Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Conversant Capital LLC (CIK 1850901) reported $745.1M across 13 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SNDA ($471.0M, 63.22%), INVH ($31.1M, 4.17%), ($28.5M, 3.83%), CCI ($27.2M, 3.64%), SMA ($26.0M, 3.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SNDA | SONIDA SENIOR LIVING ORD | $471.0M | 63.22% | 14.6M | Added |
| 2 | INVH | INVITATION HOMES ORD | $31.1M | 4.17% | 1.2M | New |
| 3 | JANUS LIVING CL A 1 ORD | $28.5M | 3.83% | 1.2M | New | |
| 4 | CCI | CROWN CASTLE ORD | $27.2M | 3.64% | 334,000 | New |
| 5 | SMA | SMARTSTOP SELF STORAGE REIT ORD | $26.0M | 3.49% | 857,715 | New |
| 6 | CTRI | CENTURI HOLDINGS ORD | $25.0M | 3.35% | 855,000 | Trimmed |
| 7 | WD | WALKER & DUNLOP ORD | $24.9M | 3.34% | 560,316 | Added |
| 8 | RITM | RITHM CAPITAL ORD | $23.7M | 3.18% | 2.5M | Trimmed |
| 9 | PKST | PEAKSTONE REALTY CL E ORD | $20.4M | 2.73% | 100 | Hold |
| 10 | CARDINAL INFRASTRU CL A ORD | $18.7M | 2.51% | 471,609 | New | |
| 11 | COLD | AMERICOLD REALTY ORD | $12.6M | 1.69% | 1.1M | Trimmed |
| 12 | DRVN | DRIVEN BRANDS HOLDINGS ORD | $12.6M | 1.69% | 1.0M | New |
| 13 | KREF | KKR REAL ESTATE FINANCE TRUST ORD | $9.0M | 1.21% | 1.5M | New |
| 14 | H | HYATT HOTELS CL A ORD | $8.6M | 1.16% | 60,000 | New |
| 15 | ARKO PETROLEUM CL A ORD | $5.4M | 0.72% | 300,000 | New | |
| 16 | RAC/WS | RITHM ACQUISITION EQY WARRANT | $539,756 | 0.07% | 868,333 | Added |
| 17 | UDR | UDR Inc | $0 | 0.00% | 0 | Exited |
| 18 | AVB | AvalonBay Communities Inc | $0 | 0.00% | 0 | Exited |
| 19 | GNL | Global Net Lease Inc | $0 | 0.00% | 0 | Exited |
| 20 | HPP-PB | Hudson Pacific Properties Inc | $0 | 0.00% | 0 | Exited |
| 21 | IRT | Independence Realty Trust Inc | $0 | 0.00% | 0 | Exited |
| 22 | NSA | National Storage Affiliates Trust | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31