| HAVE REPORTED |
 |
Ticker |
Company |
Q3 |
Surprise |
Estimates |
| Growth |
vs Industry
(-10%) |
$MM |
$/Share |
$MM |
$/Share |
% |
$MM |
$/Share |
PE |
|
AKR |
ACADIA REALTY TRUST |
( 114%) |
A 16 |
<100% |
$ -3,473,798 |
$ -0.04 |
$ -21,711,240 |
$ -0.25 |
-119% |
$ 18,237,442 |
$ 0.21 |
55.7X |
|
ADC |
AGREE REALTY |
( 8%) |
C 51 |
24% |
$ 30,425,036 |
$ 0.61 |
$ 498,771 |
$ 0.01 |
+2% |
$ 29,926,265 |
$ 0.60 |
n/a |
|
ARE |
ALEXANDRIA REAL ESTATE EQUITIES INC |
37% |
B 36 |
>100% |
$ 70,669,111 |
$ 0.56 |
$ -65,621,317 |
$ -0.52 |
-48% |
$ 136,290,428 |
$ 1.08 |
100X |
|
NLY |
ANNALY CAPITAL MANAGEMENT INC |
( 27%) |
A 3 |
<100% |
$ 629,386,735 |
$ 0.44 |
$ 0 |
$ 0.00 |
0.0% |
$ 629,386,735 |
$ 0.44 |
10.6X |
|
ANH |
ANWORTH MORTGAGE ASSET CORP |
( 25%) |
F 93 |
<100% |
$ 35,611,087 |
$ 0.36 |
$ -989,197 |
$ -0.01 |
-3% |
$ 36,600,284 |
$ 0.37 |
3.7X |
|
AIV |
APARTMENT INVESTMENT MANAGEMENT |
212% |
B 32 |
>100% |
$ 28,296,776 |
$ 0.19 |
$ -86,379,633 |
$ -0.58 |
-75% |
$ 114,676,410 |
$ 0.77 |
38.3X |
|
AVB |
AVALON BAY COMMUNITIES INC |
49% |
C 43 |
>100% |
$ 191,399,162 |
$ 1.36 |
$ 80,218,766 |
$ 0.57 |
+72% |
$ 111,180,396 |
$ 0.79 |
100X |
|
BXP |
BOSTON PROPERTIES INC |
( 5%) |
D 68 |
52% |
$ 93,072,936 |
$ 0.60 |
$ -62,048,624 |
$ -0.40 |
-40% |
$ 155,121,560 |
$ 1.00 |
90.6X |
|
BDN |
BRANDYWINE REALTY TRUST |
( 256%) |
C 59 |
<100% |
$ -73,396,213 |
$ -0.42 |
$ -190,480,647 |
$ -1.09 |
-163% |
$ 117,084,434 |
$ 0.67 |
15.9X |
|
CPT |
CAMDEN PROPERTY TRUST |
146% |
F 84 |
>100% |
$ 21,918,501 |
$ 0.22 |
$ -60,774,024 |
$ -0.61 |
-74% |
$ 82,692,525 |
$ 0.83 |
100X |
|
CBL |
CBL & ASSOCIATES PROPERTIES INC |
166% |
D 69 |
>100% |
$ 181,408,806 |
$ 0.95 |
$ 65,268,777 |
$ 0.34 |
+56% |
$ 116,140,030 |
$ 0.61 |
.4X |
|
OFC |
CORPORATE OFFICE PROPERTIES TRUST |
8% |
A 18 |
>100% |
$ 15,705,083 |
$ 0.14 |
$ -30,288,374 |
$ -0.27 |
-66% |
$ 45,993,457 |
$ 0.41 |
68.2X |
|
CUZ |
COUSINS PROPERTIES INC |
( 35%) |
F 88 |
<100% |
$ 24,959,686 |
$ 0.17 |
$ -57,260,457 |
$ -0.39 |
-70% |
$ 82,220,144 |
$ 0.56 |
30.9X |
|
DRE |
DUKE REALTY CORP |
71% |
C 54 |
>100% |
$ 132,603,447 |
$ 0.36 |
$ -106,819,443 |
$ -0.29 |
-45% |
$ 239,422,890 |
$ 0.65 |
56.6X |
|
EGP |
EASTGROUP PROPERTIES INC |
11% |
B 28 |
>100% |
$ 7,810,907 |
$ 0.20 |
$ -16,012,359 |
$ -0.41 |
-67% |
$ 23,823,265 |
$ 0.61 |
100X |
|
EQR |
EQUITY RESIDENTIAL |
( 6%) |
D 77 |
43% |
$ 122,794,338 |
$ 0.33 |
$ -59,536,649 |
$ -0.16 |
-33% |
$ 182,330,986 |
$ 0.49 |
100X |
|
ESS |
ESSEX PROPERTY TRUST |
( 43%) |
C 50 |
<100% |
