The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ALLEGION PUB LTD CO ORD SHS SHS G0176J109 7,361 81,153 SH   SOLE 0 81,153 0 0
AMDOCS LTD SHS SHS G02602103 32,991 609,700 SH   SOLE 0 609,700 0 0
AON PLC SHS CL A CLASS A G0408V102 8,985 52,637 SH   SOLE 0 52,637 0 0
ACCENTURE PLC IRELAND SHS CLASS A CLASS A G1151C101 92,923 527,909 SH   SOLE 0 527,909 0 0
COCA COLA EUROPEAN PARTNERS SHS SHS G25839104 36,721 709,716 SH   SOLE 0 709,716 0 0
EATON CORP PLC SHS SHS G29183103 87,510 1,086,268 SH   SOLE 0 1,086,268 0 0
EVEREST RE GROUP LTD COM COM G3223R108 37,168 172,108 SH   SOLE 0 172,108 0 0
HERBALIFE NUTRITION LTD COM SHS SHS G4412G101 6,100 115,125 SH   SOLE 0 115,125 0 0
JANUS HENDERSON GROUP PLC ORD SHS SHS G4474Y214 3,872 155,009 SH   SOLE 0 155,009 0 0
INGERSOLL-RAND PLC SHS SHS G47791101 73,363 679,600 SH   SOLE 0 679,600 0 0
JAZZ PHARMACEUTICALS PLC SHS USD SHS G50871105 7,306 51,110 SH   SOLE 0 51,110 0 0
JOHNSON CTLS INTL PLC SHS SHS G51502105 44,526 1,205,359 SH   SOLE 0 1,205,359 0 0
MEDTRONIC PLC SHS SHS G5960L103 50,573 555,262 SH   SOLE 0 555,262 0 0
PENTAIR PLC SHS SHS G7S00T104 4,451 100,000 SH   SOLE 0 100,000 0 0
WILLIS TOWERS WATSON PUB LTD SHS SHS G96629103 13,486 76,776 SH   SOLE 0 76,776 0 0
CHUBB LIMITED COM COM H1467J104 98,959 706,448 SH   SOLE 0 706,448 0 0
GARMIN LTD SHS SHS H2906T109 51,189 592,807 SH   SOLE 0 592,807 0 0
TE CONNECTIVITY LTD REG SHS SHS H84989104 54,289 672,312 SH   SOLE 0 672,312 0 0
ADECOAGRO S A COM COM L00849106 31,005 4,500,000 SH   SOLE 0 4,500,000 0 0
CHECK POINT SOFTWARE TECH LT ORD ORD M22465104 57,732 456,416 SH   SOLE 0 456,416 0 0
AERCAP HOLDINGS NV SHS SHS N00985106 9,835 211,324 SH   SOLE 0 211,324 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - SHS N53745100 68,462 814,250 SH   SOLE 0 814,250 0 0
ROYAL CARIBBEAN CRUISES LTD COM COM V7780T103 24,758 216,000 SH   SOLE 0 216,000 0 0
AFLAC INC COM COM 001055102 99,079 1,981,572 SH   SOLE 0 1,981,572 0 0
AES CORP COM COM 00130H105 35,946 1,988,171 SH   SOLE 0 1,988,171 0 0
AT T INC COM COM 00206R102 136,830 4,363,208 SH   SOLE 0 4,363,208 0 0
ABBOTT LABS COM COM 002824100 18,046 225,745 SH   SOLE 0 225,745 0 0
AIR PRODS CHEMS INC COM COM 009158106 18,512 96,944 SH   SOLE 0 96,944 0 0
ALEXANDRIA REAL ESTATE EQ IN COM COM 015271109 388,560 2,725,592 SH   SOLE 0 2,725,592 0 0
ALLEGHANY CORP DEL COM COM 017175100 18,096 29,549 SH   SOLE 0 29,549 0 0
ALLSTATE CORP COM COM 020002101 87,495 929,017 SH   SOLE 0 929,017 0 0
