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Third Avenue Management Buys Prologis Inc, Essex Property Trust Inc, Public Storage, Sells Macerich Co, Weyerhaeuser Co, Acadia Realty Trust

Investment company Third Avenue Management (Current Portfolio) buys Prologis Inc, Essex Property Trust Inc, Public Storage, Vornado Realty Trust, Brookfield Asset Management Inc, sells Macerich Co, Weyerhaeuser Co, Acadia Realty Trust, PNC Financial Services Group Inc, Lennar Corp during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Third Avenue Management. As of 2020Q1, Third Avenue Management owns 67 stocks with a total value of $676 million. These are the details of the buys and sells.

For the details of Third Avenue Management's stock buys and sells,

go to https://www.gurufocus.com/guru/third+avenue+management/current-portfolio/portfolioThese are the top 5 holdings of Third Avenue Management
  1. Five Point Holdings LLC (FPH) - 11,648,430 shares, 8.73% of the total portfolio. Shares reduced by 0.55%
  2. Brookfield Asset Management Inc (BAM) - 1,612,934 shares, 7.04% of the total portfolio. Shares added by 49.94%
  3. JBG SMITH Properties (JBGS) - 1,231,736 shares, 5.80% of the total portfolio. Shares added by 0.79%
  4. Vornado Realty Trust (VNO) - 1,022,126 shares, 5.47% of the total portfolio. Shares added by 76.03%
  5. Weyerhaeuser Co (WY) - 1,837,497 shares, 4.61% of the total portfolio. Shares reduced by 30.53%
New Purchase: Prologis Inc (PLD)


Third Avenue Management initiated holding in Prologis Inc. The purchase prices were between $62.82 and $99.23, with an estimated average price of $87.65. The stock is now traded at around $84.10. The impact to a portfolio due to this purchase was 4.38%. The holding were 368,926 shares as of . New Purchase: Essex Property Trust Inc (ESS)


Third Avenue Management initiated holding in Essex Property Trust Inc. The purchase prices were between $182.23 and $329.03, with an estimated average price of $288.45. The stock is now traded at around $230.59. The impact to a portfolio due to this purchase was 3.18%. The holding were 97,734 shares as of . New Purchase: Public Storage (PSA)


Third Avenue Management initiated holding in Public Storage. The purchase prices were between $160.61 and $232.82, with an estimated average price of $214.57. The stock is now traded at around $178.87. The impact to a portfolio due to this purchase was 2.98%. The holding were 101,528 shares as of . New Purchase: Lowe's Companies Inc (LOW)


Third Avenue Management initiated holding in Lowe's Companies Inc. The purchase prices were between $65.02 and $126.57, with an estimated average price of $109.88. The stock is now traded at around $112.47. The impact to a portfolio due to this purchase was 2.15%. The holding were 169,215 shares as of . New Purchase: Old Republic International Corp (ORI)


Third Avenue Management initiated holding in Old Republic International Corp. The purchase prices were between $12.33 and $23.49, with an estimated average price of $20.67. The stock is now traded at around $14.11. The impact to a portfolio due to this purchase was 1.8%. The holding were 797,168 shares as of . New Purchase: CBRE Group Inc (CBRE)


Third Avenue Management initiated holding in CBRE Group Inc. The purchase prices were between $29.83 and $64.25, with an estimated average price of $55.57. The stock is now traded at around $35.37. The impact to a portfolio due to this purchase was 1.31%. The holding were 235,115 shares as of . Added: Vornado Realty Trust (VNO)
Third Avenue Management added to a holding in Vornado Realty Trust by 76.03%. The purchase prices were between $29.66 and $68.61, with an estimated average price of $57.39. The stock is now traded at around $33.75. The impact to a portfolio due to this purchase was 2.36%. The holding were 1,022,126 shares as of . Added: Brookfield Asset Management Inc (BAM)
Third Avenue Management added to a holding in Brookfield Asset Management Inc by 49.94%. The purchase prices were between $22.05 and $45.53, with an estimated average price of $38.6. The stock is now traded at around $31.93. The impact to a portfolio due to this purchase was 2.34%. The holding were 1,612,934 shares as of . Added: Eagle Materials Inc (EXP)
Third Avenue Management added to a holding in Eagle Materials Inc by 37.80%. The purchase prices were between $43.17 and $94.11, with an estimated average price of $80.22. The stock is now traded at around $53.42. The impact to a portfolio due to this purchase was 0.58%. The holding were 244,397 shares as of . Added: Seritage Growth Properties (SRG)
Third Avenue Management added to a holding in Seritage Growth Properties by 94.60%. The purchase prices were between $6.49 and $40.5, with an estimated average price of $31.57. The stock is now traded at around $6.95. The impact to a portfolio due to this purchase was 0.43%. The holding were 651,610 shares as of . Added: Fidelity National Financial Inc (FNF)
Third Avenue Management added to a holding in Fidelity National Financial Inc by 41.99%. The purchase prices were between $21.34 and $49.21, with an estimated average price of $41.06. The stock is now traded at around $24.39. The impact to a portfolio due to this purchase was 0.4%. The holding were 370,365 shares as of . Added: Cooper Tire & Rubber Co (CTB)
Third Avenue Management added to a holding in Cooper Tire & Rubber Co by 57.34%. The purchase prices were between $14.61 and $29.05, with an estimated average price of $25.05. The stock is now traded at around $20.48. The impact to a portfolio due to this purchase was 0.2%. The holding were 232,698 shares as of . Sold Out: Acadia Realty Trust (AKR)
Third Avenue Management sold out a holding in Acadia Realty Trust. The sale prices were between $12.37 and $26.22, with an estimated average price of $22.72. Sold Out: PNC Financial Services Group Inc (PNC)
Third Avenue Management sold out a holding in PNC Financial Services Group Inc. The sale prices were between $80.64 and $160.81, with an estimated average price of $135.33. Sold Out: The Howard Hughes Corp (HHC)
Third Avenue Management sold out a holding in The Howard Hughes Corp. The sale prices were between $37.44 and $129.35, with an estimated average price of $106.1. Sold Out: Colony Capital Inc (CLNY)
Third Avenue Management sold out a holding in Colony Capital Inc. The sale prices were between $1.41 and $5.11, with an estimated average price of $4.01. Sold Out: Viad Corp (VVI)
Third Avenue Management sold out a holding in Viad Corp. The sale prices were between $11.9 and $70.04, with an estimated average price of $52.24. Sold Out: Century Communities Inc (CCS)
Third Avenue Management sold out a holding in Century Communities Inc. The sale prices were between $10.35 and $38.81, with an estimated average price of $28.72.

Here is the complete portfolio of Third Avenue Management. Also check out:

1. Third Avenue Management's Undervalued Stocks

2. Third Avenue Management's Top Growth Companies, and

3. Third Avenue Management's High Yield stocks

4. Stocks that Third Avenue Management keeps buying

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