Q1 2019 Holdings
Filed 2019-05-15 | 19 holdings | $10.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| D R Horton Inc(DHI) | COM | 23331A109 | $8.8M | 212,526 | 81.3% |
| American Homes 4 Rent(AMH) | CL A | 02665T306 | $1.9M | 82,100 | 17.2% |
| Extended Stay Amer Inc | UNIT 99/99/9999B | 30224P200 | $18.3K | 1,019,694 | 0.2% |
| Spirit Rlty Cap Inc New(SRCUSD) | COM NEW | 84860W300 | $18.0K | 453,471 | 0.2% |
| Wyndham Hotels & Resorts Inc(WH) | COM | 98311A105 | $17.6K | 351,868 | 0.2% |
| Vornado Rlty TR(VNO) | SH BEN INT | 929042109 | $17.4K | 257,658 | 0.2% |
| Diamondrock Hospitality Co(DRH) | COM | 252784301 | $17.2K | 1,587,477 | 0.2% |
| Playa Hotels & Resorts NV | SHS | N70544106 | $11.2K | 1,466,385 | 0.1% |
| Paramount Group Inc(6PM) | COM | 69924R108 | $11.0K | 771,785 | 0.1% |
| Hudson PAC Pptys Inc | COM | 444097109 | $10.8K | 314,733 | 0.1% |
| Caesars Entmt Corp(CZREUR) | COM | 127686103 | $8.9K | 1,025,805 | 0.1% |
| Lexington Realty Trust(LXPUSD) | COM | 529043101 | $6.1K | 676,521 | 0.1% |
| Host Hotels & Resorts Inc(HST) | COM | 44107P104 | $5.7K | 303,538 | 0.1% |
| New SR Invt Group Inc | COM | 648691103 | $5.7K | 1,050,067 | 0.1% |
| Trinity Merger Corp(TMCX) | COM CL A | 89653L106 | $3.6K | 355,565 | 0.0% |
| Istar Inc | COM | 45031U101 | $2.1K | 244,700 | 0.0% |
| Sunstone Hotel Invs Inc New(SHO) | COM | 867892101 | $1.8K | 126,700 | 0.0% |
| New SR Invt Group IncCall | COM | 648691103 | $1.3K | 242,800 | 0.0% |
| Spirit MTA REIT | COM SHS BEN IN | 84861U105 | $1.1K | 167,594 | 0.0% |