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 8,722 70,035 SH   SOLE 0 70,035 0 0
AMDOCS LTD SHS SHS G02602103 33,073 458,144 SH   SOLE 0 458,144 0 0
ACCENTURE PLC IRELAND SHS CLASS A CLASS A G1151C101 111,162 527,909 SH   SOLE 0 527,909 0 0
COCA COLA EUROPEAN PARTNERS SHS SHS G25839104 30,420 597,881 SH   SOLE 0 597,881 0 0
EATON CORP PLC SHS SHS G29183103 64,358 679,455 SH   SOLE 0 679,455 0 0
EVEREST RE GROUP LTD COM COM G3223R108 15,908 57,463 SH   SOLE 0 57,463 0 0
HERBALIFE NUTRITION LTD COM SHS SHS G4412G101 2,087 43,787 SH   SOLE 0 43,787 0 0
INGERSOLL-RAND PLC SHS SHS G47791101 48,348 363,736 SH   SOLE 0 363,736 0 0
JAZZ PHARMACEUTICALS PLC SHS USD SHS G50871105 22,425 150,218 SH   SOLE 0 150,218 0 0
JOHNSON CTLS INTL PLC SHS SHS G51502105 34,048 836,359 SH   SOLE 0 836,359 0 0
MEDTRONIC PLC SHS SHS G5960L103 130,441 1,149,769 SH   SOLE 0 1,149,769 0 0
STERIS PLC SHS USD SHS G8473T100 6,944 45,560 SH   SOLE 0 45,560 0 0
CHUBB LIMITED COM COM H1467J104 78,124 501,891 SH   SOLE 0 501,891 0 0
GARMIN LTD SHS SHS H2906T109 14,667 150,338 SH   SOLE 0 150,338 0 0
TE CONNECTIVITY LTD REG SHS SHS H84989104 40,045 417,836 SH   SOLE 0 417,836 0 0
ADECOAGRO S A COM COM L00849106 37,665 4,500,000 SH   SOLE 0 4,500,000 0 0
CHECK POINT SOFTWARE TECH LT ORD ORD M22465104 37,835 340,983 SH   SOLE 0 340,983 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - SHS N53745100 32,031 339,021 SH   SOLE 0 339,021 0 0
AFLAC INC COM COM 001055102 65,054 1,229,761 SH   SOLE 0 1,229,761 0 0
AES CORP COM COM 00130H105 16,774 842,931 SH   SOLE 0 842,931 0 0
AT T INC COM COM 00206R102 148,407 3,797,514 SH   SOLE 0 3,797,514 0 0
ABBOTT LABS COM COM 002824100 19,608 225,745 SH   SOLE 0 225,745 0 0
ABBVIE INC COM COM 00287Y109 103,155 1,165,068 SH   SOLE 0 1,165,068 0 0
ADVANCE AUTO PARTS INC COM COM 00751Y106 650 4,058 SH   SOLE 0 4,058 0 0
AGILENT TECHNOLOGIES INC COM COM 00846U101 10,040 117,691 SH   SOLE 0 117,691 0 0
AKAMAI TECHNOLOGIES INC COM COM 00971T101 29,391 340,256 SH   SOLE 0 340,256 0 0
ALEXANDRIA REAL ESTATE EQ IN COM COM 015271109 209,151 1,294,410 SH   SOLE 0 1,294,410 0 0
ALLEGHANY CORP DEL COM COM 017175100 12,483 15,612 SH   SOLE 0 15,612 0 0
ALLSTATE CORP COM COM 020002101 65,604 583,402 SH   SOLE 0 583,402 0 0
ALLY FINL INC COM COM 02005N100 34,839 1,140,028 SH   SOLE 0 1,140,028 0 0
AMEREN CORP COM COM 023608102 26,318 342,681 SH   SOLE 0 342,681 0 0
AMERICAN EXPRESS CO COM COM 025816109 30,969 248,768 SH   SOLE 0 248,768 0 0
AMERICAN HOMES 4 RENT CL A CLASS A 02665T306 230,036 8,776,644 SH   SOLE 0 8,776,644 0 0
AMERICAN INTL GROUP INC COM NEW COM 026874784 1,125 21,914 SH   SOLE 0 21,914 0 0
AMERICAN WTR WKS CO INC NEW COM COM 030420103 49,506 402,976 SH   SOLE 0 402,976 0 0
AMERISOURCEBERGEN CORP COM COM 03073E105 22,285 262,110 SH   SOLE 0 262,110 0 0
AMGEN INC COM COM 031162100 122,043 506,257 SH   SOLE 0 506,257 0 0
APPLE INC COM COM 037833100 175,575 597,905 SH   SOLE 0 597,905 0 0
AUTOMATIC DATA PROCESSING IN COM COM 053015103 49,308 289,198 SH   SOLE 0 289,198 0 0
AUTOZONE INC COM COM 053332102 48,927 41,070 SH   SOLE 0 41,070 0 0
AVALONBAY CMNTYS INC COM COM 053484101 437,158 2,084,685 SH   SOLE 0 2,084,685 0 0
AVERY DENNISON CORP COM COM 053611109 18,951 144,860 SH   SOLE 0 144,860 0 0
BANK AMER CORP COM COM 060505104 80,041 2,272,612 SH   SOLE 0 2,272,612 0 0
BANK NEW YORK MELLON CORP COM COM 064058100 67,365 1,338,463 SH   SOLE 0 1,338,463 0 0
BAXTER INTL INC COM COM 071813109 37,322 446,326 SH   SOLE 0 446,326 0 0
BEST BUY INC COM COM 086516101 33,571 382,354 SH   SOLE 0 382,354 0 0
BLOCK H R INC COM COM 093671105 22,435 955,493 SH   SOLE 0 955,493 0 0
BOSTON PROPERTIES INC COM COM 101121101 227,777 1,652,233 SH   SOLE 0 1,652,233 0 0
BRISTOL MYERS SQUIBB CO COM COM 110122108 129,595 2,018,933 SH   SOLE 0 2,018,933 0 0
BROADRIDGE FINL SOLUTIONS IN COM COM 11133T103 13,283 107,520 SH   SOLE 0 107,520 0 0
BROWN BROWN INC COM COM 115236101 26,039 659,550 SH   SOLE 0 659,550 0 0
CDK GLOBAL INC COM COM 12508E101 16,740 306,149 SH   SOLE 0 306,149 0 0
CDW CORP COM COM 12514G108 17,455 122,200 SH   SOLE 0 122,200 0 0
C H ROBINSON WORLDWIDE INC COM NEW COM 12541W209 3,217 41,143 SH   SOLE 0 41,143 0 0
CIGNA CORP NEW COM COM 125523100 49,702 243,055 SH   SOLE 0 243,055 0 0
CIM COML TR CORP COM NEW COM 125525584 11,362 783,614 SH   SOLE 0 783,614 0 0
CIT GROUP INC COM NEW COM 125581801 8,468 185,587 SH   SOLE 0 185,587 0 0
CNA FINL CORP COM COM 126117100 6,206 138,499 SH   SOLE 0 138,499 0 0
CADENCE DESIGN SYSTEM INC COM COM 127387108 8,077 116,446 SH   SOLE 0 116,446 0 0
CAMPBELL SOUP CO COM COM 134429109 830 16,792 SH   SOLE 0 16,792 0 0
CAPITAL ONE FINL CORP COM COM 14040H105 16,853 163,764 SH   SOLE 0 163,764 0 0
CELANESE CORP DEL COM COM 150870103 31,693 257,415 SH   SOLE 0 257,415 0 0
CERNER CORP COM COM 156782104 34,498 470,070 SH   SOLE 0 470,070 0 0
CHEVRON CORP NEW COM COM 166764100 92,681 769,075 SH   SOLE 0 769,075 0 0
CINCINNATI FINL CORP COM COM 172062101 12,569 119,535 SH   SOLE 0 119,535 0 0
CISCO SYS INC COM COM 17275R102 119,979 2,501,641 SH   SOLE 0 2,501,641 0 0
CITIGROUP INC COM NEW COM 172967424 81,607 1,021,497 SH   SOLE 0 1,021,497 0 0
CITRIX SYS INC COM COM 177376100 31,009 279,612 SH   SOLE 0 279,612 0 0
CLOROX CO DEL COM COM 189054109 5,051 32,900 SH   SOLE 0 32,900 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A CLASS A 192446102 53,996 870,627 SH   SOLE 0 870,627 0 0
COLGATE PALMOLIVE CO COM COM 194162103 59,136 859,039 SH   SOLE 0 859,039 0 0
COMCAST CORP NEW CL A CLASS A 20030N101 147,878 3,288,379 SH   SOLE 0 3,288,379 0 0
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR ADR 20441A102 6,020 400,000 SH   SOLE 0 400,000 0 0
CONOCOPHILLIPS COM COM 20825C104 50,356 774,347 SH   SOLE 0 774,347 0 0
COOPER COS INC COM NEW COM 216648402 1,417 4,410 SH   SOLE 0 4,410 0 0
CUBESMART COM COM 229663109 223,679 7,105,428 SH   SOLE 0 7,105,428 0 0
CUMMINS INC COM COM 231021106 53,185 297,189 SH   SOLE 0 297,189 0 0
D R HORTON INC COM COM 23331A109 15,896 301,351 SH   SOLE 0 301,351 0 0
DANAHER CORPORATION COM COM 235851102 47,779 311,302 SH   SOLE 0 311,302 0 0
DARDEN RESTAURANTS INC COM COM 237194105 29,786 273,244 SH   SOLE 0 273,244 0 0
DELL TECHNOLOGIES INC CL C CLASS C 24703L202 52,146 1,014,718 SH   SOLE 0 1,014,718 0 0
DELTA AIR LINES INC DEL COM NEW COM 247361702 16,848 288,100 SH   SOLE 0 288,100 0 0
DIGITAL RLTY TR INC COM COM 253868103 352,754 2,946,000 SH   SOLE 0 2,946,000 0 0
DISCOVER FINL SVCS COM COM 254709108 37,997 447,973 SH   SOLE 0 447,973 0 0
DOLLAR GEN CORP NEW COM COM 256677105 50,875 326,161 SH   SOLE 0 326,161 0 0
EASTMAN CHEMICAL CO COM COM 277432100 12,956 163,459 SH   SOLE 0 163,459 0 0
EBAY INC COM COM 278642103 54,058 1,497,050 SH   SOLE 0 1,497,050 0 0
ECOLAB INC COM COM 278865100 35,627 184,604 SH   SOLE 0 184,604 0 0
EMERSON ELEC CO COM COM 291011104 4,237 55,555 SH   SOLE 0 55,555 0 0
EQUITY RESIDENTIAL SH BEN INT INT 29476L107 519,677 6,422,114 SH   SOLE 0 6,422,114 0 0
ESSENTIAL PPTYS RLTY TR INC COM COM 29670E107 175,243 7,063,397 SH   SOLE 0 7,063,397 0 0
ESSEX PPTY TR INC COM COM 297178105 108,641 361,101 SH   SOLE 0 361,101 0 0
EXELON CORP COM COM 30161N101 53,547 1,174,539 SH   SOLE 0 1,174,539 0 0
EXPEDITORS INTL WASH INC COM COM 302130109 21,760 278,906 SH   SOLE 0 278,906 0 0
EXTRA SPACE STORAGE INC COM COM 30225T102 276,831 2,621,007 SH   SOLE 0 2,621,007 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW INT 313747206 245,535 1,907,362 SH   SOLE 0 1,907,362 0 0
F5 NETWORKS INC COM COM 315616102 20,991 150,313 SH   SOLE 0 150,313 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM COM 31620R303 17,336 382,261 SH   SOLE 0 382,261 0 0
FLEETCOR TECHNOLOGIES INC COM COM 339041105 31,566 109,710 SH   SOLE 0 109,710 0 0
FORTUNE BRANDS HOME SEC IN COM COM 34964C106 24,507 375,064 SH   SOLE 0 375,064 0 0
FOX CORP CL A COM COM 35137L105 29,568 797,627 SH   SOLE 0 797,627 0 0
GENERAL MLS INC COM COM 370334104 31,855 594,746 SH   SOLE 0 594,746 0 0
GENTEX CORP COM COM 371901109 5,876 202,761 SH   SOLE 0 202,761 0 0
GENUINE PARTS CO COM COM 372460105 14,335 134,947 SH   SOLE 0 134,947 0 0
GILEAD SCIENCES INC COM COM 375558103 124,159 1,910,729 SH   SOLE 0 1,910,729 0 0
