CONVERSANT CAPITAL LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SNDA | 9.26M | $302.12M |
 | GNL | 3.80M | $32.71M |
 | RITM | 3.25M | $35.48M |
 | HPP | 2.61M | $28.23M |
 | COLD | 1.50M | $19.29M |
 | CTRI | 1.40M | $35.35M |
 | IRT | 850K | $14.86M |
 | NSA | 775K | $21.86M |
 | WD | 421K | $25.35M |
 | UDR | 148K | $5.44M |
 | AVB | 31K | $5.58M |
 | PKST | 100 | $1.44K |
Sonida Senior Living, Inc.
SNDA
Shares Held
9.26M
Value
$302.12M
Global Net Lease, Inc.
GNL
Shares Held
3.80M
Value
$32.71M
Rithm Capital Corp.
RITM
Shares Held
3.25M
Value
$35.48M
Hudson Pacific Properties, Inc.
HPP
Shares Held
2.61M
Value
$28.23M
Americold Realty Trust, Inc.
COLD
Shares Held
1.50M
Value
$19.29M
Centuri Holdings, Inc.
CTRI
Shares Held
1.40M
Value
$35.35M
Independence Realty Trust, Inc.
IRT
Shares Held
850K
Value
$14.86M
National Storage Affiliates Trust
NSA
Shares Held
775K
Value
$21.86M
Walker & Dunlop, Inc.
WD
Shares Held
421K
Value
$25.35M
UDR, Inc.
UDR
Shares Held
148K
Value
$5.44M
AvalonBay Communities, Inc.
AVB
Shares Held
31K
Value
$5.58M
Peakstone Realty Trust
PKST
Shares Held
100
Value
$1.44K