Q4 2024 Holdings
Filed 2025-02-14 | 12 holdings | $129.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| First Indl Rlty TR Inc(FR) | COM | 32054K103 | $26.4M | 527,561 | 20.4% |
| Elme Communities(ELME) | SH BEN INT | 939653101 | $25.3M | 1,655,216 | 19.5% |
| Apartment Invt & Mgmt Co(AIV) | CL A | 03748R747 | $21.2M | 2,335,062 | 16.4% |
| Veris Residential Inc(VRE) | COM | 554489104 | $19.0M | 1,144,221 | 14.7% |
| Rexford Indl Rlty Inc(REXR) | COM | 76169C100 | $16.6M | 428,222 | 12.8% |
| Invitation Homes Inc(INVH) | COM | 46187W107 | $6.7M | 208,695 | 5.1% |
| Digitalbridge Group Inc(DBRG) | CL A NEW | 25401T603 | $5.7M | 503,717 | 4.4% |
| Blackstone MTG TR Inc(BXMT) | COM CL A | 09257W100 | $3.0M | 172,460 | 2.3% |
| Americold Realty Trust Inc(COLD) | COM | 03064D108 | $3.0M | 140,000 | 2.3% |
| Starwood Ppty TR Inc(STWD) | COM | 85571B105 | $1.2M | 65,000 | 0.9% |
| Independence Rlty TR Inc(IRT) | COM | 45378A106 | $1.1M | 7,334 | 0.9% |
| Alexanders Inc(ALX) | COM | 014752109 | $563.4K | 2,816 | 0.4% |