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 |
| Acadia Realty Trust | COM SH BEN INT | 004239109 | 5,653 | 201,688 | SH | SOLE | 201,688 | 0 | 0 | ||
| American Homes 4 Rent | CL A | 02665T306 | 16,690 | 762,453 | SH | SOLE | 762,453 | 0 | 0 | ||
| American Tower Corp | COM | 03027X100 | 1,972 | 13,574 | SH | SOLE | 13,574 | 0 | 0 | ||
| Alexandria Real Estate Equities Inc | COM | 015271109 | 21,071 | 167,508 | SH | SOLE | 167,508 | 0 | 0 | ||
| Brixmor Property Group Inc | COM | 11120U105 | 5,759 | 328,894 | SH | SOLE | 328,894 | 0 | 0 | ||
| Chatham Lodging Trust | COM | 16208T102 | 3,152 | 150,900 | SH | SOLE | 150,900 | 0 | 0 | ||
| Colony Capital Inc | CL A COM | 19626G108 | 27,204 | 4,467,046 | SH | SOLE | 4,467,046 | 0 | 0 | ||
| Americold Realty Trust | COM | 03064D108 | 12,684 | 506,966 | SH | SOLE | 506,966 | 0 | 0 | ||
| CyrusOne Inc | COM | 23283R100 | 7,984 | 125,926 | SH | SOLE | 125,926 | 0 | 0 | ||
| CoreSite Realty Corp | COM | 21870Q105 | 8,269 | 74,402 | SH | SOLE | 74,402 | 0 | 0 | ||
| CatchMark Timber Trust Inc | CL A | 14912Y202 | 13,536 | 1,184,228 | SH | SOLE | 1,184,228 | 0 | 0 | ||
| Cushman & Wakefield PLC | SHS | G2717B108 | 25,028 | 1,473,074 | SH | SOLE | 1,473,074 | 0 | 0 | ||
| CoreCivic Inc | COM | 21871N101 | 14,464 | 594,478 | SH | SOLE | 594,478 | 0 | 0 | ||
| Physicians Realty Trust | COM | 71943U104 | 7,108 | 421,589 | SH | SOLE | 421,589 | 0 | 0 | ||
| Ellington Financial LLC | COM | 288522303 | 8,743 | 546,095 | SH | SOLE | 546,095 | 0 | 0 | ||
| Equinix Inc | COM PAR $0.001 | 29444U700 | 32,588 | 75,279 | SH | SOLE | 75,279 | 0 | 0 | ||
| Extra Space Storage Inc | COM | 30225T102 | 18,502 | 213,556 | SH | SOLE | 213,556 | 0 | 0 | ||
| GEO Group Inc/The | COM | 36162J106 | 5,246 | 208,521 | SH | SOLE | 208,521 | 0 | 0 | ||
| Hilton Grand Vacations Inc | COM | 43283X105 | 20,499 | 619,316 | SH | SOLE | 619,316 | 0 | 0 | ||
| InterXion Holding NV | SHS | N47279109 | 24,806 | 368,589 | SH | SOLE | 368,589 | 0 | 0 | ||
| Jernigan Capital Inc | COM | 476405105 | 9,287 | 481,417 | SH | SOLE | 481,417 | 0 | 0 | ||
| Kennedy-Wilson Holdings Inc | COM | 489398107 | 26,778 | 1,245,507 | SH | SOLE | 1,245,507 | 0 | 0 | ||
| NorthStar Realty Europe Corp | COM | 66706L101 | 11,338 | 800,698 | SH | SOLE | 800,698 | 0 | 0 | ||
| National Storage Affiliates Trust | COM SHS BEN IN | 637870106 | 11,232 | 441,493 | SH | SOLE | 441,493 | 0 | 0 | ||
| New York REIT Inc | COM | 64976L208 | 2,586 | 142,543 | SH | SOLE | 142,543 | 0 | 0 | ||
| Corporate Office Properties Trust | SH BEN INT | 22002T108 | 12,387 | 415,268 | SH | SOLE | 415,268 | 0 | 0 | ||
| Outfront Media Inc | COM | 69007J106 | 22,318 | 1,118,713 | SH | SOLE | 1,118,713 | 0 | 0 | ||
| Prologis Inc | COM | 74340W103 | 17,679 | 260,796 | SH | SOLE | 260,796 | 0 | 0 | ||
| NEW SR INVT GROUP INC | COM | 648691103 | 3,051 | 517,155 | SH | SOLE | 517,155 | 0 | 0 | ||
| Sun Communities Inc | COM | 866674104 | 1,828 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| Wyndham Destinations Inc | COM | 98310W108 | 17,122 | 394,872 | SH | SOLE | 394,872 | 0 | 0 | ||