GEM Realty Advisors, L.L.C as of March 31, 2011
Portfolio Holdings for GEM Realty Advisors, L.L.C
GEM Realty Advisors, L.L.C holds 37 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Dow Jones US Real Estate (IYR) | 11.7 | $235M | 4.0M | 59.40 | |
| Macerich Company (MAC) | 8.2 | $166M | 3.3M | 49.53 | |
| Host Hotels & Resorts (HST) | 4.8 | $97M | 5.5M | 17.61 | |
| Post Properties | 4.7 | $95M | 2.4M | 39.25 | |
| Home Depot (HD) | 4.7 | $95M | 2.6M | 37.06 | |
| Simon Property (SPG) | 4.4 | $89M | 828k | 107.16 | |
| Nationwide Health Properties | 4.3 | $87M | 2.0M | 42.53 | |
| Vornado Realty Trust (VNO) | 3.9 | $79M | 904k | 87.50 | |
| SL Green Realty | 3.8 | $76M | 1.0M | 75.20 | |
| NVR (NVR) | 3.5 | $71M | 94k | 756.00 | |
| D.R. Horton (DHI) | 3.5 | $71M | 6.1M | 11.65 | |
| Sherwin-Williams Company (SHW) | 3.0 | $60M | 710k | 83.99 | |
| Toll Brothers (TOL) | 2.9 | $58M | 2.9M | 19.77 | |
| Mack-Cali Realty (VRE) | 2.8 | $56M | 1.6M | 33.90 | |
| Taubman Centers | 2.5 | $50M | 923k | 53.58 | |
| American Tower Corporation | 2.4 | $48M | 925k | 51.82 | |
| Hyatt Hotels Corporation (H) | 2.3 | $47M | 1.1M | 43.04 | |
| Carnival Corporation (CCL) | 2.3 | $46M | 1.2M | 38.36 | |
| AvalonBay Communities (AVB) | 2.2 | $45M | 375k | 120.08 | |
| SBA Communications Corporation | 2.1 | $43M | 1.1M | 39.68 | |
| CB Richard Ellis | 2.0 | $40M | 1.5M | 26.70 | |
| MFA Mortgage Investments | 1.9 | $39M | 4.7M | 8.20 | |
| Ventas (VTR) | 1.9 | $38M | 697k | 54.30 | |
| Meritage Homes Corporation (MTH) | 1.9 | $37M | 1.6M | 24.13 | |
| Kilroy Realty Corporation (KRC) | 1.8 | $36M | 933k | 38.83 | |
| Ryland | 1.7 | $34M | 2.2M | 15.90 | |
| Sunstone Hotel Investors (SHO) | 1.6 | $33M | 3.2M | 10.19 | |
| Lowe's Companies (LOW) | 1.4 | $28M | 1.1M | 26.43 | |
| AMB Property Corporation | 1.1 | $23M | 626k | 35.97 | |
| Regency Centers Corporation (REG) | 1.1 | $22M | 512k | 43.48 | |
| Pebblebrook Hotel Trust (PEB) | 0.9 | $17M | 787k | 22.15 | |
| Gaylord Entertainment Company | 0.7 | $13M | 386k | 34.68 | |
| Starwood Property Trust (STWD) | 0.6 | $12M | 557k | 22.30 | |
| Hudson Pacific Properties (HPP) | 0.5 | $9.0M | 610k | 14.70 | |
| Crexus Investment | 0.3 | $6.4M | 558k | 11.42 | |
| Chesapeake Lodging Trust sh ben int | 0.3 | $5.5M | 318k | 17.41 | |
| Terreno Realty Corporation (TRNO) | 0.2 | $4.3M | 250k | 17.23 |
