Waterfront Capital Partners, LLC Buys Mid-America Apartment Communities Inc, Rexford Industrial Realty Inc, Healthpeak Properties Inc, Sells American Homes 4 Rent, MGM Growth Properties LLC, GDS Holdings

New York, NY, based Investment company Waterfront Capital Partners, LLC (Current Portfolio) buys Mid-America Apartment Communities Inc, Rexford Industrial Realty Inc, Healthpeak Properties Inc, SmartRent Inc, Gaming and Leisure Properties Inc, sells American Homes 4 Rent, MGM Growth Properties LLC, GDS Holdings, Prologis Inc, Fifth Wall Acquisition Corp I during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Waterfront Capital Partners, LLC. As of 2021Q3, Waterfront Capital Partners, LLC owns 46 stocks with a total value of $1.4 billion. These are the details of the buys and sells.

For the details of Waterfront Capital Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/waterfront+capital+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Waterfront Capital Partners, LLC
  1. Medical Properties Trust Inc (MPW) - 4,073,146 shares, 5.76% of the total portfolio. Shares added by 46.07%
  2. Federal Realty Investment Trust (FRT) - 605,515 shares, 5.03% of the total portfolio. Shares added by 64.54%
  3. Camden Property Trust (CPT) - 459,192 shares, 4.77% of the total portfolio. Shares added by 4.68%
  4. Healthpeak Properties Inc (PEAK) - 2,000,847 shares, 4.72% of the total portfolio. Shares added by 130.07%
  5. Invitation Homes Inc (INVH) - 1,731,540 shares, 4.67% of the total portfolio. Shares added by 51.27%
New Purchase: Mid-America Apartment Communities Inc (MAA)

Waterfront Capital Partners, LLC initiated holding in Mid-America Apartment Communities Inc. The purchase prices were between $169.43 and $196.28, with an estimated average price of $187.54. The stock is now traded at around $206.100000. The impact to a portfolio due to this purchase was 4.32%. The holding were 328,317 shares as of 2021-09-30.

New Purchase: Rexford Industrial Realty Inc (REXR)

Waterfront Capital Partners, LLC initiated holding in Rexford Industrial Realty Inc. The purchase prices were between $56.75 and $63.5, with an estimated average price of $60.34. The stock is now traded at around $70.170000. The impact to a portfolio due to this purchase was 2.87%. The holding were 718,861 shares as of 2021-09-30.

New Purchase: SmartRent Inc (SMRT)

Waterfront Capital Partners, LLC initiated holding in SmartRent Inc. The purchase prices were between $0 and $14.06, with an estimated average price of $12.4. The stock is now traded at around $10.990000. The impact to a portfolio due to this purchase was 2.17%. The holding were 2,367,448 shares as of 2021-09-30.

New Purchase: SL Green Realty Corp (SLG)

Waterfront Capital Partners, LLC initiated holding in SL Green Realty Corp. The purchase prices were between $67.23 and $81.72, with an estimated average price of $73.1. The stock is now traded at around $77.500000. The impact to a portfolio due to this purchase was 1.58%. The holding were 315,942 shares as of 2021-09-30.

New Purchase: Park Hotels & Resorts Inc (PK)

Waterfront Capital Partners, LLC initiated holding in Park Hotels & Resorts Inc. The purchase prices were between $17.41 and $20.78, with an estimated average price of $18.9. The stock is now traded at around $19.810000. The impact to a portfolio due to this purchase was 1.38%. The holding were 1,022,975 shares as of 2021-09-30.

New Purchase: Vail Resorts Inc (MTN)

Waterfront Capital Partners, LLC initiated holding in Vail Resorts Inc. The purchase prices were between $285.28 and $351.85, with an estimated average price of $308.42. The stock is now traded at around $351.040000. The impact to a portfolio due to this purchase was 1.04%. The holding were 44,394 shares as of 2021-09-30.

