The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AGREE RLTY CORP COM 008492100   104,370,161 1,471,453 SH   SOLE   1,471,453 0 0
AMERICAN TOWER CORP NEW COM 03027X100   68,854,500 325,000 SH   SOLE   325,000 0 0
BLUESCAPE OPPORTUNITIES ACQU *W EXP 10/28/202 G1195N113   679,200 4,245,000 SH   SOLE   4,245,000 0 0
BOSTON PROPERTIES INC COM 101121101   92,922,500 1,375,000 SH   SOLE   1,375,000 0 0
BROWN & BROWN INC COM 115236101   28,485,000 500,000 SH   SOLE   500,000 0 0
CAMECO CORP COM 13321L108   61,809,755 2,726,500 SH   SOLE   2,726,500 0 0
CANADIAN NATL RY CO COM 136375102   2,615,360 22,000 SH   SOLE   22,000 0 0
CANADIAN NATL RY CO COM 136375102   2,910,325 24,500 SH   SOLE   24,500 0 0
CANNAE HLDGS INC COM 13765N107   5,156,863 249,727 SH   SOLE   249,727 0 0
CENTRAIS ELETRICAS BRASILEIR SPONSORED ADR 15234Q207   14,717,271 1,855,898 SH   SOLE   1,855,898 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   22,211,050 65,500 SH   SOLE   65,500 0 0
CHENIERE ENERGY INC COM NEW 16411R208   112,170,080 748,000 SH   SOLE   748,000 0 0
CMS ENERGY CORP COM 125896100   32,546,870 513,925 SH   SOLE   513,925 0 0
COREBRIDGE FINL INC COM 21871X109   95,427,426 4,757,100 SH   SOLE   4,757,100 0 0
CSX CORP COM 126408103   17,039,000 550,000 SH   SOLE   550,000 0 0
CTO RLTY GROWTH INC NEW COM 22948Q101   2,275,860 124,500 SH   SOLE   124,500 0 0
DIGITAL RLTY TR INC COM 253868103   18,249,140 182,000 SH   SOLE   182,000 0 0
DIVERSIFIED HEALTHCARE TR COM SH BEN INT 25525P107   3,256,687 5,035,075 SH   SOLE   5,035,075 0 0
DOMINION ENERGY INC COM 25746U109   37,509,751 611,705 SH   SOLE   611,705 0 0
DTE ENERGY CO COM 233331107   174,026,671 1,480,700 SH   SOLE   1,480,700 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106   214,550 17,500 SH   SOLE   17,500 0 0
EASTGROUP PPTYS INC COM 277276101   120,298,750 812,500 SH   SOLE   812,500 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   89,789,125 13,401,362 SH   SOLE   13,401,362 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108   98,515,000 1,525,000 SH   SOLE   1,525,000 0 0
ESSENTIAL UTILS INC COM 29670G102   98,056,512 2,054,400 SH   SOLE   2,054,400 0 0
EVERGY INC COM 30034W106   134,600,977 2,138,900 SH   SOLE   2,138,900 0 0
EVERSOURCE ENERGY COM 30040W108   99,425,353 1,185,894 SH   SOLE   1,185,894 0 0
EXELON CORP COM 30161N101   54,655,689 1,264,300 SH   SOLE   1,264,300 0 0
FERGUSON PLC NEW SHS G3421J106   25,394,000 200,000 SH   SOLE   200,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   32,228,750 475,000 SH   SOLE   475,000 0 0
FIRSTENERGY CORP COM 337932107   53,794,257 1,282,648 SH   SOLE   1,282,648 0 0
GENERAL MTRS CO COM 37045V100   14,128,800 420,000 SH   SOLE   420,000 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   8,774,500 350,000 SH   SOLE   350,000 0 0
HF SINCLAIR CORP COM 403949100   96,375,972 1,857,313 SH   SOLE   1,857,313 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   50,544,000 400,000 SH   SOLE   400,000 0 0
INNOVATIVE INDL PPTYS INC COM 45781V101   247,768,622 2,444,683 SH   SOLE   2,444,683 0 0
INTEL CORP COM 458140100   6,607,500 250,000 SH   SOLE   250,000 0 0
KIMBELL RTY PARTNERS LP UNIT 49435R102   4,175,000 250,000 SH   SOLE   250,000 0 0
