Institutions / Conversant Capital LLC
Conversant Capital LLC
CIK 1850901 · Institution · as of Dec 31, 2025
Portfolio value
$526.49M
Positions
13
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Sonida Senior Living, Inc. | $302.12M | 57.4% |
| Rithm Capital Corp. | $35.48M | 6.7% |
| Centuri Holdings, Inc. | $35.35M | 6.7% |
| Global Net Lease, Inc. | $32.71M | 6.2% |
| Hudson Pacific Properties, Inc.HPP | $28.23M | 5.4% |
| Walker & Dunlop, Inc. | $25.35M | 4.8% |
| National Storage Affiliates Trust | $21.86M | 4.2% |
| Americold Realty Trust, Inc. | $19.29M | 3.7% |
| Independence Realty Trust, Inc. | $14.86M | 2.8% |
| Avalonbay Communities Inc | $5.58M | 1.1% |
| UDR, Inc. | $5.44M | 1.0% |
| Rithm Acquisition Corp | $213.9K | 0.0% |
| Peakstone Realty Trust | $1.4K | 0.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.