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 |
| Ashford Hospitality Prime, Inc. | COM | 044102101 | 3,411 | 350,536 | SH | SOLE | 350,536 | 0 | 0 | ||
| Acadia Realty Trust | COM SH BEN INT | 004239109 | 5,414 | 197,891 | SH | SOLE | 197,891 | 0 | 0 | ||
| American Homes 4 Rent Class A | CL A | 02665T306 | 9,299 | 425,775 | SH | SOLE | 425,775 | 0 | 0 | ||
| American Tower Corporation | COM | 03027X100 | 13,382 | 93,800 | SH | SOLE | 93,800 | 0 | 0 | ||
| Brixmor Property Group, Inc. | COM | 11120U105 | 4,579 | 245,418 | SH | SOLE | 245,418 | 0 | 0 | ||
| Chesapeake Lodging Trust | SH BEN INT | 165240102 | 3,931 | 145,100 | SH | SOLE | 145,100 | 0 | 0 | ||
| City Office REIT Inc. | COM | 178587101 | 2,182 | 167,704 | SH | SOLE | 167,704 | 0 | 0 | ||
| Chatham Lodging Trust | COM | 16208T102 | 4,619 | 202,931 | SH | SOLE | 202,931 | 0 | 0 | ||
| Colony NorthStar, Inc. Class A | CL A COM | 19625W104 | 34,653 | 3,037,032 | SH | SOLE | 3,037,032 | 0 | 0 | ||
| CyrusOne, Inc. | COM | 23283R100 | 13,986 | 234,932 | SH | SOLE | 234,932 | 0 | 0 | ||
| CoreSite Realty Corporation | COM | 21870Q105 | 4,421 | 38,812 | SH | SOLE | 38,812 | 0 | 0 | ||
| CatchMark Timber Trust, Inc. Class A | CL A | 14912Y202 | 4,130 | 314,555 | SH | SOLE | 314,555 | 0 | 0 | ||
| CoreCivic, Inc. | COM | 21871N101 | 15,659 | 695,964 | SH | SOLE | 695,964 | 0 | 0 | ||
| Physicians Realty Trust | COM | 71943U104 | 6,943 | 385,909 | SH | SOLE | 385,909 | 0 | 0 | ||
| Duke Realty Corporation | COM NEW | 264411505 | 7,572 | 278,272 | SH | SOLE | 278,272 | 0 | 0 | ||
| Ellington Residential Mortgage REIT | COM SHS BEN INT | 288578107 | 1,647 | 136,831 | SH | SOLE | 136,831 | 0 | 0 | ||
| Education Realty Trust | COM NEW | 28140H203 | 3,925 | 112,386 | SH | SOLE | 112,386 | 0 | 0 | ||
| Ellington Financial LLC | COM | 288522303 | 9,961 | 686,512 | SH | SOLE | 686,512 | 0 | 0 | ||
| Equinix, Inc. | COM PAR $0.001 | 29444U700 | 18,946 | 41,802 | SH | SOLE | 41,802 | 0 | 0 | ||
| GEO Group Inc. | COM | 36162J106 | 3,810 | 161,430 | SH | SOLE | 161,430 | 0 | 0 | ||
| Jernigan Capital, Inc. | COM | 476405105 | 9,277 | 488,019 | SH | SOLE | 488,019 | 0 | 0 | ||
| Kennedy-Wilson Holdings, Inc. | COM | 489398107 | 38,597 | 2,224,634 | SH | SOLE | 2,224,634 | 0 | 0 | ||
| New York REIT, Inc. | COM | 64976L109 | 5,730 | 1,457,926 | SH | SOLE | 1,457,926 | 0 | 0 | ||
| PennyMac Mortgage Investment Trust | COM | 70931T103 | 2,274 | 141,483 | SH | SOLE | 141,483 | 0 | 0 | ||
| Regency Centers Corporation | COM | 758849103 | 7,017 | 101,430 | SH | SOLE | 101,430 | 0 | 0 | ||
| Select Income REIT | COM SH BEN INT | 81618T100 | 6,725 | 267,602 | SH | SOLE | 267,602 | 0 | 0 | ||
| New Senior Investment Group Inc. | COM | 648691103 | 4,006 | 529,845 | SH | SOLE | 529,845 | 0 | 0 | ||
| Sun Communities, Inc. | COM | 866674104 | 7,053 | 76,017 | SH | SOLE | 76,017 | 0 | 0 | ||