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5 Real Estate Companies Gurus Are Buying

- By Tiziano Frateschi

According to the GuruFocus All-In-One Screener, the following aerospace and defense stocks have positions in gurus' portfolios.


Three hedge funds hold 32.2 billion shares of Green Brick Partners Inc. (GRBK) with a total weight of 5.28% on their portfolios.

The company acquires and develops land as well as providing land and construction financing to its controlled builders.

The company has a market cap of $456.7 million; the stock is trading with a price-earnings (P/E) ratio of 16.04. The price of $115.03 is 23.14% below its 52-week high and 24% above its 52-week low. Over the past 10 years, it has returned a loss of 89%.

Green Brick Partners' revenue of $415.72 million dropped 29.60% over the last 10 years. Its earnings per share (EPS) of 58 cents did not see any change.

During the second quarter John Rogers (Trades, Portfolio) raised his position in the company by 27.55%.

Three hedge funds hold 12.6 billion shares of Brookfield Asset Management Inc. Class A (BAM) with a total weight of 19.24% on their portfolios.

It is an alternative asset management company focused on property, renewable energy, infrastructure and private equity.

The company has a market cap of $37.61 billion; the stock is trading with a P/E ratio of 29.43. The price of $39.31 is 1.95% below its 52-week high and 22.69% above its 52-week low. Over the past 10 years, it has returned a gain of 81%.

Brookfield Asset Management's revenue of $30.637 billion grew by 15.60% over the last 10 years. Its EPS of $1.28 saw a 10-year increase of 10%.

During the second quarter Tom Gayner (Trades, Portfolio) added 2.02% to his position and Ken Fisher (Trades, Portfolio) increased his holding by 4.71%.

Three hedge funds hold 575,006 shares of IRSA Inversiones y Representaciones SA (IRS) with a total weight of 0.08% on their portfolios.

It is a diversified Argentine real estate firm. Its property portfolio includes shopping centers, hotels, office buildings and residential development.

The company has a market cap of $1.44 billion; the stock is trading with a P/E ratio of 11.94. The price of $2.9 is 6.14% below its 52-week high and 54.37% above its 52-week low. Over the past 10 years, it has returned a gain of 47%.

IRSA Inversiones y Representaciones' revenue of $4.523 billion grew by 66.50% over the last 10 years. Its EPS of $2.5 did not see any change.

Paul Singer (Trades, Portfolio) with 0.91% of outstanding shares is the largest investor among the gurus followed by Ruane Cunniff (Trades, Portfolio) with 0.81% and Jim Simons (Trades, Portfolio) with 0.06%.

Seven hedge funds hold 10.7 billion shares of Realogy Holdings Corp. (RLGY) with a total weight of 3.44% on their portfolios.

It is a provider of residential real estate services in the U.S. The company is a franchiser of residential real estate brokerages in the real estate industry.

The company has a market cap of $4.72 billion; the stock is trading with a P/E ratio of 20.25. The price of $34.61 is 1.62% below its 52-week high and 61.50% above its 52-week low. Over the past 10 years, it has returned a gain of 28%.

Realogy Holdings' revenue of $6.010 billion decreased by 12.50% over the last 10 years.

During the second quarter Joel Greenblatt (Trades, Portfolio) increased his holding by 0.75%. The largest shareholder among the gurus is Larry Robbins (Trades, Portfolio) with 4.62% of outstanding shares followed by John Paulson (Trades, Portfolio) with 2.93% and Louis Moore Bacon (Trades, Portfolio) with 0.22%.

Five hedge funds hold 372,250 shares of Zillow Group Inc. Class C (Z) with a total weight of 0.18% on their portfolios.

It provides real estate and home-related information marketplaces on mobile and web-based platforms. It helps customers on each stage of the home lifecycle such as renting, buying, selling, financing and home improvement.

The company has a market cap of $7.22 billion. The price of $38.48 is 24.89% below its 52-week high and 23.25% above its 52-week low. Over the past 10 years, it has returned a gain of 39%.

Zillow Group's revenue of $965 million grew by 39.60% over the last 10 years.

During the second quarter Greenblatt acquired 16,947 shares in the company. Ron Baron (Trades, Portfolio) with 0.4% of outstanding shares is the largest investor among the gurus followed by Simons with 0.09% and John Paulson (Trades, Portfolio) with 0.09%.

Disclosure: I do not own any shares of any stocks mentioned in this article.

This article first appeared on GuruFocus.