Q1 2019 Holdings
Filed 2019-05-15 | 23 holdings | $16.6M | 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 | $8.4M | 370,755 | 50.9% |
| D R Horton Inc(DHI) | COM | 23331A109 | $8.0M | 192,896 | 48.2% |
| Blackstone MTG TR Inc(BXMT) | COM CL A | 09257W100 | $12.9K | 372,071 | 0.1% |
| Americold Rlty TR(COLD) | COM | 03064D108 | $12.6K | 411,440 | 0.1% |
| Site Centers Corp(SITCUSD) | COM | 82981J109 | $10.9K | 798,972 | 0.1% |
| Kilroy Rlty Corp(KRC) | COM | 49427F108 | $10.6K | 139,205 | 0.1% |
| National Storage Affiliates(NSA) | COM SHS BEN IN | 637870106 | $10.0K | 351,724 | 0.1% |
| SBA Communications Corp New(SBAC) | CL A | 78410G104 | $9.6K | 48,227 | 0.1% |
| Rexford Indl Rlty Inc(REXR) | COM | 76169C100 | $9.1K | 253,113 | 0.1% |
| Invitation Homes Inc(INVH) | COM | 46187W107 | $9.0K | 370,000 | 0.1% |
| Regency Ctrs Corp(REG) | COM | 758849103 | $8.5K | 126,435 | 0.1% |
| Zayo Group Hldgs Inc | COM | 98919V105 | $8.2K | 288,631 | 0.0% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $7.7K | 92,804 | 0.0% |
| Hilton Grand Vacations Inc(HGV) | COM | 43283X105 | $7.4K | 241,409 | 0.0% |
| Hyatt Hotels Corp(H) | COM CL A | 448579102 | $7.0K | 96,497 | 0.0% |
| Equinix Inc(EQIX) | COM | 29444U700 | $5.5K | 12,200 | 0.0% |
| Cyrusone Inc(CONE1EUR) | COM | 23283R100 | $5.1K | 98,000 | 0.0% |
| Cousins Pptys Inc | COM | 222795106 | $5.1K | 530,000 | 0.0% |
| Host Hotels & Resorts Inc(HST) | COM | 44107P104 | $3.6K | 190,360 | 0.0% |
| Sabra Health Care REIT Inc(SBRA) | COM | 78573L106 | $3.4K | 174,000 | 0.0% |
| Boston Properties Inc(BXP) | COM | 101121101 | $2.8K | 21,024 | 0.0% |
| Caretrust REIT Inc(CTRE) | COM | 14174T107 | $2.7K | 114,093 | 0.0% |
| Corepoint Lodging Inc(CPLGGUSD) | COM | 21872L104 | $2.3K | 204,541 | 0.0% |