Q1 2021 Holdings
Filed 2021-05-17 | 7 holdings | $813.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Extended Stay America, Inc. | Common | 30224P200 | $329.7K | 16,694,265 | 40.5% |
| MFA Financial, Inc. | Common | 55272X102 | $173.6K | 42,554,179 | 21.3% |
| Camden Property Trust(CPT) | Common | 133131102 | $144.3K | 1,312,750 | 17.7% |
| Pacific Premier Bancorp Inc.(LF2) | Common | 69478X105 | $67.4K | 1,551,225 | 8.3% |
| Apartment Income REIT Corp.(AIRCUSD) | Common | 03750L109 | $62.9K | 1,470,200 | 7.7% |
| JBG Smith Properties(JBGS) | Common | 46590V100 | $25.3K | 795,000 | 3.1% |
| Apartment Investment and Management Co.(AIV) | Common | 03748R747 | $10.3K | 1,670,000 | 1.3% |