Q1 2020 Holdings
Filed 2020-05-15 | 15 holdings | $24.5M | 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 | $16.9M | 727,298 | 68.7% |
| D R Horton Inc(DHI) | COM | 23331A109 | $5.9M | 174,600 | 24.2% |
| Brookdale SR Living Inc(BKD) | COM | 112463104 | $1.5M | 486,209 | 6.2% |
| SBA Communications Corp New(SBAC) | CL A | 78410G104 | $37.0K | 137,150 | 0.2% |
| QTS Rlty TR Inc(QTS) | COM CL A | 74736A103 | $32.4K | 559,143 | 0.1% |
| Prologis Inc.(PLD) | COM | 74340W103 | $25.8K | 320,608 | 0.1% |
| Alexandria Real Estate EQ in(ARE) | COM | 015271109 | $25.3K | 184,400 | 0.1% |
| Hudson PAC Pptys Inc | COM | 444097109 | $23.2K | 916,400 | 0.1% |
| Camden Ppty TR(CPT) | SH BEN INT | 133131102 | $21.0K | 265,100 | 0.1% |
| Equinix Inc(EQIX) | COM | 29444U700 | $14.9K | 23,817 | 0.1% |
| Invitation Homes Inc(INVH) | COM | 46187W107 | $12.5K | 582,628 | 0.1% |
| Equity Residential(EQR) | SH BEN INT | 29476L107 | $10.7K | 173,700 | 0.0% |
| MGM Growth Pptys LLC(MGP) | CL A COM | 55303A105 | $8.5K | 358,900 | 0.0% |
| MGM Resorts International(MGM) | COM | 552953101 | $8.1K | 683,500 | 0.0% |
| First Indl Rlty TR Inc(FR) | COM | 32054K103 | $3.9K | 118,400 | 0.0% |