| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MACERICH CO | 195,000 | 16,445,000 | 30.76% | Call | |
| 2 | HOST HOTELS & RESORTS INC COM | 225,000 | 4,541,000 | 8.49% | ||
| 3 | TAUBMAN CENTERS | 55,000 | 4,242,000 | 7.93% | ||
| 4 | STARWOOD HOTELS & RESORTS WLDWDE ORD | 50,000 | 4,175,000 | 7.81% | ||
| 5 | SILVER BAY RLTY TR CORP | 246,500 | 3,983,000 | 7.45% | ||
| 6 | AMERICAN RESIDENTIAL PPTYS I | 191,229 | 3,440,000 | 6.43% | ||
| 7 | POST PPTYS INC COM | 57,442 | 3,270,000 | 6.12% | ||
| 8 | HYATT HOTELS CORP COM CL A | 50,000 | 2,960,000 | 5.54% | ||
| 9 | EASTERLY GOVT PPTYS INC | 153,800 | 2,468,000 | 4.62% | ||
| 10 | SPIRIT RLTY CAP INC NEW | 200,000 | 2,416,000 | 4.52% | ||
| 11 | Parkway Properties Inc | 127,100 | 2,205,000 | 4.12% | ||
| 12 | COUSINS PROPERTIES INC | 200,000 | 2,120,000 | 3.96% | ||
| 13 | LXP INDUSTRIAL TRUST COM | 122,444 | 1,204,000 | 2.25% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-15-031618, filed 2015.05.15).
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.
