Q1 2017 Holdings
Filed 2017-05-15 | 21 holdings | $20.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| American Homes 4 Rent(AMH) | CL A | 02665T306 | $8.8M | 383,085 | 43.8% |
| Cubesmart(CUBE) | COM | 229663109 | $6.5M | 250,708 | 32.4% |
| D R Horton Inc(DHI) | COM | 23331A109 | $4.6M | 138,535 | 23.0% |
| Hyatt Hotels Corp(H) | COM CL A | 448579102 | $15.2K | 281,453 | 0.1% |
| Toll Brothers Inc(TOL) | COM | 889478103 | $14.1K | 391,375 | 0.1% |
| GGP Inc | COM | 36174X101 | $13.8K | 594,396 | 0.1% |
| Hudson PAC Pptys Inc | COM | 444097109 | $12.1K | 349,299 | 0.1% |
| Retail Pptys Amer Inc | CL A | 76131V202 | $10.7K | 739,168 | 0.1% |
| SBA Communications Corp New(SBAC) | CL A | 78410G104 | $10.5K | 87,557 | 0.1% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $10.2K | 44,447 | 0.1% |
| Interxion Holding N.v | SHS | N47279109 | $9.3K | 235,978 | 0.0% |
| Rexford Indl Rlty Inc(REXR) | COM | 76169C100 | $9.3K | 413,012 | 0.0% |
| Equity Comwlth(HP5A) | COM SH BEN INT | 294628102 | $9.2K | 294,903 | 0.0% |
| Paramount Group Inc(6PM) | COM | 69924R108 | $8.8K | 540,582 | 0.0% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $8.7K | 148,509 | 0.0% |
| Vail Resorts Inc(MTN) | COM | 91879Q109 | $7.9K | 41,089 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $7.6K | 92,744 | 0.0% |
| Zayo Group Hldgs Inc | COM | 98919V105 | $7.1K | 215,326 | 0.0% |
| Spirit Rlty Cap Inc New | COM | 84860W102 | $6.3K | 624,001 | 0.0% |
| Colony Starwood Homes | COM | 19625X102 | $5.8K | 170,194 | 0.0% |
| Regency Ctrs Corp(REG) | COM | 758849103 | $4.7K | 70,245 | 0.0% |