HoldingsChannel.com
| Entity | Amount | Change
12/31/2019 to 03/31/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 AMERICAN HOMES 4 RENT |
630,507 | +412,100 | $14,628 |
| AMH | 630,507 | +412,100 | $14,628 |
| CYRUSONE INC |
206,700 | +206,700 | $12,764 |
| CONE | 206,700 | +206,700 | $12,764 |
| SAFEHOLD INC |
182,735 | +42,253 | $11,554 |
| SAFE | 182,735 | +42,253 | $11,554 |
| REXFORD INDL RLTY INC |
279,613 | +36,900 | $11,467 |
| REXR | 279,613 | +36,900 | $11,467 |
| EQUINIX INC |
17,613 | +17,613 | $11,001 |
| EQIX | 17,613 | +17,613 | $11,001 |
| AMERICOLD RLTY TR |
320,408 | -62,000 | $10,907 |
| COLD | 320,408 | -62,000 | $10,907 |
| WYNDHAM HOTELS & RESORTS INC |
284,863 | +109,399 | $8,976 |
| WH | 284,863 | +109,399 | $8,976 |
| WEINGARTEN RLTY INVS |
588,583 | +65,600 | $8,493 |
| WRI | 588,583 | +65,600 | $8,493 |
| HILTON WORLDWIDE HLDGS INC |
84,600 | +84,600 | $5,773 |
| HLT | 84,600 | +84,600 | $5,773 |
| AGREE REALTY CORP |
91,000 | +91,000 | $5,633 |
| ADC | 91,000 | +91,000 | $5,633 |
| HYATT HOTELS CORP |
113,750 | -63,435 | $5,449 |
| H | 113,750 | -63,435 | $5,449 |
| HUDSON PAC PPTYS INC |
190,471 | -121,000 | $4,830 |
| HPP | 190,471 | -121,000 | $4,830 |
| BRIXMOR PPTY GROUP INC |
473,790 | +473,790 | $4,501 |
| BRX | 473,790 | +473,790 | $4,501 |
| HIGHWOODS PPTYS INC |
125,790 | +125,790 | $4,455 |
| HIW | 125,790 | +125,790 | $4,455 |
| ENSIGN GROUP INC |
111,713 | -72,087 | $4,202 |
| ENSG | 111,713 | -72,087 | $4,202 |
| PHYSICIANS RLTY TR |
186,400 | +186,400 | $2,598 |
| DOC | 186,400 | +186,400 | $2,598 |
| NEXPOINT REAL ESTATE FIN INC |
250,000 | +250,000 | $2,413 |
| NREF | 250,000 | +250,000 | $2,413 |
See Full List: All Stocks Held By GEM Realty Capital
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
See Details: Top 10 Stocks Held By GEM Realty Capital
|
Size ($ in 1000's)
At 03/31/2020: $130,607 At 12/31/2019: $173,304 GEM Realty Capital holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from GEM Realty Capital 13F filings. Link to 13F filings: SEC filings |
