Timbercreek Asset Management Ltd. Buys Welltower Inc, Kimco Realty Corp, Marriott International Inc, Sells MGM Growth Properties LLC, Crown Castle International Corp, Healthcare Trust of America Inc

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Jul 06, 2020
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Investment company Timbercreek Asset Management Ltd. (Current Portfolio) buys Welltower Inc, Kimco Realty Corp, Marriott International Inc, Apple Hospitality REIT Inc, Americold Realty Trust, sells MGM Growth Properties LLC, Crown Castle International Corp, Healthcare Trust of America Inc, Equinix Inc, Healthpeak Properties Inc during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Timbercreek Asset Management Ltd.. As of 2020Q2, Timbercreek Asset Management Ltd. owns 35 stocks with a total value of $481 million. These are the details of the buys and sells.

For the details of Timbercreek Asset Management Ltd.'s stock buys and sells, go to https://www.gurufocus.com/guru/timbercreek+asset+management+ltd./current-portfolio/portfolio

These are the top 5 holdings of Timbercreek Asset Management Ltd.
  1. Essex Property Trust Inc (ESS) - 100,972 shares, 4.97% of the total portfolio. Shares added by 15.41%
  2. Starwood Property Trust Inc (STWD) - 1,589,003 shares, 4.79% of the total portfolio. Shares added by 25.35%
  3. Rexford Industrial Realty Inc (REXR) - 527,066 shares, 4.69% of the total portfolio. Shares added by 7.84%
  4. Invitation Homes Inc (INVH) - 795,859 shares, 4.67% of the total portfolio. Shares reduced by 22.15%
  5. Hudson Pacific Properties Inc (HPP) - 877,526 shares, 4.62% of the total portfolio. Shares reduced by 14.89%
New Purchase: Welltower Inc (WELL)

Timbercreek Asset Management Ltd. initiated holding in Welltower Inc. The purchase prices were between $37.26 and $61.65, with an estimated average price of $49.19. The stock is now traded at around $52.42. The impact to a portfolio due to this purchase was 4.09%. The holding were 373,700 shares as of .

New Purchase: Kimco Realty Corp (KIM)

Timbercreek Asset Management Ltd. initiated holding in Kimco Realty Corp. The purchase prices were between $7.75 and $15.69, with an estimated average price of $11.1. The stock is now traded at around $12.88. The impact to a portfolio due to this purchase was 3.86%. The holding were 1,456,027 shares as of .

New Purchase: Marriott International Inc (MAR)

Timbercreek Asset Management Ltd. initiated holding in Marriott International Inc. The purchase prices were between $59.08 and $113.14, with an estimated average price of $86.65. The stock is now traded at around $88.46. The impact to a portfolio due to this purchase was 2.28%. The holding were 125,250 shares as of .

New Purchase: Apple Hospitality REIT Inc (APLE)

Timbercreek Asset Management Ltd. initiated holding in Apple Hospitality REIT Inc. The purchase prices were between $6.91 and $13.67, with an estimated average price of $9.49. The stock is now traded at around $9.42. The impact to a portfolio due to this purchase was 1.26%. The holding were 645,800 shares as of .

New Purchase: Camden Property Trust (CPT)

Timbercreek Asset Management Ltd. initiated holding in Camden Property Trust. The purchase prices were between $71.95 and $101.56, with an estimated average price of $88.29. The stock is now traded at around $92.65. The impact to a portfolio due to this purchase was 1.16%. The holding were 59,700 shares as of .

New Purchase: Cousins Properties Inc (CUZ)

Timbercreek Asset Management Ltd. initiated holding in Cousins Properties Inc. The purchase prices were between $24.33 and $36.11, with an estimated average price of $30.01. The stock is now traded at around $29.78. The impact to a portfolio due to this purchase was 1.14%. The holding were 182,200 shares as of .

Added: Americold Realty Trust (COLD)

Timbercreek Asset Management Ltd. added to a holding in Americold Realty Trust by 52.25%. The purchase prices were between $29.01 and $36.86, with an estimated average price of $34.2. The stock is now traded at around $37.58. The impact to a portfolio due to this purchase was 1.24%. The holding were 473,890 shares as of .

Added: Starwood Property Trust Inc (STWD)

Timbercreek Asset Management Ltd. added to a holding in Starwood Property Trust Inc by 25.35%. The purchase prices were between $9.28 and $17.31, with an estimated average price of $13.41. The stock is now traded at around $14.48. The impact to a portfolio due to this purchase was 0.97%. The holding were 1,589,003 shares as of .

Added: TPG RE Finance Trust Inc (TRTX)

Timbercreek Asset Management Ltd. added to a holding in TPG RE Finance Trust Inc by 24.43%. The purchase prices were between $2.52 and $10.72, with an estimated average price of $7.22. The stock is now traded at around $8.18. The impact to a portfolio due to this purchase was 0.45%. The holding were 1,375,124 shares as of .



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