The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AGREE REALTY CORP | COM | 008492100 | 87,123 | 1,369,000 | SH | DFND | 1,2,3 | 0 | 1,369,000 | 0 | |
| ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 | 870,240 | 5,439,000 | SH | DFND | 1,2,3 | 0 | 5,439,000 | 0 | |
| AMERICAN HOMES 4 RENT | CL A | 02665T306 | 38,277 | 1,344,000 | SH | DFND | 1,2,3 | 0 | 1,344,000 | 0 | |
| AMERICOLD RLTY TR | COM | 03064D108 | 278,835 | 7,799,575 | SH | DFND | 1,2,3 | 0 | 7,799,575 | 0 | |
| BOSTON PROPERTIES INC | COM | 101121101 | 485,678 | 6,048,292 | SH | DFND | 1,2,3 | 0 | 6,048,292 | 0 | |
| CLEAR CHANNEL OUTDOOR HLDGS | COM | 18453H106 | 1,393 | 1,393,086 | SH | DFND | 1,2,3 | 0 | 1,393,086 | 0 | |
| COUSINS PPTYS INC | COM NEW | 222795502 | 95,676 | 3,346,500 | SH | DFND | 1,2,3 | 0 | 3,346,500 | 0 | |
| CYRUSONE INC | COM | 23283R100 | 58,872 | 840,670 | SH | DFND | 1,2,3 | 0 | 840,670 | 0 | |
| DIGITAL RLTY TR INC | COM | 253868103 | 1,392,019 | 9,485,000 | SH | DFND | 1,2,3 | 0 | 9,485,000 | 0 | |
| EQUINIX INC | COM | 29444U700 | 365,699 | 481,100 | SH | DFND | 1,2,3 | 0 | 481,100 | 0 | |
| EQUITY LIFESTYLE PPTYS INC | COM | 29472R108 | 57,254 | 934,000 | SH | DFND | 1,2,3 | 0 | 934,000 | 0 | |
| EQUITY RESIDENTIAL | SH BEN INT | 29476L107 | 730,092 | 14,223,500 | SH | DFND | 1,2,3 | 0 | 14,223,500 | 0 | |
| EXTRA SPACE STORAGE INC | COM | 30225T102 | 355,528 | 3,323,000 | SH | DFND | 1,2,3 | 0 | 3,323,000 | 0 | |
| FEDERAL RLTY INVT TR | SH BEN INT NEW | 313747206 | 95,854 | 1,305,200 | SH | DFND | 1,2,3 | 0 | 1,305,200 | 0 | |
| HEALTHCARE TR AMER INC | CL A NEW | 42225P501 | 223,548 | 8,598,000 | SH | DFND | 1,2,3 | 0 | 8,598,000 | 0 | |
| HEALTHPEAK PROPERTIES INC | COM | 42250P103 | 170,339 | 6,274,000 | SH | DFND | 1,2,3 | 0 | 6,274,000 | 0 | |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 27,302 | 320,000 | SH | DFND | 1,2,3 | 0 | 320,000 | 0 | |
| HOST HOTELS & RESORTS INC | COM | 44107P104 | 63,877 | 5,920,000 | SH | DFND | 1,2,3 | 0 | 5,920,000 | 0 | |
| IHEARTMEDIA INC | COM CL A | 45174J509 | 1,300 | 160,116 | SH | DFND | 1,2,3 | 0 | 160,116 | 0 | |
| INVITATION HOMES INC | COM | 46187W107 | 524,840 | 18,751,000 | SH | DFND | 1,2,3 | 0 | 18,751,000 | 0 | |
| JBG SMITH PPTYS | COM | 46590V100 | 193,049 | 7,219,500 | SH | DFND | 1,2,3 | 0 | 7,219,500 | 0 | |
| KILROY RLTY CORP | COM | 49427F108 | 276,531 | 5,322,000 | SH | DFND | 1,2,3 | 0 | 5,322,000 | 0 | |
| KIMCO RLTY CORP | COM | 49446R109 | 249,206 | 22,132,000 | SH | DFND | 1,2,3 | 0 | 22,132,000 | 0 | |
| LIFE STORAGE INC | COM | 53223X107 | 17,106 | 162,500 | SH | DFND | 1,2,3 | 0 | 162,500 | 0 | |
| MID-AMER APT CMNTYS INC | COM | 59522J103 | 389,012 | 3,355,000 | SH | DFND | 1,2,3 | 0 | 3,355,000 | 0 | |
| PARK HOTELS RESORTS INC | COM | 700517105 | 35,964 | 3,600,000 | SH | DFND | 1,2,3 | 0 | 3,600,000 | 0 | |
| PROLOGIS INC. | COM | 74340W103 | 2,617,981 | 26,018,500 | SH | DFND | 1,2,3 | 0 | 26,018,500 | 0 | |
| PUBLIC STORAGE | COM | 74460D109 | 709,475 | 3,185,500 | SH | DFND | 1,2,3 | 0 | 3,185,500 | 0 | |
| QTS RLTY TR INC | COM CL A | 74736A103 | 76,790 | 1,218,500 | SH | DFND | 1,2,3 | 0 | 1,218,500 | 0 | |
| REALTY INCOME CORP | COM | 756109104 | 157,282 | 2,589,000 | SH | DFND | 1,2,3 | 0 | 2,589,000 | 0 | |
| REGENCY CTRS CORP | COM | 758849103 | 126,987 | 3,340,000 | SH | DFND | 1,2,3 | 0 | 3,340,000 | 0 | |
| RETAIL OPPORTUNITY INVTS COR | COM | 76131N101 | 7,811 | 750,000 | SH | DFND | 1,2,3 | 0 | 750,000 | 0 | |
| REXFORD INDL RLTY INC | COM | 76169C100 | 76,259 | 1,666,500 | SH | DFND | 1,2,3 | 0 | 1,666,500 | 0 | |
| RYMAN HOSPITALITY PPTYS INC | COM | 78377T107 | 35,880 | 975,000 | SH | DFND | 1,2,3 | 0 | 975,000 | 0 | |
| SABRA HEALTH CARE REIT INC | COM | 78573L106 | 80,918 | 5,870,000 | SH | DFND | 1,2,3 | 0 | 5,870,000 | 0 | |
| SIMON PPTY GROUP INC NEW | COM | 828806109 | 75,676 | 1,170,000 | SH | DFND | 1,2,3 | 0 | 1,170,000 | 0 | |
| SUN CMNTYS INC | COM | 866674104 | 103,140 | 733,519 | SH | DFND | 1,2,3 | 0 | 733,519 | 0 | |
| TERRENO RLTY CORP | COM | 88146M101 | 98,951 | 1,807,000 | SH | DFND | 1,2,3 | 0 | 1,807,000 | 0 | |
| UDR INC | COM | 902653104 | 102,738 | 3,150,500 | SH | DFND | 1,2,3 | 0 | 3,150,500 | 0 | |
| URBAN EDGE PPTYS | COM | 91704F104 | 49,771 | 5,120,500 | SH | DFND | 1,2,3 | 0 | 5,120,500 | 0 | |
| VENTAS INC | COM | 92276F100 | 773,493 | 18,434,063 | SH | DFND | 1,2,3 | 0 | 18,434,063 | 0 | |
| VEREIT INC | COM | 92339V100 | 84,988 | 13,075,000 | SH | DFND | 1,2,3 | 0 | 13,075,000 | 0 | |
| VICI PPTYS INC | COM | 925652109 | 141,844 | 6,069,500 | SH | DFND | 1,2,3 | 0 | 6,069,500 | 0 | |