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 |
| Pacific Premier Bancorp Inc. | Common | 69478X105 | 95,595 | 3,051,225 | SH | SOLE | 3,051,225 | 0 | 0 | ||
| Camden Property Trust | Common | 133131102 | 129,811 | 1,299,145 | SH | SOLE | 1,299,145 | 0 | 0 | ||
| Apartment Income REIT Corp. | Common | 03750L109 | 56,463 | 1,470,000 | SH | SOLE | 1,470,000 | 0 | 0 | ||
| Apartment Investment and Management Co. | Common | 03748R747 | 7,762 | 1,470,000 | SH | SOLE | 1,470,000 | 0 | 0 | ||
| Douglas Emmett Inc. | Common | 25960P109 | 45,280 | 1,551,745 | SH | SOLE | 1,551,745 | 0 | 0 | ||
| JBG Smith Properties | Common | 46590V100 | 9,850 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
| Pebblebrook Hotel Trust | Common | 70509V100 | 1,752 | 93,200 | SH | SOLE | 93,200 | 0 | 0 | ||
| Host Hotels & Resorts, Inc. | Common | 44107P104 | 7,690 | 525,606 | SH | SOLE | 525,606 | 0 | 0 | ||
| MFA Financial, Inc. | Common | 55272X102 | 165,536 | 42,554,179 | SH | SOLE | 42,554,179 | 0 | 0 | ||
| First Industrial Realty Trust, Inc. | Common | 32054K103 | 44,911 | 1,066 | SH | SOLE | 1,066 | 0 | 0 | ||
| AvalonBay Communities, Inc. | Common | 053484101 | 10,999 | 68,560 | SH | SOLE | 68,560 | 0 | 0 | ||
| Boston Properties, Inc. | Common | 101121101 | 1,927 | 20,390 | SH | SOLE | 20,390 | 0 | 0 | ||
| Extended Stay America, Inc. | Common | 30224P200 | 247,242 | 16,694,265 | SH | SOLE | 16,694,265 | 0 | 0 | ||