Q4 2018 Holdings
Filed 2019-02-14 | 15 holdings | $7.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| D R Horton Inc(DHI) | COM | 23331A109 | $7.4M | 212,526 | 98.1% |
| Extended Stay Amer Inc | UNIT 99/99/9999B | 30224P200 | $20.9K | 1,346,619 | 0.3% |
| Hudson PAC Pptys Inc | COM | 444097109 | $20.7K | 711,633 | 0.3% |
| Vornado Rlty TR(VNO) | SH BEN INT | 929042109 | $13.7K | 221,658 | 0.2% |
| Wyndham Hotels & Resorts Inc(WH) | COM | 98311A105 | $12.6K | 276,766 | 0.2% |
| Playa Hotels & Resorts NV | SHS | N70544106 | $11.2K | 1,555,257 | 0.1% |
| Caesars Entmt Corp(CZREUR) | COM | 127686103 | $10.5K | 1,545,104 | 0.1% |
| New SR Invt Group Inc | COM | 648691103 | $10.0K | 2,431,988 | 0.1% |
| Liberty Ppty TR | SH BEN INT | 531172104 | $9.8K | 235,019 | 0.1% |
| Macerich Co(MAC) | COM | 554382101 | $8.3K | 191,434 | 0.1% |
| Lexington Realty Trust(LXPUSD) | COM | 529043101 | $8.3K | 1,008,569 | 0.1% |
| Essential Pptys Rlty TR Inc(EPRT) | COM | 29670E107 | $7.9K | 570,344 | 0.1% |
| JBG Smith Pptys(JBGS) | COM | 46590V100 | $5.3K | 150,928 | 0.1% |
| New SR Invt Group IncCall | COM | 648691103 | $1.3K | 315,000 | 0.0% |
| Spirit MTA REIT | COM SHS BEN IN | 84861U105 | $143 | 20,076 | 0.0% |