$ 19,189,903 |
$ 0.29 |
$ -46,320,456 |
$ -0.70 |
-71% |
$ 65,510,359 |
$ 0.99 |
100X |
|
FRT |
FEDERAL REALTY INVESTMENT TRUST |
920% |
C 41 |
>100% |
$ 31,005,268 |
$ 0.41 |
$ -26,467,911 |
$ -0.35 |
-46% |
$ 57,473,179 |
$ 0.76 |
100X |
|
FR |
FIRST INDUSTRIAL REALTY TRUST |
( 105%) |
B 29 |
<100% |
$ -3,815,834 |
$ -0.03 |
$ -114,475,016 |
$ -0.90 |
-103% |
$ 110,659,182 |
$ 0.87 |
41.1X |
|
GTY |
GETTY REALTY CORP |
15% |
D 78 |
>100% |
$ 15,724,463 |
$ 0.38 |
$ -3,310,413 |
$ -0.08 |
-17% |
$ 19,034,876 |
$ 0.46 |
63.7X |
|
HR |
HEALTHCARE REALTY TRUST INC |
( 11%) |
F 82 |
( 9%) |
$ 55,316,791 |
$ 0.41 |
$ -37,777,321 |
$ -0.28 |
-41% |
$ 93,094,111 |
$ 0.69 |
41.3X |
|
HIW |
HIGHWOODS PROPERTIES INC |
( 267%) |
B 24 |
<100% |
$ -5,193,648 |
$ -0.05 |
$ -70,633,612 |
$ -0.68 |
-108% |
$ 65,439,964 |
$ 0.63 |
47.6X |
|
IMH |
IMPAC MORTGAGE HOLDINGS INC |
46% |
F 95 |
>100% |
$ 15,523,396 |
$ 0.73 |
$ 2,551,791 |
$ 0.12 |
+20% |
$ 12,971,605 |
$ 0.61 |
3.6X |
|
IRM |
IRON MOUNTAIN INC |
57% |
A 13 |
>100% |
$ 63,331,244 |
$ 0.22 |
$ 23,029,543 |
$ 0.08 |
+57% |
$ 40,301,701 |
$ 0.14 |
100X |
|
KRC |
KILROY REALTY CORP |
( 40%) |
C 49 |
<100% |
$ 19,110,087 |
$ 0.18 |
$ -46,713,546 |
$ -0.44 |
-71% |
$ 65,823,632 |
$ 0.62 |
73.1X |
|
KIM |
KIMCO REALTY CORP |
( 10%) |
C 58 |
( 2%) |
$ 114,615,018 |
$ 0.27 |
$ -67,038,973 |
$ -0.16 |
-37% |
$ 181,653,990 |
$ 0.42 |
27.0X |
|
LXP |
LEXINGTON CORPORATE PROPERTIES |
0% |
C 57 |
100% |
$ 63,957,078 |
$ 0.25 |
$ -53,723,945 |
$ -0.21 |
-46% |
$ 117,681,023 |
$ 0.46 |
20.5X |
|
MAC |
MACERICH COMPANY |
( 23%) |
B 23 |
<100% |
$ 62,170,581 |
$ 0.44 |
$ -81,952,129 |
$ -0.58 |
-57% |
$ 144,122,709 |
$ 1.02 |
8.9X |
|
CLI |
MACK CALI REALTY CORP |
( 17%) |
C 42 |
( 73%) |
$ 38,956,052 |
$ 0.43 |
$ -39,862,007 |
$ -0.44 |
-51% |
$ 78,818,059 |
$ 0.87 |
17.0X |
|
MFA |
MFA FINANCIAL INC |
( 22%) |
F 94 |
<100% |
$ 113,278,679 |
$ 0.25 |
$ 4,531,147 |
$ 0.01 |
+4% |
$ 108,747,531 |
$ 0.24 |
5.5X |
|
MAA |
MID AMERICA APARTMENT COMMUNITIES INC. |
100% |
D 79 |
>100% |
$ 0 |
$ 0.00 |
$ -83,424,151 |
$ -0.73 |
-- |
$ 83,424,151 |
$ 0.73 |
100X |
|
NHI |
NATIONAL HEALTH INVESTORS INC |
3,400% |
|
>100% |
$ 15,627,501 |
$ 0.35 |
$ -4,911,500 |
$ -0.11 |
-24% |
$ 20,539,001 |
$ 0.46 |
100X |
|
NNN |
NATIONAL RETAIL PROPERTIES INC |
11% |
D 65 |
>100% |
$ 51,588,882 |
$ 0.30 |
$ -12,037,406 |
$ -0.07 |
-19% |
$ 63,626,287 |
$ 0.37 |
86.4X |
|
OLP |
ONE LIBERTY PROPERTIES INC |
( 18%) |
C 45 |
( 79%) |
$ 4,634,972 |
$ 0.23 |
$ -4,836,493 |
$ -0.24 |
-51% |
$ 9,471,465 |
