EQUINIX REIT INC EQU 29444U700 1451067 1998 SH SOLE 11 1998 0 0 EQUITY RESIDENTIAL SH BEN IN T EQU 29476L107 1529983 26060 SH SOLE 11 26060 0 0 EXTRA SPACE STORAGE INC EQU 30225T102 2135310 17563 SH SOLE 11 17563 0 0 GAMING AND LEISURE PROPERTIES INC EQU 36467J108 1108459 24335 SH SOLE 11 24335 0 0 HOST HOTELS & RESORTS INC EQU 44107P104 1073396 66795 SH SOLE 11 66795 0 0 INVITATION HOMES INC EQU 46187W107 3730008 117703 SH SOLE 11 117703 0 0 ISHARES CORE MSCI EMERGING MARKETS EQU 46434G103 3028532 63638 SH SOLE 11 63638 0 0 MID AMERICA APT EQU 59522J103 1680426 13062 SH SOLE 11 13062 0 0 PROLOGIS INC EQU 74340W103 3714488 33103 SH SOLE 11 33103 0 0 PUBLIC STORAGE EQU 74460D109 4466400 16949 SH SOLE 11 16949 0 0 SBA COMMUNICATIONS CORP CLASS A EQU 78410G104 1648600 8236 SH SOLE 11 8236 0 0 SPDR S&P ETF TRUST EQU 78462F103 56520551 132218 SH SOLE 11 132218 0 0 SABRA HEALTHCARE REIT INC EQU 78573L106 250181 17947 SH SOLE 11 17947 0 0 VENTAS INC EQU 92276F100 1281047 30407 SH SOLE 11 30407 0 0 HEALTHPEAK PROPERTIES INC EQU 42250P103 3818219 207964 SH SOLE 11 207964 0 0 FIRST INDUSTRIAL REALTY TRUST EQU 32054K103 4490402 94356 SH SOLE 11 94356 0 0 RLJ LODGING TRUST EQU 74965L101 114142 11659 SH SOLE 11 11659 0 0 AMERICOLD REALTY TRUST EQU 03064D108 439455 14451 SH SOLE 11 14451 0 0 BRIXMOR PROPERTY GROUP INC EQU 11120U105 1089911 52450 SH SOLE 11 52450 0 0 CORPORATE OFFICE PROPERTIES TRUST EQU 22002T108 337099 14146 SH SOLE 11 14146 0 0 RETAIL OPPORTUNITY INVESTMEN EQU 76131N101 557335 45019 SH SOLE 11 45019 0 0 ISHARES -10 YR INVESTMENT GRADE CO EQU 464288638 198725520 4084800 SH SOLE 11 4084800 0 0 ISHARES -5 YEAR INVESTMENT GRADE C EQU 464288646 280488087 5628900 SH SOLE 11 5628900 0 0 ISHARES CORE S&P TOTAL U.S. STOCK EQU 464287150 15928094 169106 SH SOLE 11 169106 0 0 AGREE REALTY CORP EQU 008492100 286861 5193 SH SOLE 11 5193 0 0 AVALONBAY CMNTYS INC EQU 053484101 2922500 17017 SH SOLE 11 17017 0 0 DIGITAL REALTY TRUST INC EQU 253868103 5313746 43908 SH SOLE 11 43908 0 0 ESSEX PROPERTY EQU 297178105 1470844 6935 SH SOLE 11 6935 0 0 HIGHWOODS PROPERTIES EQU 431284108 366549 17785 SH SOLE 11 17785 0 0 ISHARES IBOXX $ HIGH YIELD CORPORA EQU 464288513 101940016 1382800 SH SOLE 11 1382800 0 0 PARK HOTELS RESORTS INC EQU 700517105 534084 43351 SH SOLE 11 43351 0 0 SIMON PPTY GROUP INC EQU 828806109 4870641 45086 SH SOLE 11 45086 0 0 WASHINGTON REAL ESTATE EQU 939653101 208324 15273 SH SOLE 11 15273 0 0 ALEXANDRIA REAL ESTATE EQU 015271109 662362 6617 