5 Real Estate Stocks in Gurus' Portfolio

Essex, American Campus on the list

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Jul 03, 2018
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According to the GuruFocus All-In-One Screener, the following real estate stocks are popular among gurus.

Four gurus have positions in Essex Property Trust Inc. (ESS)

The company develops multifamily apartments. It has a market cap of $15.6 billion, and its revenue of $1.37 billion has increased 3.50% over the past 10 years.

The stock is trading with a price-earnings ratio of 45.08. The current price of $236.22 is 12.52% below its 52-week high and 10.37% above its 52-week low. Over the past 10 years, it has returned a gain of 120%.

Jim Simons (Trades, Portfolio) with 0.61% of outstanding shares is the largest investor among the gurus followed by Pioneer Investments (Trades, Portfolio) with 0.17% and Chris Davis (Trades, Portfolio) with 0.09%.

Four gurus are invested in Camden Property Trust (CPT)

With a market cap of $8.42 billion, the company develops multifamily apartment communities. Its revenue of $890.52 million has increased 3.50% over the past 10 years.

The stock is trading with a price-earnings ratio of 42.24. The current price of $90.8 is 5.80% below its 52-week high and 16.13% above its 52-week low. Over the past 10 years, it has returned a gain of 2.60%.

The company’s largest shareholder among the gurus is Pioneer Investments (Trades, Portfolio) with 0.31% of outstanding shares, followed by Simons with 0.22%, Davis with 0.16% and Ken Fisher (Trades, Portfolio) with 0.07%.

American Campus Communities Inc. (ACC) is held by four gurus

The company develops student housing properties near universities and colleges throughout the U.S. It has a market cap of $5.83 billion. Its revenue of $823.92 million has increased 0.80% over the past 10 years.

The stock is trading with a price-earnings ratio of 96.86. The current price of $42.62 is 13.48% below its 52-week high and 23.46% above its 52-week low. Over the past 10 years, it has returned a gain of 53%.

Diamond Hill Capital (Trades, Portfolio) with 1.56% of outstanding shares is the largest investor among the gurus followed by Simons with 0.21%, Davis with 0.19% and Manning & Napier Advisors Inc with 0.07%.

Three gurus have positions in Two Harbors Investment Corp. (TWO)

With a market cap of $2.79 billion, the company manages residential mortgage-backed securities, loans and other financial assets.

The stock is trading with a price-earnings ratio of 51.8. The current price of $15.92 is 5.41% below its 52-week high and 14.95% above its 52-week low. Over the past 10 years, it has returned a gain of 13%.

The company’s largest shareholder among the gurus is Paul Tudor Jones (Trades, Portfolio) with 0.05% of outstanding shares followed by Caxton Associates (Trades, Portfolio) with 0.03% and Ray Dalio (Trades, Portfolio) with 0.03%.

Mid-America Apartment Communities Inc. (MAA) is held by four gurus

The company develops apartment communities in some region of the U.S. It has a market cap of $11.31 billion. Its revenue of $1.53 billion has increased 0.50% over the past 10 years.

The stock is trading with a price-earnings ratio of 34.05. The current price of $99.42 is 9.81% below its 52-week high and 16.74% above its 52-week low. Over the past 10 years, it has returned a gain of 89%.

Simons with 1.96% of outstanding shares is the largest investor among the gurus, followed by Diamond Hill Capital (Trades, Portfolio) with 0.65%, Fisher with 0.42%, Manning & Napier Advisors, Inc with 0.07% and Joel Greenblatt (Trades, Portfolio) with 0.01%.

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