WCP

Waterfront Capital Partners Portfolio holdings

AUM $153M
1-Year Est. Return 13.94%
This Quarter Est. Return
1 Year Est. Return
+13.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$51.8M
2
+$51M
3
+$42.8M
4
SBAC icon
SBA Communications
SBAC
+$37.6M
5
UDR icon
UDR
UDR
+$35M

Top Sells

1
+$51.8M
2
+$40.3M
3
+$38.5M
4
WELL icon
Welltower
WELL
+$37.5M
5
EPR icon
EPR Properties
EPR
+$34.9M

Sector Composition

1 Real Estate 98.26%
2 Healthcare 1.41%
3 Consumer Discretionary 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-457,238
1 2
3