SH SOLE 11 6617 0 0 REALTY INCOME CORP EQU 756109104 2448808 49035 SH SOLE 11 49035 0 0 SUN COMMUNITIES EQU 866674104 3206541 27096 SH SOLE 11 27096 0 0 ISHARES NATIONAL MUNI BOND ETF EQU 464288414 20310611 198075 SH SOLE 11 198075 0 0 BOSTON PPTYS INC EQU 101121101 777166 13066 SH SOLE 11 13066 0 0 VORNADO RLTY TR EQU 929042109 333623 14710 SH SOLE 11 14710 0 0 NATIONAL RETAIL PROPERTIES EQU 637417106 279716 7915 SH SOLE 11 7915 0 0 ISHARES CORE S&P 500 ETF EQU 464287200 34532184 80414 SH SOLE 11 80414 0 0 UDR INC EQU 902653104 1293073 36251 SH SOLE 11 36251 0 0 VICI PPTYS INC EQU 925652109 3023868 103913 SH SOLE 11 103913 0 0 ISHARES BROAD USD HIGH YIELD CORPO EQU 46435U853 42623880 1228000 SH SOLE 11 1228000 0 0 NATIONAL STORAGE AFFILIATES TRUST EQU 637870106 1112170 35040 SH SOLE 11 35040 0 0 SPDR PORTFOLIO SHORT TERM CORPORAT EQU 78464A474 35783741 1220455 SH SOLE 11 1220455 0 0 HEALTHCARE REALTY TRUST INC CLASS EQU 42226K105 490228 32104 SH SOLE 11 32104 0 0 BRANDYWINE REALTY EQU 105368203 115243 25384 SH SOLE 11 25384 0 0 SAFEHOLD INC EQU 78646V107 1254170 70459 SH SOLE 11 70459 0 0 BROADSTONE NET LEASE INC EQU 11135E203 1419590 99272 SH SOLE 11 99272 0 0 EPR PROPERTIES EQU 26884U109 1385484 33353 SH SOLE 11 33353 0 0 INVENTRUST PROPERTIES CORP EQU 46124J201 631227 26511 SH SOLE 11 26511 0 0 TERRENO REALTY CORP EQU 88146M101 1273229 22416 SH SOLE 11 22416 0 0 AT&T INC EQU 00206R102 248221 16526 SH SOLE 12 16526 0 0 ABBVIE INC EQU 00287Y109 927451 6222 SH SOLE 12 6222 0 0 ACTIVISION BLIZZARD INC EQU 00507V109 252988 2702 SH SOLE 12 2702 0 0 ADOBE INC EQU 00724F101 891815 1749 SH SOLE 12 1749 0 0 ALPHABET INC CLASS C EQU 02079K107 2574635 19527 SH SOLE 12 19527 0 0 ALPHABET INC CLASS A EQU 02079K305 2767166 21146 SH SOLE 12 21146 0 0 ALTRIA GROUP INC. EQU 02209S103 254445 6051 SH SOLE 12 6051 0 0 AMERICAN TOWER CORP EQU 03027X100 279072 1697 SH SOLE 12 1697 0 0 BLACKROCK INC EQU 09247X101 333589 516 SH SOLE 12 516 0 0 BOOKING HOLDINGS INC EQU 09857L108 394746 128 SH SOLE 12 128 0 0 BROADCOM INC EQU 11135F101 1220122 1469 SH SOLE 12 1469 0 0 CME GROUP INC. EQU 12572Q105 266893 1333 SH SOLE 12 1333 0 0 CISCO SYS INC EQU 17275R102 740329 13771 SH SOLE 12 13771 0 0 COMCAST CORP NEW CL A EQU 20030N101 676540 15258 SH SOLE 12 15258 0 0 CONOCOPHILLIPS EQU 20825C104 510707 4263 SH SOLE 12 4263 0 0 COSTCO WHS L CORP NEW COM EQU 22160K105 931619 1649 SH SOLE 12 1649 0 0 DELL TECHNOLOGIES WHEN ISSUED INC EQU 24703L202 253552 3680 SH SOLE 12 3680 0 0 