SECURITY CAPITAL RESEARCH & MANAGEMENT INC

Security Capital Research & Management Inc. is an investment management firm based out of Chicago, Illinois. The company was originally established in 1995 and is currently headed by Anthony R. Manno Jr., who acts as the company’s CEO, CIO, President, Director, and one of its portfolio managers. Security Capital Research & Management currently operates as a subsidiary of J. P. Morgan Asset Management Inc. The company conducts its research internally and invests in the public equity markets on a global scale. Security Capital Research & Management invests most heavily in the real estate sector, which alone makes up almost the entirety of its investments, and also invests in the finance and consumer discretionary sector, among others to a lesser degree, in order of decreasing allocation. The company, on average, keeps its holdings for over 16 quarters and has had a turnover rate of 8.5% in the most recent quarter. Security Capital Research & Management’s top holdings include ProLogis Inc., BioMed Realty Trust Inc., Simon Property Group Inc., Health Care REIT Inc., and Senior Housing Properties. The company has grown from its inception to now operate with 21 employees of which 20 are investment professionals. Security Capital Research & Management oversees over $4.5 billion in total assets under management spread across 230 accounts, all of which are discretionary accounts except for one that makes up $50 million of its managed assets. Although the company’s total number of accounts has been decreasing in recent years, having once been as high as 470 back in 2010, its total assets under management, despite some volatility, has been increasing in recent years, growing from $2.7 billion back in 2010 to experience almost $2 billion in growth. The company caters to a variety of clients including pension and profit sharing plans, charities, corporations, state and municipal entities, high net worth individuals, and investment companies, among others, in order of decreasing clientele.