Q4 2019 Holdings
Filed 2020-02-14 | 12 holdings | $139.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vornado Rlty TR(VNO) | SH BEN INT | 929042109 | $22.0K | 330,655 | 15.8% |
| Vici Pptys Inc(VICI) | COM | 925652109 | $18.3K | 716,815 | 13.2% |
| Broadmark Rlty Cap Inc | COM | 11135B100 | $18.0K | 1,415,616 | 13.0% |
| Wyndham Hotels & Resorts Inc(WH) | COM | 98311A105 | $18.0K | 286,115 | 12.9% |
| Host Hotels & Resorts Inc(HST) | COM | 44107P104 | $16.9K | 913,635 | 12.2% |
| Extended Stay Amer Inc | UNIT 99/99/9999B | 30224P200 | $16.7K | 1,122,704 | 12.0% |
| Hilton Grand Vacations Inc(HGV) | COM | 43283X105 | $9.7K | 283,066 | 7.0% |
| Playa Hotels & Resorts NV | SHS | N70544106 | $7.6K | 899,957 | 5.4% |
| Invitation Homes Inc(INVH) | COM | 46187W107 | $5.8K | 194,400 | 4.2% |
| Retail Value Inc | COM | 76133Q102 | $3.9K | 105,765 | 2.8% |
| Spirit Rlty Cap Inc New(SRCUSD) | COM NEW | 84860W300 | $2.0K | 40,509 | 1.4% |
| Broadmark Rlty Cap Inc | *W EXP 11/15/202 | 11135B118 | $84 | 221,664 | 0.1% |