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 |
|
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 |
AMERICAN TOWER CORP NEW | COM | 03027X100 | 28,070,390 | 137,371 | SH | SOLE | 137,371 | 0 | 0 | ||
AMERICOLD REALTY TRUST INC | COM | 03064D108 | 75,411,391 | 2,650,664 | SH | SOLE | 2,650,664 | 0 | 0 | ||
APARTMENT INVT & MGMT CO | CL A | 03748R747 | 8,224,732 | 1,069,536 | SH | SOLE | 1,069,536 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 12,873,100 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
EQUINIX INC | COM | 29444U700 | 60,984,121 | 84,578 | SH | SOLE | 84,578 | 0 | 0 | ||
EQUITY RESIDENTIAL | SH BEN INT | 29476L107 | 63,509,700 | 1,058,495 | SH | SOLE | 1,058,495 | 0 | 0 | ||
ESSEX PPTY TR INC | COM | 297178105 | 47,874,237 | 228,910 | SH | SOLE | 228,910 | 0 | 0 | ||
EXTRA SPACE STORAGE INC | COM | 30225T102 | 70,524,413 | 432,851 | SH | SOLE | 432,851 | 0 | 0 | ||
FEDERAL RLTY INVT TR NEW | SH BEN INT NEW | 313745101 | 38,330,820 | 387,846 | SH | SOLE | 387,846 | 0 | 0 | ||
FIRST INDL RLTY TR INC | COM | 32054K103 | 72,795,050 | 1,368,328 | SH | SOLE | 1,368,328 | 0 | 0 | ||
HEALTHPEAK PROPERTIES INC | COM | 42250P103 | 42,384,788 | 1,929,212 | SH | SOLE | 1,929,212 | 0 | 0 | ||
HIGHWOODS PPTYS INC | COM | 431284108 | 24,701,084 | 1,065,161 | SH | SOLE | 1,065,161 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 17,890,490 | 127,000 | SH | SOLE | 127,000 | 0 | 0 | ||
INDEPENDENCE RLTY TR INC | COM | 45378A106 | 41,992,477 | 2,619,618 | SH | SOLE | 2,619,618 | 0 | 0 | ||
INSPIRED ENTMT INC | COM | 45782N108 | 6,562,536 | 513,099 | SH | SOLE | 513,099 | 0 | 0 | ||
INVITATION HOMES INC | COM | 46187W107 | 56,667,491 | 1,814,521 | SH | SOLE | 1,814,521 | 0 | 0 | ||
KILROY RLTY CORP | COM | 49427F108 | 19,160,258 | 591,366 | SH | SOLE | 591,366 | 0 | 0 | ||
KITE RLTY GROUP TR | COM NEW | 49803T300 | 40,276,858 | 1,925,280 | SH | SOLE | 1,925,280 | 0 | 0 | ||
LAMAR ADVERTISING CO NEW | CL A | 512816109 | 31,193,649 | 312,280 | SH | SOLE | 312,280 | 0 | 0 | ||
LIFE STORAGE INC | COM | 53223X107 | 47,922,571 | 365,570 | SH | SOLE | 365,570 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 17,728,022 | 399,100 | SH | SOLE | 399,100 | 0 | 0 | ||
PROLOGIS INC. | COM | 74340W103 | 43,055,008 | 345,075 | SH | SOLE | 345,075 | 0 | 0 | ||
REALTY INCOME CORP | COM | 756109104 | 61,213,724 | 966,736 | SH | SOLE | 966,736 | 0 | 0 | ||
REGENCY CTRS CORP | COM | 758849103 | 41,051,535 | 670,996 | SH | SOLE | 670,996 | 0 | 0 | ||
RYMAN HOSPITALITY PPTYS INC | COM | 78377T107 | 47,399,962 | 528,251 | SH | SOLE | 528,251 | 0 | 0 | ||
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 40,098,263 | 153,592 | SH | SOLE | 153,592 | 0 | 0 | ||
SL GREEN RLTY CORP | COM | 78440X887 | 4,651,127 | 197,752 | SH | SOLE | 197,752 | 0 | 0 | ||
STAG INDL INC | COM | 85254J102 | 52,087,501 | 1,540,139 | SH | SOLE | 1,540,139 | 0 | 0 | ||
SUNSTONE HOTEL INVS INC NEW | COM | 867892101 | 20,727,183 | 2,097,893 | SH | SOLE | 2,097,893 | 0 | 0 | ||
TANGER FACTORY OUTLET CTRS I | COM | 875465106 | 24,964,138 | 1,271,734 | SH | SOLE | 1,271,734 | 0 | 0 | ||
UNITED RENTALS INC | COM | 911363109 | 10,685,520 | 27,000 | SH | SOLE | 27,000 | 0 | 0 | ||
VICI PPTYS INC | COM | 925652109 | 66,319,070 | 2,033,080 | SH | SOLE | 2,033,080 | 0 | 0 | ||
WELLTOWER INC | COM | 95040Q104 | 50,488,901 | 704,267 | SH | SOLE | 704,267 | 0 | 0 | ||
WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 18,196,660 | 388,154 | SH | SOLE | 388,154 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 15,247,849 | 136,251 | SH | SOLE | 136,251 | 0 | 0 |