Assistant Controller

0001297731-18-000004.txt : 20181001 0001297731-18-000004.hdr.sgml : 20181001 20181001081356 ACCESSION NUMBER: 0001297731-18-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181001 DATE AS OF CHANGE: 20181001 EFFECTIVENESS DATE: 20181001 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Pensionfund DSM Netherlands CENTRAL INDEX KEY: 0001297731 IRS NUMBER: 000000000 STATE OF INCORPORATION: P7 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10932 FILM NUMBER: 181095921 BUSINESS ADDRESS: STREET 1: PO BOX 6500 CITY: HEERLEN STATE: P7 ZIP: 6401 JH BUSINESS PHONE: ()31455782577 MAIL ADDRESS: STREET 1: PO BOX 6500 CITY: HEERLEN STATE: P7 ZIP: 6401 JH FORMER COMPANY: FORMER CONFORMED NAME: Pensionfund DSM Chemicals DATE OF NAME CHANGE: 20040720 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001297731 XXXXXXXX 09-30-2018 09-30-2018 Pensionfund DSM Netherlands

PO BOX 6500 HEERLEN P7 6401 JH

13F HOLDINGS REPORT 028-10932 N Jos Janssen Assistant Controller 0031455782381 Jos Janssen Heerlen P7 10-01-2018 0 209 567516 false INFORMATION TABLE 2 SEC_01102018_PDN.XML PDN NEDERLAND 3M CO COMMON STOCK 88579Y101 4446 21100 SH SOLE 0 0 0 21100 AETNA INC COMMON STOCK 00817Y108 3732 18400 SH SOLE 0 0 0 18400 AFLAC INC COMMON STOCK 001055102 3008 63900 SH SOLE 0 0 0 63900 AGNC INVESTMENT CORP COMMON STOCK 00123Q104 2375 127500 SH SOLE 0 0 0 127500 ALEXANDRIA REAL ESTATE EQUIT COMMON STOCK 015271109 2126 16900 SH SOLE 0 0 0 16900 ALLSTATE CORP COMMON STOCK 020002101 2862 29000 SH SOLE 0 0 0 29000 ALTRIA GROUP INC COMMON STOCK 02209S103 3812 63200 SH SOLE 0 0 0 63200 AMERICAN CAMPUS COMMUNITIES COMMON STOCK 024835100 2470 60000 SH SOLE 0 0 0 60000 AMERICAN FINANCIAL GROUP INC COMMON STOCK 025932104 2219 20000 SH SOLE 0 0 0 20000 AMERICAN HOMES 4 RENT- A COMMON STOCK 02665T306 1335 61000 SH SOLE 0 0 0 61000 AMERIPRISE FINANCIAL INC COMMON STOCK 03076C106 2732 18500 SH SOLE 0 0 0 18500 ANNALY CAPITAL MANAGEMENT IN COMMON STOCK 035710409 2343 229000 SH SOLE 0 0 0 229000 APARTMENT INVT and MGMT CO -A COMMON STOCK 03748R101 2714 61500 SH SOLE 0 0 0 61500 APPLE INC COMMON STOCK 037833100 12167 53900 SH SOLE 0 0 0 53900 APPLIED MATERIALS INC COMMON STOCK 038222105 2644 68400 SH SOLE 0 0 0 68400 ARMADA HOFFLER PROPERTIES IN COMMON STOCK 04208T108 1133 75000 SH SOLE 0 0 0 75000 AUTOMATIC DATA PROCESSING COMMON STOCK 053015103 4038 