Waterfront Capital Partners, LLC Buys Equinix Inc, MGM Growth Properties LLC, Camden Property Trust, Sells QTS Realty Trust Inc, Gaming and Leisure Properties Inc, Trinity Merger Corp

• New Purchases: EQIX, CPT, SRC, RHP, SBAC, WY, SHO, MIC, TPH, PLD, HST, GNRC, LVS, WH, STAY, RESI,
• Added Positions: MGP, HTA, SUI, GDS, COLD, VER, VMC, VNO, PEAK, KBH, STWD, PSTL,
• Reduced Positions: QTS, ARE, FR, FCPT, AIV, BDN, HPP, ERI, RCL, WRI, HLT, MPW, INXN, RPT, ESS, HOV,
• Sold Out: GLPI, TMCX, INVH, MGM, AAT, WYNN, EXR, UE, MDC, URI, DRH, BZH,

For the details of Waterfront Capital Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/waterfront+capital+partners%2C+llc/current-portfolio/portfolio

1. Americold Realty Trust (COLD) - 1,062,993 shares, 5.83% of the total portfolio. Shares added by 11.87%
2. MGM Growth Properties LLC (MGP) - 1,130,202 shares, 5.48% of the total portfolio. Shares added by 575.32%
3. Equinix Inc (EQIX) - 52,724 shares, 4.81% of the total portfolio. New Position
4. GDS Holdings Ltd (GDS) - 571,106 shares, 4.61% of the total portfolio. Shares added by 23.57%
5. Hudson Pacific Properties Inc (HPP) - 711,643 shares, 4.19% of the total portfolio. Shares reduced by 24.02%

Waterfront Capital Partners, LLC initiated holding in Equinix Inc. The purchase prices were between $522.5 and $583.7, with an estimated average price of $562.01. The stock is now traded at around $635.16. The impact to a portfolio due to this purchase was 4.81%. The holding were 52,724 shares as of .

Waterfront Capital Partners, LLC initiated holding in Camden Property Trust. The purchase prices were between $104.53 and $114.96, with an estimated average price of $110.74. The stock is now traded at around $117.28. The impact to a portfolio due to this purchase was 3.37%. The holding were 202,946 shares as of .

Waterfront Capital Partners, LLC initiated holding in Spirit Realty Capital Inc. The purchase prices were between $47.8 and $53.05, with an estimated average price of $49.79. The stock is now traded at around $53.49. The impact to a portfolio due to this purchase was 3.31%. The holding were 430,720 shares as of .

Waterfront Capital Partners, LLC initiated holding in Ryman Hospitality Properties Inc. The purchase prices were between $80.25 and $91.49, with an estimated average price of $86.15. The stock is now traded at around $90.39. The impact to a portfolio due to this purchase was 2.79%. The holding were 205,466 shares as of .

Waterfront Capital Partners, LLC initiated holding in SBA Communications Corp. The purchase prices were between $226.39 and $247.98, with an estimated average price of $237.17. The stock is now traded at around $289.93. The impact to a portfolio due to this purchase was 2.25%. The holding were 59,774 shares as of .

Waterfront Capital Partners, LLC initiated holding in Weyerhaeuser Co. The purchase prices were between $26.36 and $30.2, with an estimated average price of $29.07. The stock is now traded at around $30.43. The impact to a portfolio due to this purchase was 1.35%. The holding were 285,755 shares as of .

Waterfront Capital Partners, LLC added to a holding in MGM Growth Properties LLC by 575.32%. The purchase prices were between $29.07 and $32.86, with an estimated average price of $30.76. The stock is now traded at around $33.40. The impact to a portfolio due to this purchase was 4.67%. The holding were 1,130,202 shares as of .

Waterfront Capital Partners, LLC added to a holding in Healthcare Trust of America Inc by 286.69%. The purchase prices were between $28.77 and $31.14, with an estimated average price of $29.91. The stock is now traded at around $32.90. The impact to a portfolio due to this purchase was 3.09%. The holding were 879,861 shares as of .

Waterfront Capital Partners, LLC added to a holding in Sun Communities Inc by 72.67%. The purchase prices were between $147.7 and $165.29, with an estimated average price of $155.89. The stock is now traded at around $165.85. The impact to a portfolio due to this purchase was 1.62%. The holding were 163,407 shares as of .

Waterfront Capital Partners, LLC added to a holding in GDS Holdings Ltd by 23.57%. The purchase prices were between $38.52 and $51.7, with an estimated average price of $45.02. The stock is now traded at around $60.87. The impact to a portfolio due to this purchase was 0.88%. The holding were 571,106 shares as of .

Waterfront Capital Partners, LLC added to a holding in VEREIT Inc by 23.20%. The purchase prices were between $9.09 and $10.05, with an estimated average price of $9.58. The stock is now traded at around $9.91. The impact to a portfolio due to this purchase was 0.56%. The holding were 2,046,731 shares as of .

Waterfront Capital Partners, LLC added to a holding in Vulcan Materials Co by 58.45%. The purchase prices were between $136.44 and $148.5, with an estimated average price of $143.06. The stock is now traded at around $145.26. The impact to a portfolio due to this purchase was 0.48%. The holding were 57,455 shares as of .

Waterfront Capital Partners, LLC sold out a holding in Gaming and Leisure Properties Inc. The sale prices were between $37.91 and $43.05, with an estimated average price of $41.14.

Waterfront Capital Partners, LLC sold out a holding in Trinity Merger Corp. The sale prices were between $10.42 and $11, with an estimated average price of $10.59.

Waterfront Capital Partners, LLC sold out a holding in Invitation Homes Inc. The sale prices were between $28.69 and $31.09, with an estimated average price of $29.97.

Waterfront Capital Partners, LLC sold out a holding in MGM Resorts International. The sale prices were between $26.35 and $33.59, with an estimated average price of $30.58.

Waterfront Capital Partners, LLC sold out a holding in American Assets Trust Inc. The sale prices were between $44.36 and $48.96, with an estimated average price of $46.7.

Waterfront Capital Partners, LLC sold out a holding in Wynn Resorts Ltd. The sale prices were between $102.57 and $140.94, with an estimated average price of $122.11.