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 |
| Alexandria Real Estate Equit | COM | 015271109 | 69,847 | 383,900 | SH | SOLE | 280,427 | 0 | 103,473 | ||
| American Campus Communities | COM | 024835100 | 725 | 15,525 | SH | SOLE | 14,330 | 0 | 1,195 | ||
| American Homes 4 Rent | COM | 02665T306 | 36,656 | 943,534 | SH | SOLE | 732,498 | 0 | 211,036 | ||
| American Tower Corp. | COM | 03027X100 | 53,724 | 198,873 | SH | SOLE | 154,760 | 0 | 44,113 | ||
| Boston Properties, Inc. | COM | 101121101 | 40,028 | 349,320 | SH | SOLE | 212,864 | 0 | 136,456 | ||
| Camden Property Trust | COM | 133131102 | 78,798 | 593,941 | SH | SOLE | 365,162 | 0 | 228,779 | ||
| CoreSite Realty Corp. | COM | 21870Q105 | 22,729 | 168,860 | SH | SOLE | 45,145 | 0 | 123,715 | ||
| Cousins Properties, Inc. | COM | 222795502 | 1,675 | 45,550 | SH | SOLE | 45,550 | 0 | 0 | ||
| Crown Castle Inc | COM | 22822V101 | 2,630 | 13,480 | SH | SOLE | 12,715 | 0 | 765 | ||
| Cubesmart | COM | 229663109 | 31,923 | 689,172 | SH | SOLE | 239,843 | 0 | 449,329 | ||
| Digital Realty Trust | COM | 253868103 | 4,420 | 29,380 | SH | SOLE | 29,312 | 0 | 68 | ||
| Duke Realty Corporation | COM | 264411505 | 83,613 | 1,765,859 | SH | SOLE | 1,018,786 | 0 | 747,073 | ||
| Eastgroup Properties | COM | 277276101 | 23,196 | 141,046 | SH | SOLE | 55,760 | 0 | 85,286 | ||
| Equinix Inc. | COM | 29444U700 | 176,604 | 220,040 | SH | SOLE | 121,722 | 0 | 98,318 | ||
| Equity Lifestyle Properties | COM | 29472R108 | 58,360 | 785,353 | SH | SOLE | 584,880 | 0 | 200,473 | ||
| Equity Residential | COM | 29476L107 | 97,325 | 1,263,968 | SH | SOLE | 752,485 | 0 | 511,483 | ||
| Essex Property Trust, Inc. | COM | 297178105 | 69,090 | 230,291 | SH | SOLE | 144,256 | 0 | 86,035 | ||
| Extra Space Storage, Inc. | COM | 30225T102 | 97,614 | 595,867 | SH | SOLE | 411,239 | 0 | 184,628 | ||
| Federal Realty Investment Tr | COM | 313747206 | 21,464 | 183,188 | SH | SOLE | 70,993 | 0 | 112,195 | ||
| Global Medical REIT | COM | 37954A204 | 10,849 | 735,000 | SH | SOLE | 265,230 | 0 | 469,770 | ||
| Healthcare Trust of America | COM | 42225P501 | 21,313 | 798,263 | SH | SOLE | 372,591 | 0 | 425,672 | ||
| Highwoods Properties, Inc. | COM | 431284108 | 29,930 | 662,617 | SH | SOLE | 214,865 | 0 | 447,752 | ||
| Hilton, Inc. | COM | 43300A203 | 0 | 10,627 | SH | SOLE | 10,627 | 0 | 0 | ||
| Invitation Homes Inc | COM | 46187W107 | 78,252 | 2,098,459 | SH | SOLE | 1,369,596 | 0 | 728,863 | ||
| JBG Smith Properties | COM | 46590V100 | 10,661 | 338,336 | SH | SOLE | 338,177 | 0 | 159 | ||
| Kilroy Realty | COM | 49427F108 | 48,096 | 690,633 | SH | SOLE | 364,480 | 0 | 326,153 | ||
| Kimco Realty Corp. | COM | 49446R109 | 72,154 | 3,460,606 | SH | SOLE | 2,096,791 | 0 | 1,363,815 | ||
| Lamar Advertising Co-A | COM | 512816109 | 9,198 | 88,090 | SH | SOLE | 88,090 | 0 | 0 | ||
| MGM Growth Properties | COM | 55303A105 | 1,126 | 30,735 | SH | SOLE | 27,380 | 0 | 3,355 | ||
| Mack-Cali Realty Corporation | COM | 554489104 | 11,230 | 654,809 | SH | SOLE | 228,743 | 0 | 426,066 | ||
| Playa Hotels & Resorts | COM | N70544106 | 18,268 | 2,458,596 | SH | SOLE | 1,572,355 | 0 | 886,241 | ||
| Potlach Corp | COM | 737630103 | 9,905 | 186,350 | SH | SOLE | 61,845 | 0 | 124,505 | ||
| ProLogis Inc. | COM | 74340W103 | 188,927 | 1,580,579 | SH | SOLE | 1,026,377 | 0 | 554,202 | ||
| Public Storage | COM | 74460D109 | 23,445 | 77,970 | SH | SOLE | 28,318 | 0 | 49,652 | ||
| Realty Income | COM | 756109104 | 1,676 | 25,110 | SH | SOLE | 22,225 | 0 | 2,885 | ||
| Retail Opportunity Investmen | COM | 76131N101 | 19,629 | 1,111,488 | SH | SOLE | 1,110,974 | 0 | 514 | ||
| Ryman Hospitality Properties | COM | 78377T107 | 26,627 | 337,219 | SH | SOLE | 217,227 | 0 | 119,992 | ||
| SBA Communications | COM | 78410G104 | 1,852 | 5,810 | SH | SOLE | 5,445 | 0 | 365 | ||
| Simon Property Group, Inc. | COM | 828806109 | 85,866 | 658,083 | SH | SOLE | 408,362 | 0 | 249,721 | ||
| Sun Communities, Inc. | COM | 866674104 | 38,818 | 226,477 | SH | SOLE | 143,586 | 0 | 82,891 | ||
| Ventas, Inc. | COM | 92276F100 | 44,364 | 776,952 | SH | SOLE | 536,903 | 0 | 240,049 | ||
| Vici Properties | COM | 925652109 | 1,122 | 36,175 | SH | SOLE | 32,090 | 0 | 4,085 | ||
| Welltower Inc. | COM | 95040Q104 | 118,897 | 1,430,781 | SH | SOLE | 836,897 | 0 | 593,884 | ||
| Xenia Hotels & Resorts Inc | COM | 984017103 | 23,631 | 1,261,673 | SH | SOLE | 703,820 | 0 | 557,853 | ||