26800 SH SOLE 0 0 0 26800 AUTOZONE INC COMMON STOCK 053332102 2482 3200 SH SOLE 0 0 0 3200 AVALONBAY COMMUNITIES INC COMMON STOCK 053484101 5275 29120 SH SOLE 0 0 0 29120 AVERY DENNISON CORP COMMON STOCK 053611109 2687 24800 SH SOLE 0 0 0 24800 BEST BUY CO INC COMMON STOCK 086516101 2500 31500 SH SOLE 0 0 0 31500 BIOGEN INC COMMON STOCK 09062X103 3286 9300 SH SOLE 0 0 0 9300 BOOKING HOLDINGS INC COMMON STOCK 741503403 3770 1900 SH SOLE 0 0 0 1900 BOSTON PROPERTIES INC COMMON STOCK 101121101 2021 16417 SH SOLE 0 0 0 16417 BRANDYWINE REALTY TRUST COMMON STOCK 105368203 2411 153400 SH SOLE 0 0 0 153400 BRISTOL-MYERS SQUIBB CO COMMON STOCK 110122108 4035 65000 SH SOLE 0 0 0 65000 BRIXMOR PROPERTY GROUP INC COMMON STOCK 11120U105 1944 111000 SH SOLE 0 0 0 111000 BROADRIDGE FINANCIAL SOLUTIO COMMON STOCK 11133T103 2362 17900 SH SOLE 0 0 0 17900 BROOKFIELD PROPERTY PARTNERS COMMON STOCK 000000000 672 32148 SH SOLE 0 0 0 32148 CAMDEN PROPERTY TRUST COMMON STOCK 133131102 3309 35369 SH SOLE 0 0 0 35369 CBL and ASSOCIATES PROPERTIES COMMON STOCK 124830100 363 91000 SH SOLE 0 0 0 91000 CBS CORP-CLASS B NON VOTING COMMON STOCK 124857202 2528 44000 SH SOLE 0 0 0 44000 CDK GLOBAL INC COMMON STOCK 12508E101 2534 40500 SH SOLE 0 0 0 40500 CDW CORP/DE COMMON STOCK 12514G108 2401 27000 SH SOLE 0 0 0 27000 CELGENE CORP COMMON STOCK 151020104 3401 38000 SH SOLE 0 0 0 38000 CENTERPOINT ENERGY INC COMMON STOCK 15189T107 2378 86000 SH SOLE 0 0 0 86000 CHATHAM LODGING TRUST COMMON STOCK 16208T102 1003 48000 SH SOLE 0 0 0 48000 CHESAPEAKE LODGING TRUST COMMON STOCK 165240102 1652 51500 SH SOLE 0 0 0 51500 CIGNA CORP COMMON STOCK 125509109 3519 16900 SH SOLE 0 0 0 16900 CINTAS CORP COMMON STOCK 172908105 2374 12000 SH SOLE 0 0 0 12000 CISCO SYSTEMS INC COMMON STOCK 17275R102 6470 133000 SH SOLE 0 0 0 133000 CITRIX SYSTEMS INC COMMON STOCK 177376100 2446 22000 SH SOLE 0 0 0 22000 CLOROX COMPANY COMMON STOCK 189054109 2587 17200 SH SOLE 0 0 0 17200 COGNIZANT TECH SOLUTIONS-A COMMON STOCK 192446102 2909 37700 SH SOLE 0 0 0 37700 COLGATE-PALMOLIVE CO COMMON STOCK 194162103 3642 54400 SH SOLE 0 0 0 54400 COLUMBIA PROPERTY TRUST INC COMMON STOCK 198287203 2033 86000 SH SOLE 0 0 0 86000 CORPORATE OFFICE PROPERTIES COMMON STOCK 22002T108 1820 61000 SH SOLE 0 0 0 61000 COUSINS PROPERTIES INC COMMON STOCK 222795106 1520 171000 SH SOLE 0 0 0 171000 CSX CORP COMMON STOCK 