GEM Realty Advisors, L.L.C as of Dec. 31, 2010
Portfolio Holdings for GEM Realty Advisors, L.L.C
GEM Realty Advisors, L.L.C holds 39 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Host Hotels & Resorts (HST) | 9.4 | $165M | 9.2M | 17.87 | |
| Macerich Company (MAC) | 8.8 | $154M | 3.3M | 47.37 | |
| iShares Dow Jones US Real Estate (IYR) | 6.4 | $112M | 2.0M | 55.96 | |
| Post Properties | 5.0 | $88M | 2.4M | 36.30 | |
| SL Green Realty | 4.3 | $76M | 1.1M | 67.51 | |
| Simon Property (SPG) | 4.3 | $75M | 757k | 99.49 | |
| Nationwide Health Properties | 4.1 | $72M | 2.0M | 36.38 | |
| Carnival Corporation (CCL) | 3.4 | $60M | 1.3M | 46.11 | |
| Toll Brothers (TOL) | 3.4 | $60M | 3.1M | 19.00 | |
| SBA Communications Corporation | 3.1 | $55M | 1.3M | 40.94 | |
| AvalonBay Communities (AVB) | 3.1 | $54M | 481k | 112.55 | |
| Home Depot (HD) | 3.0 | $53M | 1.5M | 35.06 | |
| CB Richard Ellis | 2.9 | $50M | 2.4M | 20.48 | |
| Ventas (VTR) | 2.7 | $48M | 912k | 52.48 | |
| Mack-Cali Realty (VRE) | 2.7 | $47M | 1.4M | 33.06 | |
| Hyatt Hotels Corporation (H) | 2.6 | $46M | 1.0M | 45.76 | |
| Taubman Centers | 2.5 | $44M | 864k | 50.48 | |
| D.R. Horton (DHI) | 2.4 | $42M | 3.5M | 11.93 | |
| Ryland | 2.1 | $37M | 2.2M | 17.03 | |
| Starwood Hotels & Resorts Worldwide | 2.1 | $37M | 603k | 60.78 | |
| Kilroy Realty Corporation (KRC) | 2.1 | $36M | 996k | 36.47 | |
| Meritage Homes Corporation (MTH) | 1.9 | $34M | 1.5M | 22.20 | |
| Sunstone Hotel Investors (SHO) | 1.8 | $31M | 3.0M | 10.33 | |
| Lowe's Companies (LOW) | 1.8 | $31M | 1.2M | 25.08 | |
| MFA Mortgage Investments | 1.7 | $31M | 3.8M | 8.16 | |
| American Tower Corporation | 1.6 | $29M | 558k | 51.64 | |
| Vornado Realty Trust (VNO) | 1.6 | $28M | 335k | 83.33 | |
| NVR (NVR) | 1.6 | $28M | 40k | 691.02 | |
| Royal Caribbean Cruises (RCL) | 1.2 | $21M | 439k | 47.00 | |
| AMB Property Corporation | 1.1 | $20M | 638k | 31.71 | |
| Aeropostale | 1.0 | $18M | 729k | 24.64 | |
| Pebblebrook Hotel Trust (PEB) | 0.9 | $16M | 787k | 20.32 | |
| General Growth Properties | 0.9 | $16M | 1.0M | 15.48 | |
| Regency Centers Corporation (REG) | 0.7 | $12M | 290k | 42.24 | |
| Hudson Pacific Properties (HPP) | 0.5 | $9.2M | 610k | 15.05 | |
| Starwood Property Trust (STWD) | 0.5 | $8.8M | 410k | 21.48 | |
| Public Storage (PSA) | 0.4 | $6.4M | 63k | 101.42 | |
| Chesapeake Lodging Trust sh ben int | 0.3 | $6.0M | 318k | 18.81 | |
| Terreno Realty Corporation (TRNO) | 0.2 | $4.5M | 250k | 17.93 |
