Q3 2013 Holdings
Filed 2013-11-14 | 24 holdings | $615.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Post Pptys Inc | COM | 737464107 | $56.5K | 1,255,712 | 9.2% |
| Brookfield Office Pptys Inc | COM | 112900105 | $50.2K | 2,630,750 | 8.2% |
| Alexandria Real Estate EQ in(ARE) | COM | 015271109 | $41.8K | 654,150 | 6.8% |
| Equity Lifestyle Pptys Inc(ELS) | COM | 29472R108 | $39.1K | 1,145,184 | 6.4% |
| Equity Residential(EQR) | SH BEN INT | 29476L107 | $33.4K | 624,350 | 5.4% |
| Avalonbay Cmntys Inc(AVB) | COM | 053484101 | $33.3K | 262,400 | 5.4% |
| Hudson PAC Pptys Inc | COM | 444097109 | $32.1K | 1,648,341 | 5.2% |
| RLJ Lodging TR(RLJ) | COM | 74965L101 | $30.3K | 1,289,752 | 4.9% |
| BRE Properties Inc | CL A | 05564E106 | $30.0K | 590,047 | 4.9% |
| General Growth Pptys Inc New | COM | 370023103 | $28.3K | 1,465,350 | 4.6% |
| American Campus Cmntys Inc(ACCUSD) | COM | 024835100 | $28.2K | 824,634 | 4.6% |
| Forest City Enterprises Inc | CL A | 345550107 | $27.9K | 1,473,775 | 4.5% |
| Brookfield Residential Pptys | COM | 11283W104 | $25.5K | 1,107,871 | 4.1% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $25.1K | 223,714 | 4.1% |
| Parkway Pptys Inc | COM | 70159Q104 | $25.1K | 1,413,711 | 4.1% |
| DDR Corp | COM | 23317H102 | $20.7K | 1,317,500 | 3.4% |
| Blackstone MTG TR Inc(BXMT) | COM CL A | 09257W100 | $17.9K | 710,350 | 2.9% |
| Education Rlty TR Inc | COM | 28140H104 | $17.2K | 1,894,915 | 2.8% |
| Spirit Rlty Cap Inc New | COM | 84860W102 | $15.1K | 1,643,236 | 2.5% |
| Lasalle Hotel Pptys | COM SH BEN INT | 517942108 | $12.8K | 449,404 | 2.1% |
| CBL & Assoc Pptys Inc | COM | 124830100 | $9.3K | 487,100 | 1.5% |
| Two Hbrs Invt Corp | COM | 90187B101 | $7.3K | 754,650 | 1.2% |
| WCI Cmntys Inc | COM PAR $0.01 | 92923C807 | $5.6K | 326,400 | 0.9% |
| Chatham Lodging TR(CLDT) | COM | 16208T102 | $2.7K | 150,000 | 0.4% |