Institutional Fund
Conversant Capital LLC
Summit, NJCIK 18509016 filings on record
Portfolio Value
$745.10M
Q1 2026
Holdings
16
Reported positions
New Buys
9
Opened this quarter
QoQ Change
+41.5%
from $526.49M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Sonida Senior Living Inc63.2%
- Invitation Homes Inc4.2%
- Janus Living Inc3.8%
- Crown Castle Inc3.6%
- Smartstop Self Storag REIT I3.5%
- Centuri Holdings Inc3.4%
- Other18.3%
Portfolio Holdings
16 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Sonida Senior Living Inc | 14.61M | $471.04M | 63.2% | +5.34M | Added |
| 2 | Invitation Homes Inc | 1.25M | $31.06M | 4.2% | +1.25M | New |
| 3 | Janus Living Inc | 1.21M | $28.52M | 3.8% | +1.21M | New |
| 4 | Crown Castle Inc | 334.0K | $27.16M | 3.6% | +334.0K | New |
| 5 | Smartstop Self Storag REIT I | 857.7K | $25.97M | 3.5% | +857.7K | New |
| 6 | Centuri Holdings Inc | 855.0K | $24.97M | 3.4% | −545.0K | Reduced |
| 7 | Walker & Dunlop Inc | 560.3K | $24.87M | 3.3% | +138.9K | Added |
| 8 | Rithm Capital Corp | 2.50M | $23.70M | 3.2% | −755.0K | Reduced |
| 9 | Peakstone Realty Trust | 100 | $20.36M | 2.7% | 0 | Held |
| 10 | Cardinal Infrastructure Grou | 471.6K | $18.70M | 2.5% | +471.6K | New |
6 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio