|
Q1 2025
|
34 |
1,537,794 |
H, TOL, DHI, HLT
|
13F-HR
|
5/14/2025 |
000117266125001912 |
|
Q4 2024
|
28 |
1,971,308 |
ADC, IRT, DHI, CPT
|
13F-HR
|
2/13/2025 |
000117266125000845 |
|
Q3 2024
|
38 |
2,229,783 |
ADC, DHI, IRT, CPT
|
13F-HR
|
11/13/2024 |
000117266124004700 |
|
Q2 2024
|
36 |
1,871,700 |
DHI, IRT, ADC, COLD
|
13F-HR
|
8/13/2024 |
000117266124003338 |
|
Q1 2024
|
35 |
1,747,144 |
IRT, ADC, CPT, NNN
|
13F-HR
|
5/14/2024 |
000117266124002315 |
|
Q4 2023
|
31 |
1,243,812 |
CPT, JBGS, MAA, WPC
|
13F-HR
|
2/13/2024 |
000117266124000857 |
|
Q3 2023
|
28 |
1,751,554 |
AMT calls, CPT, EXR, IRT
|
13F-HR
|
11/14/2023 |
000117266123004030 |
|
Q2 2023
|
29 |
1,696,013 |
CPT, SRC, CBRE, JBGS
|
13F-HR
|
8/14/2023 |
000117266123002982 |
|
Q1 2023
|
39 |
1,862,806 |
CPT, SRC, JBGS, AVB
|
13F-HR
|
5/15/2023 |
000117266123002092 |
|
Q4 2022
|
38 |
1,634,360 |
JBGS, AVB, CPT, SRC
|
13F-HR
|
2/13/2023 |
000117266123000809 |
|
Q3 2022
|
33 |
1,708,170 |
IRT, JBGS, DHI, KRC
|
13F-HR
|
11/14/2022 |
000117266122002449 |
|
Q2 2022
|
40 |
2,019,625 |
JBGS, DHI, HLT, LXP
|
13F-HR
|
8/12/2022 |
000117266122001830 |
|
Q1 2022
|
35 |
2,453,715 |
JBGS, DHI, IRT, AMH
|
13F-HR
|
5/16/2022 |
000117266122001309 |
|
Q4 2021
|
43 |
2,800,798 |
VICI, AMH, JBGS, SRC
|
13F-HR
|
2/14/2022 |
000117266122000399 |
|
Q3 2021
|
37 |
2,732,447 |
VICI, SRC, LVS calls, EQR
|
13F-HR
|
11/15/2021 |
000117266121002182 |
|
Q2 2021
|
42 |
2,880,652 |
LVS calls, LVS, EQR, MSGS
|
RESTATEMENT
|
8/16/2021 |
000117266121001887 |
|
Q2 2021
|
4 |
216,338 |
SUI, WH, 217A.SG, TSIBU
|
NEW HOLDINGS
|
8/16/2021 |
000117266121001886 |
|
Q1 2021
|
38 |
2,928,179 |
AMH, SUI, CPT, MSGS
|
13F-HR
|
5/17/2021 |
000117266121001173 |
|
Q4 2020
|
34 |
2,994,458 |
EQR, AVB, AIRC, MSGS
|
13F-HR
|
2/12/2021 |
000117266121000404 |
|
Q3 2020
|
38 |
2,608,699 |
AIV, AVB, EQR, CPT
|
13F-HR
|
11/13/2020 |
000117266120002152 |
|
Q2 2020
|
38 |
2,534,697 |
AIV, HLT, AVB, PEAK
|
13F-HR
|
8/14/2020 |
000117266120001678 |
|
Q1 2020
|
30 |
1,950,773 |
MSGS, WH, AIV, H
|
13F-HR
|
5/15/2020 |
000117266120001238 |
|
Q4 2019
|
35 |
3,915,446 |
DHI, VNO, H, HYG puts
|
13F-HR
|
2/14/2020 |
000117266120000476 |
|
Q3 2019
|
35 |
3,831,749 |
DHI, VNO, HGV, SPY puts
|
13F-HR
|
11/13/2019 |
000117266119002185 |
|
Q2 2019
|