KIMCO RLTY CORP COM 49446R109   60,363,000 2,850,000 SH   SOLE   2,850,000 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209   1,953,473 59,053 SH   SOLE   59,053 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100   24,114,788 2,168,596 SH   SOLE   2,168,596 0 0
LILLY ELI & CO COM 532457108   1,829,200 5,000 SH   SOLE   5,000 0 0
MEDICAL PPTYS TRUST INC COM 58463J304   7,798,000 700,000 SH   SOLE   700,000 0 0
MGE ENERGY INC COM 55277P104   3,942,400 56,000 SH   SOLE   56,000 0 0
MICROSOFT CORP COM 594918104   26,715,948 111,400 SH   SOLE   111,400 0 0
MID-AMER APT CMNTYS INC COM 59522J103   153,065,250 975,000 SH   SOLE   975,000 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   2,173,720 62,000 SH   SOLE   62,000 0 0
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106   14,332,813 396,811 SH   SOLE   396,811 0 0
NCL CORP LTD NOTE 1.125% 2/1 62886HBD2   6,857,500 10,000,000 SH   SOLE   10,000,000 0 0
NETSTREIT CORP COM 64119V303   7,332,000 400,000 SH   SOLE   400,000 0 0
NISOURCE INC COM 65473P105   130,002,196 4,741,145 SH   SOLE   4,741,145 0 0
NRG ENERGY INC COM NEW 629377508   28,449,148 894,065 SH   SOLE   894,065 0 0
NXG NEXTGEN INFRASTR INCM FD COM 231647207   2,962,557 77,412 SH   SOLE   77,412 0 0
ONE GAS INC COM 68235P108   3,899,580 51,500 SH   SOLE   51,500 0 0
OPAL FUELS INC CLASS A COM 68347P103   14,954,452 2,054,183 SH   SOLE   2,054,183 0 0
ORACLE CORP COM 68389X105   79,696,500 975,000 SH   SOLE   975,000 0 0
PG&E CORP COM 69331C108   308,392,884 18,966,352 SH   SOLE   18,966,352 0 0
PINNACLE WEST CAP CORP COM 723484101   54,701,883 719,383 SH   SOLE   719,383 0 0
PORTLAND GEN ELEC CO COM NEW 736508847   276,850,000 5,650,000 SH   SOLE   5,650,000 0 0
PROLOGIS INC. COM 74340W103   180,649,825 1,602,500 SH   SOLE   1,602,500 0 0
PUBLIC STORAGE COM 74460D109   115,578,375 412,500 SH   SOLE   412,500 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   46,093,421 752,300 SH   SOLE   752,300 0 0
REALTY INCOME CORP COM 756109104   111,002,500 1,750,000 SH   SOLE   1,750,000 0 0
REGENCY CTRS CORP COM 758849103   79,531,250 1,272,500 SH   SOLE   1,272,500 0 0
RENEW ENERGY GLOBAL PLC CL A SHS G7500M104   48,843,289 8,880,598 SH   SOLE   8,880,598 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   207,550,000 5,000,000 SH   SOLE   5,000,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   21,023,250 75,000 SH   SOLE   75,000 0 0
SHAW COMMUNICATIONS INC CL B CONV 82028K200   3,385,284 117,500 SH   SOLE   117,500 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   37,005,000 1,500,000 SH   SOLE   1,500,000 0 0
SIRIUS XM HOLDINGS INC COM 82968B103   18,308,126 3,134,953 SH   SOLE   3,134,953 0 0
SOUTHERN CO COM 842587107   124,903,231 1,749,100 SH   SOLE   1,749,100 0 0
TARGA RES CORP COM 87612G101   258,190,800 3,512,800 SH   SOLE   3,512,800 0 0
TRAVEL PLUS LEISURE CO COM 894164102   20,020,000 550,000 SH   SOLE   550,000 0 0
UNION PAC CORP COM 907818108   21,059,019 101,700 SH   SOLE   101,700 0 0
VIRTUS INVT PARTNERS INC COM 92828Q109   16,747,171 87,480 SH   SOLE   87,480 0 0
WELLTOWER INC COM 95040Q104   251,168,722 3,831,712 SH   SOLE   3,831,712 0 0
YORK WTR CO COM 987184108   33,327,076 740,931 SH   SOLE   740,931 0 0
ZIMMER ENERGY TRANSITION ACQ UNIT 06/16/2026 989570205   34,632,500 3,500,000 SH   SOLE   3,500,000 0 0