126408103 3169 42800 SH SOLE 0 0 0 42800 CUBESMART COMMON STOCK 229663109 1769 62000 SH SOLE 0 0 0 62000 CYRUSONE INC COMMON STOCK 23283R100 1446 22800 SH SOLE 0 0 0 22800 Colony Capital Inc COMMON STOCK 19625W104 2090 343163 SH SOLE 0 0 0 343163 DDR RG COMMON STOCK 23317H854 1198 89500 SH SOLE 0 0 0 89500 DIAMONDROCK HOSPITALITY CO COMMON STOCK 252784301 1727 148000 SH SOLE 0 0 0 148000 DIGITAL REALTY TRUST INC COMMON STOCK 253868103 3796 33750 SH SOLE 0 0 0 33750 DOLLAR GENERAL CORP COMMON STOCK 256677105 2787 25500 SH SOLE 0 0 0 25500 DOMINION ENERGY INC COMMON STOCK 25746U109 3191 45400 SH SOLE 0 0 0 45400 DUKE ENERGY CORP COMMON STOCK 26441C204 3305 41300 SH SOLE 0 0 0 41300 DUKE REALTY CORP COMMON STOCK 264411505 1079 38024 SH SOLE 0 0 0 38024 EASTGROUP PROPERTIES INC COMMON STOCK 277276101 1673 17500 SH SOLE 0 0 0 17500 EATON VANCE CORP COMMON STOCK 278265103 2286 43500 SH SOLE 0 0 0 43500 ELI LILLY and CO COMMON STOCK 532457108 4292 40000 SH SOLE 0 0 0 40000 EMERSON ELECTRIC CO COMMON STOCK 291011104 3079 40200 SH SOLE 0 0 0 40200 EMPIRE STATE REALTY TRUST-A COMMON STOCK 292104106 714 43000 SH SOLE 0 0 0 43000 ENTERGY CORP COMMON STOCK 29364G103 2434 30000 SH SOLE 0 0 0 30000 EPR PROPERTIES COMMON STOCK 26884U109 2825 41300 SH SOLE 0 0 0 41300 EQUITY RESIDENTIAL COMMON STOCK 29476L107 4596 69356 SH SOLE 0 0 0 69356 ESSEX PROPERTY TRUST INC COMMON STOCK 297178105 2171 8800 SH SOLE 0 0 0 8800 ESTEE LAUDER COMPANIES-CL A COMMON STOCK 518439104 2776 19100 SH SOLE 0 0 0 19100 EXELON CORP COMMON STOCK 30161N101 2969 68000 SH SOLE 0 0 0 68000 EXPEDITORS INTL WASH INC COMMON STOCK 302130109 2309 31400 SH SOLE 0 0 0 31400 EXXON MOBIL CORP COMMON STOCK 30231G102 8349 98200 SH SOLE 0 0 0 98200 F5 NETWORKS INC COMMON STOCK 315616102 3131 15700 SH SOLE 0 0 0 15700 FARMLAND PARTNERS INC COMMON STOCK 31154R109 346 51653 SH SOLE 0 0 0 51653 FEDEX CORP COMMON STOCK 31428X106 3130 13000 SH SOLE 0 0 0 13000 FISERV INC COMMON STOCK 337738108 3205 38900 SH SOLE 0 0 0 38900 FOREST CITY REALTY TRUST- A COMMON STOCK 345605109 2660 106000 SH SOLE 0 0 0 106000 FORTUNE BRANDS HOME and SECURI COMMON STOCK 34964C106 2152 41100 SH SOLE 0 0 0 41100 FRANKLIN STREET PROPERTIES C COMMON STOCK 35471R106 360 45000 SH SOLE 0 0 0 45000 GAMING AND LEISURE PROPERTIE COMMON STOCK 36467J108 2538 72000 SH SOLE 0 0 0 72000 GAP INC/THE COMMON STOCK 364760108 2444 84700 SH