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 | 1,128 | 49,200 | SH | SOLE | 38,200 | 0 | 11,000 | ||
Lexington Realty Pr C | PREFERRED | 529043309 | 2,182 | 37,335 | SH | SOLE | 30,015 | 0 | 7,320 | ||
Lexington Realty Pr C | PREFERRED | 529043309 | 82 | 1,400 | SH | OTR | 1,400 | 0 | 0 | ||
RPT Realty Pr D Conv | PREFERRED | 74971D200 | 2,115 | 52,867 | SH | SOLE | 40,067 | 0 | 12,800 | ||
Alexanders Inc. | COM | 014752109 | 3,618 | 14,754 | SH | SOLE | 11,800 | 0 | 2,954 | ||
American Homes 4 Rent | COM | 02665T306 | 1,687 | 59,240 | SH | SOLE | 59,240 | 0 | 0 | ||
Brandywine Realty Trust | COM | 105368203 | 5,645 | 545,900 | SH | SOLE | 466,000 | 0 | 79,900 | ||
Brixmor Property Group Inc. | COM | 11120U105 | 5,063 | 433,100 | SH | SOLE | 392,000 | 0 | 41,100 | ||
CatchMark Timber Trust | COM | 14912Y202 | 5,953 | 666,600 | SH | SOLE | 611,800 | 0 | 54,800 | ||
Century Communities | COM | 156504300 | 3,716 | 87,795 | SH | SOLE | 87,795 | 0 | 0 | ||
Cousins Property | COM | 222795502 | 2,538 | 88,780 | SH | SOLE | 88,780 | 0 | 0 | ||
Forestar Group Inc | COM | 346232101 | 2,916 | 164,736 | SH | SOLE | 164,736 | 0 | 0 | ||
Healthcare Trust of America | COM | 42225P501 | 8,401 | 323,100 | SH | SOLE | 288,200 | 0 | 34,900 | ||
Healthpeak Properties Inc. | COM | 42250P103 | 7,827 | 288,300 | SH | SOLE | 255,500 | 0 | 32,800 | ||
Hersha Hospitality | COM | 427825500 | 2,418 | 436,489 | SH | SOLE | 436,489 | 0 | 0 | ||
Howard Hughes Co. | COM | 44267D107 | 3,739 | 64,915 | SH | SOLE | 64,915 | 0 | 0 | ||
IRT Property Co. | COM | 45378A106 | 6,610 | 570,300 | SH | SOLE | 512,700 | 0 | 57,600 | ||
IStar Inc. | COM | 45031U101 | 2,716 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
Kennedy Wilson Hldgs | COM | 489398107 | 7,404 | 509,900 | SH | SOLE | 455,100 | 0 | 54,800 | ||
MGM Resorts Int'l | COM | 552953101 | 2,829 | 130,080 | SH | SOLE | 130,080 | 0 | 0 | ||
Mack Cali | COM | 554489104 | 2,615 | 207,200 | SH | SOLE | 207,200 | 0 | 0 | ||
Mid-America Apartment | COM | 59522J103 | 2,911 | 25,105 | SH | SOLE | 25,105 | 0 | 0 | ||
Pebblebrook Hotel Trust | COM | 70509V100 | 2,694 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
R.E. Select Sector SPDR | COM | 81369Y860 | 1,961 | 55,600 | SH | SOLE | 55,600 | 0 | 0 | ||
RLJ Lodging Trust Pr A | COM | 74965L200 | 1,057 | 46,100 | SH | SOLE | 46,100 | 0 | 0 | ||
Site Centers Pr K | COM | 82981J802 | 458 | 18,800 | SH | SOLE | 18,800 | 0 | 0 | ||
Spirit Realty Capital Inc. | COM | 84860W300 | 3,291 | 97,500 | SH | SOLE | 84,100 | 0 | 13,400 | ||
Stag Industrial | COM | 85254J102 | 6,564 | 215,300 | SH | SOLE | 184,000 | 0 | 31,300 | ||
Vanguard Specialized REIT | COM | 922908553 | 1,287 | 16,300 | SH | SOLE | 16,300 | 0 | 0 | ||
Vereit Inc | COM | 92339V100 | 7,634 | 1,174,400 | SH | SOLE | 1,044,000 | 0 | 130,400 | ||
WPT Industrial | COM | 92937G109 | 6,693 | 525,800 | SH | SOLE | 447,800 | 0 | 78,000 | ||
WPT Industrial | COM | 92937G109 | 842 | 66,300 | SH | SOLE | 66,300 | 0 | 0 | ||
Weingarten Realty | COM | 948741103 | 5,417 | 319,400 | SH | SOLE | 282,700 | 0 | 36,700 |