GLOBE LIFE INC COM COM 37959E102 26,767 254,316 SH   SOLE 0 254,316 0 0
GOLDMAN SACHS GROUP INC COM COM 38141G104 8,000 34,792 SH   SOLE 0 34,792 0 0
HCA HEALTHCARE INC COM COM 40412C101 33,891 229,285 SH   SOLE 0 229,285 0 0
HP INC COM COM 40434L105 28,369 1,380,484 SH   SOLE 0 1,380,484 0 0
HAIN CELESTIAL GROUP INC COM COM 405217100 49,192 1,895,297 SH   SOLE 0 1,895,297 0 0
HARTFORD FINL SVCS GROUP INC COM COM 416515104 49,405 812,985 SH   SOLE 0 812,985 0 0
HEALTHPEAK PPTYS INC COM ADDED COM 42250P103 320,756 9,305,353 SH   SOLE 0 9,305,353 0 0
HERSHEY CO COM COM 427866108 40,435 275,104 SH   SOLE 0 275,104 0 0
HOLOGIC INC COM COM 436440101 8,385 160,597 SH   SOLE 0 160,597 0 0
HOME DEPOT INC COM COM 437076102 122,927 562,902 SH   SOLE 0 562,902 0 0
HORMEL FOODS CORP COM COM 440452100 10,131 224,575 SH   SOLE 0 224,575 0 0
HOST HOTELS RESORTS INC COM COM 44107P104 211,661 11,410,318 SH   SOLE 0 11,410,318 0 0
HUDSON PAC PPTYS INC COM COM 444097109 387,280 10,286,329 SH   SOLE 0 10,286,329 0 0
HUMANA INC COM COM 444859102 35,202 96,045 SH   SOLE 0 96,045 0 0
ILLINOIS TOOL WKS INC COM COM 452308109 30,223 168,254 SH   SOLE 0 168,254 0 0
ILLUMINA INC COM COM 452327109 16,376 49,364 SH   SOLE 0 49,364 0 0
INGREDION INC COM COM 457187102 25,306 272,250 SH   SOLE 0 272,250 0 0
INTEL CORP COM COM 458140100 164,857 2,754,501 SH   SOLE 0 2,754,501 0 0
INTERCONTINENTAL EXCHANGE IN COM COM 45866F104 36,457 393,919 SH   SOLE 0 393,919 0 0
INTERNATIONAL BUSINESS MACHS COM COM 459200101 109,273 815,225 SH   SOLE 0 815,225 0 0
INTERPUBLIC GROUP COS INC COM COM 460690100 3,719 160,991 SH   SOLE 0 160,991 0 0
INTUIT COM COM 461202103 34,355 131,161 SH   SOLE 0 131,161 0 0
INVITATION HOMES INC COM COM 46187W107 318,691 10,633,659 SH   SOLE 0 10,633,659 0 0
ITRON INC COM COM 465741106 4,030 48,000 SH   SOLE 0 48,000 0 0
JPMORGAN CHASE CO COM COM 46625H100 24,859 178,330 SH   SOLE 0 178,330 0 0
JABIL INC COM COM 466313103 6,989 169,093 SH   SOLE 0 169,093 0 0
JOHNSON JOHNSON COM COM 478160104 201,331 1,380,208 SH   SOLE 0 1,380,208 0 0
JUNIPER NETWORKS INC COM COM 48203R104 16,649 675,973 SH   SOLE 0 675,973 0 0
KLA CORPORATION COM NEW COM 482480100 3,690 20,711 SH   SOLE 0 20,711 0 0
KANSAS CITY SOUTHERN COM NEW COM 485170302 20,896 136,434 SH   SOLE 0 136,434 0 0
KELLOGG CO COM COM 487836108 36,625 529,567 SH   SOLE 0 529,567 0 0
KILROY RLTY CORP COM COM 49427F108 404,335 4,819,252 SH   SOLE 0 4,819,252 0 0
KIMBERLY CLARK CORP COM COM 494368103 70,034 509,151 SH   SOLE 0 509,151 0 0
LABORATORY CORP AMER HLDGS COM NEW COM 50540R409 40,911 241,834 SH   SOLE 0 241,834 0 0
LEAR CORP COM NEW COM 521865204 2,429 17,704 SH   SOLE 0 17,704 0 0