SOLE 0 0 0 84700 GLOBAL NET LEASE INC COMMON STOCK 379378201 1426 68408 SH SOLE 0 0 0 68408 GRAMERCY PROPERTY TRUST COMMON STOCK 385002308 2680 97666 SH SOLE 0 0 0 97666 HCP INC COMMON STOCK 40414L109 2490 94593 SH SOLE 0 0 0 94593 HEALTHCARE REALTY TRUST INC COMMON STOCK 421946104 313 10682 SH SOLE 0 0 0 10682 HERSHA HOSPITALITY TRUST COMMON STOCK 427825500 453 20000 SH SOLE 0 0 0 20000 HERSHEY CO/THE COMMON STOCK 427866108 2397 23500 SH SOLE 0 0 0 23500 HIGHWOODS PROPERTIES INC COMMON STOCK 431284108 1456 30802 SH SOLE 0 0 0 30802 HOME DEPOT INC COMMON STOCK 437076102 6152 29700 SH SOLE 0 0 0 29700 HOSPITALITY PROPERTIES TRUST COMMON STOCK 44106M102 2118 73434 SH SOLE 0 0 0 73434 HOST HOTELS and RESORTS INC COMMON STOCK 44107P104 3882 183998 SH SOLE 0 0 0 183998 HP INC COMMON STOCK 40434L105 3025 117400 SH SOLE 0 0 0 117400 HUDSON PACIFIC PROPERTIES IN COMMON STOCK 444097109 1980 60500 SH SOLE 0 0 0 60500 HUMANA INC COMMON STOCK 444859102 3419 10100 SH SOLE 0 0 0 10100 HUNT (JB) TRANSPRT SVCS INC COMMON STOCK 445658107 2165 18200 SH SOLE 0 0 0 18200 ILLINOIS TOOL WORKS COMMON STOCK 452308109 2978 21100 SH SOLE 0 0 0 21100 INDUSTRIAL LOGISTICS PROPERT COMMON STOCK 456237106 1362 59200 SH SOLE 0 0 0 59200 INFRAREIT INC COMMON STOCK 45685L100 1315 62180 SH SOLE 0 0 0 62180 INGERSOLL-RAND PLC COMMON STOCK 000000000 2598 25400 SH SOLE 0 0 0 25400 INTL BUSINESS MACHINES CORP COMMON STOCK 459200101 4884 32300 SH SOLE 0 0 0 32300 INTUIT INC COMMON STOCK 461202103 3070 13500 SH SOLE 0 0 0 13500 INVITATION HOMES INC COMMON STOCK 46187W107 592 25824 SH SOLE 0 0 0 25824 IRON MOUNTAIN INC COMMON STOCK 46284V101 2675 77500 SH SOLE 0 0 0 77500 JBG SMITH PROPERTIES COMMON STOCK 46590V100 1008 27382 SH SOLE 0 0 0 27382 KENNEDY-WILSON HOLDINGS INC COMMON STOCK 489398107 862 40081 SH SOLE 0 0 0 40081 KILROY REALTY CORP COMMON STOCK 49427F108 932 13000 SH SOLE 0 0 0 13000 KIMBERLY-CLARK CORP COMMON STOCK 494368103 3182 28000 SH SOLE 0 0 0 28000 KIMCO REALTY CORP COMMON STOCK 49446R109 966 57731 SH SOLE 0 0 0 57731 KITE REALTY GROUP TRUST COMMON STOCK 49803T300 1898 114000 SH SOLE 0 0 0 114000 LASALLE HOTEL PROPERTIES COMMON STOCK 517942108 2027 58600 SH SOLE 0 0 0 58600 LENNOX INTERNATIONAL INC COMMON STOCK 526107107 2621 12000 SH SOLE 0 0 0 12000 LIBERTY PROPERTY TRUST COMMON STOCK 531172104 3004 71096 SH SOLE 0 0 0 71096 LOEWS CORP COMMON STOCK 540424108 