5 Real Estate Stocks Gurus Are Buying

Welltower tops the list

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Sep 21, 2018
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According to the GuruFocus All-In-One Screener, the following real estate stocks are popular among gurus.

Welltower Inc. (WELL, Financial) is held by six gurus

The real estate investment trust, which invests in senior housing and assisted living communities, has a market cap of $24.72 billion. Its revenue of $4.33 billion has grown 11% over the last 10 years.

The stock is trading with a price-earnings ratio of 45.20. The current price of $66.44 is 10.98% below its 52-week high and 34.01% above its 52-week low. Over the last 10 years, it has returned a gain of 35%.

With 0.42% of outstanding shares,Ă‚ Jim Simons (Trades, Portfolio)' Renaissance Technologies is the company's largest guru shareholder, followed by Pioneer Investments (Trades, Portfolio) with 0.41% and Manning & Napier Advisors with 0.03%.

Four gurus are invested in Hospitality Properties Trust (HPT, Financial)

With a market cap of $4.74 billion, the REIT provides capital to owners and operators in the hospitality industry. Its revenue of $2.53 billion has grown 1.20% over the last five years.

The stock is trading with a price-earnings ratio of 16.11. The current price of $28.82 is 7.83% below its 52-week high and 20.94% above its 52-week low. Over the past decade, it has returned a gain of 41%.

The company’s largest shareholder among the gurus is Simons' firm with 0.86% of outstanding shares, followed by Richard Pzena (Trades, Portfolio) with 0.36% and Ray Dalio (Trades, Portfolio)'s Bridgewater Associates with 0.01%.

LaSalle Hotel Properties (LHO, Financial) is held by seven gurus

The company owns and leases upscale and luxury hotels. It has a market cap of $3.8 billion. Its revenue of $6.16 billion has declined 2.60% over the last 10 years.

The stock is trading with a price-earnings ratio of 62.60. The current price of $34.43 is 4.71% below its 52-week high and 42.86% above its 52-week low. Over the past decade, it has returned a gain of 44%.

With 0.76% of outstanding shares,Ă‚ Jeremy Grantham (Trades, Portfolio) is the company's largest guru shareholder, followed by Paul Tudor Jones (Trades, Portfolio) with 0.29%, Pioneer Investments with 0.11% and George Soros (Trades, Portfolio) with 0.08%.

Nine gurus have positions in Host Hotels & Resorts Inc. (HST, Financial)

With a market cap of $15.94 billion, the company owns luxury and upper-upscale hotels.

The stock is trading with a price-earnings ratio of 24.42. The current price of $21.49 is 4.36% below its 52-week high and 19.82% above its 52-week low. Over the last 10 years, it has returned a gain of 52%.

The company’s largest guru shareholder is Pioneer Investments with 0.52% of outstanding shares, followed by Simons' firm with 0.31% and Chris Davis (Trades, Portfolio) with 0.07%.

Pebblebrook Hotel Trust (PEB, Financial) is held by five gurus

The company, which acquires and invests in hotel properties, has a market cap of $2.54 billion. Its revenue of $798.68 million has not significantly changed over the last 10 years.

The stock is trading with a price-earnings ratio of 23.53. The current price of $36.76 is 11.74% below its 52-week high and 12.31% above its 52-week low. Over the past decade, it has returned a gain of 80%.

With 0.34% of outstanding shares, Simons' firm is the company's largest guru shareholder, followed by Pioneer Investments with 0.21%, Steven Cohen (Trades, Portfolio) with 0.18% and Jones with 0.02%.

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