Added: Healthpeak Properties Inc (PEAK)

Waterfront Capital Partners, LLC added to a holding in Healthpeak Properties Inc by 130.07%. The purchase prices were between $33.31 and $37.36, with an estimated average price of $35.38. The stock is now traded at around $34.160000. The impact to a portfolio due to this purchase was 2.67%. The holding were 2,000,847 shares as of 2021-09-30.

Added: Gaming and Leisure Properties Inc (GLPI)

Waterfront Capital Partners, LLC added to a holding in Gaming and Leisure Properties Inc by 88.54%. The purchase prices were between $45.81 and $51.33, with an estimated average price of $47.74. The stock is now traded at around $48.170000. The impact to a portfolio due to this purchase was 2.15%. The holding were 1,403,348 shares as of 2021-09-30.

Added: Spirit Realty Capital Inc (SRC)

Waterfront Capital Partners, LLC added to a holding in Spirit Realty Capital Inc by 90.50%. The purchase prices were between $46.04 and $52.22, with an estimated average price of $49.73. The stock is now traded at around $48.320000. The impact to a portfolio due to this purchase was 2.02%. The holding were 1,310,350 shares as of 2021-09-30.

Added: Federal Realty Investment Trust (FRT)

Waterfront Capital Partners, LLC added to a holding in Federal Realty Investment Trust by 64.54%. The purchase prices were between $112.24 and $123.14, with an estimated average price of $118.58. The stock is now traded at around $129.110000. The impact to a portfolio due to this purchase was 1.97%. The holding were 605,515 shares as of 2021-09-30.

Added: Medical Properties Trust Inc (MPW)

Waterfront Capital Partners, LLC added to a holding in Medical Properties Trust Inc by 46.07%. The purchase prices were between $19.66 and $21.92, with an estimated average price of $20.51. The stock is now traded at around $21.760000. The impact to a portfolio due to this purchase was 1.82%. The holding were 4,073,146 shares as of 2021-09-30.

Added: Life Storage Inc (LSI)

Waterfront Capital Partners, LLC added to a holding in Life Storage Inc by 60.80%. The purchase prices were between $107.8 and $129.09, with an estimated average price of $118.93. The stock is now traded at around $133.290000. The impact to a portfolio due to this purchase was 1.66%. The holding were 541,803 shares as of 2021-09-30.

Sold Out: American Homes 4 Rent (AMH)

Waterfront Capital Partners, LLC sold out a holding in American Homes 4 Rent. The sale prices were between $38.12 and $42.6, with an estimated average price of $40.9.

Sold Out: MGM Growth Properties LLC (MGP)

Waterfront Capital Partners, LLC sold out a holding in MGM Growth Properties LLC. The sale prices were between $35.88 and $43.1, with an estimated average price of $39.21.

Sold Out: GDS Holdings Ltd (GDS)

Waterfront Capital Partners, LLC sold out a holding in GDS Holdings Ltd. The sale prices were between $50.02 and $76.42, with an estimated average price of $61.86.

Sold Out: Prologis Inc (PLD)

Waterfront Capital Partners, LLC sold out a holding in Prologis Inc. The sale prices were between $119.98 and $138.99, with an estimated average price of $129.79.

Sold Out: Fifth Wall Acquisition Corp I (FWAA)

Waterfront Capital Partners, LLC sold out a holding in Fifth Wall Acquisition Corp I. The sale prices were between $10.97 and $12.84, with an estimated average price of $12.07.

Sold Out: Americold Realty Trust (COLD)

Waterfront Capital Partners, LLC sold out a holding in Americold Realty Trust. The sale prices were between $29.05 and $40.38, with an estimated average price of $36.68.



Here is the complete portfolio of Waterfront Capital Partners, LLC. Also check out:

1. Waterfront Capital Partners, LLC's Undervalued Stocks
2. Waterfront Capital Partners, LLC's Top Growth Companies, and
3. Waterfront Capital Partners, LLC's High Yield stocks
4. Stocks that Waterfront Capital Partners, LLC keeps buying