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Waterfront Capital Partners 13F filings

Manager(s):

Holdings as of 2025-09-30

Filed on 2025-11-14 under CIK 1595077

Company
Investment Type
Change
Value (x$1000)
increase or decrease
Iron Mountain Inc
115,286 sh
-95,187 sh
-45%
$11,752
-$9,836
Welltower Inc
52,551 sh
-58,185 sh
-53%
$9,361
-$7,662
REGENCY CTRS CORP
127,000 sh
-78,814 sh
-38%
$9,258
-$5,402
Digital Realty Trust Inc.
53,000 sh
-79,063 sh
-60%
$9,163
-$13,860
Rexford Industrial Realty Inc.
221,828 sh
221,828 sh
NEW
$9,119
$9,119
CubeSmart
223,418 sh
-144,917 sh
-39%
$9,084
-$6,570
SL Green Realty Corp.
149,903 sh
-134,440 sh
-47%
$8,966
-$8,635
AvalonBay Communities Inc.
45,257 sh
-50,927 sh
-53%
$8,742
-$10,831
GDS HLDGS LTD SPONSORED ADS
225,812 sh
-132,409 sh
-37%
$8,739
-$2,212
Tanger Factory Outlet Centers Inc.
242,000 sh
-297,562 sh
-55%
$8,189
-$8,311
Alexandria Real Estate Equities Re
97,330 sh
97,330 sh
NEW
$8,111
$8,111
Ventas Inc.
114,104 sh
114,104 sh
NEW
$7,986
$7,986
WP Carey Inc.
114,000 sh
-82,015 sh
-42%
$7,703
-$4,524
American Healthcare REIT Inc
179,650 sh
-269,969 sh
-60%
$7,547
-$8,972
CareTrust REIT Inc.
203,845 sh
-272,147 sh
-57%
$7,069
-$7,496
Brookdale Senior Living Inc
832,000 sh
-1,755,438 sh
-68%
$7,047
-$10,962
STAG Industrial Inc.
147,880 sh
-247,823 sh
-63%
$5,219
-$9,137
Camden Property Trust
43,764 sh
43,764 sh
NEW
$4,673
$4,673
First Industrial Realty Trust Inc.
66,973 sh
66,973 sh
NEW
$3,447
$3,447
Cousins Properties Inc.
57,000 sh
57,000 sh
NEW
$1,650
$1,650
Essex Property Trust Inc.
0 sh
-77,888 sh
-100%
$0
-$22,073
NETSTREIT Corp.
0 sh
-1,000,420 sh
-100%
$0
-$16,937
CBRE Group Inc
0 sh
-116,761 sh
-100%
$0
-$16,361
Independence Realty Trust Inc.
0 sh
-800,837 sh
-100%
$0
-$14,167
Highwoods Properties Inc.
0 sh
-416,318 sh
-100%
$0
-$12,943
Ryman Hospitality Properties Inc.
0 sh
-129,935 sh
-100%
$0
-$12,821
American Homes 4 Rent
0 sh
-307,559 sh
-100%
$0
-$11,094
Sunstone Hotel Investors Inc.
0 sh
-1,113,896 sh
-100%
$0
-$9,669
Invitation Homes Inc
0 sh
-293,677 sh
-100%
$0
-$9,633
Sun Communities Inc.
0 sh
-70,888 sh
-100%
$0
-$8,967
Empire State Realty Trust Inc.
0 sh
-981,000 sh
-100%
$0
-$7,936
Americold Realty Trust
0 sh
-387,513 sh
-100%
$0
-$6,444
SMARTSTOP SELF STORAGE REIT INC COM
0 sh
-170,000 sh
-100%
$0
-$6,159
Vornado Realty Trust

Put options for 0 sh
-150,000 sh
-100%
$0
-$5,736
Hudson Pacific Properties Inc.
0 sh
-1,850,000 sh
-100%
$0
-$5,069
American Tower Corp.
0 sh
-20,000 sh
-100%
$0
-$4,420
Kilroy Realty Corp.
0 sh
-50,249 sh
-100%
$0
-$1,724
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All data provided without any warranty because SEC XML files are imported via an automated process. Check original SEC filings before making any investment decision.