ALLY FINL INC COM COM 02005N100 51,022 1,856,032 SH   SOLE 0 1,856,032 0 0
AMEREN CORP COM COM 023608102 41,227 560,527 SH   SOLE 0 560,527 0 0
AMERICAN ELEC PWR CO INC COM COM 025537101 2,714 32,402 SH   SOLE 0 32,402 0 0
AMERICAN EXPRESS CO COM COM 025816109 64,030 585,817 SH   SOLE 0 585,817 0 0
AMERICAN INTL GROUP INC COM NEW COM 026874784 32,812 762,002 SH   SOLE 0 762,002 0 0
AMERICAN WTR WKS CO INC NEW COM COM 030420103 46,706 447,976 SH   SOLE 0 447,976 0 0
AMGEN INC COM COM 031162100 170,248 896,134 SH   SOLE 0 896,134 0 0
ANNALY CAP MGMT INC COM COM 035710409 49,959 5,000,855 SH   SOLE 0 5,000,855 0 0
ANTHEM INC COM COM 036752103 57,293 199,641 SH   SOLE 0 199,641 0 0
APPLE INC COM COM 037833100 384,972 2,026,700 SH   SOLE 0 2,026,700 0 0
ARROW ELECTRS INC COM COM 042735100 6,850 88,894 SH   SOLE 0 88,894 0 0
AUTOZONE INC COM COM 053332102 77,829 75,996 SH   SOLE 0 75,996 0 0
AVALONBAY CMNTYS INC COM COM 053484101 418,321 2,084,000 SH   SOLE 0 2,084,000 0 0
AVERY DENNISON CORP COM COM 053611109 45,647 403,955 SH   SOLE 0 403,955 0 0
BB T CORP COM COM 054937107 43,857 942,555 SH   SOLE 0 942,555 0 0
BANK AMER CORP COM COM 060505104 143,852 5,213,930 SH   SOLE 0 5,213,930 0 0
BANK NEW YORK MELLON CORP COM COM 064058100 74,109 1,469,539 SH   SOLE 0 1,469,539 0 0
BERKLEY W R CORP COM COM 084423102 2,720 32,102 SH   SOLE 0 32,102 0 0
BEST BUY INC COM COM 086516101 54,271 763,733 SH   SOLE 0 763,733 0 0
BLACKROCK INC COM COM 09247X101 2,392 5,598 SH   SOLE 0 5,598 0 0
BLOCK H R INC COM COM 093671105 4,221 176,308 SH   SOLE 0 176,308 0 0
BORGWARNER INC COM COM 099724106 13,367 348,000 SH   SOLE 0 348,000 0 0
BOSTON PROPERTIES INC COM COM 101121101 221,201 1,652,233 SH   SOLE 0 1,652,233 0 0
BRANDYWINE RLTY TR SH BEN INT NEW INT 105368203 134,461 8,477,984 SH   SOLE 0 8,477,984 0 0
BROADRIDGE FINL SOLUTIONS IN COM COM 11133T103 3,224 31,095 SH   SOLE 0 31,095 0 0
BROWN BROWN INC COM COM 115236101 21,186 717,940 SH   SOLE 0 717,940 0 0
CBS CORP NEW CL B CLASS B 124857202 21,189 445,800 SH   SOLE 0 445,800 0 0
CDK GLOBAL INC COM COM 12508E101 13,548 230,333 SH   SOLE 0 230,333 0 0
CDW CORP COM COM 12514G108 21,230 220,300 SH   SOLE 0 220,300 0 0
C H ROBINSON WORLDWIDE INC COM NEW COM 12541W209 3,480 40,000 SH   SOLE 0 40,000 0 0
CIGNA CORP NEW COM COM 125523100 66,111 411,085 SH   SOLE 0 411,085 0 0
CIT GROUP INC COM NEW COM 125581801 15,575 324,691 SH   SOLE 0 324,691 0 0
