5 Real Estate Stocks in Gurus' Portfolios

Investors are buying these popular stocks

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Feb 01, 2018
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According to the GuruFocus All-In-One Screener, the following real estate stocks are popular among gurus.

Eight gurus have positions in Vornado Realty Trust (VNO, Financial).

The real estate investment trust (REIT), which owns office and retail space in New York and Washington D.C., has a market cap of $13.33 billion.

The stock is trading with a price-earnings (P/E) Ratio of 17.11. The current stock price of $70.2 is 21.46% below its 52-week high and 0.27% above its 52-week low. Over the past 10 years, it has returned a loss of 18%.

With 0.36% of outstanding shares, Third Avenue Management (Trades, Portfolio) is the company's largest shareholder among the gurus, followed by Chris Davis (Trades, Portfolio) with 0.09%, Pioneer Investments (Trades, Portfolio) with 0.01% and Manning & Napier Advisors Inc. with 0.01%.

A total of five gurus are invested in CatchMark Timber Trust Inc. (CTT, Financial).

The REIT, which invests in timberlands, has a market cap of $567.99 million.

The stock is trading with a price-book (P/B) ratio of 1.42. The current share price of $13.08 is 2.90% below its 52-week high and 29.50% above its 52-week low. Over the past decade, it has returned a gain of 27%.

The company’s largest guru shareholder is Davis with 8.54% of outstanding shares, followed by Jim Simons (Trades, Portfolio) with 3.03% and Manning & Napier Advisors with 1.9%.

Healthcare Trust of America Inc. (HTA, Financial) is held by five gurus.

The company, which owns and operates medical office buildings, has a market cap of $5.55 billion.

The stock is trading with a P/E ratio of 190.04. The current stock price of $27.09 is 17.91% below its 52-week high and 0.30% above its 52-week low. Over the past 10 years, it has returned a loss of 7%.

With 2.57% of outstanding shares, Simons is the company's largest guru shareholder, followed by Steven Cohen (Trades, Portfolio) with 0.27% and Manning & Napier with 0.13%.

Seven gurus are invested in Quality Care Properties Inc. (QCP, Financial).

The REIT has a market cap of $1.22 billion.

The stock is trading with a price-book ratio of 0.45. The current stock price of $13.01 is 34.92% below its 52-week high and 3.50% above its 52-week low. Over the past decade, it has returned a loss of 30%.

The company’s largest guru shareholder is David Abrams (Trades, Portfolio) with 5.34% of outstanding shares, followed by Cohen with 0.6%, Jeremy Grantham (Trades, Portfolio) with 12% and Michael Price (Trades, Portfolio) with 0.11%.

HCP Inc. (HCP, Financial) is held by seven gurus.

The company, which invests in health care facilities, has a market cap of $11.06 billion.

The stock is trading with a price-earnings ratio of 21.46. The current share price of $23.58 is 29.97% below its 52-week high and 1.81% above its 52-week low. Over the past 10 years, it has returned a loss of 22%.

Barrow, Hanley, Mewhinney & Strauss is the company's largest guru shareholder with 0.74% of outstanding shares, followed by Cohen with 0.1% and Manning & Napier with 0.03%.

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