2903 57800 SH SOLE 0 0 0 57800 LOWE'S COS INC COMMON STOCK 548661107 3950 34400 SH SOLE 0 0 0 34400 Life Storage Inc COMMON STOCK 53223X107 2046 21500 SH SOLE 0 0 0 21500 MACERICH CO/THE COMMON STOCK 554382101 1300 23507 SH SOLE 0 0 0 23507 MACK-CALI REALTY CORP COMMON STOCK 554489104 1488 70000 SH SOLE 0 0 0 70000 MARSH and MCLENNAN COS COMMON STOCK 571748102 2664 32200 SH SOLE 0 0 0 32200 MASCO CORP COMMON STOCK 574599106 2496 68200 SH SOLE 0 0 0 68200 MASTERCARD INC - A COMMON STOCK 57636Q104 6344 28500 SH SOLE 0 0 0 28500 MEDICAL PROPERTIES TRUST INC COMMON STOCK 58463J304 2207 148000 SH SOLE 0 0 0 148000 METTLER-TOLEDO INTERNATIONAL COMMON STOCK 592688105 2801 4600 SH SOLE 0 0 0 4600 MICROSOFT CORP COMMON STOCK 594918104 12524 109500 SH SOLE 0 0 0 109500 MID-AMERICA APARTMENT COMM COMMON STOCK 59522J103 2404 24000 SH SOLE 0 0 0 24000 MID-AMERICA APARTMENT COMM COMMON STOCK 59522J103 3781 37740 SH SOLE 0 0 0 37740 MONDELEZ INTERNATIONAL INC-A COMMON STOCK 609207105 3308 77000 SH SOLE 0 0 0 77000 MONMOUTH REAL ESTATE INV COR COMMON STOCK 609720107 1522 91000 SH SOLE 0 0 0 91000 MOODY'S CORP COMMON STOCK 615369105 2792 16700 SH SOLE 0 0 0 16700 MOTOROLA SOLUTIONS INC COMMON STOCK 620076307 3019 23200 SH SOLE 0 0 0 23200 MSCI INC COMMON STOCK 55354G100 2980 16800 SH SOLE 0 0 0 16800 NATIONAL RETAIL PROPERTIES COMMON STOCK 637417106 2286 51000 SH SOLE 0 0 0 51000 NATL HEALTH INVESTORS INC COMMON STOCK 63633D104 454 6000 SH SOLE 0 0 0 6000 NEW SENIOR INVESTMENT GROUP COMMON STOCK 648691103 726 123000 SH SOLE 0 0 0 123000 O'REILLY AUTOMOTIVE INC COMMON STOCK 67103H107 2917 8400 SH SOLE 0 0 0 8400 OGE ENERGY CORP COMMON STOCK 670837103 2677 73700 SH SOLE 0 0 0 73700 PAYCHEX INC COMMON STOCK 704326107 2534 34400 SH SOLE 0 0 0 34400 PEOPLE'S UNITED FINANCIAL COMMON STOCK 712704105 2123 124000 SH SOLE 0 0 0 124000 PEPSICO INC COMMON STOCK 713448108 5087 45500 SH SOLE 0 0 0 45500 PFIZER INC COMMON STOCK 717081103 7012 159100 SH SOLE 0 0 0 159100 PHYSICIANS REALTY TRUST COMMON STOCK 71943U104 1989 118000 SH SOLE 0 0 0 118000 PPG INDUSTRIES INC COMMON STOCK 693506107 3023 27700 SH SOLE 0 0 0 27700 PPL CORP COMMON STOCK 69351T106 2926 100000 SH SOLE 0 0 0 100000 PREFERRED APARTMENT COMMUN-A COMMON STOCK 74039L103 879 50000 SH SOLE 0 0 0 50000 PROCTER and GAMBLE CO/THE COMMON STOCK 742718109 6059 72800 SH SOLE 0 0 0 72800 PROLOGIS INC COMMON STOCK 