CNA FINL CORP COM COM 126117100 487 11,227 SH   SOLE 0 11,227 0 0
CAMPBELL SOUP CO COM COM 134429109 30,916 810,804 SH   SOLE 0 810,804 0 0
CAPITAL ONE FINL CORP COM COM 14040H105 13,378 163,764 SH   SOLE 0 163,764 0 0
CARNIVAL CORP UNIT 99/99/9999 COM 143658300 42,586 839,630 SH   SOLE 0 839,630 0 0
CELANESE CORP DEL COM COM 150870103 28,896 293,034 SH   SOLE 0 293,034 0 0
CELGENE CORP COM COM 151020104 15,064 159,679 SH   SOLE 0 159,679 0 0
CENTERPOINT ENERGY INC COM COM 15189T107 48,149 1,568,361 SH   SOLE 0 1,568,361 0 0
CHURCH DWIGHT INC COM COM 171340102 53,700 753,900 SH   SOLE 0 753,900 0 0
CINCINNATI FINL CORP COM COM 172062101 46,204 537,883 SH   SOLE 0 537,883 0 0
CISCO SYS INC COM COM 17275R102 264,392 4,897,048 SH   SOLE 0 4,897,048 0 0
CITIGROUP INC COM NEW COM 172967424 80,712 1,297,200 SH   SOLE 0 1,297,200 0 0
CITRIX SYS INC COM COM 177376100 30,833 309,382 SH   SOLE 0 309,382 0 0
CLOROX CO DEL COM COM 189054109 5,279 32,900 SH   SOLE 0 32,900 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A CLASS A 192446102 65,029 897,566 SH   SOLE 0 897,566 0 0
COLGATE PALMOLIVE CO COM COM 194162103 29,260 426,900 SH   SOLE 0 426,900 0 0
COMCAST CORP NEW CL A CLASS A 20030N101 195,726 4,895,601 SH   SOLE 0 4,895,601 0 0
COMERICA INC COM COM 200340107 3,666 50,000 SH   SOLE 0 50,000 0 0
CONOCOPHILLIPS COM COM 20825C104 123,104 1,844,538 SH   SOLE 0 1,844,538 0 0
CONSTELLATION BRANDS INC CL A CLASS A 21036P108 18,797 107,211 SH   SOLE 0 107,211 0 0
CORNING INC COM COM 219350105 8,853 267,457 SH   SOLE 0 267,457 0 0
COSTCO WHSL CORP NEW COM COM 22160K105 118,891 491,000 SH   SOLE 0 491,000 0 0
CUBESMART COM COM 229663109 148,040 4,620,470 SH   SOLE 0 4,620,470 0 0
CUMMINS INC COM COM 231021106 69,398 439,590 SH   SOLE 0 439,590 0 0
D R HORTON INC COM COM 23331A109 17,901 432,600 SH   SOLE 0 432,600 0 0
DANAHER CORPORATION COM COM 235851102 51,884 393,000 SH   SOLE 0 393,000 0 0
DARDEN RESTAURANTS INC COM COM 237194105 44,496 366,313 SH   SOLE 0 366,313 0 0
DELTA AIR LINES INC DEL COM NEW COM 247361702 14,880 288,100 SH   SOLE 0 288,100 0 0
DIGITAL RLTY TR INC COM COM 253868103 370,804 3,116,000 SH   SOLE 0 3,116,000 0 0
DISNEY WALT CO COM DISNEY COM 254687106 203,184 1,829,992 SH   SOLE 0 1,829,992 0 0
DISCOVER FINL SVCS COM COM 254709108 27,774 390,300 SH   SOLE 0 390,300 0 0
DOLLAR GEN CORP NEW COM COM 256677105 86,090 721,622 SH   SOLE 0 721,622 0 0
DUKE REALTY CORP COM NEW COM 264411505 425,158 13,903,143 SH   SOLE 0 13,903,143 0 0
