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 |
| ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 | 22,673 | 112,660 | SH | SOLE | 112,660 | 0 | 0 | ||
| AMERICAN CAMPUS CMNTYS INC | COM | 024835100 | 105,880 | 1,891,723 | SH | SOLE | 1,891,723 | 0 | 0 | ||
| AMERICAN HOMES 4 RENT | CL A | 02665T306 | 36,208 | 904,529 | SH | SOLE | 904,529 | 0 | 0 | ||
| APARTMENT INCOME REIT CORP | COM | 03750L109 | 57,419 | 1,074,054 | SH | SOLE | 1,074,054 | 0 | 0 | ||
| AVALONBAY CMNTYS INC | COM | 053484101 | 33,727 | 135,795 | SH | SOLE | 135,795 | 0 | 0 | ||
| BLACKSTONE INC | COM | 09260D107 | 10,845 | 85,434 | SH | SOLE | 85,434 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 9,567 | 128,398 | SH | SOLE | 128,398 | 0 | 0 | ||
| JONES LANG LASALLE INC | COM | 48020Q107 | 9,554 | 39,900 | SH | SOLE | 39,900 | 0 | 0 | ||
| LXP INDUSTRIAL TRUST | COM | 529043101 | 74,579 | 4,750,277 | SH | SOLE | 4,750,277 | 0 | 0 | ||
| OUTFRONT MEDIA INC | COM | 69007J106 | 15,321 | 538,901 | SH | SOLE | 538,901 | 0 | 0 | ||
| PUBLIC STORAGE | COM | 74460D109 | 45,109 | 115,582 | SH | SOLE | 115,582 | 0 | 0 | ||
| RETAIL OPPORTUNITY INVTS COR | COM | 76131N101 | 29,874 | 1,540,700 | SH | SOLE | 1,540,700 | 0 | 0 | ||
| REXFORD INDL RLTY INC | COM | 76169C100 | 25,664 | 344,063 | SH | SOLE | 344,063 | 0 | 0 | ||
| RYMAN HOSPITALITY PPTYS INC | COM | 78377T107 | 20,293 | 218,740 | SH | SOLE | 218,740 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 34,456 | 100,134 | SH | SOLE | 100,134 | 0 | 0 | ||
| SUN CMNTYS INC | COM | 866674104 | 25,030 | 142,790 | SH | SOLE | 142,790 | 0 | 0 | ||
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 92206C847 | 4,575 | 56,900 | SH | SOLE | 56,900 | 0 | 0 | ||
| VENTAS INC | COM | 92276F100 | 54,089 | 875,795 | SH | SOLE | 875,795 | 0 | 0 | ||
| WEWORK INC | CL A | 96209A104 | 4,790 | 702,360 | SH | SOLE | 702,360 | 0 | 0 | ||