DUKE ENERGY HLDG CORP EQU 26441C204 200703 2274 SH SOLE 12 2274 0 0 EQUINIX REIT INC EQU 29444U700 2252859 3102 SH SOLE 12 3102 0 0 EQUITY RESIDENTIAL SH BEN IN T EQU 29476L107 2119666 36104 SH SOLE 12 36104 0 0 EXTRA SPACE STORAGE INC EQU 30225T102 2825398 23239 SH SOLE 12 23239 0 0 EXXON MOBIL CORP EQU 30231G102 1667167 14179 SH SOLE 12 14179 0 0 FACEBOOK INC EQU 30303M102 2344940 7811 SH SOLE 12 7811 0 0 FEDEX CORP EQU 31428X106 227036 857 SH SOLE 12 857 0 0 GAMING AND LEISURE PROPERTIES INC EQU 36467J108 1484657 32594 SH SOLE 12 32594 0 0 GOLDMAN SA CHS GROUP INC EQU 38141G104 347191 1073 SH SOLE 12 1073 0 0 HCA Healthcare Inc EQU 40412C101 216462 880 SH SOLE 12 880 0 0 HESS CORP EQU 42809H107 222768 1456 SH SOLE 12 1456 0 0 HOST HOTELS & RESORTS INC EQU 44107P104 1661011 103361 SH SOLE 12 103361 0 0 INTERCONTINENTALEXCHANGE GROUP INC EQU 45866F104 272300 2475 SH SOLE 12 2475 0 0 INTUITIVE SURGICAL INC EQU 46120E602 409498 1401 SH SOLE 12 1401 0 0 INVITATION HOMES INC EQU 46187W107 5203340 164195 SH SOLE 12 164195 0 0 JP MORGAN CHASE & CO EQU 46625H100 1484715 10238 SH SOLE 12 10238 0 0 MARATHON PETROLEUM CORP EQU 56585A102 300864 1988 SH SOLE 12 1988 0 0 MASTERCARD INC CLASS A EQU 57636Q104 1187334 2999 SH SOLE 12 2999 0 0 MCKESSON CORP EQU 58155Q103 286566 659 SH SOLE 12 659 0 0 MERCK & CO. INC. EQU 58933Y105 883723 8584 SH SOLE 12 8584 0 0 MID AMERICA APT EQU 59522J103 2295888 17846 SH SOLE 12 17846 0 0 NETFLIX INC EQU 64110L106 589434 1561 SH SOLE 12 1561 0 0 NEXTERA ENERGY INC EQU 65339F101 438555 7655 SH SOLE 12 7655 0 0 NVIDIA CORP EQU 67066G104 3710900 8531 SH SOLE 12 8531 0 0 OREILLY AUTOMOTIVE INC EQU 67103H107 279929 308 SH SOLE 12 308 0 0 ORACLE CORP COM EQU 68389X105 603108 5694 SH SOLE 12 5694 0 0 PAYPAL HOLDINGS INC EQU 70450Y103 233898 4001 SH SOLE 12 4001 0 0 PROLOGIS INC EQU 74340W103 5596137 49872 SH SOLE 12 49872 0 0 PUBLIC STORAGE EQU 74460D109 6446226 24462 SH SOLE 12 24462 0 0 REGENERON PHARMACEUTICALS INC EQU 75886F107 305318 371 SH SOLE 12 371 0 0 S&P GLOBAL INC EQU 78409V104 498054 1363 SH SOLE 12 1363 0 0 SBA COMMUNICATIONS CORP CLASS A EQU 78410G104 2399238 11986 SH SOLE 12 11986 0 0 SPDR S&P ETF TRUST EQU 78462F103 31744665 74260 SH SOLE 12 74260 0 0 SPDR BLOOMBERG BARCLAYS HIGH YIELD EQU 78468R622 19247335 212913 SH SOLE 12 212913 0 0 SABRA HEALTHCARE REIT INC EQU 78573L106 397917 28545 SH SOLE 12 28545 0 0 SALESFORCE.COM INC EQU 79466L302 734266 3621 SH SOLE 12 3621 0 0 SERVICENOW INC EQU 81762P102 363324 650 SH