EASTMAN CHEMICAL CO COM COM 277432100 40,522 534,024 SH   SOLE 0 534,024 0 0
EBAY INC COM COM 278642103 76,156 2,050,500 SH   SOLE 0 2,050,500 0 0
ECOLAB INC COM COM 278865100 32,590 184,604 SH   SOLE 0 184,604 0 0
ELANCO ANIMAL HEALTH INC COM COM 28414H103 4,629 144,329 SH   SOLE 0 144,329 0 0
EQUITY RESIDENTIAL SH BEN INT INT 29476L107 438,588 5,823,000 SH   SOLE 0 5,823,000 0 0
ESSEX PPTY TR INC COM COM 297178105 302,256 1,045,000 SH   SOLE 0 1,045,000 0 0
EVERSOURCE ENERGY COM COM 30040W108 45,046 634,900 SH   SOLE 0 634,900 0 0
EXELON CORP COM COM 30161N101 59,466 1,186,233 SH   SOLE 0 1,186,233 0 0
EXPEDIA GROUP INC COM NEW COM 30212P303 11,305 95,000 SH   SOLE 0 95,000 0 0
EXPEDITORS INTL WASH INC COM COM 302130109 5,880 77,476 SH   SOLE 0 77,476 0 0
EXTRA SPACE STORAGE INC COM COM 30225T102 201,367 1,975,934 SH   SOLE 0 1,975,934 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW INT 313747206 177,826 1,290,000 SH   SOLE 0 1,290,000 0 0
F5 NETWORKS INC COM COM 315616102 40,865 260,401 SH   SOLE 0 260,401 0 0
FIDELITY NATL INFORMATION SV COM COM 31620M106 9,984 88,274 SH   SOLE 0 88,274 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM COM 31620R303 40,962 1,120,700 SH   SOLE 0 1,120,700 0 0
FIFTH THIRD BANCORP COM COM 316773100 29,070 1,152,642 SH   SOLE 0 1,152,642 0 0
FISERV INC COM COM 337738108 9,097 103,050 SH   SOLE 0 103,050 0 0
FORTUNE BRANDS HOME SEC IN COM COM 34964C106 18,582 390,298 SH   SOLE 0 390,298 0 0
FRANKLIN RES INC COM COM 354613101 15,403 464,800 SH   SOLE 0 464,800 0 0
GALLAGHER ARTHUR J CO COM COM 363576109 9,735 124,646 SH   SOLE 0 124,646 0 0
GAMING LEISURE PPTYS INC COM COM 36467J108 319,308 8,278,672 SH   SOLE 0 8,278,672 0 0
GENERAL MLS INC COM COM 370334104 65,071 1,257,418 SH   SOLE 0 1,257,418 0 0
GENTEX CORP COM COM 371901109 27,772 1,342,964 SH   SOLE 0 1,342,964 0 0
GENUINE PARTS CO COM COM 372460105 56,774 506,779 SH   SOLE 0 506,779 0 0
GILEAD SCIENCES INC COM COM 375558103 108,378 1,667,091 SH   SOLE 0 1,667,091 0 0
HCA HEALTHCARE INC COM COM 40412C101 63,048 483,568 SH   SOLE 0 483,568 0 0
HCP INC COM COM 40414L109 264,328 8,445,000 SH   SOLE 0 8,445,000 0 0
HP INC COM COM 40434L105 74,810 3,850,228 SH   SOLE 0 3,850,228 0 0
HAIN CELESTIAL GROUP INC COM COM 405217100 43,588 1,885,297 SH   SOLE 0 1,885,297 0 0
HARLEY DAVIDSON INC COM COM 412822108 4,859 136,255 SH   SOLE 0 136,255 0 0
HARTFORD FINL SVCS GROUP INC COM COM 416515104 51,814 1,042,111 SH   SOLE 0 1,042,111 0 0
