Q4 2017 Holdings
Filed 2018-02-14 | 21 holdings | $10.4M | 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 | $10.2M | 466,477 | 98.4% |
| LA Quinta Hldgs Inc | COM | 50420D108 | $13.9K | 754,740 | 0.1% |
| Taubman Ctrs Inc(TCO) | COM | 876664103 | $13.1K | 199,818 | 0.1% |
| Blackstone MTG TR Inc(BXMT) | COM CL A | 09257W100 | $11.3K | 351,720 | 0.1% |
| SUN Cmntys Inc(SUI) | COM | 866674104 | $11.1K | 120,090 | 0.1% |
| Hyatt Hotels Corp(H) | COM CL A | 448579102 | $10.6K | 144,613 | 0.1% |
| Hudson PAC Pptys Inc | COM | 444097109 | $10.4K | 303,042 | 0.1% |
| Rexford Indl Rlty Inc(REXR) | COM | 76169C100 | $10.0K | 343,273 | 0.1% |
| Invitation Homes Inc(INVH) | COM | 46187W107 | $8.9K | 375,736 | 0.1% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $8.1K | 101,173 | 0.1% |
| Lennar Corp(LEN) | CL A | 526057104 | $7.7K | 122,198 | 0.1% |
| Zayo Group Hldgs Inc | COM | 98919V105 | $7.5K | 204,252 | 0.1% |
| Masco Corp(MAS) | COM | 574599106 | $7.0K | 160,139 | 0.1% |
| Equity Comwlth(HP5A) | COM SH BEN INT | 294628102 | $6.1K | 198,587 | 0.1% |
| Vail Resorts Inc(MTN) | COM | 91879Q109 | $5.8K | 27,197 | 0.1% |
| SBA Communications Corp New(SBAC) | CL A | 78410G104 | $5.8K | 35,289 | 0.1% |
| MGM Growth Pptys LLC(MGP) | CL A COM | 55303A105 | $5.7K | 194,704 | 0.1% |
| Healthcare TR Amer Inc | CL A NEW | 42225P501 | $5.3K | 178,026 | 0.1% |
| Lyon William Homes | CL A NEW | 552074700 | $5.2K | 178,019 | 0.1% |
| BMC STK Hldgs Inc(BMCH) | COM | 05591B109 | $4.8K | 189,741 | 0.0% |
| Weingarten Rlty Invs(WRI) | SH BEN INT | 948741103 | $4.5K | 136,057 | 0.0% |