Waterfront Capital Partners

Waterfront Capital Partners as of June 30, 2019

Portfolio Holdings for Waterfront Capital Partners

Waterfront Capital Partners holds 44 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Americold Rlty Tr (COLD) 5.5 $34M 1.0M 32.42
Alexandria Real Estate Equities (ARE) 5.2 $31M 223k 141.09
First Industrial Realty Trust (FR) 4.5 $28M 748k 36.74
Sun Communities (SUI) 4.3 $26M 206k 128.19
Wynn Resorts (WYNN) 4.3 $26M 212k 123.99
Brandywine Realty Trust (BDN) 4.2 $25M 1.8M 14.32
Jbg Smith Properties (JBGS) 4.0 $24M 610k 39.34
Gds Holdings ads (GDS) 3.8 $23M 617k 37.57
Hudson Pacific Properties (HPP) 3.6 $22M 657k 33.27
Essex Property Trust (ESS) 3.5 $22M 74k 291.93
Interxion Holding 3.5 $21M 280k 76.09
Apartment Invt And Mgmt Co -a 3.2 $20M 391k 50.12
Ventas (VTR) 3.2 $20M 286k 68.35
Weingarten Realty Investors 3.2 $19M 707k 27.42
Hilton Worldwide Holdings (HLT) 2.8 $17M 172k 97.74
Starwood Property Trust (STWD) 2.6 $16M 707k 22.72
Qts Realty Trust 2.6 $16M 348k 46.18
Owens Corning (OC) 2.6 $16M 274k 58.20
iShares Russell 2000 Index (IWM) 2.6 $16M 100k 155.50
Vulcan Materials Company (VMC) 2.2 $13M 97k 137.31
American Assets Trust Inc reit (AAT) 2.0 $12M 264k 47.12
Invitation Homes (INVH) 2.0 $12M 463k 26.73
MGM Resorts International. (MGM) 2.0 $12M 421k 28.57
Boyd Gaming Corporation (BYD) 1.8 $11M 395k 26.94
Royal Caribbean Cruises (RCL) 1.8 $11M 88k 121.22
Gaming & Leisure Pptys (GLPI) 1.7 $10M 267k 38.98
Camden Property Trust (CPT) 1.6 $9.8M 94k 104.39
Zayo Group Hldgs 1.5 $9.4M 285k 32.91
Vareit, Inc reits 1.5 $8.9M 989k 9.01
Four Corners Ppty Tr (FCPT) 1.5 $8.9M 326k 27.33
Ryman Hospitality Pptys (RHP) 1.4 $8.7M 107k 81.09
Medical Properties Trust (MPW) 1.3 $7.9M 455k 17.44
DiamondRock Hospitality Company (DRH) 1.2 $7.5M 724k 10.34
Liberty Property Trust 1.0 $5.9M 118k 50.04
Postal Realty Trust (PSTL) 0.9 $5.7M 362k 15.75
Eldorado Resorts 0.9 $5.2M 114k 46.07
HCP 0.8 $5.0M 158k 31.98
A. O. Smith Corporation (AOS) 0.8 $4.5M 96k 47.16
United Rentals (URI) 0.6 $3.8M 29k 132.64
Booking Holdings (BKNG) 0.6 $3.5M 1.9k 1874.80
Macquarie Infrastructure Company 0.6 $3.4M 84k 40.55
Public Storage (PSA) 0.4 $2.2M 9.4k 238.22
Summit Matls Inc cl a (SUM) 0.4 $2.2M 115k 19.25
D.R. Horton (DHI) 0.3 $2.0M 47k 43.13