Q1 2020 Holdings
Filed 2020-04-06 | 29 holdings | $388.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| MGM Growth Pptys LLC(MGP) | CL A COM | 55303A105 | $28.8K | 1,260,579 | 7.4% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $25.2K | 172,061 | 6.5% |
| Equinix Inc(EQIX) | COM | 29444U700 | $24.3K | 38,867 | 6.3% |
| Healthcare TR Amer Inc | CL A NEW | 42225P501 | $24.2K | 1,065,055 | 6.2% |
| Hudson PAC Pptys Inc | COM | 444097109 | $24.0K | 1,031,036 | 6.2% |
| Extra Space Storage Inc(EXR) | COM | 30225T102 | $22.0K | 229,415 | 5.7% |
| Invitation Homes Inc(INVH) | COM | 46187W107 | $20.9K | 1,022,249 | 5.4% |
| Alexandria Real Estate EQ in(ARE) | COM | 015271109 | $20.1K | 153,320 | 5.2% |
| SUN Cmntys Inc(SUI) | COM | 866674104 | $18.7K | 167,444 | 4.8% |
| Rexford Indl Rlty Inc(REXR) | COM | 76169C100 | $18.1K | 488,766 | 4.7% |
| Essex Ppty TR Inc(ESS) | COM | 297178105 | $17.0K | 87,492 | 4.4% |
| Healthpeak Properties Inc(DOC) | COM | 42250P103 | $16.6K | 812,729 | 4.3% |
| Vereit Inc | COM | 92339V100 | $16.0K | 3,843,832 | 4.1% |
| Prologis Inc.(PLD) | COM | 74340W103 | $14.4K | 190,865 | 3.7% |
| Starwood Ppty TR Inc(STWD) | COM | 85571B105 | $12.4K | 1,267,679 | 3.2% |
| Federal Realty Invt TR(FRTEUR) | SH BEN INT NEW | 313747206 | $11.7K | 176,182 | 3.0% |
| Spirit Rlty Cap Inc New(SRCUSD) | COM NEW | 84860W300 | $11.2K | 483,101 | 2.9% |
| Americold Rlty TR(COLD) | COM | 03064D108 | $10.4K | 311,250 | 2.7% |
| UDR Inc(UDR) | COM | 902653104 | $9.4K | 292,782 | 2.4% |
| Granite PT MTG TR Inc(GPMT) | COM | 38741L107 | $7.4K | 2,508,515 | 1.9% |
| American Tower Corp New(AMT) | COM | 03027X100 | $6.7K | 30,420 | 1.7% |
| Cubesmart(CUBE) | COM | 229663109 | $4.9K | 192,878 | 1.3% |
| Stag Indl Inc(STAG) | COM | 85254J102 | $4.4K | 198,458 | 1.1% |
| TPG RE FIN TR Inc(TRTX) | COM | 87266M107 | $4.0K | 1,105,124 | 1.0% |
| Medical Pptys Trust Inc(MPT) | COM | 58463J304 | $4.0K | 264,895 | 1.0% |
| Highwoods Pptys Inc(HIW) | COM | 431284108 | $3.7K | 119,546 | 1.0% |
| Urban Edge Pptys(UE) | COM | 91704F104 | $3.5K | 447,391 | 0.9% |
| Weingarten Rlty Invs(WRI) | SH BEN INT | 948741103 | $2.7K | 216,256 | 0.7% |
| Digital Rlty TR Inc(DLR) | COM | 253868103 | $1.8K | 13,460 | 0.5% |