SOLE 12 650 0 0 TESLA INC EQU 88160R101 2489689 9950 SH SOLE 12 9950 0 0 UBER TECHNOLOGIES INC EQU 90353T100 275066 5981 SH SOLE 12 5981 0 0 UNITEDHEALTH GROUP INC EQU 91324P102 1708196 3388 SH SOLE 12 3388 0 0 VENTAS INC EQU 92276F100 1761371 41808 SH SOLE 12 41808 0 0 VERIZON COMMUNICATIONS EQU 92343V104 374595 11558 SH SOLE 12 11558 0 0 VERTEX PHARMACEUTICALS EQU 92532F100 343915 989 SH SOLE 12 989 0 0 VISA INC EQU 92826C839 1280466 5567 SH SOLE 12 5567 0 0 WASTE MGMT INC DEL EQU 94106L109 302136 1982 SH SOLE 12 1982 0 0 ZOETIS INC EQU 98978V103 370751 2131 SH SOLE 12 2131 0 0 ACCENTURE PLC EQU G1151C101 734300 2391 SH SOLE 12 2391 0 0 EATON CORP PLC EQU G29183103 360870 1692 SH SOLE 12 1692 0 0 MEDTRONIC PLC EQU G5960L103 301137 3843 SH SOLE 12 3843 0 0 CHUBB LTD EQU H1467J104 253771 1219 SH SOLE 12 1219 0 0 HEALTHPEAK PROPERTIES INC EQU 42250P103 5337784 290729 SH SOLE 12 290729 0 0 FIRST INDUSTRIAL REALTY TRUST EQU 32054K103 6151769 129266 SH SOLE 12 129266 0 0 RLJ LODGING TRUST EQU 74965L101 157893 16128 SH SOLE 12 16128 0 0 AMERICOLD REALTY TRUST EQU 03064D108 588586 19355 SH SOLE 12 19355 0 0 BRIXMOR PROPERTY GROUP INC EQU 11120U105 1507672 72554 SH SOLE 12 72554 0 0 CORPORATE OFFICE PROPERTIES TRUST EQU 22002T108 414523 17395 SH SOLE 12 17395 0 0 RETAIL OPPORTUNITY INVESTMEN EQU 76131N101 770965 62275 SH SOLE 12 62275 0 0 BLACKSTONE INC EQU 09260D107 302456 2823 SH SOLE 12 2823 0 0 ISHARES -10 YR INVESTMENT GRADE CO EQU 464288638 49680845 1021189 SH SOLE 12 1021189 0 0 ISHARES -5 YEAR INVESTMENT GRADE C EQU 464288646 107745615 2162264 SH SOLE 12 2162264 0 0 ABBOTT LABS EQU 002824100 641922 6628 SH SOLE 12 6628 0 0 ADVANCED MICRO DEVICES INC EQU 007903107 588336 5722 SH SOLE 12 5722 0 0 AGREE REALTY CORP EQU 008492100 369003 6680 SH SOLE 12 6680 0 0 AMAZON COM INC EQU 023135106 4022204 31641 SH SOLE 12 31641 0 0 AMERICAN EXPRESS CO EQU 025816109 363576 2437 SH SOLE 12 2437 0 0 AMGEN INC EQU 031162100 487531 1814 SH SOLE 12 1814 0 0 ANTHEM INC EQU 036752103 400151 919 SH SOLE 12 919 0 0 APPLE INC. EQU 037833100 9505066 55517 SH SOLE 12 55517 0 0 APPLIED MATERIALS INC EQU 038222105 484437 3499 SH SOLE 12 3499 0 0 AUTOMATIC DATA PROCESSING INC COM EQU 053015103 382041 1588 SH SOLE 12 1588 0 0 AVALONBAY CMNTYS INC EQU 053484101 4011846 23360 SH SOLE 12 23360 0 0 BANK AMER CORP COM EQU 060505104 638228 23310 SH SOLE 12 23310 0 0 BECTON DICKINSON EQU 075887109 263959 1021 SH SOLE 12 1021 0 0 BERKSHIRE HATHAWAY INC - CL B EQU 084670702 1560587 