Nair Vinay

Nair Vinay as of June 30, 2015

Portfolio Holdings for Nair Vinay

Nair Vinay holds 154 positions in its portfolio as reported in the June 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ventas (VTR) 2.3 $1.9M 30k 62.09
Avalonbay Cmntys 2.2 $1.8M 11k 159.90
Equity Residential (EQR) 2.2 $1.8M 25k 70.15
Boston Properties (BXP) 2.2 $1.7M 14k 121.03
SL Green Realty 1.7 $1.4M 13k 109.85
Cyberark Software (CYBR) 1.7 $1.4M 22k 62.80
Dex (DXCM) 1.7 $1.4M 17k 80.00
Prologis (PLD) 1.7 $1.3M 36k 37.09
SPDR S&P Oil & Gas Explore & Prod. 1.7 $1.3M 29k 46.66
Pandora Media 1.4 $1.1M 74k 15.55
LaSalle Hotel Properties 1.4 $1.1M 31k 35.47
Regency Centers Corporation (REG) 1.3 $1.0M 18k 58.97
Duke Realty Corporation 1.3 $1.0M 55k 18.57
NetApp (NTAP) 1.2 $963k 31k 31.55
Cardinal Health (CAH) 1.2 $953k 11k 83.63
ALEXANDRIA REAL ESTATE Equitie Com Reit 1.2 $932k 11k 87.45
C.H. Robinson Worldwide (CHRW) 1.1 $909k 15k 62.42
Citizens Financial (CFG) 1.1 $899k 33k 27.32
Dct Industrial Trust Inc reit usd.01 1.1 $898k 29k 31.46
Dave & Buster's Entertainmnt (PLAY) 1.1 $903k 25k 36.08
Douglas Emmett (DEI) 1.1 $850k 32k 26.94
Taubman Centers 1.1 $847k 12k 69.51
Interpublic Group of Companies (IPG) 1.0 $765k 40k 19.27
BANK OF MONTREAL Cadcom 0.9 $737k 12k 59.31
Molina Healthcare (MOH) 0.9 $722k 10k 70.34
Ddr Corp 0.9 $721k 47k 15.47
National Retail Properties (NNN) 0.9 $712k 20k 34.99
Ep Energy 0.9 $695k 55k 12.72
Carnival Corporation (CCL) 0.8 $680k 14k 49.40
Host Hotels & Resorts (HST) 0.8 $681k 34k 19.84
Axalta Coating Sys (AXTA) 0.8 $673k 20k 33.09
Tech Data Corporation 0.8 $645k 11k 57.54
Pebblebrook Hotel Trust (PEB) 0.8 $640k 15k 42.89
KLA-Tencor Corporation (KLAC) 0.8 $632k 11k 56.25
Twenty-first Century Fox 0.8 $628k 19k 32.54
Masimo Corporation (MASI) 0.8 $621k 16k 38.74
Ims Health Holdings 0.8 $620k 20k 30.66
Sunedison 0.7 $592k 20k 29.89
Servicemaster Global 0.7 $590k 16k 36.16
SYSCO Corporation (SYY) 0.7 $574k 16k 36.11
Oceaneering International (OII) 0.7 $567k 12k 46.57
Medical Properties Trust (MPW) 0.7 $561k 43k 13.12
Boyd Gaming Corporation (BYD) 0.7 $554k 37k 14.95
Rayonier (RYN) 0.7 $551k 22k 25.53
Flextronics International Ltd Com Stk (FLEX) 0.7 $533k 47k 11.32
Pilgrim's Pride Corporation (PPC) 0.7 $538k 23k 22.98
Udr (UDR) 0.7 $535k 17k 32.03
Leidos Holdings (LDOS) 0.7 $538k 13k 40.35
Coach 0.7 $526k 15k 34.60
Buckle (BKE) 0.7 $523k 11k 45.74
Ensco Plc Shs Class A 0.7 $527k 24k 22.29
CenturyLink 0.7 $519k 18k 29.39
Resolute Fst Prods In 0.7 $517k 46k 11.24
NuVasive 0.6 $509k 11k 47.39
Open Text Corp (OTEX) 0.6 $511k 13k 40.55
Booz Allen Hamilton 0.6 $501k 20k 25.25
Laredo Petroleum Holdings 0.6 $492k 39k 12.57
Hospitality Properties Trust 0.6 $488k 17k 28.82
Aar Corp 0.6 $483k 15k 31.90
DeVry 0.6 $478k 16k 29.95
Questar Corporation 0.6 $482k 23k 20.90
Aqua America 0.6 $460k 19k 24.47
Halozyme Therapeutics (HALO) 0.6 $462k 21k 22.57
Essent (ESNT) 0.6 $464k 17k 27.36
FMC Technologies 0.6 $453k 11k 41.47
Allison Transmission Hldngs I (ALSN) 0.6 $458k 16k 29.23
Actuant Corporation 0.6 $448k 19k 23.09
Vitamin Shoppe 0.6 $450k 12k 37.25
Adtran 0.6 $436k 27k 16.26
Xerox Corporation 0.6 $436k 41k 10.64
Commscope Hldg (COMM) 0.6 $436k 14k 30.54
Copart (CPRT) 0.5 $432k 12k 35.47
Potash Corp. Of Saskatchewan I 0.5 $435k 14k 30.95
Surgical Care Affiliates 0.5 $424k 11k 38.37
