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 |
| ALEXANDERS INC | COM | 014752109 | 18,702 | 51,807 | SH | SOLE | 51,807 | 0 | 0 | ||
| AMERICAN HOMES 4 RENT | CL A | 02665T306 | 33,585 | 2,009,881 | SH | SOLE | 2,009,881 | 0 | 0 | ||
| AMERICAN RESIDENTIAL PPTYS I | COM | 02927E303 | 39,612 | 2,203,129 | SH | SOLE | 2,203,129 | 0 | 0 | ||
| AMREIT INC NEW | CL B | 03216B208 | 1,779 | 107,361 | SH | SOLE | 107,361 | 0 | 0 | ||
| APARTMENT INVT & MGMT CO | CL A | 03748R101 | 9,811 | 324,660 | SH | SOLE | 324,660 | 0 | 0 | ||
| BROOKFIELD ASSET MGMT INC | CL A LTD VT SH | 112585104 | 4,085 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
| CBL & ASSOC PPTYS INC | COM | 124830100 | 27,016 | 1,522,040 | SH | SOLE | 1,522,040 | 0 | 0 | ||
| CHATHAM LODGING TR | COM | 16208T102 | 32,555 | 1,610,020 | SH | SOLE | 1,610,020 | 0 | 0 | ||
| COLONY FINL INC | COM | 19624R106 | 19,630 | 894,320 | SH | SOLE | 894,320 | 0 | 0 | ||
| GLIMCHER RLTY TR | SH BEN INT | 379302102 | 33,962 | 3,386,063 | SH | SOLE | 3,386,063 | 0 | 0 | ||
| HYATT HOTELS CORP | COM CL A | 448579102 | 32,307 | 600,395 | SH | SOLE | 600,395 | 0 | 0 | ||
| POST PPTYS INC | COM | 737464107 | 19,909 | 405,470 | SH | SOLE | 405,470 | 0 | 0 | ||
| SPIRIT RLTY CAP INC NEW | COM | 84860W102 | 16,906 | 1,539,735 | SH | SOLE | 1,539,735 | 0 | 0 | ||
| ST JOE CO | COM | 790148100 | 17,217 | 894,378 | SH | SOLE | 894,378 | 0 | 0 | ||