4455 SH SOLE 12 4455 0 0 BOEING CO EQU 097023105 356525 1860 SH SOLE 12 1860 0 0 BOSTON SCI ENTIFIC CORP COM EQU 101137107 304814 5773 SH SOLE 12 5773 0 0 BRISTOL MYERS SQUIBB CO EQU 110122108 381729 6577 SH SOLE 12 6577 0 0 CATERPILLAR INC EQU 149123101 500136 1832 SH SOLE 12 1832 0 0 CHARLES SCHWAB EQU 808513105 266485 4854 SH SOLE 12 4854 0 0 CHEVRON CORP EQU 166764100 1056742 6267 SH SOLE 12 6267 0 0 CIGNA CORPORATION EQU 125523100 291791 1020 SH SOLE 12 1020 0 0 CITIGROUP INC EQU 172967424 229300 5575 SH SOLE 12 5575 0 0 COCA COLA CO. EQU 191216100 765582 13676 SH SOLE 12 13676 0 0 CSX CORP EQU 126408103 287882 9362 SH SOLE 12 9362 0 0 CVS HEALTH CORPORATION EQU 126650100 259311 3714 SH SOLE 12 3714 0 0 DANAHER CO RP COM EQU 235851102 656473 2646 SH SOLE 12 2646 0 0 DEERE & CO. EQU 244199105 397004 1052 SH SOLE 12 1052 0 0 DIGITAL REALTY TRUST INC EQU 253868103 7109683 58748 SH SOLE 12 58748 0 0 DISNEY WALT CO EQU 254687106 442695 5462 SH SOLE 12 5462 0 0 ELI LILLY & CO EQU 532457108 1560363 2905 SH SOLE 12 2905 0 0 EMERSON ELEC CO EQU 291011104 208688 2161 SH SOLE 12 2161 0 0 ESSEX PROPERTY EQU 297178105 2006583 9461 SH SOLE 12 9461 0 0 FISERV INC COM EQU 337738108 234392 2075 SH SOLE 12 2075 0 0 FORD MTR C O DEL COM PAR USD0.01 EQU 345370860 200248 16123 SH SOLE 12 16123 0 0 GENERAL DYNAMICS CORP EQU 369550108 221191 1001 SH SOLE 12 1001 0 0 GILEAD SCIENCES INC EQU 375558103 290692 3879 SH SOLE 12 3879 0 0 HIGHWOODS PROPERTIES EQU 431284108 496062 24069 SH SOLE 12 24069 0 0 HOME DEPOT INC EQU 437076102 1075387 3559 SH SOLE 12 3559 0 0 HONEYWELL INTERNATIONAL INC EQU 438516106 450211 2437 SH SOLE 12 2437 0 0 HUMANA INC COM EQU 444859102 234016 481 SH SOLE 12 481 0 0 ILLINOIS TOOL WKS INC EQU 452308109 333719 1449 SH SOLE 12 1449 0 0 INTEL CORP EQU 458140100 505983 14233 SH SOLE 12 14233 0 0 INTERNATIONAL BUSINESS MACHINES CORP EQU 459200101 411781 2935 SH SOLE 12 2935 0 0 INTUIT INC. EQU 461202103 530867 1039 SH SOLE 12 1039 0 0 ISHARES IBOXX $ HIGH YIELD CORPORA EQU 464288513 11367698 154201 SH SOLE 12 154201 0 0 JOHNSON & JOHNSON EQU 478160104 1357050 8713 SH SOLE 12 8713 0 0 LAM RESEARCH CORP. EQU 512807108 329681 526 SH SOLE 12 526 0 0 LOCKHEED MARTIN CORP EQU 539830109 343935 841 SH SOLE 12 841 0 0 LOWES COS INC USD0.50 EQU 548661107 488424 2350 SH SOLE 12 2350 0 0 MARRIOTT I NTL INC NEW CL A EQU 571903202 209336 1065 SH SOLE 12 1065 0 0 MARSH MCLENNAN COS INC EQU 571748102 424369 2230 SH SOLE 12 2230 0 0 MCDONALDS CORP EQU 580135101 