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 |
| ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 | 21,526 | 134,000 | SH | SOLE | 134,000 | 0 | 0 | ||
| CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 26,888 | 188,738 | SH | SOLE | 188,738 | 0 | 0 | ||
| CUBESMART | COM | 229663109 | 3,479 | 109,993 | SH | SOLE | 109,993 | 0 | 0 | ||
| DUKE REALTY CORP | COM NEW | 264411505 | 13,864 | 396,125 | SH | SOLE | 396,125 | 0 | 0 | ||
| EQUINIX INC | COM | 29444U700 | 20,413 | 34,887 | SH | SOLE | 34,887 | 0 | 0 | ||
| ESSEX PPTY TR INC | COM | 297178105 | 19,950 | 66,234 | SH | SOLE | 66,234 | 0 | 0 | ||
| EXTRA SPACE STORAGE INC | COM | 30225T102 | 23,365 | 219,352 | SH | SOLE | 219,352 | 0 | 0 | ||
| FEDERAL REALTY INVT TR | SH BEN INT NEW | 313747206 | 17,114 | 135,676 | SH | SOLE | 135,676 | 0 | 0 | ||
| GRANITE PT MTG TR INC | COM | 38741L107 | 18,969 | 1,044,532 | SH | SOLE | 1,044,532 | 0 | 0 | ||
| HEALTHCARE TR AMER INC | CL A NEW | 42225P501 | 24,940 | 832,441 | SH | SOLE | 832,441 | 0 | 0 | ||
| HEALTHPEAK PPTYS INC | COM | 42250P103 | 16,667 | 485,489 | SH | SOLE | 485,489 | 0 | 0 | ||
| HIGHWOODS PPTYS INC | COM | 431284108 | 4,577 | 94,612 | SH | SOLE | 94,612 | 0 | 0 | ||
| HOST HOTELS & RESORTS INC | COM | 44107P104 | 15,303 | 848,262 | SH | SOLE | 848,262 | 0 | 0 | ||
| HUDSON PAC PPTYS INC | COM | 444097109 | 18,628 | 501,966 | SH | SOLE | 501,966 | 0 | 0 | ||
| INVITATION HOMES INC | COM | 46187W107 | 21,515 | 715,272 | SH | SOLE | 715,272 | 0 | 0 | ||
| ISHARES TR | U.S. REAL ES ETF | 464287739 | 324 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
| MEDICAL PPTYS TRUST INC | COM | 58463J304 | 4,823 | 230,420 | SH | SOLE | 230,420 | 0 | 0 | ||
| MFA FINL INC | COM | 55272X102 | 14,332 | 1,861,356 | SH | SOLE | 1,861,356 | 0 | 0 | ||
| MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 15,663 | 508,699 | SH | SOLE | 508,699 | 0 | 0 | ||
| PARK HOTELS RESORTS INC | COM | 700517105 | 6,616 | 261,402 | SH | SOLE | 261,402 | 0 | 0 | ||
| REXFORD INDL RLTY INC | COM | 76169C100 | 20,008 | 436,478 | SH | SOLE | 436,478 | 0 | 0 | ||
| SIMON PPTY GROUP INC NEW | COM | 828806109 | 6,845 | 47,095 | SH | SOLE | 47,095 | 0 | 0 | ||
| SL GREEN RLTY CORP | COM | 78440X101 | 12,427 | 139,226 | SH | SOLE | 139,226 | 0 | 0 | ||
| SPIRIT RLTY CAP INC NEW | COM NEW | 84860W300 | 5,129 | 105,600 | SH | SOLE | 105,600 | 0 | 0 | ||
| STAG INDL INC | COM | 85254J102 | 5,760 | 182,176 | SH | SOLE | 182,176 | 0 | 0 | ||
| STARWOOD PPTY TR INC | COM | 85571B105 | 22,375 | 900,776 | SH | SOLE | 900,776 | 0 | 0 | ||
| SUN CMNTYS INC | COM | 866674104 | 15,406 | 102,831 | SH | SOLE | 102,831 | 0 | 0 | ||
| TPG RE FIN TR INC | COM | 87266M107 | 20,037 | 989,498 | SH | SOLE | 989,498 | 0 | 0 | ||
| UDR INC | COM | 902653104 | 11,447 | 246,232 | SH | SOLE | 246,232 | 0 | 0 | ||
| URBAN EDGE PPTYS | COM | 91704F104 | 3,440 | 183,645 | SH | SOLE | 183,645 | 0 | 0 | ||
| VENTAS INC | COM | 92276F100 | 7,015 | 122,917 | SH | SOLE | 122,917 | 0 | 0 | ||
| VEREIT INC | COM | 92339V100 | 23,424 | 2,554,363 | SH | SOLE | 2,554,363 | 0 | 0 | ||
| VICI PPTYS INC | COM | 925652109 | 20,432 | 807,602 | SH | SOLE | 807,602 | 0 | 0 | ||
| WEINGARTEN RLTY INVS | SH BEN INT | 948741103 | 5,288 | 173,550 | SH | SOLE | 173,550 | 0 | 0 | ||