04%; VICI Properties Inc 2.22% to 1.94%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Sep 2021 12:00:00 GMT</pubDate></item><item><title>ICF: filing for 2021-04-30 -- 2 added, 2 dropped, turnover 11.4%</title><link>https://themulden.com/funds/icf/</link><guid isPermaLink="true">https://themulden.com/funds/icf/</guid><description>32 positions became 32: 2 added (10.45% of the fund), 2 dropped (1.93%). Turnover proxy 11.4%. Largest increases: American Tower Corp 7.13% to 7.72%; Prologis Inc 7.47% to 7.72%; Simon Property Group Inc 5.08% to 5.22%; Chicago Board of Trade 0.01% to 0.02%. Largest decreases: Digital Realty Trust Inc 6.92% to 5.65%; SBA Communications Corp 5.37% to 4.35%; Alexandria Real Estate Equities Inc 3.7% to 2.93%; AvalonBay Communities Inc 4.11% to 3.5%; Public Storage 6.18% to 5.59%; Equity Residential 3.77% to 3.32%. New: Crown Castle International Corp (8.23%), VICI Properties Inc (2.22%). Gone: Vornado Realty Trust (1.11%), Douglas Emmett Inc (0.81%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 28 Jun 2021 12:00:00 GMT</pubDate></item><item><title>ICF: filing for 2021-01-31 -- 2 added, 1 dropped, turnover 6.8%</title><link>https://themulden.com/funds/icf/</link><guid isPermaLink="true">https://themulden.com/funds/icf/</guid><description>31 positions became 32: 2 added (2.86% of the fund), 1 dropped (1.1%). Turnover proxy 6.8%. Largest increases: Simon Property Group Inc 3.82% to 5.08%; Equity Residential 3.27% to 3.77%; Host Hotels &amp;amp; Resorts Inc 1.47% to 1.71%; Boston Properties Inc 2.08% to 2.31%; AvalonBay Communities Inc 3.9% to 4.11%; Regency Centers Corp 1.12% to 1.33%. Largest decreases: SBA Communications Corp 6.45% to 5.37%; Equinix Inc 7.99% to 7.07%; Digital Realty Trust Inc 7.7% to 6.92%; Prologis Inc 8.17% to 7.47%; Public Storage 6.85% to 6.18%; American Tower Corp 7.71% to 7.13%. New: Healthpeak Properties Inc (2.85%), Chicago Board of Trade (0.01%). Gone: National Retail Properties Inc (1.1%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 01 Apr 2021 12:00:00 GMT</pubDate></item><item><title>ICF: filing for 2020-10-31 -- 0 added, 1 dropped, turnover 3.6%</title><link>https://themulden.com/funds/icf/</link><guid isPermaLink="true">https://themulden.com/funds/icf/</guid><description>32 positions became 31: 0 added (0% of the fund), 1 dropped (0.01%). Turnover proxy 3.6%. Largest increases: Public Storage 5.48% to 6.85%; Extra Space Storage Inc 2.44% to 2.98%; Welltower Inc 3.97% to 4.47%; Simon Property Group Inc 3.49% to 3.82%; Ventas Inc 2.61% to 2.93%; Realty Income Corp 3.76% to 3.95%. Largest decreases: Prologis Inc 8.85% to 8.17%; Equinix Inc 8.54% to 7.99%; Alexandria Real Estate Equities Inc 3.98% to 3.54%; American Tower Corp 8.14% to 7.71%; Equity LifeStyle Properties Inc 2.27% to 2%; Boston Properties Inc 2.34% to 2.08%. Gone: Chicago Board of Trade (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 28 Dec 2020 12:00:00 GMT</pubDate></item><item><title>ICF: filing for 2020-07-31 -- 1 added, 1 dropped, turnover 7%</title><link>https://themulden.com/funds/icf/</link><guid isPermaLink="true">https://themulden.com/funds/icf/</guid><description>32 positions became 32: 1 added (2.69% of the fund), 1 dropped (0.79%). Turnover proxy 7%. Largest increases: Invitation Homes Inc 2.33% to 2.93%; Digital Realty Trust Inc 7.2% to 7.71%; Alexandria Real Estate Equities Inc 3.53% to 3.98%; SBA Communications Corp 5.98% to 6.41%; Ventas Inc 2.21% to 2.61%; Public Storage 5.11% to 5.48%. Largest decreases: Equinix Inc 10.55% to 8.54%; American Tower Corp 9.52% to 8.14%; Equity Residential 4.16% to 3.42%; Prologis Inc 9.15% to 8.85%; Essex Property Trust Inc 2.96% to 2.66%; Vornado Realty Trust 1.27% to 1%. New: Sun Communities Inc (2.69%). Gone: SL Green Realty Corp (0.79%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 28 Sep 2020 12:00:00 GMT</pubDate></item><item><title>ICF: filing for 2020-04-30 -- 0 added, 0 dropped, turnover 10.2%</title><link>https://themulden.com/funds/icf/</link><guid isPermaLink="true">https://themulden.com/funds/icf/</guid><description>32 positions became 32: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 10.2%. Largest increases: Digital Realty Trust Inc 3.95% to 7.2%; Equinix Inc 7.72% to 10.55%; SBA Communications Corp 4.35% to 5.98%; American Tower Corp 8.61% to 9.52%; Prologis Inc 8.51% to 9.15%; Alexandria Real Estate Equities Inc 3.04% to 3.53%. Largest decreases: Simon Property Group Inc 6.33% to 3.75%; Welltower Inc 5.31% to 3.81%; Ventas Inc 3.33% to 2.21%; Boston Properties Inc 3.18% to 2.56%; AvalonBay Communities Inc 4.67% to 4.17%; National Retail Properties Inc 1.48% to 1.03%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 26 Jun 2020 12:00:00 GMT</pubDate></item><item><title>ICF: filing for 2020-01-31 -- 0 added, 0 dropped, turnover 2.7%</title><link>https://themulden.com/funds/icf/</link><guid isPermaLink="true">https://themulden.com/funds/icf/</guid><description>32 positions became 32: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 2.7%. Largest increases: American Tower Corp 7.83% to 8.61%; Invitation Homes Inc 2.21% to 2.61%; Equinix Inc 7.32% to 7.72%; Alexandria Real Estate Equities Inc 2.76% to 3.04%; SBA Communications Corp 4.19% to 4.35%; Boston Properties Inc 3.03% to 3.18%. Largest decreases: Simon Property Group Inc 7.15% to 6.33%; Ventas Inc 3.7% to 3.33%; Welltower Inc 5.64% to 5.31%; Equity Residential 4.75% to 4.47%; Essex Property Trust Inc 3.3% to 3.14%; Regency Centers Corp 1.73% to 1.6%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 Mar 2020 12:00:00 GMT</pubDate></item></channel></rss>