The Analysis of Conversant Capital LLC's Holdings


Currently, Conversant Capital LLC holds 13 types of securities in its portfolio with a total value $749.9M. In the most recent quarter, they have increased their positions in SNDA (+6.4M shares, valued at $207.8M), N/A (+2.6M shares, valued at $28.2M), NSA (+775.0K shares, valued at $21.9M); decreased their positions in CTRI (-1.2M shares, valued at $30.7M), GNL (-1.4M shares, valued at $11.8M), RITM (-633.2K shares, valued at $6.9M); initiated new positions in N/A (+2.6M shares, valued at $28.2M), NSA (+775.0K shares, valued at $21.9M), COLD (+1.5M shares, valued at $19.3M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SNDA Sonida Senior Living Inc15.6M shares68.78%2026-03-112026-03-13history
RITM Rithm Capital Corp3.3M shares-16.29%2025-12-312026-02-17history
CTRI Centuri Holdings Inc1.4M shares-46.48%2025-12-312026-02-17history
GNL Global Net Lease Inc3.8M shares-26.55%2025-12-312026-02-17history
Hudson Pacific Properties Inc Hudson Pacific Properties Inc2.6M sharesnew addition2025-12-312026-02-17history
WD Walker & Dunlop Inc421.4K shares19.33%2025-12-312026-02-17history
NSA National Storage Affiliates Trust775.0K sharesnew addition2025-12-312026-02-17history
COLD Americold Realty Trust Inc1.5M sharesnew addition2025-12-312026-02-17history
Sponsored
IRT Independence Realty Trust Inc850.0K shares13.33%2025-12-312026-02-17history
AVB AvalonBay Communities Inc30.8K sharesnew addition2025-12-312026-02-17history
UDR UDR Inc148.2K sharesnew addition2025-12-312026-02-17history
RAC.WS Rithm Acquisition Corp333.3K shares0.00%2025-12-312026-02-17history
PKST Peakstone Realty Trust100 sharesnew addition2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available