$ 0.47 |
36.9X |
|
PEI |
PENNSYLVANIA REAL ESTATE INVESTMENT TR |
( 33%) |
A 9 |
<100% |
$ 23,652,136 |
$ 0.30 |
$ -37,055,012 |
$ -0.47 |
-61% |
$ 60,707,148 |
$ 0.77 |
1.8X |
|
PLD |
PROLOGIS |
61% |
A 19 |
>100% |
$ 524,753,583 |
$ 0.71 |
$ 0 |
$ 0.00 |
0.0% |
$ 524,753,583 |
$ 0.71 |
100X |
|
PSB |
PS BUSINESS PARKS INC |
( 34%) |
B 25 |
<100% |
$ 6,860,268 |
$ 0.25 |
$ -17,562,285 |
$ -0.64 |
-72% |
$ 24,422,553 |
$ 0.89 |
100X |
|
PSA |
PUBLIC STORAGE INC |
40% |
A 5 |
>100% |
$ 48,898,343 |
$ 0.28 |
$ -76,840,253 |
$ -0.44 |
-61% |
$ 125,738,595 |
$ 0.72 |
100X |
|
PSA |
PUBLIC STORAGE INC |
22% |
A 5 |
>100% |
$ 68,108,406 |
$ 0.39 |
$ -61,122,928 |
$ -0.35 |
-47% |
$ 129,231,334 |
$ 0.74 |
100X |
|
RPT |
RAMCO GERSHENSON PROPERTIES TRUST |
90% |
C 52 |
>100% |
$ 15,315,141 |
$ 0.19 |
$ -28,212,102 |
$ -0.35 |
-65% |
$ 43,527,243 |
$ 0.54 |
11.3X |
|
RWT |
REDWOOD TRUST INC |
75% |
A 10 |
>100% |
$ 176,104,860 |
$ 1.54 |
$ 21,727,223 |
$ 0.19 |
+14% |
$ 154,377,637 |
$ 1.35 |
4.4X |
|
REG |
REGENCY CENTERS CORPORATION |
53% |
D 71 |
>100% |
$ 149,267,138 |
$ 0.89 |
$ 0 |
$ 0.00 |
0.0% |
$ 149,267,138 |
$ 0.89 |
61.9X |
|
SPG |
SIMON PROPERTY GROUP INC |
29% |
B 31 |
>100% |
$ 204,761,531 |
$ 0.67 |
$ -171,143,966 |
$ -0.56 |
-46% |
$ 375,905,497 |
$ 1.23 |
73.3X |
|
SLG |
SL GREEN REALTY CORP |
( 7%) |
B 34 |
26% |
$ 38,795,432 |
$ 0.50 |
$ -29,484,528 |
$ -0.38 |
-43% |
$ 68,279,960 |
$ 0.88 |
55.9X |
|
TCO |
TAUBMAN CENTERS INC TRUST |
3,500% |
B 22 |
>100% |
$ 62,463,133 |
$ 1.02 |
$ 30,619,183 |
$ 0.50 |
+96% |
$ 31,843,950 |
$ 0.52 |
100X |
|
UDR |
UDR INC |
0% |
B 27 |
100% |
$ 17,692,862 |
$ 0.06 |
$ -91,413,122 |
$ -0.31 |
-84% |
$ 109,105,984 |
$ 0.37 |
96.2X |
|
UHT |
UNIVERSAL HEALTH REALTY INCOME |
60% |
|
>100% |
$ 9,493,046 |
$ 0.69 |
$ 687,902 |
$ 0.05 |
+8% |
$ 8,805,144 |
$ 0.64 |
100X |
|
UBA |
URSTADT BIDDLE PROPERTIES INC |
n/a |
B 35 |
|
$ 6,298,214 |
$ 0.21 |
$ -2,699,235 |
$ -0.09 |
-30% |
$ 8,997,449 |
$ 0.30 |
51.9X |
|
VNO |
VORNADO REALTY TRUST |
19% |
B 37 |
>100% |
$ 82,174,689 |
$ 0.43 |
$ -124,217,553 |
$ -0.65 |
-60% |
$ 206,392,242 |
$ 1.08 |
40.3X |
|
WRE |
WASHINGTON REAL ESTATE INVESTMENT TRUST |
( 10%) |
C 40 |
3% |
$ 23,043,263 |
$ 0.28 |
$ -19,751,369 |
$ -0.24 |
-46% |
$ 42,794,632 |
$ 0.52 |
42.8X |
|
WRI |
WEINGARTEN REALTY INVESTMENT TRUST |
( 24%) |
B 38 |
<100% |
$ 50,295,254 |
$ 0.39 |
$ -61,901,852 |
$ -0.48 |
-55% |
$ 112,197,106 |
$ 0.87 |
20.5X |
| 51 Reported Totals: |
3,692,189,330 |
|
-1,943,677,943 |
|
-34.5 |
5,635,867,273 |
|
ETFs
