Q3 2019 Holdings
Filed 2019-11-12 | 33 holdings | $9.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cousins Pptys Inc(CUZ) | COM NEW | 222795502 | $7.5M | 200,000 | 82.3% |
| Corporate Office Pptys TR(CDP) | SH BEN INT | 22002T108 | $1.5M | 50,000 | 16.3% |
| Hudson PAC Pptys Inc | COM | 444097109 | $10.7K | 320,000 | 0.1% |
| Retail Pptys Amer Inc | CL A | 76131V202 | $9.9K | 800,000 | 0.1% |
| HCP Inc | COM | 40414L109 | $9.8K | 275,000 | 0.1% |
| Apartment Invt & Mgmt Co(AIVEUR) | CL A | 03748R754 | $8.4K | 161,500 | 0.1% |
| Duke Realty Corp(DREUSD) | COM NEW | 264411505 | $8.0K | 235,000 | 0.1% |
| National Retail Pptys Inc(NNN) | COM | 637417106 | $7.3K | 130,000 | 0.1% |
| Invitation Homes Inc(INVH) | COM | 46187W107 | $6.2K | 210,000 | 0.1% |
| Kilroy Rlty Corp(KRC) | COM | 49427F108 | $5.8K | 75,000 | 0.1% |
| Weingarten Rlty Invs(WRI) | SH BEN INT | 948741103 | $5.8K | 200,000 | 0.1% |
| Vici Pptys Inc(VICI) | COM | 925652109 | $5.4K | 240,000 | 0.1% |
| Camden Ppty TR(CPT) | SH BEN INT | 133131102 | $5.3K | 47,500 | 0.1% |
| Caretrust REIT Inc(CTRE) | COM | 14174T107 | $4.7K | 200,000 | 0.1% |
| Healthcare TR Amer Inc | CL A NEW | 42225P501 | $4.3K | 145,000 | 0.0% |
| Regency Ctrs Corp(REG) | COM | 758849103 | $3.8K | 55,000 | 0.0% |
| Empire ST Rlty TR Inc(ESRT) | CL A | 292104106 | $3.2K | 225,000 | 0.0% |
| Vornado Rlty TR(VNO) | SH BEN INT | 929042109 | $3.2K | 50,000 | 0.0% |
| Liberty Ppty TR | SH BEN INT | 531172104 | $3.1K | 60,000 | 0.0% |
| Host Hotels & Resorts Inc(HST) | COM | 44107P104 | $2.1K | 120,000 | 0.0% |
| Stag Indl Inc(STAG) | COM | 85254J102 | $2.0K | 67,500 | 0.0% |
| Four Corners Ppty TR Inc(FCPT) | COM | 35086T109 | $2.0K | 70,118 | 0.0% |
| Gaming & Leisure Pptys Inc(GLPI) | COM | 36467J108 | $1.9K | 50,000 | 0.0% |
| Life Storage Inc(SSS1EUR) | COM | 53223X107 | $1.7K | 16,500 | 0.0% |
| Federal Realty Invt TR(FRTEUR) | SH BEN INT NEW | 313747206 | $1.7K | 12,500 | 0.0% |
| Paramount Group Inc(6PM) | COM | 69924R108 | $1.5K | 115,000 | 0.0% |
| Coresite Rlty Corp(COR1EUR) | COM | 21870Q105 | $1.3K | 10,500 | 0.0% |
| MGM Growth Pptys LLC(MGP) | CL A COM | 55303A105 | $1.1K | 35,000 | 0.0% |
| Cyrusone Inc(CONE1EUR) | COM | 23283R100 | $989 | 12,500 | 0.0% |
| Zayo Group Hldgs Inc | COM | 98919V105 | $848 | 25,000 | 0.0% |
| Taubman Ctrs Inc(TCO) | COM | 876664103 | $817 | 20,000 | 0.0% |
| Macerich Co(MAC) | COM | 554382101 | $790 | 25,000 | 0.0% |
| Paramount Group IncCall | CALL | 69924R908 | $5 | 500 | 0.0% |