39 |
3,331,156 |
DHI, VNO, SPY puts, HGV
|
13F-HR
|
8/13/2019 |
000117266119001713 |
|
Q1 2019
|
37 |
2,869,152 |
DHI, HLT, HPP, VNO
|
13F-HR
|
5/14/2019 |
000117266119001218 |
|
Q4 2018
|
32 |
2,546,988 |
DHI, HLT, WH, HPP
|
13F-HR
|
2/14/2019 |
000117266119000492 |
|
Q3 2018
|
39 |
3,836,465 |
DHI, HLT, CZR, LEN
|
13F-HR
|
11/14/2018 |
000117266118002021 |
|
Q2 2018
|
41 |
4,535,709 |
DHI, DHI calls, LEN, VNO
|
13F-HR
|
8/13/2018 |
000117266118001538 |
|
Q1 2018
|
31 |
3,930,616 |
DHI, VNO, APARTMENT INVT & MGMT CO, SPY puts
|
13F-HR
|
5/14/2018 |
000117266118001087 |
|
Q4 2017
|
28 |
3,533,563 |
DHI, TCO, SLG, APARTMENT INVT & MGMT CO
|
RESTATEMENT
|
2/23/2018 |
000117266118000819 |
|
Q3 2017
|
27 |
2,772,517 |
DHI, SLG, APARTMENT INVT & MGMT CO, PGRE
|
13F-HR
|
11/13/2017 |
000117266117001973 |
|
Q2 2017
|
26 |
2,605,985 |
APARTMENT INVT & MGMT CO, PGRE, DHI, TCO
|
13F-HR
|
8/14/2017 |
000117266117001626 |
|
Q1 2017
|
26 |
2,272,804 |
EQR, TCO, PGRE, MSGS
|
13F-HR
|
5/12/2017 |
000117266117001038 |
|
Q4 2016
|
22 |
2,132,480 |
ESS, EQR, FCE.A, PGRE
|
13F-HR
|
2/13/2017 |
000117266117000540 |
|
Q3 2016
|
24 |
2,144,108 |
EQR, ESS, TCO, PGRE
|
13F-HR
|
11/14/2016 |
000117266116004250 |
|
Q2 2016
|
30 |
2,136,678 |
TCO, PGRE, BXMT, IYR puts
|
13F-HR
|
8/12/2016 |
000117266116003733 |
|
Q1 2016
|
25 |
1,963,665 |
TCO, PGRE, BXMT, CLNY
|
13F-HR
|
5/13/2016 |
000117266116003283 |
|
Q4 2015
|
28 |
2,165,106 |
TCO, FCE.A, HOT, PGRE
|
13F-HR
|
2/12/2016 |
000131586316001157 |
|
Q3 2015
|
35 |
2,305,163 |
TCO, FCE.A, PGRE, BXMT
|
13F-HR
|
11/13/2015 |
000131586315000894 |
|
Q2 2015
|
33 |
2,732,246 |
IYR calls, AMH, SPY puts, TCO
|
13F-HR
|
8/14/2015 |
000131586315000697 |
|
Q1 2015
|
34 |
2,163,011 |
AMH, HOT, BXMT, TCO
|
13F-HR
|
5/14/2015 |
000131586315000428 |
|
Q4 2014
|
34 |
1,673,220 |
AMH, HLT, BXMT, HOT
|
13F-HR
|
2/13/2015 |
000131586315000132 |
|
Q3 2014
|
35 |
1,452,720 |
AMH, BXMT, HLT, FNF
|
13F-HR
|
11/13/2014 |
000131586314000619 |
|
Q2 2014
|
32 |
1,458,570 |
AMH, BXMT, SRC, MSGN
|
13F-HR
|
8/13/2014 |
000131586314000493 |
|
Q1 2014
|
28 |
1,005,609 |
AMH, BXMT, STARWOOD WAYPOINT RESIDENTL, H
|
13F-HR
|
5/15/2014 |
000131586314000326 |
|
Q4 2013
|
31 |
1,039,836 |
AAMC, BXMT, AMH, CBRE
|
13F-HR
|
2/14/2014 |
000108514614000669 |