LEIDOS HLDGS INC COM COM 525327102 24,455 249,822 SH   SOLE 0 249,822 0 0
LENNAR CORP CL A CLASS A 526057104 24,868 445,740 SH   SOLE 0 445,740 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM COM 531229409 10,960 227,663 SH   SOLE 0 227,663 0 0
LIFE STORAGE INC COM COM 53223X107 80,747 745,722 SH   SOLE 0 745,722 0 0
LILLY ELI CO COM COM 532457108 71,631 545,015 SH   SOLE 0 545,015 0 0
LOEWS CORP COM COM 540424108 35,059 667,913 SH   SOLE 0 667,913 0 0
LOWES COS INC COM COM 548661107 50,131 418,595 SH   SOLE 0 418,595 0 0
M T BK CORP COM COM 55261F104 7,635 44,975 SH   SOLE 0 44,975 0 0
MANPOWERGROUP INC COM COM 56418H100 21,983 226,393 SH   SOLE 0 226,393 0 0
MARSH MCLENNAN COS INC COM COM 571748102 14,287 128,239 SH   SOLE 0 128,239 0 0
MASCO CORP COM COM 574599106 24,453 509,545 SH   SOLE 0 509,545 0 0
MAXIM INTEGRATED PRODS INC COM COM 57772K101 45 738 SH   SOLE 0 738 0 0
MCKESSON CORP COM COM 58155Q103 42,049 303,996 SH   SOLE 0 303,996 0 0
MERCK CO INC COM COM 58933Y105 159,192 1,750,321 SH   SOLE 0 1,750,321 0 0
METLIFE INC COM COM 59156R108 55,348 1,085,884 SH   SOLE 0 1,085,884 0 0
MICROSOFT CORP COM COM 594918104 256,298 1,625,224 SH   SOLE 0 1,625,224 0 0
MID AMER APT CMNTYS INC COM COM 59522J103 25,143 190,680 SH   SOLE 0 190,680 0 0
MONDELEZ INTL INC CL A CLASS A 609207105 51,210 929,747 SH   SOLE 0 929,747 0 0
MORGAN STANLEY COM NEW COM 617446448 28,005 547,838 SH   SOLE 0 547,838 0 0
MOTOROLA SOLUTIONS INC COM NEW COM 620076307 25,429 157,804 SH   SOLE 0 157,804 0 0
NVR INC COM COM 62944T105 21,015 5,518 SH   SOLE 0 5,518 0 0
NASDAQ INC COM COM 631103108 28,441 265,554 SH   SOLE 0 265,554 0 0
NEWS CORP NEW CL A CLASS A 65249B109 12,669 896,000 SH   SOLE 0 896,000 0 0
NORFOLK SOUTHERN CORP COM COM 655844108 6,678 34,400 SH   SOLE 0 34,400 0 0
NORTHERN TR CORP COM COM 665859104 15,936 150,000 SH   SOLE 0 150,000 0 0
NUCOR CORP COM COM 670346105 37,006 657,539 SH   SOLE 0 657,539 0 0
OLD REP INTL CORP COM COM 680223104 20,497 916,286 SH   SOLE 0 916,286 0 0
OMNICOM GROUP INC COM COM 681919106 40,593 501,023 SH   SOLE 0 501,023 0 0
OMEGA HEALTHCARE INVS INC COM COM 681936100 107,230 2,532,000 SH   SOLE 0 2,532,000 0 0
ORACLE CORP COM COM 68389X105 114,570 2,162,520 SH   SOLE 0 2,162,520 0 0
OWENS CORNING NEW COM COM 690742101 42,393 651,000 SH   SOLE 0 651,000 0 0
PNC FINL SVCS GROUP INC COM COM 693475105 22,695 142,173 SH   SOLE 0 142,173 0 0
PPG INDS INC COM COM 693506107 29,152 218,386 SH   SOLE 0 218,386 0 0
PACCAR INC COM COM 693718108 39,956 505,128 SH   SOLE 0 505,128 0 0
PACKAGING CORP AMER COM COM 695156109 17,616 157,300 SH   SOLE 0 157,300 0 0
PAYCHEX INC COM COM 704326107 33,286 391,323 SH   SOLE 0 391,323 0 0
PEPSICO INC COM COM 713448108 117,179 857,383 SH   SOLE 0 857,383 0 0
