Hedge Fund - Sophron Capital

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No. Security Ticker Shares Value Activity % Port History
1. ADC 352,401 $25,746,417 +99% 7.88%
2. GLPI 483,796 $22,583,597 +1250% 6.91%
3. AVB 92,103 $18,742,960 -19% 5.74%
4. MTH 262,994 $17,612,708 NEW 5.39%
5. ESS 60,302 $17,089,587 -6% 5.23%