Q4 2019 Holdings
Filed 2020-01-23 | 42 holdings | $9.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cousins Property(CUZ) | COM | 222795502 | $5.7M | 139,090 | 60.8% |
| American Homes 4 Rent(AMH) | COM | 02665T306 | $3.5M | 135,040 | 37.6% |
| Brandywine Realty Trust(BDN) | COM | 105368203 | $11.2K | 712,300 | 0.1% |
| Brixmor Property Group Inc.(BRX) | COM | 11120U105 | $11.0K | 509,000 | 0.1% |
| Weingarten Realty(WRI) | COM | 948741103 | $9.1K | 292,800 | 0.1% |
| Vereit Inc | COM | 92339V100 | $9.1K | 988,600 | 0.1% |
| Healthpeak Properties Inc.(DOC) | COM | 42250P103 | $8.3K | 242,100 | 0.1% |
| CatchMark Timber Trust(CTT1USD) | COM | 14912Y202 | $8.0K | 696,200 | 0.1% |
| Stag Industrial(STAG) | COM | 85254J102 | $7.8K | 247,800 | 0.1% |
| Kennedy Wilson Hldgs(KW) | COM | 489398107 | $7.6K | 339,400 | 0.1% |
| Spirit Realty Capital Inc.(SRCUSD) | COM | 84860W300 | $7.5K | 152,440 | 0.1% |
| Hersha Hospitality(HTEUR) | COM | 427825500 | $7.2K | 492,189 | 0.1% |
| WPT Industrial | COM | 92937G109 | $6.0K | 431,400 | 0.1% |
| IStar Inc. | COM | 45031U101 | $5.2K | 355,100 | 0.1% |
| Howard Hughes Co.(HHC*) | COM | 44267D107 | $5.1K | 39,930 | 0.1% |
| Mack Cali(VRE) | COM | 554489104 | $4.9K | 212,980 | 0.1% |
| Equinix Inc(EQIX) | COM | 29444U700 | $4.5K | 7,710 | 0.0% |
| Century Communities(CCS) | COM | 156504300 | $4.5K | 163,503 | 0.0% |
| RLJ Lodging Trust Pr A | COM | 74965L200 | $4.4K | 154,700 | 0.0% |
| MGM Resorts Int'l(MGM) | COM | 552953101 | $4.4K | 132,780 | 0.0% |
| Seritage Growth Properties(SRG) | COM | 81752R100 | $3.3K | 83,220 | 0.0% |
| RPT Realty Pr D Conv | PREFERRED | 74971D200 | $3.2K | 52,867 | 0.0% |
| Forestar Group Inc(FOR) | COM | 346232101 | $3.0K | 145,316 | 0.0% |
| Vanguard Specialized REIT(VNQ) | COM | 922908553 | $3.0K | 32,000 | 0.0% |
| Gaming & Leisure Properties(GLPI) | COM | 36467J108 | $2.9K | 67,900 | 0.0% |
| Lexington Realty Pr C | PREFERRED | 529043309 | $2.4K | 42,861 | 0.0% |
| Jernigan Capital Inc. | COM | 476405105 | $2.4K | 123,500 | 0.0% |
| City Office REIT Inc.(CIO) | COM | 178587101 | $2.3K | 170,811 | 0.0% |
| Simon Property Group(SPG) | COM | 828806109 | $804 | 5,400 | 0.0% |
| Liberty Property Trust | COM | 531172104 | $775 | 12,900 | 0.0% |