The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
RLJ Lodging Trust Pr A | PREFERRED | 74965l200 | 1,602 | 57,700 | SH | SOLE | 46,700 | 0 | 11,000 | ||
Lexington Realty Pr C | PREFERRED | 529043309 | 1,136 | 20,174 | SH | SOLE | 15,154 | 0 | 5,020 | ||
Lexington Realty Pr C | PREFERRED | 529043309 | 79 | 1,400 | SH | OTR | 1,400 | 0 | 0 | ||
RPT Realty Pr D Conv | PREFERRED | 74971D200 | 2,262 | 41,667 | SH | SOLE | 28,867 | 0 | 12,800 | ||
Alexander & Baldwin, Inc. | COM | 014491104 | 3,037 | 180,910 | SH | SOLE | 180,910 | 0 | 0 | ||
Alexanders Inc. | COM | 014752109 | 3,065 | 11,054 | SH | SOLE | 8,100 | 0 | 2,954 | ||
American Campus | COM | 024835100 | 224 | 5,200 | SH | SOLE | 5,200 | 0 | 0 | ||
Avalon Bay | COM | 053484101 | 3,865 | 20,950 | SH | SOLE | 20,950 | 0 | 0 | ||
Brandywine Realty Trust | COM | 105368203 | 2,592 | 200,800 | SH | SOLE | 153,400 | 0 | 47,400 | ||
Brixmor Property Group Inc. | COM | 11120U105 | 8,134 | 402,100 | SH | SOLE | 361,000 | 0 | 41,100 | ||
CatchMark Timber Trust | COM | 14912Y202 | 6,486 | 637,100 | SH | SOLE | 551,100 | 0 | 86,000 | ||
Century Communities | COM | 156504300 | 4,090 | 67,800 | SH | SOLE | 67,800 | 0 | 0 | ||
Colony Capital Inc. | COM | 19626G108 | 4,209 | 649,500 | SH | SOLE | 649,500 | 0 | 0 | ||
Cousins Property | COM | 222795502 | 1,594 | 45,100 | SH | SOLE | 45,100 | 0 | 0 | ||
Forestar Group Inc | COM | 346232101 | 2,831 | 121,600 | SH | SOLE | 121,600 | 0 | 0 | ||
Healthcare Trust of America | COM | 42225P501 | 9,068 | 328,800 | SH | SOLE | 285,200 | 0 | 43,600 | ||
Healthpeak Properties Inc. | COM | 42250P103 | 8,300 | 261,500 | SH | SOLE | 225,900 | 0 | 35,600 | ||
Hersha Hospitality | COM | 427825500 | 3,316 | 314,300 | SH | SOLE | 314,300 | 0 | 0 | ||
Howard Hughes Co. | COM | 44267D107 | 3,917 | 41,180 | SH | SOLE | 41,180 | 0 | 0 | ||
IRT Property Co. | COM | 45378A106 | 7,448 | 490,000 | SH | SOLE | 432,400 | 0 | 57,600 | ||
IStar Inc. | COM | 45031U101 | 3,547 | 199,500 | SH | SOLE | 199,500 | 0 | 0 | ||
Kennedy Wilson Hldgs | COM | 489398107 | 8,013 | 396,494 | SH | SOLE | 341,694 | 0 | 54,800 | ||
MGM Resorts Int'l | COM | 552953101 | 1,052 | 27,700 | SH | SOLE | 27,700 | 0 | 0 | ||
Mack Cali | COM | 554489104 | 3,591 | 232,000 | SH | SOLE | 232,000 | 0 | 0 | ||
Mid-America Apartment | COM | 59522J103 | 2,334 | 16,170 | SH | SOLE | 16,170 | 0 | 0 | ||
R.E. Select Sector SPDR | COM | 81369Y860 | 3,171 | 80,300 | SH | SOLE | 80,300 | 0 | 0 | ||
RLJ Lodging Trust Pr A | PREFERRED | 74965L200 | 516 | 18,600 | SH | SOLE | 18,600 | 0 | 0 | ||
Regency Center | COM | 758849103 | 5,705 | 100,600 | SH | SOLE | 87,300 | 0 | 13,300 | ||
Spirit Realty Capital Inc. | COM | 84860W300 | 6,549 | 154,100 | SH | SOLE | 139,400 | 0 | 14,700 | ||
Stag Industrial | COM | 85254J102 | 6,221 | 185,100 | SH | SOLE | 153,800 | 0 | 31,300 | ||
UMH Properties, Inc | COM | 903002103 | 5,812 | 303,200 | SH | SOLE | 254,700 | 0 | 48,500 | ||
Vereit Inc | COM | 92339V308 | 7,220 | 186,960 | SH | SOLE | 161,680 | 0 | 25,280 | ||
Vornado Realty Trust | COM | 929042109 | 2,456 | 54,100 | SH | SOLE | 43,200 | 0 | 10,900 | ||
WPT Industrial | COM | 92937G109 | 6,271 | 415,300 | SH | SOLE | 337,300 | 0 | 78,000 | ||
WPT Industrial | COM | 92937G109 | 1,059 | 70,200 | SH | SOLE | 70,200 | 0 | 0 | ||
Weingarten Realty | COM | 948741103 | 1,983 | 73,700 | SH | SOLE | 55,200 | 0 | 18,500 |