74340W103 6526 96265 SH SOLE 0 0 0 96265 PUBLIC SERVICE ENTERPRISE GP COMMON STOCK 744573106 2592 49100 SH SOLE 0 0 0 49100 PUBLIC STORAGE COMMON STOCK 74460D109 4249 21074 SH SOLE 0 0 0 21074 PULTEGROUP INC COMMON STOCK 745867101 1796 72500 SH SOLE 0 0 0 72500 QTS REALTY TRUST INC-CL A COMMON STOCK 74736A103 1579 37000 SH SOLE 0 0 0 37000 QUEST DIAGNOSTICS INC COMMON STOCK 74834L100 2266 21000 SH SOLE 0 0 0 21000 RAMCO-GERSHENSON PROPERTIES COMMON STOCK 751452202 1887 138782 SH SOLE 0 0 0 138782 REALTY INCOME CORP COMMON STOCK 756109104 2446 43000 SH SOLE 0 0 0 43000 REGIONS FINANCIAL CORP COMMON STOCK 7591EP100 2562 139600 SH SOLE 0 0 0 139600 RLJ LODGING TRUST COMMON STOCK 74965L101 1745 79200 SH SOLE 0 0 0 79200 RMR GROUP INC/THE - A COMMON STOCK 74967R106 370 3983 SH SOLE 0 0 0 3983 ROBERT HALF INTL INC COMMON STOCK 770323103 2048 29100 SH SOLE 0 0 0 29100 ROCKWELL AUTOMATION INC COMMON STOCK 773903109 3038 16200 SH SOLE 0 0 0 16200 ROLLINS INC COMMON STOCK 775711104 2428 40000 SH SOLE 0 0 0 40000 ROSS STORES INC COMMON STOCK 778296103 2953 29800 SH SOLE 0 0 0 29800 SandP GLOBAL INC COMMON STOCK 78409V104 3126 16000 SH SOLE 0 0 0 16000 SABRA HEALTH CARE REIT INC COMMON STOCK 78573L106 2960 128030 SH SOLE 0 0 0 128030 SEALED AIR CORP COMMON STOCK 81211K100 2168 54000 SH SOLE 0 0 0 54000 SEI INVESTMENTS COMPANY COMMON STOCK 784117103 2371 38800 SH SOLE 0 0 0 38800 SELECT INCOME REIT COMMON STOCK 81618T100 2760 125800 SH SOLE 0 0 0 125800 SENIOR HOUSING PROP TRUST COMMON STOCK 81721M109 2618 149100 SH SOLE 0 0 0 149100 SIMON PROPERTY GROUP INC COMMON STOCK 828806109 12038 68108 SH SOLE 0 0 0 68108 SKYWORKS SOLUTIONS INC COMMON STOCK 83088M102 2231 24600 SH SOLE 0 0 0 24600 SL GREEN REALTY CORP COMMON STOCK 78440X101 1651 16923 SH SOLE 0 0 0 16923 SMITH (A.O.) CORP COMMON STOCK 831865209 2359 44200 SH SOLE 0 0 0 44200 SNAP-ON INC COMMON STOCK 833034101 3029 16500 SH SOLE 0 0 0 16500 SOUTHERN CO/THE COMMON STOCK 842587107 2603 59700 SH SOLE 0 0 0 59700 SPIRIT AEROSYSTEMS HOLD-CL A COMMON STOCK 848574109 2768 30200 SH SOLE 0 0 0 30200 SPIRIT MTA REIT COMMON STOCK 84861U105 100 8700 SH SOLE 0 0 0 8700 SPIRIT REALTY CAPITAL INC COMMON STOCK 84860W102 1797 223000 SH SOLE 0 0 0 223000 STAG INDUSTRIAL INC COMMON STOCK 85254J102 1746 63500 SH SOLE 0 0 0 63500 STARBUCKS CORP COMMON STOCK 855244109 3592 63200 SH SOLE 0 0 0 63200 STATE STREET