According to the GuruFocus All-In-One Screener, the following real estate stocks have positions in gurus' portfolios.
Eight gurus have positions in CoStar Group Inc. (CSGP, Financial).
The real estate services company has a market cap of $8.73 billion; the stock is trading with a price-earnings (P/E) ratio of 89.22. The stock price of $266.1 is 7.59% below its 52-week high and 48.49% above its 52-week low. Over the past 10 years, it has returned a gain of 371%.
CoStar's $894.73 million in revenue grew 11% over the past 10 years. Its EBITDA grew 12% over that same period. Its earnings per share (EPS) jumped from 84 cents to of $2.64.
In the second quarter, George Soros (Trades, Portfolio) established a position in the company. Ron Baron (Trades, Portfolio) and Mariko Gordon (Trades, Portfolio) reduced their holdings.
A total of nine gurus are invested in Colony NorthStar Inc. (CLNS, Financial).Â
The real estate investment trust (REIT) has a market cap of $6.93 billion; the stock is trading with a P/E ratio of 139.44. The stock price of $12.55 is 21.95% below its 52-week high and 1.46% above its 52-week low. Over the past 10 years, it has returned a loss of 6%.
Colony Northstar’s $938 million in revenue grew from $27 million in 2010. Its EPS of 40 cents declined from 82 cents.
In the second quarter, NWQ Managers (Trades, Portfolio) added 14.03% to his position and David Dreman (Trades, Portfolio) established a new position.
Vornado Realty Trust (VNO, Financial) is held by seven gurus.Â
The REIT has a market cap of $14.65 billion; the stock is trading with a P/E ratio of 16.66. The stock price of $77.3 is 13.51% below its 52-week high and 11.90% above its 52-week low. Over the past decade, it has returned a loss of 4%.
Vornado's revenue of $2.5 million fell 0.30% over the last 10 years. Its EPS increased from $3.30 to $4.36.
Third Avenue Management (Trades, Portfolio) increased its holding by 6.59% in the second quarter, while Joel Greenblatt (Trades, Portfolio) exited his position.
A total of five gurus have positions in Spirit Realty Capital Inc. (SRC, Financial).
The REIT has a market cap of $3.82 billion; the stock is trading with a P/E ratio of 58.94. The stock price of $8.37 is 38.27% below its 52-week high and 26.05% above its 52-week low. Over the past 10 years, it has returned a gain of 6%.
Spirit Realty Capital’s $680 million in revenue grew 8.30% over the past 10 years. Its EPS of 21 cents did not change significantly.
Seth Klarman (Trades, Portfolio) and Steven Cohen (Trades, Portfolio) established positions in the stock during the second quarter.
New Senior Investment Group Inc. (SNR, Financial) is held by four gurus.Â
The REIT has a market cap of $754.13 million. The stock price of $9.18 is 22.53% below its 52-week high and 4.08% above its 52-week low. Over the past decade, it has returned a loss of 52%.
With 2.14% of outstanding shares, Jim Simons (Trades, Portfolio) is the company's largest guru shareholder, followed by Leon Cooperman (Trades, Portfolio) with 0.09%, Jeremy Grantham (Trades, Portfolio) with 0.03% and Paul Tudor Jones (Trades, Portfolio) with 0.02%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
