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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| IRT | INDEPENDENCE RLTY TR INC | 8.15% | 5,727,238 | $85,278,574 | 4,726,660 | 472.39% | $14.89 | 13F |
| JBGS | JBG SMITH PPTYS | 6.16% | 4,414,269 | $64,492,470 | 266,870 | 6.43% | $14.61 | 13F |
| WH | WYNDHAM HOTELS & RESORTS INC | 5.44% | 701,663 | $56,996,085 | 363,863 | 107.72% | $81.23 | 13F |
| PRKS | UNITED PARKS & RESORTS INC | 5.24% | 1,680,727 | $54,892,544 | 825,727 | 96.58% | $32.66 | 13F |
| CPT | CAMDEN PPTY TR | 3.74% | 401,134 | $39,174,746 | 347,455 | 647.28% | $97.66 | 13F |
| KREF | KKR REAL ESTATE FIN TR INC | 3.35% | 5,733,513 | $35,089,100 | 4,170,425 | 266.81% | $6.12 | 13F |
| H | HYATT HOTELS CORP | 3.08% | 223,989 | $32,207,378 | 20,500 | 10.07% | $143.79 | 13F |
| CUBE | CUBESMART | 1.52% | 435,429 | $15,958,473 | 88,501 | 25.51% | $36.65 | 13F |
| LINE | LINEAGE INC | 1.29% | 410,971 | $13,463,410 | 226,813 | 123.16% | $32.76 | 13F |
| MAA | MID-AMER APT CMNTYS INC | 0.47% | 40,503 | $4,946,226 | 780 | 1.96% | $122.12 | 13F |