The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 | 86,289 | 594,971 | SH | SOLE | 594,971 | 0 | 0 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 74,432 | 291,216 | SH | SOLE | 291,216 | 0 | 0 | ||
AMERICOLD REALTY TRUST INC | COM | 03064D108 | 76,303 | 2,540,062 | SH | SOLE | 2,540,062 | 0 | 0 | ||
APARTMENT INCOME REIT CORP | COM | 03750L109 | 29,070 | 698,800 | SH | SOLE | 698,800 | 0 | 0 | ||
BOYD GAMING CORP | COM | 103304101 | 14,472 | 290,900 | SH | SOLE | 290,900 | 0 | 0 | ||
BRIXMOR PPTY GROUP INC | COM | 11120U105 | 40,537 | 2,005,789 | SH | SOLE | 2,005,789 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 9,626 | 179,253 | SH | SOLE | 179,253 | 0 | 0 | ||
CAMDEN PPTY TR | SH BEN INT | 133131102 | 87,931 | 653,857 | SH | SOLE | 653,857 | 0 | 0 | ||
CUBESMART | COM | 229663109 | 40,413 | 946,000 | SH | SOLE | 946,000 | 0 | 0 | ||
EQUINIX INC | COM | 29444U700 | 48,895 | 74,420 | SH | SOLE | 74,420 | 0 | 0 | ||
EQUITY RESIDENTIAL | SH BEN INT | 29476L107 | 63,544 | 879,864 | SH | SOLE | 879,864 | 0 | 0 | ||
ESSEX PPTY TR INC | COM | 297178105 | 74,981 | 286,725 | SH | SOLE | 286,725 | 0 | 0 | ||
FEDERAL RLTY INVT TR NEW | SH BEN INT NEW | 313745101 | 55,534 | 580,046 | SH | SOLE | 580,046 | 0 | 0 | ||
FIRST INDL RLTY TR INC | COM | 32054K103 | 81,454 | 1,715,536 | SH | SOLE | 1,715,536 | 0 | 0 | ||
GAMING & LEISURE PPTYS INC | COM | 36467J108 | 29,809 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
HEALTHCARE TR AMER INC | CL A NEW | 42225P501 | 28,345 | 1,015,592 | SH | SOLE | 1,015,592 | 0 | 0 | ||
HIGHWOODS PPTYS INC | COM | 431284108 | 10,544 | 308,399 | SH | SOLE | 308,399 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 13,930 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 12,342 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
HOST HOTELS & RESORTS INC | COM | 44107P104 | 47,144 | 3,006,632 | SH | SOLE | 3,006,632 | 0 | 0 | ||
INSPIRED ENTMT INC | COM | 45782N108 | 3,964 | 460,432 | SH | SOLE | 460,432 | 0 | 0 | ||
INVITATION HOMES INC | COM | 46187W107 | 59,367 | 1,668,539 | SH | SOLE | 1,668,539 | 0 | 0 | ||
JBG SMITH PPTYS | COM | 46590V100 | 18,469 | 781,280 | SH | SOLE | 781,280 | 0 | 0 | ||
KILROY RLTY CORP | COM | 49427F108 | 62,820 | 1,200,455 | SH | SOLE | 1,200,455 | 0 | 0 | ||
LAMAR ADVERTISING CO NEW | CL A | 512816109 | 42,246 | 480,235 | SH | SOLE | 480,235 | 0 | 0 | ||
LIFE STORAGE INC | COM | 53223X107 | 75,703 | 677,974 | SH | SOLE | 677,974 | 0 | 0 | ||
LXP INDUSTRIAL TRUST | COM | 529043101 | 9,144 | 851,413 | SH | SOLE | 851,413 | 0 | 0 | ||
NETSTREIT CORP | COM | 64119V303 | 25,390 | 1,345,516 | SH | SOLE | 1,345,516 | 0 | 0 | ||
PROLOGIS INC. | COM | 74340W103 | 70,843 | 602,151 | SH | SOLE | 602,151 | 0 | 0 | ||
SABRA HEALTH CARE REIT INC | COM | 78573L106 | 16,045 | 1,148,515 | SH | SOLE | 1,148,515 | 0 | 0 | ||
SMARTRENT INC | COM CL A | 83193G107 | 9,252 | 2,046,941 | SH | SOLE | 2,046,941 | 0 | 0 | ||
STAG INDL INC | COM | 85254J102 | 45,604 | 1,476,819 | SH | SOLE | 1,476,819 | 0 | 0 | ||
SUN CMNTYS INC | COM | 866674104 | 88,048 | 552,512 | SH | SOLE | 552,512 | 0 | 0 | ||
WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 20,943 | 646,000 | SH | SOLE | 646,000 | 0 | 0 | ||
XENIA HOTELS & RESORTS INC | COM | 984017103 | 10,234 | 704,331 | SH | SOLE | 704,331 | 0 | 0 |