659917 2505 SH SOLE 12 2505 0 0 MICROSOFT CORP EQU 594918104 7843546 24841 SH SOLE 12 24841 0 0 MONDELEZ INTERNATIONAL INC EQU 609207105 347069 5001 SH SOLE 12 5001 0 0 MOODYS CORP EQU 615369105 261473 827 SH SOLE 12 827 0 0 MORGAN STANLEY EQU 617446448 407207 4986 SH SOLE 12 4986 0 0 NIKE INC CL B EQU 654106103 408393 4271 SH SOLE 12 4271 0 0 NORFOLK SOUTHERN CORP EQU 655844108 212094 1077 SH SOLE 12 1077 0 0 NORTHROP GRUMMAN CORP EQU 666807102 238143 541 SH SOLE 12 541 0 0 OCCIDENTAL PETROLEUM CORP EQU 674599105 211055 3253 SH SOLE 12 3253 0 0 PARK HOTELS RESORTS INC EQU 700517105 687727 55822 SH SOLE 12 55822 0 0 PEPSICO INC. EQU 713448108 851944 5028 SH SOLE 12 5028 0 0 PFIZER INC EQU 717081103 645322 19455 SH SOLE 12 19455 0 0 PHILIP MORRIS INTL. EQU 718172109 481879 5205 SH SOLE 12 5205 0 0 PIONEER NA T RES CO COM EQU 723787107 243093 1059 SH SOLE 12 1059 0 0 PROCTER & GAMBLE CO EQU 742718109 1134645 7779 SH SOLE 12 7779 0 0 PROGRESSIVE CORP EQU 743315103 335295 2407 SH SOLE 12 2407 0 0 QUALCOMM INC EQU 747525103 429136 3864 SH SOLE 12 3864 0 0 SCHLUMBERGER LTD EQU 806857108 307183 5269 SH SOLE 12 5269 0 0 SHERWIN WILLIAMS CO EQU 824348106 280045 1098 SH SOLE 12 1098 0 0 SIMON PPTY GROUP INC EQU 828806109 6672689 61767 SH SOLE 12 61767 0 0 SOUTHERN CO EQU 842587107 213123 3293 SH SOLE 12 3293 0 0 STARBUCKS CORP EQU 855244109 346643 3798 SH SOLE 12 3798 0 0 STRYKER CORP EQU 863667101 351698 1287 SH SOLE 12 1287 0 0 TEXAS INST RS INC COM EQU 882508104 475599 2991 SH SOLE 12 2991 0 0 THERMO FIS HER SCIENTIFIC INC COM EQU 883556102 758749 1499 SH SOLE 12 1499 0 0 UNION PACIFIC CORP EQU 907818108 460815 2263 SH SOLE 12 2263 0 0 UNITED PARCEL SERVICE INC CLASS B EQU 911312106 386558 2480 SH SOLE 12 2480 0 0 WALMART INC EQU 931142103 845070 5284 SH SOLE 12 5284 0 0 WASHINGTON REAL ESTATE EQU 939653101 269595 19765 SH SOLE 12 19765 0 0 WELLS FARGO CO EQU 949746101 528483 12934 SH SOLE 12 12934 0 0 ALEXANDRIA REAL ESTATE EQU 015271109 918017 9171 SH SOLE 12 9171 0 0 REALTY INCOME CORP EQU 756109104 3247299 65024 SH SOLE 12 65024 0 0 SUN COMMUNITIES EQU 866674104 4245448 35875 SH SOLE 12 35875 0 0 ISHARES NATIONAL MUNI BOND ETF EQU 464288414 303747167 2962231 SH SOLE 12 2962231 0 0 AFLAC INC. EQU 001055102 202620 2640 SH SOLE 12 2640 0 0 AIR PRODUCTS & CHEM EQU 009158106 230688 814 SH SOLE 12 814 0 0 AMERICAN INTL GROUP INC EQU 026874784 212585 3508 SH SOLE 12 3508 0 0 AMPHENOL CORP. EQU 032095101 316474 3768 SH SOLE 12 3768 0 0 ANALOG DEVICES INC