Fund Holdings — Waterfront Capital Partners, LLC

Total Portfolio Value
$152.83M
Total Bought
$34.99M
Total Sold
$284.65M
Net Transaction
-$249.66M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q2 2025
▲▼
Q3 2025
▲▼
Change
▲▼
Q2 2025
▲▼
Q3 2025
▲▼
Weight (%)
▲▼
Change
▲▼
REXFORD INDL RLTY INC(REXR)0221,828+221,82809,1195.97%+9,119
ALEXANDRIA REAL ESTATE EQ IN097,330+97,33008,1115.31%+8,111
VENTAS INC(VTR)0114,104+114,10407,9865.23%+7,986
CAMDEN PPTY TR(CPT)043,764+43,76404,6733.06%+4,673
FIRST INDL RLTY TR INC(FR)066,973+66,97303,4472.26%+3,447
COUSINS PPTYS INC(CUZ)057,000+57,00001,6501.08%+1,650
KILROY RLTY CORP(KRC)50,2490-50,2491,7240—-1,724
GDS HLDGS LTD(GDS)358,221225,812-132,40910,9518,7395.72%-2,212
VORNADO RLTY TR(VNO)100,0300-100,0303,8250—-3,825
AMERICAN TOWER CORP NEW(AMT)20,0000-20,0004,4200—-4,420
WP CAREY INC(WPC)196,015114,000-82,01512,2277,7035.04%-4,524
HUDSON PAC PPTYS INC1,850,0000-1,850,0005,0690—-5,069
REGENCY CTRS CORP(REG)205,814127,000-78,81414,6609,2586.06%-5,402
SMARTSTOP SELF STORAG REIT I(SMA)170,0000-170,0006,1590—-6,159
AMERICOLD REALTY TRUST INC(COLD)387,5130-387,5136,4440—-6,444
CUBESMART(CUBE)368,335223,418-144,91715,6549,0845.94%-6,570
CARETRUST REIT INC(CTRE)475,992203,845-272,14714,5657,0694.63%-7,496
WELLTOWER INC(WELL)110,73652,551-58,18517,0239,3616.13%-7,662
EMPIRE ST RLTY TR INC(ESRT)981,0000-981,0007,9360—-7,936
TANGER INC(SKT)539,562242,000-297,56216,5008,1895.36%-8,311
SL GREEN RLTY CORP(SLG)284,343149,903-134,44017,6018,9665.87%-8,635
SUN CMNTYS INC(SUI)70,8880-70,8888,9670—-8,967
AMERICAN HEALTHCARE REIT INC(AHR)449,619179,650-269,96916,5197,5474.94%-8,972
STAG INDL INC(STAG)395,703147,880-247,82314,3565,2193.41%-9,137
INVITATION HOMES INC(INVH)293,6770-293,6779,6330—-9,633
SUNSTONE HOTEL INVS INC NEW(SHO)1,113,8960-1,113,8969,6690—-9,669
IRON MTN INC DEL(IRM)210,473115,286-95,18721,58811,7527.69%-9,836
AVALONBAY CMNTYS INC96,18445,257-50,92719,5738,7425.72%-10,831
BROOKDALE SR LIVING INC(BKD)2,587,438832,000-1,755,43818,0097,0474.61%-10,962
AMERICAN HOMES 4 RENT(AMH)307,5590-307,55911,0940—-11,094
RYMAN HOSPITALITY PPTYS INC(RHP)129,9350-129,93512,8210—-12,821
HIGHWOODS PPTYS INC(HIW)416,3180-416,31812,9430—-12,943
DIGITAL RLTY TR INC(DLR)132,06353,000-79,06323,0239,1636.00%-13,860
INDEPENDENCE RLTY TR INC(IRT)800,8370-800,83714,1670—-14,167
CBRE GROUP INC(CBRE)116,7610-116,76116,3610—-16,361
NETSTREIT CORP(NTST)1,000,4200-1,000,42016,9370—-16,937
ESSEX PPTY TR INC(ESS)77,8880-77,88822,0730—-22,073
Page 1 of 1
Waterfront Capital Partners, LLC — 13F Holdings — Q3 2025 | TickerTrail