Latest statistics and disclosures from Wesley Capital Management's latest quarterly 13F-HR filing:

• Top 5 stock holdings are MFA, AGNC, TWO, Cys Investments, HTS. These five stock positions account for 77.34% of Wesley Capital Management's total stock portfolio.
• Added to shares of HTS (+$9.16M), TWO, CXW, H, HHC, LOW, AIG, CSU, PNNT, NLY.
• Started new stock positions in LOW, LAMR, HHC, CSU, AIG, PNNT, H, AEC, CXW.
• Reduced shares in these stocks: SPY (-$12.24M), MFA, CIM, AGNC, Cys Investments, GRT, , SHO, American Tower Reit, CLI.
• Sold out of its positions in ALEX, American Tower Reit, BKD, CIM, GRT, CLI, PPS, REG, SLG, SRZ, SHO, TCO.
• As of Sept. 30, 2012, Wesley Capital Management has $143.32M in assets under management (AUM). Assets under management dropped from a total value of $154.96M to $143.32M.
• Independent of market fluctuations, Wesley Capital Management was a net seller by $25.26M worth of stocks in the most recent quarter.