5 Real Estate Companies Gurus Are Buying
- By Tiziano Frateschi
According to the GuruFocus All-In-One Screener, the following real estate stocks are popular among gurus.
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Three gurus have positions in PICO Holdings Inc. (PICO).
The company invests in the water storage business in the U.S. It has a market cap of $295.12 million. Its revenue of $394.81 million has grown 22% annually over the past 10 years.
The stock is trading with a price-earnings (P/E) ratio of 127.50. The current stock price of $12.75 is 36.88% below its 52-week high and 4.51% above its 52-week low. Over the past decade, it has returned a loss of 61%.
Chuck Royce (Trades, Portfolio) with 6.23% of outstanding shares is the largest investor among the gurus, followed by Arnold Van Den Berg (Trades, Portfolio) with 2.14% and Jim Simons (Trades, Portfolio) with 1.36%.
A total of three gurus are invested in The Howard Hughes Corp. (HHC).
The company develops strategic real estate development opportunities across the U.S. and has a market cap of $5.45 billion.
The stock is trading with a P/E ratio of 87.63. The current stock price of $127.06 is 4.52% below its 52-week high and 21.44% above its 52-week low. Over the past 10 years, it has returned 234%.
The company's largest shareholder among the gurus is Bill Ackman (Trades, Portfolio) with 10.96% of outstanding shares, followed by Murray Stahl (Trades, Portfolio) with 5.9%, Louis Moore Bacon (Trades, Portfolio) with 0.06% and Simons with 0.03%.
CBRE Group Inc. (CBG) is held by three gurus.
The company provides facilities management, mortgage loan servicing and investment management services. It has a market cap of $15.24 billion. Its revenue of $13.6 billion increased 5.90% over the past 10 years.
The stock is trading with a P/E ratio of 19.35. The current stock price of $44.89 is 1.34% below its 52-week high and 51.20% above its 52-week low. Over the past decade, it has returned 160%.
VA Partners I LLC with 7.34% of outstanding shares is the largest investor among the gurus, followed by Jeff Ubben (Trades, Portfolio) with 8.51% and John Rogers (Trades, Portfolio) with 0.85%.
A total of five gurus have positions in CoStar Group Inc. (CSGP).
The company provides commercial real estate data and it has a market cap of $11.64 billion. Its revenue of $929.55 million has grown 11% over the past 10 years.
The stock is trading with a P/E ratio of 97.29. The current stock price of $322.02 is 0.20% below its 52-week high and 63.31% above its 52-week low. Over the past decade, it has returned a gain of 743%.
The company's largest shareholder among the gurus is Ron Baron (Trades, Portfolio) with 32.9% of outstanding shares followed by Frank Sands (Trades, Portfolio) with 17.65%, Mariko Gordon (Trades, Portfolio) with 2.38% and Simons with 1.07%.
Outfront Media Inc. (OUT) is held by five gurus.
It is a provider of advertising space (displays) on out-of-home advertising structures and sites. It has a market cap of $3.04 billion.
The current stock price of $21.93 is 21.37% below its 52-week high and 5.33% above its 52-week low. Over the last 10 years, it has returned a loss of 26%.
Steven Cohen (Trades, Portfolio) with 0.33% of outstanding shares is the largest investor among the gurus followed by Tom Russo (Trades, Portfolio) with 0.24% and Manning & Napier Advisors Inc with 0.13%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
This article first appeared on GuruFocus.
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The intrinsic value of OUT
