Wesley Capital Management

Wesley Capital Management as of Dec. 31, 2013

Portfolio Holdings for Wesley Capital Management

Wesley Capital Management holds 28 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Two Harbors Investment 22.9 $29M 3.1M 9.28
Starwood Property Trust (STWD) 21.0 $27M 963k 27.70
MFA Mortgage Investments 12.1 $15M 2.2M 7.06
Colony Financial 11.5 $15M 723k 20.29
Blackstone Mtg Tr (BXMT) 6.4 $8.1M 300k 27.13
Apollo Commercial Real Est. Finance (ARI) 3.8 $4.9M 300k 16.25
Taubman Centers 3.4 $4.3M 67k 63.92
Chimera Investment Corporation 3.0 $3.9M 1.3M 3.10
Simon Property (SPG) 2.0 $2.5M 17k 152.12
Northstar Realty Finance 1.9 $2.4M 175k 13.45
Alexander's (ALX) 1.5 $1.9M 5.8k 330.01
iStar Financial 1.5 $1.9M 130k 14.27
Spirit Realty reit 1.2 $1.5M 150k 9.83
Chatham Lodging Trust (CLDT) 1.1 $1.3M 65k 20.45
American Residential Pptys I 1.1 $1.3M 78k 17.16
Post Properties 0.8 $1.0M 23k 45.24
Boston Properties (BXP) 0.7 $903k 9.0k 100.33
Howard Hughes 0.7 $841k 7.0k 120.14
AvalonBay Communities (AVB) 0.6 $768k 6.5k 118.15
CBS Corporation 0.5 $637k 10k 63.70
iShares Dow Jones US Real Estate (IYR) 0.5 $631k 10k 63.10
Equity Lifestyle Properties (ELS) 0.4 $543k 15k 36.20
American Capital Mortgage In 0.3 $437k 25k 17.48
Cole Real Estate Invts 0.3 $421k 30k 14.03
Home Loan Servicing Solution ord 0.3 $345k 15k 23.00
Altisource Residential Corp cl b 0.2 $301k 10k 30.10
Lgi Homes (LGIH) 0.2 $234k 13k 17.81
Gramercy Ppty Tr 0.2 $216k 38k 5.76