As a past top pick, it's safe to assume that he not only owns it but based on the final comment, he's likely buying. The most recent list for holdings I could find was for 30 Sep and at that time, HOM.UN was a 4.4% position in the fund. GLTA
Unspecified
BSR REIT(HOM.UN-T)
30/01/2023
It owns apartment buildings in the U.S. with Dallas being the largest market and will have good cash flow growth this year. It trades at a wide discount to NAV with NAV being the private market value of its real estate. If a REIT trades at a premium to its NAV, he sells. If it trades at a discount, he buys.
REAL ESTATE
Andrew Moffs
$19.430
Unknown