HERSHEY CO COM COM 427866108 57,979 504,913 SH   SOLE 0 504,913 0 0
HOME DEPOT INC COM COM 437076102 198,042 1,032,062 SH   SOLE 0 1,032,062 0 0
HORMEL FOODS CORP COM COM 440452100 35,660 796,700 SH   SOLE 0 796,700 0 0
HOSPITALITY PPTYS TR COM SH BEN INT INT 44106M102 14,932 567,522 SH   SOLE 0 567,522 0 0
HOST HOTELS RESORTS INC COM COM 44107P104 316,017 16,720,499 SH   SOLE 0 16,720,499 0 0
HUDSON PAC PPTYS INC COM COM 444097109 22,265 646,860 SH   SOLE 0 646,860 0 0
HUMANA INC COM COM 444859102 6,118 23,000 SH   SOLE 0 23,000 0 0
ILLINOIS TOOL WKS INC COM COM 452308109 16,255 113,254 SH   SOLE 0 113,254 0 0
ILLUMINA INC COM COM 452327109 16,580 53,364 SH   SOLE 0 53,364 0 0
INGREDION INC COM COM 457187102 31,781 335,635 SH   SOLE 0 335,635 0 0
INTEL CORP COM COM 458140100 185,678 3,457,700 SH   SOLE 0 3,457,700 0 0
INTERCONTINENTAL EXCHANGE IN COM COM 45866F104 10,251 134,629 SH   SOLE 0 134,629 0 0
INTERNATIONAL BUSINESS MACHS COM COM 459200101 165,851 1,175,415 SH   SOLE 0 1,175,415 0 0
INTERPUBLIC GROUP COS INC COM COM 460690100 3,382 160,991 SH   SOLE 0 160,991 0 0
INVITATION HOMES INC COM COM 46187W107 141,211 5,804,000 SH   SOLE 0 5,804,000 0 0
JPMORGAN CHASE CO COM COM 46625H100 129,068 1,274,993 SH   SOLE 0 1,274,993 0 0
JABIL INC COM COM 466313103 13,619 512,200 SH   SOLE 0 512,200 0 0
JOHNSON JOHNSON COM COM 478160104 261,889 1,873,446 SH   SOLE 0 1,873,446 0 0
JUNIPER NETWORKS INC COM COM 48203R104 40,450 1,528,163 SH   SOLE 0 1,528,163 0 0
KLA-TENCOR CORP COM COM 482480100 13,713 114,840 SH   SOLE 0 114,840 0 0
KANSAS CITY SOUTHERN COM NEW COM 485170302 21,317 183,800 SH   SOLE 0 183,800 0 0
KELLOGG CO COM COM 487836108 44,579 776,900 SH   SOLE 0 776,900 0 0
KILROY RLTY CORP COM COM 49427F108 401,884 5,290,738 SH   SOLE 0 5,290,738 0 0
KIMBERLY CLARK CORP COM COM 494368103 95,638 771,900 SH   SOLE 0 771,900 0 0
KIMCO RLTY CORP COM COM 49446R109 157,824 8,531,000 SH   SOLE 0 8,531,000 0 0
LABORATORY CORP AMER HLDGS COM NEW COM 50540R409 44,884 293,396 SH   SOLE 0 293,396 0 0
LAS VEGAS SANDS CORP COM COM 517834107 26,487 434,500 SH   SOLE 0 434,500 0 0
LEAR CORP COM NEW COM 521865204 37,837 278,808 SH   SOLE 0 278,808 0 0
LEGGETT PLATT INC COM COM 524660107 12,278 290,805 SH   SOLE 0 290,805 0 0
LIBERTY PPTY TR SH BEN INT INT 531172104 25,727 531,330 SH   SOLE 0 531,330 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM COM 531229409 4,871 127,374 SH   SOLE 0 127,374 0 0
