Waterfront Capital Partners, LLC 13F Holdings

CIK 0001595077

As of Sep 30, 2025, Waterfront Capital Partners, LLC reported 20 positions worth 52.8M in its SEC Form 13F filing.

Top 20 holdings

SecurityTickerSectorSharesValue% of portfolio
IRON MOUNTAIN INCIRMReal Estate115,286 1.8M7.69%
WELLTOWER INCWELLReal Estate52,551$9.4M6.13%
REGENCY CENTERS CORPREGReal Estate127,000$9.3M6.06%
DIGITAL REALTY TRUST INCDLRReal Estate53,000$9.2M6.00%
REXFORD INDUSTRIAL REALTY INCREXRReal Estate221,828$9.1M5.97%
CUBESMARTCUBEReal Estate223,418$9.1M5.94%
SL GREEN REALTY CORPSLGReal Estate149,903$9.0M5.87%
AVALONBAY COMMUNITIES INCAVBReal Estate45,257$8.7M5.72%
GDS HOLDINGS LTDGDSTechnology225,812$8.7M5.72%
TANGER INCSKTReal Estate242,000$8.2M5.36%
ALEXANDRIA REAL ESTATE EQUITIES INCAREReal Estate97,330$8.1M5.31%
VENTAS INCVTRReal Estate114,104$8.0M5.23%
W P CAREY INCWPCReal Estate114,000$7.7M5.04%
AMERICAN HEALTHCARE REIT INCAHRReal Estate179,650$7.5M4.94%
CARETRUST REIT INCCTREReal Estate203,845$7.1M4.63%
BROOKDALE SENIOR LIVING INCBKDHealthcare832,000$7.0M4.61%
STAG INDUSTRIAL INCSTAGReal Estate147,880$5.2M3.41%
CAMDEN PROPERTY TRUSTCPTReal Estate43,764$4.7M3.06%
FIRST INDUSTRIAL REALTY TRUST INCFRReal Estate66,973$3.4M2.26%
COUSINS PROPERTIES INCCUZReal Estate57,000 .6M1.08%