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 | 14,416 | 1,163,492 | SH | SOLE | 1,163,492 | 0 | 0 | ||
| American Tower Corporation | COM | 03027X100 | 11,009 | 50,558 | SH | SOLE | 50,558 | 0 | 0 | ||
| Alexandria Real Estate Equities, Inc. | COM | 015271109 | 24,759 | 180,641 | SH | SOLE | 180,641 | 0 | 0 | ||
| Brixmor Property Group, Inc. | COM | 11120U105 | 17,628 | 1,855,564 | SH | SOLE | 1,855,564 | 0 | 0 | ||
| Chatham Lodging Trust | COM | 16208T102 | 511 | 86,054 | SH | SOLE | 86,054 | 0 | 0 | ||
| Colony Capital, Inc. Class A | CL A COM | 19626G108 | 16,229 | 9,273,877 | SH | SOLE | 9,273,877 | 0 | 0 | ||
| Americold Realty Trust | COM | 03064D108 | 52,037 | 1,528,689 | SH | SOLE | 1,528,689 | 0 | 0 | ||
| CyrusOne, Inc. | COM | 23283R100 | 25,888 | 419,237 | SH | SOLE | 419,237 | 0 | 0 | ||
| CoreSite Realty Corporation | COM | 21870Q105 | 16,372 | 141,262 | SH | SOLE | 141,262 | 0 | 0 | ||
| CatchMark Timber Trust, Inc. Class A | CL A | 14912Y202 | 17,601 | 2,437,750 | SH | SOLE | 2,437,750 | 0 | 0 | ||
| CoreCivic, Inc. | COM | 21871N101 | 7,842 | 702,020 | SH | SOLE | 702,020 | 0 | 0 | ||
| Ellington Financial Inc. | COM | 28852N109 | 10,594 | 1,855,405 | SH | SOLE | 1,855,405 | 0 | 0 | ||
| Equity LifeStyle Properties, Inc. | COM | 29472R108 | 21,049 | 366,201 | SH | SOLE | 366,201 | 0 | 0 | ||
| GEO Group Inc | COM | 36162J106 | 15,140 | 1,245,057 | SH | SOLE | 1,245,057 | 0 | 0 | ||
| Hilton Worldwide Holdings Inc | COM | 43300A203 | 18,900 | 276,961 | SH | SOLE | 276,961 | 0 | 0 | ||
| Invitation Homes, Inc. | COM | 46187W107 | 37,177 | 1,739,678 | SH | SOLE | 1,739,678 | 0 | 0 | ||
| Independence Realty Trust, Inc. | COM | 45378A106 | 12,206 | 1,365,286 | SH | SOLE | 1,365,286 | 0 | 0 | ||
| Jernigan Capital, Inc. | COM | 476405105 | 11,534 | 1,052,358 | SH | SOLE | 1,052,358 | 0 | 0 | ||
| Kilroy Realty Corporation | COM | 49427F108 | 20,915 | 328,334 | SH | SOLE | 328,334 | 0 | 0 | ||
| Kennedy-Wilson Holdings, Inc. | COM | 489398107 | 26,510 | 1,975,415 | SH | SOLE | 1,975,415 | 0 | 0 | ||
| Marriott International, Inc. Class A | CL A | 571903202 | 29,550 | 395,000 | SH | SOLE | 395,000 | 0 | 0 | ||
| MGM Growth Properties LLC Class A | CL A COM | 55303A105 | 17,503 | 739,446 | SH | SOLE | 739,446 | 0 | 0 | ||
| National Retail Properties, Inc. | COM | 637417106 | 14,201 | 441,160 | SH | SOLE | 441,160 | 0 | 0 | ||
| Corporate Office Properties Trust | SH BEN INT | 22002T108 | 17,819 | 805,198 | SH | SOLE | 805,198 | 0 | 0 | ||
| Healthpeak Properties, Inc. | COM | 42250P103 | 13,838 | 580,200 | SH | SOLE | 580,200 | 0 | 0 | ||
| Prologis, Inc. | COM | 74340W103 | 29,943 | 372,564 | SH | SOLE | 372,564 | 0 | 0 | ||
| New Senior Investment Group Inc | COM | 648691103 | 1,319 | 515,366 | SH | SOLE | 515,366 | 0 | 0 | ||
| STAG Industrial, Inc. | COM | 85254J102 | 22,748 | 1,010,131 | SH | SOLE | 1,010,131 | 0 | 0 | ||
| Welltower, Inc. | COM | 95040Q104 | 16,476 | 359,900 | SH | SOLE | 359,900 | 0 | 0 | ||