LILLY ELI CO COM COM 532457108 4,446 34,264 SH   SOLE 0 34,264 0 0
LOEWS CORP COM COM 540424108 53,329 1,112,638 SH   SOLE 0 1,112,638 0 0
LOWES COS INC COM COM 548661107 129,428 1,182,314 SH   SOLE 0 1,182,314 0 0
M T BK CORP COM COM 55261F104 40,896 260,449 SH   SOLE 0 260,449 0 0
MACERICH CO COM COM 554382101 11,509 265,492 SH   SOLE 0 265,492 0 0
MANPOWERGROUP INC COM COM 56418H100 25,353 306,600 SH   SOLE 0 306,600 0 0
MARSH MCLENNAN COS INC COM COM 571748102 73,654 784,392 SH   SOLE 0 784,392 0 0
MASCO CORP COM COM 574599106 21,263 540,903 SH   SOLE 0 540,903 0 0
MAXIM INTEGRATED PRODS INC COM COM 57772K101 5,068 95,320 SH   SOLE 0 95,320 0 0
MCDONALDS CORP COM COM 580135101 20,247 106,619 SH   SOLE 0 106,619 0 0
MCKESSON CORP COM COM 58155Q103 36,464 311,495 SH   SOLE 0 311,495 0 0
MERCK CO INC COM COM 58933Y105 213,015 2,561,200 SH   SOLE 0 2,561,200 0 0
METLIFE INC COM COM 59156R108 30,226 710,028 SH   SOLE 0 710,028 0 0
MICROSOFT CORP COM COM 594918104 66,183 561,155 SH   SOLE 0 561,155 0 0
MONDELEZ INTL INC CL A CLASS A 609207105 46,413 929,747 SH   SOLE 0 929,747 0 0
MOTOROLA SOLUTIONS INC COM NEW CLASS A 620076307 39,142 278,752 SH   SOLE 0 278,752 0 0
NRG ENERGY INC COM NEW COM 629377508 1,553 36,560 SH   SOLE 0 36,560 0 0
NVR INC COM COM 62944T105 5,398 1,951 SH   SOLE 0 1,951 0 0
NASDAQ INC COM COM 631103108 26,408 301,841 SH   SOLE 0 301,841 0 0
NATIONAL RETAIL PPTYS INC COM COM 637417106 37,325 673,851 SH   SOLE 0 673,851 0 0
NEWMONT MNG CORP COM COM 651639106 33,744 943,360 SH   SOLE 0 943,360 0 0
NEWS CORP NEW CL A CLASS A 65249B109 11,146 896,000 SH   SOLE 0 896,000 0 0
NORFOLK SOUTHERN CORP COM COM 655844108 6,429 34,400 SH   SOLE 0 34,400 0 0
NORTHERN TR CORP COM COM 665859104 4,520 50,000 SH   SOLE 0 50,000 0 0
NUCOR CORP COM COM 670346105 60,673 1,039,812 SH   SOLE 0 1,039,812 0 0
OLD REP INTL CORP COM COM 680223104 3,246 155,145 SH   SOLE 0 155,145 0 0
OMNICOM GROUP INC COM COM 681919106 56,580 775,177 SH   SOLE 0 775,177 0 0
OMEGA HEALTHCARE INVS INC COM COM 681936100 96,596 2,532,000 SH   SOLE 0 2,532,000 0 0
ORACLE CORP COM COM 68389X105 10,415 193,912 SH   SOLE 0 193,912 0 0
OWENS CORNING NEW COM COM 690742101 38,921 826,000 SH   SOLE 0 826,000 0 0
PNC FINL SVCS GROUP INC COM COM 693475105 60,013 489,266 SH   SOLE 0 489,266 0 0
PPG INDS INC COM COM 693506107 27,840 246,655 SH   SOLE 0 246,655 0 0
PVH CORP COM COM 693656100 23,738 194,651 SH   SOLE 0 194,651 0 0
PACCAR INC COM COM 693718108 24,714 362,700 SH   SOLE 0 362,700 0 0