CORP COMMON STOCK 857477103 2681 32000 SH SOLE 0 0 0 32000 STORE CAPITAL CORP COMMON STOCK 862121100 445 16000 SH SOLE 0 0 0 16000 SUMMIT HOTEL PROPERTIES INC COMMON STOCK 866082100 663 49000 SH SOLE 0 0 0 49000 SUNSTONE HOTEL INVESTORS INC COMMON STOCK 867892101 491 30000 SH SOLE 0 0 0 30000 SYNOPSYS INC COMMON STOCK 871607107 2564 26000 SH SOLE 0 0 0 26000 T ROWE PRICE GROUP INC COMMON STOCK 74144T108 2336 21400 SH SOLE 0 0 0 21400 TANGER FACTORY OUTLET CENTER COMMON STOCK 875465106 1785 78000 SH SOLE 0 0 0 78000 TAUBMAN CENTERS INC COMMON STOCK 876664103 957 16000 SH SOLE 0 0 0 16000 TEXAS INSTRUMENTS INC COMMON STOCK 882508104 3691 34400 SH SOLE 0 0 0 34400 TIER REIT INC COMMON STOCK 88650V208 1075 44600 SH SOLE 0 0 0 44600 TJX COMPANIES INC COMMON STOCK 872540109 3394 30300 SH SOLE 0 0 0 30300 TORCHMARK CORP COMMON STOCK 891027104 2791 32200 SH SOLE 0 0 0 32200 TRACTOR SUPPLY COMPANY COMMON STOCK 892356106 2617 28800 SH SOLE 0 0 0 28800 TRAVELERS COS INC/THE COMMON STOCK 89417E109 3035 23400 SH SOLE 0 0 0 23400 UDR INC COMMON STOCK 902653104 2319 57367 SH SOLE 0 0 0 57367 UMH PROPERTIES INC COMMON STOCK 903002103 1209 77283 SH SOLE 0 0 0 77283 UNION PACIFIC CORP COMMON STOCK 907818108 4852 29800 SH SOLE 0 0 0 29800 UNITED CONTINENTAL HOLDINGS COMMON STOCK 910047109 2405 27000 SH SOLE 0 0 0 27000 UNITED PARCEL SERVICE-CL B COMMON STOCK 911312106 3923 33600 SH SOLE 0 0 0 33600 UNITI GROUP INC COMMON STOCK 91325V108 907 45000 SH SOLE 0 0 0 45000 US BANCORP COMMON STOCK 902973304 3496 66200 SH SOLE 0 0 0 66200 VENTAS INC COMMON STOCK 92276F100 3398 62482 SH SOLE 0 0 0 62482 VEREIT INC COMMON STOCK 92339V100 2759 380000 SH SOLE 0 0 0 380000 VF CORP COMMON STOCK 918204108 2729 29200 SH SOLE 0 0 0 29200 VISA INC-CLASS A SHARES COMMON STOCK 92826C839 7264 48400 SH SOLE 0 0 0 48400 VORNADO REALTY TRUST COMMON STOCK 929042109 2027 27765 SH SOLE 0 0 0 27765 WASHINGTON REIT COMMON STOCK 939653101 490 16000 SH SOLE 0 0 0 16000 WASTE MANAGEMENT INC COMMON STOCK 94106L109 3226 35700 SH SOLE 0 0 0 35700 WEINGARTEN REALTY INVESTORS COMMON STOCK 948741103 1349 45336 SH SOLE 0 0 0 45336 WELLTOWER INC COMMON STOCK 95040Q104 4113 63953 SH SOLE 0 0 0 63953 WW GRAINGER INC COMMON STOCK 384802104 2430 6800 SH SOLE 0 0 0 6800 YUM! BRANDS INC COMMON STOCK 988498101 2873 31600 SH SOLE 0 0 0 31600 ZOETIS INC COMMON STOCK 98978V103 3186 34800 SH SOLE 0 0 0 34800