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 |
| CONSOLIDATED TOMOKA LD CO | COM | 210226106 | 14,418 | 241,500 | SH | SOLE | 241,500 | 0 | 0 | ||
| CORPORATE OFFICE PPTYS TR | SH BEN INT | 22002T108 | 21,166 | 802,650 | SH | SOLE | 802,650 | 0 | 0 | ||
| ESSENTIAL PPTYS RLTY TR INC | COM | 29670E107 | 7,818 | 390,100 | SH | SOLE | 390,100 | 0 | 0 | ||
| FIRST INDUSTRIAL REALTY TRUS | COM | 32054K103 | 17,459 | 475,200 | SH | SOLE | 475,200 | 0 | 0 | ||
| FIVE STAR SENIOR LIVING INC | COM | 33832D106 | 872 | 1,890,811 | SH | SOLE | 1,890,811 | 0 | 0 | ||
| GENESIS HEALTHCARE INC | CL A COM | 37185X106 | 5,130 | 4,137,308 | SH | SOLE | 4,137,308 | 0 | 0 | ||
| JBG SMITH PPTYS | COM | 46590V100 | 104,517 | 2,656,765 | SH | SOLE | 2,656,765 | 0 | 0 | ||
| LIBERTY PPTY TR | SH BEN INT | 531172104 | 104,484 | 2,088,005 | SH | SOLE | 2,088,005 | 0 | 0 | ||
| MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 14,430 | 470,800 | SH | SOLE | 470,800 | 0 | 0 | ||
| NEW SR INVT GROUP INC | COM | 648691103 | 6,622 | 985,388 | SH | SOLE | 985,388 | 0 | 0 | ||
| OMEGA HEALTHCARE INVS INC | COM | 681936100 | 12,987 | 353,400 | SH | SOLE | 353,400 | 0 | 0 | ||
| QTS RLTY TR INC | COM CL A | 74736A103 | 43,331 | 938,310 | SH | SOLE | 938,310 | 0 | 0 | ||
| RMR GROUP INC | CL A | 74967R106 | 13,154 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| SPIRIT RLTY CAP INC NEW | COM NEW | 84860W300 | 100,041 | 2,345,072 | SH | SOLE | 2,345,072 | 0 | 0 | ||