HoldingsChannel.com
Waterfront Capital Partners LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
AMERICOLD RLTY TR 1,037,752 -407,092 $33,644
     COLD1,037,752-407,092$33,644
ALEXANDRIA REAL ESTATE EQ IN 222,610 +222,610 $31,408
     ARE222,610+222,610$31,408
FIRST INDUSTRIAL REALTY TRUS 747,581 -111,419 $27,466
     FR747,581-111,419$27,466
SUN CMNTYS INC 205,967 +111,407 $26,403
     SUI205,967+111,407$26,403
WYNN RESORTS LTD      $26,317
     WYNN112,247+112,247$13,918
     Call100,000+100,000$12,399
BRANDYWINE RLTY TR 1,767,788 +437,662 $25,315
     BDN1,767,788+437,662$25,315
JBG SMITH PPTYS 610,183 +21,095 $24,005
     JBGS610,183+21,095$24,005
GDS HLDGS LTD 616,799 -61,323 $23,173
     GDS616,799-61,323$23,173
HUDSON PAC PPTYS INC 657,365 -340,707 $21,871
     HPP657,365-340,707$21,871
ESSEX PPTY TR INC 73,562 +73,562 $21,475
     ESS73,562+73,562$21,475
INTERXION HOLDING N.V 279,687 -45,313 $21,281
     INXN279,687-45,313$21,281
APARTMENT INVT & MGMT CO 391,246 +79,983 $19,609
     AIV391,246+79,983$19,609
VENTAS INC 285,741 +285,741 $19,530
     VTR285,741+285,741$19,530
WEINGARTEN RLTY INVS 707,171 +302,826 $19,391
     WRI707,171+302,826$19,391
HILTON WORLDWIDE HLDGS INC 171,562 +86,562 $16,768
     HLT171,562+86,562$16,768
STARWOOD PPTY TR INC 706,996 +54,163 $16,063
     STWD706,996+54,163$16,063
QTS RLTY TR INC 347,795 -513,205 $16,061
     QTS347,795-513,205$16,061
OWENS CORNING NEW      $15,920
     Call250,000+250,000$14,550
     OC23,538+23,538$1,370
VULCAN MATLS CO 96,556 -78,444 $13,258
     VMC96,556-78,444$13,258
AMERICAN ASSETS TR INC 264,079 +264,079 $12,443
     AAT264,079+264,079$12,443
INVITATION HOMES INC 462,766 -329,709 $12,370
     INVH462,766-329,709$12,370
MGM RESORTS INTERNATIONAL      $12,039
     MGM221,381-393,619$6,325
     Call200,000+200,000$5,714
BOYD GAMING CORP 394,506 -368,094 $10,628
     BYD394,506-368,094$10,628
ROYAL CARIBBEAN CRUISES LTD 87,662 -82,138 $10,626
     RCL87,662-82,138$10,626
GAMING & LEISURE PPTYS INC 267,340 -763,561 $10,421
     GLPI267,340-763,561$10,421
CAMDEN PPTY TR 93,988 -66,417 $9,811
     CPT93,988-66,417$9,811
ZAYO GROUP HLDGS INC 284,733 -953,933 $9,371
     ZAYO284,733-453,933$9,371
FOUR CORNERS PPTY TR INC 326,298 -402,277 $8,918
     FCPT326,298-402,277$8,918
VEREIT INC 988,783 +988,783 $8,909
     VER988,783+988,783$8,909
RYMAN HOSPITALITY PPTYS INC 106,793 +106,793 $8,660
     RHP106,793+106,793$8,660
MEDICAL PPTYS TRUST INC 455,013 +455,013 $7,935
     MPW455,013+455,013$7,935
DIAMONDROCK HOSPITALITY CO 723,820 -99,630 $7,484
     DRH723,820-99,630$7,484
LIBERTY PPTY TR 117,710 -82,190 $5,890
     LPT117,710-82,190$5,890
POSTAL REALTY TRUST INC 361,682 +361,682 $5,696
     PSTL361,682+361,682$5,696
ELDORADO RESORTS INC 113,721 -338,464 $5,239
     ERI113,721-338,464$5,239
HCP INC 157,478 -192,522 $5,036
     HCP157,478-192,522$5,036
SMITH A O CORP 96,239 +96,239 $4,539
     AOS96,239+96,239$4,539
UNITED RENTALS INC 28,550 +28,550 $3,787
     URI28,550+28,550$3,787
BOOKING HLDGS INC 1,885 +885 $3,534
     BKNG1,885+885$3,534
MACQUARIE INFRASTRUCTURE COR 83,980 -548,208 $3,405
     MIC83,980-548,208$3,405
PUBLIC STORAGE 9,399 -31,777 $2,239
     PSA9,399-31,777$2,239
SUMMIT MATLS INC 115,030 +115,030 $2,214
     SUM115,030+115,030$2,214
D R HORTON INC 46,907 -428,093 $2,023
     DHI46,907-428,093$2,023

See Full List: All Stocks Held By Waterfront Capital Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Waterfront Capital Partners LLC

Size ($ in 1000's)
At 06/30/2019: $607,725
At 03/31/2019: $686,656

Waterfront Capital Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Waterfront Capital Partners LLC 13F filings. Link to 13F filings: SEC filings

Waterfront Capital Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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