5 Real Estate Stocks in Gurus' Portfolios

Investors are buying these popular stocks

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Jan 23, 2018
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According to the GuruFocus All-In-One Screener, the following Real Estate stocks are popular among gurus.

Three gurus have positions in InfraREIT Inc. (HIFR).

The company owns regulated electricity delivery infrastructure assets in Texas. It has a market cap of $835.21 million.

The stock is trading with a price-earnings (P/E) ratio of 16.58. The current stock price of $19.07 is 17.87% below its 52-week high and 19.19% above its 52-week low. Over the last 10 years, it has returned a loss of 28%.

Jim Simons (Trades, Portfolio) with 0.29% of outstanding shares is the largest investor among the gurus followed by George Soros (Trades, Portfolio) with 0.07% and Paul Tudor Jones (Trades, Portfolio) with 0.04%.

A total of three gurus are invested in CyrusOne Inc. (CONE).

It is a developer of enterprise-class and carrier-neutral data center properties with a market cap of $5.06 billion.

The stock is trading with a P/E ratio of 31.36. The current stock price of $55.42 is 15.69% below its 52-week high and 19.41% above its 52-week low. Over the last 10 years, it has returned a gain of 161%.

The company’s largest shareholder among the gurus is Ken Fisher (Trades, Portfolio) with 0.64% of outstanding shares followed by Louis Moore Bacon (Trades, Portfolio) with 0.34%, Simons with 0.25% and Chris Davis (Trades, Portfolio) with 0.24%.

Equinix Inc. (EQIX) is held by six gurus.

The network-neutral provider of retail data center, co-location, and interconnection services has a market cap of $34.26 billion. Its revenue of $4.11 billion has grown 17.70% annually over the past ten years.

The stock is trading with a P/E ratio of 29.09. The current stock price of $437.89 is 11.60% below its 52-week high and 21% above its 52-week low. Over the past 10 years, it has returned a gain of 514%.

Steve Mandel (Trades, Portfolio) with 52.85% of outstanding shares is the largest investor among the gurus followed by Ron Baron (Trades, Portfolio) with 12.3% and Simons with 3.15%.

A total of four gurus have positions in CoreCivic Inc. (CXW).

The company offers site, design, build, finance and lease core real estate assets to government partners. It has a market cap of $2.64 billion. Its revenue of $1.7 billion has grown 3.40% over the past ten years. Its earnings per share (EPS) of $1.66 increased 8.30%.

The stock is trading with a P/E ratio of 13.46. The current stock price of $22.34 is 36.77% below its 52-week high and 4.34% above its 52-week low. Over the past 10 years, it has returned a loss of 12%.

The company’s largest shareholder among the gurus is Columbia Wanger (Trades, Portfolio) with 2.46% of outstanding shares followed by Simons with 1.8% and Manning & Napier Advisors, Inc with 0.46%.

Lamar Advertising Co. Class A (LAMR) is held by six gurus.

The company leases space for advertising on billboards and other public places. It has a market cap of $7.25 billion. Its revenue of $1.59 billion has grown 2.50% annually and its EPS of $3.16 has increased 9.40% over the past ten years.

The current stock price of $73.64 is 6.98% below its 52-week high and 17.92% above its 52-week low. Over the past 10 years, it has returned a gain of 76%.

Steven Cohen (Trades, Portfolio) with 4.53% of outstanding shares is the largest investor among the gurus followed by Richard Pzena (Trades, Portfolio) with 3.68% and Simons with 1.5%.

Disclosure: I do not own any shares of any stocks mentioned in this article.