PACKAGING CORP AMER COM COM 695156109 15,632 157,300 SH   SOLE 0 157,300 0 0
PARK HOTELS RESORTS INC COM COM 700517105 33,052 1,063,464 SH   SOLE 0 1,063,464 0 0
PEPSICO INC COM COM 713448108 163,182 1,331,555 SH   SOLE 0 1,331,555 0 0
PFIZER INC COM COM 717081103 257,850 6,071,354 SH   SOLE 0 6,071,354 0 0
PHYSICIANS RLTY TR COM COM 71943U104 116,716 6,205,000 SH   SOLE 0 6,205,000 0 0
PINNACLE WEST CAP CORP COM COM 723484101 2,791 29,200 SH   SOLE 0 29,200 0 0
PRICE T ROWE GROUP INC COM COM 74144T108 30,216 301,800 SH   SOLE 0 301,800 0 0
PROCTER AND GAMBLE CO COM COM 742718109 262,003 2,518,047 SH   SOLE 0 2,518,047 0 0
PROGRESSIVE CORP OHIO COM COM 743315103 86,054 1,193,700 SH   SOLE 0 1,193,700 0 0
PROLOGIS INC COM COM 74340W103 308,813 4,292,046 SH   SOLE 0 4,292,046 0 0
PRUDENTIAL FINL INC COM COM 744320102 35,208 383,200 SH   SOLE 0 383,200 0 0
PUBLIC STORAGE COM COM 74460D109 223,168 1,024,740 SH   SOLE 0 1,024,740 0 0
PULTE GROUP INC COM COM 745867101 34,790 1,244,271 SH   SOLE 0 1,244,271 0 0
QTS RLTY TR INC COM CL A CLASS A 74736A103 79,002 1,756,000 SH   SOLE 0 1,756,000 0 0
QUEST DIAGNOSTICS INC COM COM 74834L100 47,892 532,611 SH   SOLE 0 532,611 0 0
RLJ LODGING TR COM COM 74965L101 30,144 1,715,633 SH   SOLE 0 1,715,633 0 0
REGENCY CTRS CORP COM COM 758849103 178,376 2,643,000 SH   SOLE 0 2,643,000 0 0
REPUBLIC SVCS INC COM COM 760759100 32,420 403,333 SH   SOLE 0 403,333 0 0
REXFORD INDL RLTY INC COM COM 76169C100 154,104 4,303,370 SH   SOLE 0 4,303,370 0 0
ROBERT HALF INTL INC COM COM 770323103 35,670 547,419 SH   SOLE 0 547,419 0 0
ROCKWELL AUTOMATION INC COM COM 773903109 10,279 58,583 SH   SOLE 0 58,583 0 0
ROSS STORES INC COM COM 778296103 73,574 790,269 SH   SOLE 0 790,269 0 0
SL GREEN RLTY CORP COM COM 78440X101 38,013 422,747 SH   SOLE 0 422,747 0 0
HENRY SCHEIN INC COM COM 806407102 18,658 310,397 SH   SOLE 0 310,397 0 0
SEALED AIR CORP NEW COM COM 81211K100 16,702 362,610 SH   SOLE 0 362,610 0 0
SIMON PPTY GROUP INC NEW COM COM 828806109 685,622 3,762,811 SH   SOLE 0 3,762,811 0 0
SMUCKER J M CO COM NEW COM 832696405 20,208 173,455 SH   SOLE 0 173,455 0 0
SNAP ON INC COM COM 833034101 41,324 264,019 SH   SOLE 0 264,019 0 0
SOUTHWEST AIRLS CO COM COM 844741108 16,917 325,900 SH   SOLE 0 325,900 0 0
STARBUCKS CORP COM COM 855244109 2,594 34,900 SH   SOLE 0 34,900 0 0
STATE STR CORP COM COM 857477103 35,022 532,167 SH   SOLE 0 532,167 0 0
STEEL DYNAMICS INC COM COM 858119100 4,109 116,502 SH   SOLE 0 116,502 0 0
