Q4 2018 Holdings
Filed 2019-01-15 | 17 holdings | $3.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cubesmart(CUBE) | COM | 229663109 | $3.4M | 120,000 | 97.2% |
| Essential Pptys Rlty TR Inc(EPRT) | COM | 29670E107 | $10.8K | 779,916 | 0.3% |
| Vici Pptys Inc(VICI) | COM | 925652109 | $9.9K | 525,000 | 0.3% |
| Brandywine Rlty TR(BDN) | SH BEN INT NEW | 105368203 | $8.4K | 650,000 | 0.2% |
| Liberty Ppty TR | SH BEN INT | 531172104 | $8.0K | 190,000 | 0.2% |
| RLJ Lodging TR(RLJ) | COM | 74965L101 | $7.1K | 430,200 | 0.2% |
| Retail Pptys Amer Inc | CL A | 76131V202 | $7.0K | 645,000 | 0.2% |
| Brixmor Ppty Group Inc(BRX) | COM | 11120U105 | $7.0K | 475,000 | 0.2% |
| Extended Stay Amer Inc | UNIT 99/99/9999B | 30224P200 | $6.7K | 435,000 | 0.2% |
| Duke Realty Corp(DREUSD) | COM NEW | 264411505 | $6.2K | 240,000 | 0.2% |
| Apartment Invt & Mgmt Co | CL A | 03748R101 | $5.7K | 130,000 | 0.2% |
| Retail Value Inc | COM | 76133Q102 | $5.1K | 201,100 | 0.1% |
| Paramount Group Inc(6PM) | COM | 69924R108 | $4.7K | 375,000 | 0.1% |
| Essex Ppty TR Inc(ESS) | COM | 297178105 | $4.7K | 19,000 | 0.1% |
| Spirit MTA REIT | COM SHS BEN IN | 84861U105 | $4.4K | 610,033 | 0.1% |
| Highwoods Pptys Inc(HIW) | COM | 431284108 | $3.9K | 100,000 | 0.1% |
| Playa Hotels & Resorts NV | SHS | N70544106 | $216 | 30,000 | 0.0% |