JLP Asset Management as of March 31, 2022
Portfolio Holdings for JLP Asset Management
JLP Asset Management holds 20 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sba Communications Corp Cl A (SBAC) | 11.8 | $19M | 55k | 344.10 | |
| American Tower Reit (AMT) | 10.2 | $16M | 65k | 251.23 | |
| Rexford Industrial Realty Inc reit (REXR) | 10.1 | $16M | 217k | 74.59 | |
| Prologis (PLD) | 9.7 | $16M | 97k | 161.48 | |
| Equity Residential Sh Ben Int (EQR) | 8.5 | $14M | 152k | 89.92 | |
| Equinix (EQIX) | 8.0 | $13M | 17k | 741.64 | |
| Public Storage (PSA) | 6.1 | $9.8M | 25k | 390.27 | |
| Mid-America Apartment (MAA) | 5.8 | $9.3M | 45k | 209.46 | |
| PS Business Parks | 5.2 | $8.4M | 50k | 168.09 | |
| Equity Lifestyle Properties (ELS) | 5.2 | $8.3M | 109k | 76.48 | |
| Cubesmart (CUBE) | 4.6 | $7.4M | 142k | 52.03 | |
| Crown Castle Intl (CCI) | 4.5 | $7.2M | 39k | 184.59 | |
| American Homes 4 Rent Cl A (AMH) | 3.2 | $5.2M | 129k | 40.03 | |
| Kimco Realty Corporation (KIM) | 1.6 | $2.5M | 103k | 24.70 | |
| Sl Green Realty Corp (SLG) | 1.2 | $1.9M | 23k | 81.20 | |
| Extra Space Storage (EXR) | 1.1 | $1.7M | 8.4k | 205.60 | |
| Summit Hotel Properties (INN) | 1.1 | $1.7M | 171k | 9.96 | |
| Macerich Company (MAC) | 0.8 | $1.3M | 84k | 15.65 | |
| Caretrust Reit (CTRE) | 0.8 | $1.3M | 66k | 19.30 | |
| Brookdale Senior Living (BKD) | 0.8 | $1.3M | 179k | 7.05 |
