Q2 2020 Holdings
Filed 2020-08-05 | 8 holdings | $21.0M | 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 | $16.4M | 609,409 | 77.9% |
| D R Horton Inc(DHI) | COM | 23331A109 | $4.5M | 82,000 | 21.6% |
| Invitation Homes Inc(INVH) | COM | 46187W107 | $25.1K | 912,800 | 0.1% |
| Americold Rlty TR(COLD) | COM | 03064D108 | $24.4K | 671,040 | 0.1% |
| Kennedy-Wilson Hldgs Inc(KW) | COM | 489398107 | $19.5K | 1,282,785 | 0.1% |
| Lennar Corp(LEN) | CL A | 526057104 | $9.2K | 150,000 | 0.0% |
| Equity Lifestyle Pptys Inc(ELS) | COM | 29472R108 | $8.2K | 131,249 | 0.0% |
| SUN Communities Inc(SUI) | COM | 866674104 | $6.9K | 50,872 | 0.0% |