Cobalt Intl Energy 0.5 $412k 42k 9.71
Gigamon 0.5 $418k 13k 33.01
Hmh Holdings 0.5 $415k 17k 25.19
Ally Financial (ALLY) 0.5 $413k 18k 22.45
Markit 0.5 $416k 16k 25.55
Thomson Reuters Corp 0.5 $405k 11k 38.10
FLIR Systems 0.5 $400k 13k 30.82
Progressive Corporation (PGR) 0.5 $390k 14k 27.81
JetBlue Airways Corporation (JBLU) 0.5 $389k 19k 20.75
Pinnacle Entertainment 0.5 $392k 11k 37.28
Sabre (SABR) 0.5 $395k 17k 23.80
UGI Corporation (UGI) 0.5 $384k 11k 34.45
Brookdale Senior Living (BKD) 0.5 $381k 11k 34.69
Colony Financial 0.5 $381k 17k 22.64
Zeltiq Aesthetics 0.5 $381k 13k 29.44
Blackstone Mtg Tr (BXMT) 0.5 $380k 14k 27.79
La Quinta Holdings 0.5 $387k 17k 22.84
Fcb Financial Holdings-cl A 0.5 $375k 12k 31.78
Apollo Group Inc cl a 0 0.5 $356k 28k 12.86
Ruckus Wireless 0.5 $361k 35k 10.33
Hilton Worlwide Hldgs 0.5 $356k 13k 27.58
Ultra Petroleum 0.4 $352k 28k 12.52
Freeport-McMoRan Copper & Gold (FCX) 0.4 $354k 19k 18.65
Cash America International 0.4 $342k 13k 26.19
Genworth Financial (GNW) 0.4 $338k 45k 7.57
MDU Resources (MDU) 0.4 $339k 17k 19.53
EXACT Sciences Corporation (EXAS) 0.4 $334k 11k 29.78
Fiat Chrysler Auto 0.4 $337k 23k 14.54
Juniper Networks (JNPR) 0.4 $326k 13k 25.95
Gramercy Property Trust 0.4 $324k 14k 23.36
Symantec Corporation 0.4 $323k 14k 23.26
Hawaiian Holdings 0.4 $322k 14k 23.75
ON Semiconductor (ON) 0.4 $317k 27k 11.69
Nektar Therapeutics 0.4 $322k 26k 12.51
Infoblox 0.4 $319k 12k 26.24
Herman Miller (MLKN) 0.4 $308k 11k 28.96
Empire St Rlty Tr Inc cl a (ESRT) 0.4 $313k 18k 17.06
Live Nation Entertainment (LYV) 0.4 $306k 11k 27.48
TiVo 0.4 $300k 30k 10.13
Immunomedics 0.4 $306k 75k 4.06
Government Properties Income Trust 0.4 $306k 17k 18.56
Summit Matls Inc cl a 0.4 $300k 12k 25.47
Huntington Bancshares Incorporated (HBAN) 0.4 $292k 26k 11.29
SLM Corporation (SLM) 0.4 $295k 30k 9.86
PPL Corporation (PPL) 0.4 $297k 10k 29.44
Exelixis (EXEL) 0.4 $294k 78k 3.77
Jabil Circuit (JBL) 0.4 $296k 14k 21.31
Parkway Properties 0.4 $297k 17k 17.46
Wendy's/arby's Group (WEN) 0.4 $294k 26k 11.29
Raven Industries 0.4 $285k 14k 20.34
Mattel (MAT) 0.3 $281k 11k 25.66
CenterPoint Energy (CNP) 0.3 $277k 15k 19.06
Equity One 0.3 $277k 12k 23.31
Scorpio Tankers 0.3 $280k 28k 10.09
PennyMac Mortgage Investment Trust (PMT) 0.3 $268k 15k 17.41
Crocs (CROX) 0.3 $271k 18k 14.71
First Niagara Financial 0.3 $271k 29k 9.46
Core Molding Technologies (CMT) 0.3 $275k 12k 22.83
Array BioPharma 0.3 $263k 37k 7.22
Teradyne (TER) 0.3 $267k 14k 19.30
Nabors Industries 0.3 $262k 18k 14.43
Radware Ltd ord (RDWR) 0.3 $256k 12k 22.16
Scientific Games (LNW) 0.3 $258k 17k 15.57
Corning Incorporated (GLW) 0.3 $247k 13k 19.72
Owens-Illinois 0.3 $247k 11k 22.94
Rexnord 0.3 $246k 10k 23.95
Denny's Corporation (DENN) 0.3 $236k 20k 11.60
Kosmos Energy 0.3 $237k 28k 8.41
Endurance Intl Group Hldgs I 0.3 $242k 12k 20.65
Investors Ban 0.3 $237k 19k 12.28
Steel Dynamics (STLD) 0.3 $230k 11k 20.73
Applied Materials 0.3 $228k 12k 19.20
AES Corporation (AES) 0.3 $226k 17k 13.27
Fulton Financial (FULT) 0.3 $223k 17k 13.04
Mitel Networks Corp 0.3 $226k 26k 8.85
Century Aluminum Company (CENX) 0.3 $216k 21k 10.44
Micrel, Incorporated 0.3 $211k 15k 13.92
Beazer Homes Usa (BZH) 0.3 $211k 11k 19.97
Navient Corporation equity (NAVI) 0.3 $206k 11k 18.25
Linn 0.2 $202k 21k 9.46