PFIZER INC COM COM 717081103 145,063 3,702,471 SH   SOLE 0 3,702,471 0 0
PHYSICIANS RLTY TR COM COM 71943U104 117,523 6,205,000 SH   SOLE 0 6,205,000 0 0
PINNACLE WEST CAP CORP COM COM 723484101 2,626 29,200 SH   SOLE 0 29,200 0 0
PRICE T ROWE GROUP INC COM COM 74144T108 55,298 453,858 SH   SOLE 0 453,858 0 0
PROCTER GAMBLE CO COM COM 742718109 146,405 1,172,181 SH   SOLE 0 1,172,181 0 0
PROLOGIS INC COM COM 74340W103 561,962 6,304,262 SH   SOLE 0 6,304,262 0 0
PRUDENTIAL FINL INC COM COM 744320102 1,331 14,202 SH   SOLE 0 14,202 0 0
PUBLIC STORAGE COM COM 74460D109 46,032 216,155 SH   SOLE 0 216,155 0 0
PULTE GROUP INC COM COM 745867101 31,375 808,639 SH   SOLE 0 808,639 0 0
QTS RLTY TR INC COM CL A CLASS A 74736A103 95,298 1,756,000 SH   SOLE 0 1,756,000 0 0
QORVO INC COM COM 74736K101 2,089 17,977 SH   SOLE 0 17,977 0 0
QUEST DIAGNOSTICS INC COM COM 74834L100 36,897 345,508 SH   SOLE 0 345,508 0 0
RLJ LODGING TR COM COM 74965L101 128,343 7,242,838 SH   SOLE 0 7,242,838 0 0
RALPH LAUREN CORP CL A CLASS A 751212101 5,189 44,267 SH   SOLE 0 44,267 0 0
REALTY INCOME CORP COM COM 756109104 142,756 1,938,834 SH   SOLE 0 1,938,834 0 0
REGENCY CTRS CORP COM COM 758849103 289,558 4,589,601 SH   SOLE 0 4,589,601 0 0
REPUBLIC SVCS INC COM COM 760759100 34,860 388,937 SH   SOLE 0 388,937 0 0
REXFORD INDL RLTY INC COM COM 76169C100 356,698 7,810,326 SH   SOLE 0 7,810,326 0 0
ROBERT HALF INTL INC COM COM 770323103 27,276 431,923 SH   SOLE 0 431,923 0 0
ROCKWELL AUTOMATION INC COM COM 773903109 21,196 104,583 SH   SOLE 0 104,583 0 0
ROSS STORES INC COM COM 778296103 45,243 388,623 SH   SOLE 0 388,623 0 0
S P GLOBAL INC COM COM 78409V104 5,641 20,659 SH   SOLE 0 20,659 0 0
SEI INVESTMENTS CO COM COM 784117103 9,277 141,670 SH   SOLE 0 141,670 0 0
SL GREEN RLTY CORP COM COM 78440X101 25,051 272,654 SH   SOLE 0 272,654 0 0
SANTANDER CONSUMER USA HDG I COM COM 80283M101 4,483 191,835 SH   SOLE 0 191,835 0 0
HENRY SCHEIN INC COM COM 806407102 24,004 359,768 SH   SOLE 0 359,768 0 0
SEALED AIR CORP NEW COM COM 81211K100 14,443 362,610 SH   SOLE 0 362,610 0 0
SERVICE PPTYS TR COM SH BEN INT INT 81761L102 14,452 594,003 SH   SOLE 0 594,003 0 0
SIMON PPTY GROUP INC NEW COM COM 828806109 570,116 3,827,312 SH   SOLE 0 3,827,312 0 0
SMUCKER J M CO COM NEW COM 832696405 2,324 22,319 SH   SOLE 0 22,319 0 0
SNAP ON INC COM COM 833034101 30,535 180,252 SH   SOLE 0 180,252 0 0
SOUTHWEST AIRLS CO COM COM 844741108 17,592 325,900 SH   SOLE 0 325,900 0 0
SPROUTS FMRS MKT INC COM COM 85208M102 16,924 874,635 SH   SOLE 0 874,635 0 0
STATE STR CORP COM COM 857477103 36,368 459,777 SH   SOLE 0 459,777 0 0
STORE CAP CORP COM COM 862121100 305,695 8,208,787 SH   SOLE 0 8,208,787 0 0
STRYKER CORP COM COM 863667101 59,522 283,520 SH   SOLE 0 283,520 0 0