SUN CMNTYS INC COM COM 866674104 84,979 717,000 SH   SOLE 0 717,000 0 0
SUNSTONE HOTEL INVS INC NEW COM COM 867892101 179,606 12,472,607 SH   SOLE 0 12,472,607 0 0
SYSCO CORP COM COM 871829107 72,078 1,079,653 SH   SOLE 0 1,079,653 0 0
TJX COS INC NEW COM COM 872540109 132,780 2,495,400 SH   SOLE 0 2,495,400 0 0
TARGET CORP COM COM 87612E106 86,421 1,076,759 SH   SOLE 0 1,076,759 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS ADS 881624209 23,803 1,518,034 SH   SOLE 0 1,518,034 0 0
TEXAS INSTRS INC COM COM 882508104 66,718 629,000 SH   SOLE 0 629,000 0 0
THERMO FISHER SCIENTIFIC INC COM COM 883556102 51,534 188,274 SH   SOLE 0 188,274 0 0
TOLL BROTHERS INC COM COM 889478103 24,519 677,318 SH   SOLE 0 677,318 0 0
TORCHMARK CORP COM COM 891027104 41,332 504,355 SH   SOLE 0 504,355 0 0
TOTAL SYS SVCS INC COM COM 891906109 23,762 250,100 SH   SOLE 0 250,100 0 0
TRAVELERS COMPANIES INC COM COM 89417E109 88,710 646,765 SH   SOLE 0 646,765 0 0
TYSON FOODS INC CL A CLASS A 902494103 61,133 880,500 SH   SOLE 0 880,500 0 0
UDR INC COM COM 902653104 230,891 5,079,000 SH   SOLE 0 5,079,000 0 0
US BANCORP DEL COM NEW COM 902973304 75,768 1,572,271 SH   SOLE 0 1,572,271 0 0
UNION PACIFIC CORP COM COM 907818108 46,228 276,484 SH   SOLE 0 276,484 0 0
UNITEDHEALTH GROUP INC COM COM 91324P102 212,030 857,520 SH   SOLE 0 857,520 0 0
UNIVERSAL HLTH SVCS INC CL B CLASS B 913903100 14,474 108,203 SH   SOLE 0 108,203 0 0
VENTAS INC COM COM 92276F100 115,177 1,805,000 SH   SOLE 0 1,805,000 0 0
VEREIT INC COM COM 92339V100 203,915 24,362,611 SH   SOLE 0 24,362,611 0 0
VERIZON COMMUNICATIONS INC COM COM 92343V104 218,296 3,691,803 SH   SOLE 0 3,691,803 0 0
VICI PPTYS INC COM COM 925652109 397,147 18,151,127 SH   SOLE 0 18,151,127 0 0
VISTRA ENERGY CORP COM COM 92840M102 1,001 38,463 SH   SOLE 0 38,463 0 0
WEC ENERGY GROUP INC COM COM 92939U106 2,675 33,826 SH   SOLE 0 33,826 0 0
WALGREENS BOOTS ALLIANCE INC COM COM 931427108 106,586 1,684,628 SH   SOLE 0 1,684,628 0 0
WASTE MGMT INC DEL COM COM 94106L109 90,028 866,400 SH   SOLE 0 866,400 0 0
WELLS FARGO CO NEW COM COM 949746101 6,282 130,000 SH   SOLE 0 130,000 0 0
WELLTOWER INC COM COM 95040Q104 531,638 6,851,000 SH   SOLE 0 6,851,000 0 0
WESTERN UN CO COM COM 959802109 42,403 2,295,782 SH   SOLE 0 2,295,782 0 0
XYLEM INC COM COM 98419M100 28,978 366,623 SH   SOLE 0 366,623 0 0
ZIONS BANCORPORATION N A COM COM 989701107 3,471 76,441 SH   SOLE 0 76,441 0 0