EQU 032654105 323391 1847 SH SOLE 12 1847 0 0 AUTOZONE INC EQU 053332102 220979 87 SH SOLE 12 87 0 0 BOSTON PPTYS INC EQU 101121101 1088425 18299 SH SOLE 12 18299 0 0 KLA CORP EQU 482480100 240797 525 SH SOLE 12 525 0 0 MICRON TEC HNOLOGY INC COM EQU 595112103 299604 4404 SH SOLE 12 4404 0 0 PALO ALTO NETWORKS INC EQU 697435105 282500 1205 SH SOLE 12 1205 0 0 ROPER TECHNOLOGIES INC EQU 776696106 232939 481 SH SOLE 12 481 0 0 SYNOPSYS INC EQU 871607107 205160 447 SH SOLE 12 447 0 0 T-MOBILE US INC EQU 872590104 328137 2343 SH SOLE 12 2343 0 0 TJX COMPANIES INC EQU 872540109 342010 3848 SH SOLE 12 3848 0 0 VORNADO RLTY TR EQU 929042109 410213 18087 SH SOLE 12 18087 0 0 NATIONAL RETAIL PROPERTIES EQU 637417106 387150 10955 SH SOLE 12 10955 0 0 ISHARES CORE S&P 500 ETF EQU 464287200 40366420 94000 SH SOLE 12 94000 0 0 UDR INC EQU 902653104 1730031 48501 SH SOLE 12 48501 0 0 VICI PPTYS INC EQU 925652109 4285208 147258 SH SOLE 12 147258 0 0 AON PLC CLASS A EQU G0403H108 311251 960 SH SOLE 12 960 0 0 CARRIER GLOBAL CORP EQU 14448C104 248069 4494 SH SOLE 12 4494 0 0 RAYTHEON TECHNOLOGIES CORP EQU 75513E101 366543 5093 SH SOLE 12 5093 0 0 ISHARES BROAD USD HIGH YIELD CORPO EQU 46435U853 17355000 500000 SH SOLE 12 500000 0 0 GENERAL ELECTRIC EQU 369604301 363599 3289 SH SOLE 12 3289 0 0 ISHARES US ENERGY ETF EQU 464287796 1961942 41365 SH SOLE 12 41365 0 0 NATIONAL STORAGE AFFILIATES TRUST EQU 637870106 1508793 47536 SH SOLE 12 47536 0 0 SPDR PORTFOLIO SHORT TERM CORPORAT EQU 78464A474 24989436 852300 SH SOLE 12 852300 0 0 HEALTHCARE REALTY TRUST INC CLASS EQU 42226K105 673346 44096 SH SOLE 12 44096 0 0 ISHARES YEAR INVESTMENT GRADE CO EQU 464289511 1686386 35774 SH SOLE 12 35774 0 0 BRANDYWINE REALTY EQU 105368203 149507 32931 SH SOLE 12 32931 0 0 SAFEHOLD INC EQU 78646V107 1642922 92299 SH SOLE 12 92299 0 0 LINDE PLC EQU G54950103 602462 1618 SH SOLE 12 1618 0 0 ISHARES MBS ETF EQU 464288588 8094564 91155 SH SOLE 12 91155 0 0 BROADSTONE NET LEASE INC EQU 11135E203 1927683 134803 SH SOLE 12 134803 0 0 EPR PROPERTIES EQU 26884U109 1877650 45201 SH SOLE 12 45201 0 0 INVENTRUST PROPERTIES CORP EQU 46124J201 851874 35778 SH SOLE 12 35778 0 0 ISHARES IBOXX INV GR CORP BD ETF EQU 464287242 25886555 253740 SH SOLE 12 253740 0 0 ISHARES MSCI USA QUALITY FACTOR ET EQU 46432F339 1996882 15152 SH SOLE 12 15152 0 0 ISHARES -5 YEAR HIGH YIELD CORPORA EQU 46434V407 6549291 159622 SH SOLE 12 159622 0 0 TERRENO REALTY CORP EQU 88146M101 1623685 28586 SH SOLE 12 28586 0 0