SUN CMNTYS INC COM COM 866674104 249,853 1,664,576 SH   SOLE 0 1,664,576 0 0
SUNSTONE HOTEL INVS INC NEW COM COM 867892101 182,836 13,134,753 SH   SOLE 0 13,134,753 0 0
SYNCHRONY FINL COM COM 87165B103 33,101 919,226 SH   SOLE 0 919,226 0 0
SYSCO CORP COM COM 871829107 53,231 622,289 SH   SOLE 0 622,289 0 0
TJX COS INC NEW COM COM 872540109 61,709 1,010,633 SH   SOLE 0 1,010,633 0 0
TARGET CORP COM COM 87612E106 47,765 372,551 SH   SOLE 0 372,551 0 0
TERRENO RLTY CORP COM COM 88146M101 188,670 3,484,848 SH   SOLE 0 3,484,848 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS ADR 881624209 15,808 1,613,034 SH   SOLE 0 1,613,034 0 0
TEXAS INSTRS INC COM COM 882508104 47,470 370,018 SH   SOLE 0 370,018 0 0
THERMO FISHER SCIENTIFIC INC COM COM 883556102 63,211 194,574 SH   SOLE 0 194,574 0 0
TOLL BROTHERS INC COM COM 889478103 20,942 530,049 SH   SOLE 0 530,049 0 0
TRAVELERS COMPANIES INC COM COM 89417E109 31,807 232,252 SH   SOLE 0 232,252 0 0
TRUIST FINL CORP COM ADDED COM 89832Q109 1,002 17,795 SH   SOLE 0 17,795 0 0
TYSON FOODS INC CL A CLASS A 902494103 19,836 217,882 SH   SOLE 0 217,882 0 0
UDR INC COM COM 902653104 15,778 337,852 SH   SOLE 0 337,852 0 0
US BANCORP DEL COM NEW COM 902973304 4,551 76,762 SH   SOLE 0 76,762 0 0
UNION PACIFIC CORP COM COM 907818108 29,510 163,228 SH   SOLE 0 163,228 0 0
UNITEDHEALTH GROUP INC COM COM 91324P102 152,763 519,636 SH   SOLE 0 519,636 0 0
UNIVERSAL HLTH SVCS INC CL B CLASS B 913903100 25,689 179,070 SH   SOLE 0 179,070 0 0
VENTAS INC COM COM 92276F100 44,748 775,000 SH   SOLE 0 775,000 0 0
VEREIT INC COM COM 92339V100 21,580 2,335,461 SH   SOLE 0 2,335,461 0 0
VERISIGN INC COM COM 92343E102 424 2,200 SH   SOLE 0 2,200 0 0
VERIZON COMMUNICATIONS INC COM COM 92343V104 156,024 2,541,105 SH   SOLE 0 2,541,105 0 0
VICI PPTYS INC COM COM 925652109 416,961 16,319,406 SH   SOLE 0 16,319,406 0 0
VISA INC COM CL A CLASS A 92826C839 119,100 633,850 SH   SOLE 0 633,850 0 0
VISTRA ENERGY CORP COM COM 92840M102 4,203 182,830 SH   SOLE 0 182,830 0 0
VORNADO RLTY TR SH BEN INT INT 929042109 15,577 234,241 SH   SOLE 0 234,241 0 0
VOYA FINL INC COM COM 929089100 10,928 179,200 SH   SOLE 0 179,200 0 0
W P CAREY INC COM COM 92936U109 7,529 94,060 SH   SOLE 0 94,060 0 0
WALGREENS BOOTS ALLIANCE INC COM COM 931427108 38,511 653,169 SH   SOLE 0 653,169 0 0
WASTE MGMT INC DEL COM COM 94106L109 70,753 620,854 SH   SOLE 0 620,854 0 0
WELLTOWER INC COM COM 95040Q104 560,275 6,851,000 SH   SOLE 0 6,851,000 0 0
WESTERN UN CO COM COM 959802109 36,568 1,365,514 SH   SOLE 0 1,365,514 0 0
XYLEM INC COM COM 98419M100 28,886 366,623 SH   SOLE 0 366,623 0 0
ZIMMER BIOMET HLDGS INC COM COM 98956P102 14,221 95,010 SH   SOLE 0 95,010 0 0