Q4 2013 Holdings
Filed 2014-02-13 | 13 holdings | $28.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| American Homes 4 Rent(AMH) | CL A | 02665T306 | $28.1M | 1,737,126 | 99.2% |
| Alexanders Inc(ALX) | COM | 014752109 | $46.1K | 139,769 | 0.2% |
| Chatham Lodging TR(CLDT) | COM | 16208T102 | $29.7K | 1,454,375 | 0.1% |
| American Residential Pptys I | COM | 02927E303 | $27.5K | 1,600,350 | 0.1% |
| Hyatt Hotels Corp(H) | COM CL A | 448579102 | $24.1K | 488,055 | 0.1% |
| Post Pptys Inc | COM | 737464107 | $15.8K | 348,358 | 0.1% |
| Spirit Rlty Cap Inc New | COM | 84860W102 | $15.6K | 1,589,500 | 0.1% |
| Taubman Ctrs Inc(TCO) | COM | 876664103 | $14.8K | 231,600 | 0.1% |
| Colony Finl Inc | COM | 19624R106 | $13.1K | 645,290 | 0.0% |
| Brookfield Asset Mgmt IncPut | CL A LTD VT SH | 112585104 | $9.7K | 250,000 | 0.0% |
| ST JOE Co(JOE) | COM | 790148100 | $9.6K | 500,800 | 0.0% |
| Associated Estates Rlty Corp | COM | 045604105 | $8.5K | 526,736 | 0.0% |
| NMI Hldgs Inc(NMIH) | CL A | 629209305 | $2.8K | 217,000 | 0.0% |