Q4 2020 Holdings
Filed 2021-02-16 | 13 holdings | $824.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Extended Stay America, Inc. | Common | 30224P200 | $247.2K | 16,694,265 | 30.0% |
| MFA Financial, Inc. | Common | 55272X102 | $165.5K | 42,554,179 | 20.1% |
| Camden Property Trust(CPT) | Common | 133131102 | $129.8K | 1,299,145 | 15.7% |
| Pacific Premier Bancorp Inc.(LF2) | Common | 69478X105 | $95.6K | 3,051,225 | 11.6% |
| Apartment Income REIT Corp.(AIRCUSD) | Common | 03750L109 | $56.5K | 1,470,000 | 6.8% |
| Douglas Emmett Inc.(DEI) | Common | 25960P109 | $45.3K | 1,551,745 | 5.5% |
| First Industrial Realty Trust, Inc.(FR) | Common | 32054K103 | $44.9K | 1,066 | 5.4% |
| AvalonBay Communities, Inc.(AVB) | Common | 053484101 | $11.0K | 68,560 | 1.3% |
| JBG Smith Properties(JBGS) | Common | 46590V100 | $9.9K | 315,000 | 1.2% |
| Apartment Investment and Management Co.(AIV) | Common | 03748R747 | $7.8K | 1,470,000 | 0.9% |
| Host Hotels & Resorts, Inc.(HST) | Common | 44107P104 | $7.7K | 525,606 | 0.9% |
| Boston Properties, Inc.(BXP) | Common | 101121101 | $1.9K | 20,390 | 0.2% |
| Pebblebrook Hotel Trust(PEB) | Common | 70509V100 | $1.8K | 93,200 | 0.2% |