| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | New York REIT Inc | 63,867 | 591,000 | 0.96% | ||
| 2 | FelCor Lodging Trust Inc | 109,827 | 684,000 | 1.11% | ||
| 3 | LADDER CAP CORP | 89,137 | 1,087,000 | 1.76% | ||
| 4 | LENNAR | 23,822 | 1,098,000 | 1.78% | ||
| 5 | BOYD GAMING CORP COM | 76,639 | 1,410,000 | 2.28% | ||
| 6 | SILVER BAY RLTY TR CORP | 93,856 | 1,598,000 | 2.59% | ||
| 7 | CBRE GROUP INC | 64,028 | 1,695,000 | 2.74% | ||
| 8 | CORPORATE OFFICE | 59,861 | 1,770,000 | 2.87% | ||
| 9 | MACYS INC | 55,898 | 1,879,000 | 3.04% | ||
| 10 | SELECT INCOME REIT | 76,217 | 1,981,000 | 3.21% | ||
| 11 | BRANDYWINE RLTY TR | 118,538 | 1,991,000 | 3.22% | ||
| 12 | CAMDEN PROPERTY TRUS | 23,464 | 2,075,000 | 3.36% | ||
| 13 | GENERAL GROWTH | 78,443 | 2,339,000 | 3.79% | ||
| 14 | SUN CMNTYS INC | 30,680 | 2,351,000 | 3.81% | ||
| 15 | EQUITY COMWLTH COM SH BEN INT | 85,098 | 2,479,000 | 4.01% | ||
| 16 | SIMON PPTY GROUP INC NEW | 11,604 | 2,517,000 | 4.08% | ||
| 17 | MGM GROWTH PPTYS LLC | 95,052 | 2,536,000 | 4.11% | ||
| 18 | COLONY STARWOOD HOMES | 87,229 | 2,654,000 | 4.30% | ||
| 19 | HOME DEPOT INC | 21,209 | 2,708,000 | 4.38% | ||
| 20 | TAUBMAN CTRS INC | 39,262 | 2,913,000 | 4.72% | ||
| 21 | VORNADO REALTY | 32,624 | 3,266,000 | 5.29% | ||
| 22 | Forest City Realty Trust Inc | 151,150 | 3,372,000 | 5.46% | ||
| 23 | PolyOne Corp | 60,539 | 3,696,000 | 5.98% | ||
| 24 | LIFE STORAGE | 35,625 | 3,738,000 | 6.05% | ||
| 25 | SPIRIT RLTY CAP INC NEW | 314,247 | 4,013,000 | 6.50% | ||
| 26 | APARTMENT INVT & MGMT CO | 120,439 | 5,319,000 | 8.61% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-003721, filed 2016.08.12).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
