GRS Advisors as of Sept. 30, 2012
Portfolio Holdings for GRS Advisors
GRS Advisors holds 41 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Home Depot (HD) | 8.6 | $224M | 3.7M | 60.37 | |
| Pulte (PHM) | 7.2 | $189M | 12M | 15.50 | |
| Macerich Company (MAC) | 6.4 | $168M | 2.9M | 57.23 | |
| Starwood Hotels & Resorts Worldwide | 6.2 | $162M | 2.8M | 57.96 | |
| D.R. Horton (DHI) | 6.1 | $158M | 7.7M | 20.64 | |
| Toll Brothers (TOL) | 5.2 | $137M | 4.1M | 33.23 | |
| Taubman Centers | 5.0 | $130M | 1.7M | 76.73 | |
| iShares Russell 2000 Index (IWM) | 4.7 | $124M | 1.5M | 83.44 | |
| General Growth Properties | 4.2 | $109M | 5.6M | 19.48 | |
| SBA Communications Corporation | 4.0 | $104M | 1.7M | 62.90 | |
| Royal Caribbean Cruises (RCL) | 3.7 | $96M | 3.2M | 30.21 | |
| Lowe's Companies (LOW) | 2.5 | $66M | 2.2M | 30.24 | |
| Boston Properties (BXP) | 2.4 | $62M | 563k | 110.61 | |
| Hyatt Hotels Corporation (H) | 2.3 | $61M | 1.5M | 40.15 | |
| AvalonBay Communities (AVB) | 2.3 | $60M | 443k | 135.99 | |
| Sunstone Hotel Investors (SHO) | 2.3 | $59M | 5.4M | 11.00 | |
| Post Properties | 2.1 | $56M | 1.2M | 47.96 | |
| Kilroy Realty Corporation (KRC) | 2.1 | $55M | 1.2M | 44.78 | |
| iShares Dow Jones US Real Estate (IYR) | 2.0 | $54M | 833k | 64.38 | |
| Lennar Corporation (LEN) | 1.8 | $48M | 1.4M | 34.77 | |
| Ventas (VTR) | 1.8 | $48M | 769k | 62.25 | |
| Equity Residential (EQR) | 1.6 | $43M | 746k | 57.53 | |
| Simon Property (SPG) | 1.6 | $41M | 272k | 151.81 | |
| Camden Property Trust (CPT) | 1.3 | $35M | 535k | 64.49 | |
| Cbre Group Inc Cl A (CBRE) | 1.3 | $34M | 1.8M | 18.41 | |
| Starwood Property Trust (STWD) | 1.2 | $30M | 1.3M | 23.27 | |
| Two Harbors Investment | 1.1 | $29M | 2.4M | 11.75 | |
| American Campus Communities | 1.0 | $26M | 581k | 43.88 | |
| Ryland | 0.9 | $23M | 756k | 30.00 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.9 | $23M | 631k | 36.02 | |
| Hudson Pacific Properties (HPP) | 0.8 | $22M | 1.2M | 18.50 | |
| Brandywine Realty Trust (BDN) | 0.8 | $21M | 1.7M | 12.19 | |
| MFA Mortgage Investments | 0.8 | $21M | 2.5M | 8.50 | |
| BioMed Realty Trust | 0.8 | $21M | 1.1M | 18.72 | |
| Weyerhaeuser Company (WY) | 0.7 | $18M | 696k | 26.14 | |
| Istar Finl Inc frnt 10/0 | 0.5 | $12M | 12M | 1.00 | |
| Health Care REIT | 0.5 | $12M | 203k | 57.75 | |
| Target Corporation (TGT) | 0.5 | $12M | 185k | 63.47 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.3 | $9.1M | 120k | 76.35 | |
| Terreno Realty Corporation (TRNO) | 0.2 | $6.3M | 400k | 15.80 | |
| Ocwen Financial Corporation | 0.2 | $5.5M | 201k | 27.41 |
