Q1 2015 Holdings
Filed 2015-05-15 | 14 holdings | $53.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Macerich Co C @ 90.0 APR 15(MAC)Call | COM | 554382101 | $16.4K | 195,000 | 30.8% |
| Host Hotels & Resorts Inc(HST) | COM | 44107P104 | $4.5K | 225,000 | 8.5% |
| Taubman Centers Inc(TCO) | COM | 876664103 | $4.2K | 55,000 | 7.9% |
| Starwood Hotels & Resorts | COM | 85590A401 | $4.2K | 50,000 | 7.8% |
| Silver BAY Realty Trust Corp (NY | COM | 82735Q102 | $4.0K | 246,500 | 7.4% |
| American Residential Propert (NY | COM | 02927E303 | $3.4K | 191,229 | 6.4% |
| Post Properties Inc | COM | 737464107 | $3.3K | 57,442 | 6.1% |
| Hyatt Hotels Corp - CL A (NYS)(H) | COM CL A | 448579102 | $3.0K | 50,000 | 5.5% |
| Easterly Government Properti | COM | 27616P103 | $2.5K | 153,800 | 4.6% |
| Spirit Realty Capital Inc | COM | 84860W102 | $2.4K | 200,000 | 4.5% |
| Parkway Properties Inc | COM | 70159Q104 | $2.2K | 127,100 | 4.1% |
| Cousins Properties Inc | COM | 222795106 | $2.1K | 200,000 | 4.0% |
| Lexington Realty Trust(LXPUSD) | COM | 529043101 | $1.2K | 122,444 | 2.3% |