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The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMERICAN HEALTHCARE REIT INC COM SHS 398182303   42,336,955 2,870,302 SH   SOLE   2,870,302 0 0
AMERICOLD REALTY TRUST INC COM 03064D108   64,940,897 2,605,975 SH   SOLE   2,605,975 0 0
APARTMENT INVT & MGMT CO CL A 03748R747   45,857,292 5,599,181 SH   SOLE   5,599,181 0 0
BROADSTONE NET LEASE INC COM 11135E203   20,747,080 1,324,000 SH   SOLE   1,324,000 0 0
CAMDEN PPTY TR SH BEN INT 133131102   22,012,966 223,709 SH   SOLE   223,709 0 0
ELME COMMUNITIES SH BEN INT 939653101   13,737,648 986,900 SH   SOLE   986,900 0 0
FIRST INDL RLTY TR INC COM 32054K103   22,169,095 421,947 SH   SOLE   421,947 0 0
HEALTHCARE RLTY TR CL A COM 42226K105   20,791,303 1,469,350 SH   SOLE   1,469,350 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   56,863,538 3,032,722 SH   SOLE   3,032,722 0 0
REALTY INCOME CORP COM 756109104   18,264,160 337,600 SH   SOLE   337,600 0 0