HoldingsChannel.com
Waterfront Capital Partners LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
AMERICOLD RLTY TR 1,062,993 +112,821 $37,269
     COLD1,062,993+112,821$37,269
MGM GROWTH PPTYS LLC 1,130,202 +962,844 $35,002
     MGP1,130,202+962,844$35,002
EQUINIX INC 52,724 +52,724 $30,775
     EQIX52,724+52,724$30,775
GDS HLDGS LTD 571,106 +108,923 $29,458
     GDS571,106+108,923$29,458
HUDSON PAC PPTYS INC 711,643 -224,937 $26,793
     HPP711,643-224,937$26,793
HEALTHCARE TR AMER INC 879,861 +652,324 $26,642
     HTA879,861+652,324$26,642
SUN CMNTYS INC 163,407 +68,771 $24,527
     SUI163,407+68,771$24,527
BRANDYWINE RLTY TR 1,547,297 -503,226 $24,370
     BDN1,547,297-503,226$24,370
FIRST INDUSTRIAL REALTY TRUS 563,099 -239,078 $23,374
     FR563,099-239,078$23,374
CAMDEN PPTY TR 202,946 +202,946 $21,533
     CPT202,946+202,946$21,533
SPIRIT RLTY CAP INC NEW 430,720 +430,720 $21,183
     SRC430,720+430,720$21,183
ESSEX PPTY TR INC 63,549 -926 $19,119
     ESS63,549-926$19,119
VEREIT INC 2,046,731 +385,426 $18,912
     VER2,046,731+385,426$18,912
BROADMARK RLTY CAP INC 1,449,083 +1,449,083 $18,476
     BRMK1,449,083+1,449,083$18,476
HEALTHPEAK PPTYS INC 527,005 +527,005 $18,166
     PEAK527,005+527,005$18,166
WEINGARTEN RLTY INVS 578,061 -159,850 $18,059
     WRI578,061-159,850$18,059
RYMAN HOSPITALITY PPTYS INC 205,466 +205,466 $17,806
     RHP205,466+205,466$17,806
APARTMENT INVT & MGMT CO 321,876 -158,974 $16,625
     AIV321,876-158,974$16,625
VORNADO RLTY TR 237,500 +38,053 $15,794
     VNO237,500+38,053$15,794
RPT REALTY 997,273 -95,358 $14,999
     RPT997,273-95,358$14,999
STARWOOD PPTY TR INC 593,397 +10,384 $14,752
     STWD593,397+10,384$14,752
MEDICAL PPTYS TRUST INC 695,387 -178,116 $14,680
     MPW695,387-178,116$14,680
MACQUARIE INFRASTRUCTURE COR      $14,465
     MIC170,972+170,972$7,324
     Call166,700+166,700$7,141
SBA COMMUNICATIONS CORP NEW 59,774 +59,774 $14,405
     SBAC59,774+59,774$14,405
INTERXION HOLDING N.V 143,140 -22,447 $11,997
     INXN143,140-22,447$11,997
ALEXANDRIA REAL ESTATE EQ IN 73,126 -74,080 $11,816
     ARE73,126-74,080$11,816
JBG SMITH PPTYS 256,152 -1,560 $10,218
     JBGS256,152-1,560$10,218
KB HOME 256,488 +33,234 $8,790
     KBH256,488+33,234$8,790
WEYERHAEUSER CO 285,755 +285,755 $8,630
     WY285,755+285,755$8,630
VULCAN MATLS CO 57,455 +21,195 $8,273
     VMC57,455+21,195$8,273
SUNSTONE HOTEL INVS INC NEW 562,389 +562,389 $7,828
     SHO562,389+562,389$7,828
POSTAL REALTY TRUST INC 400,628 +8,089 $6,791
     PSTL400,628+8,089$6,791
FOUR CORNERS PPTY TR INC 238,889 -328,507 $6,734
     FCPT238,889-328,507$6,734
TRI POINTE GROUP INC 425,055 +425,055 $6,622
     TPH425,055+425,055$6,622
PROLOGIS INC 72,760 +72,760 $6,486
     PLD72,760+72,760$6,486
QTS RLTY TR INC 109,198 -338,446 $5,926
     QTS109,198-338,446$5,926
HOST HOTELS & RESORTS INC 316,475 +316,475 $5,871
     HST316,475+316,475$5,871
GENERAC HLDGS INC 56,066 +56,066 $5,640
     GNRC56,066+56,066$5,640
LAS VEGAS SANDS CORP 72,738 +72,738 $5,022
     LVS72,738+72,738$5,022
ELDORADO RESORTS INC 79,538 -164,814 $4,744
     ERI79,538-164,814$4,744
ROYAL CARIBBEAN CRUISES LTD 34,188 -55,971 $4,564
     RCL34,188-55,971$4,564
WYNDHAM HOTELS & RESORTS INC 70,893 +70,893 $4,453
     WH70,893+70,893$4,453
HILTON WORLDWIDE HLDGS INC 39,544 -47,313 $4,386
     HLT39,544-47,313$4,386
HOVNANIAN ENTERPRISES INC 121,081 -4,749 $2,527
     HOV121,081-4,749$2,527
EXTENDED STAY AMER INC 162,891 +162,891 $2,421
     STAY162,891+162,891$2,421

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 12/31/2019: $657,738
At 09/30/2019: $647,720

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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