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5 Real Estate Stocks in Gurus' Portfolios

- By Tiziano Frateschi

According to the GuruFocus All-In-One Screener, the following real estate stocks are popular among gurus.


Acadia Realty Trust (AKR) is held by five gurus

The real estate investment trust has a market cap of $2.33 billion. Its revenue of $258.85 million has decreased 1.80% over the last 10 years.

The stock is trading with a price-earnings ratio of 52.81 The price of $28.52 is 2.60% below its 52-week high and 33.65% above its 52-week low. Over the past decade, it has returned a gain of 107%.

With 2.25% of outstanding shares, Third Avenue Management (Trades, Portfolio) is the company's largest guru shareholder, followed by Ken Fisher (Trades, Portfolio) with 1.17% and Chris Davis (Trades, Portfolio) with 0.65%.

Eleven gurus are invested in Colony Capital Inc. (CLNY)

With a market cap of $2.98 billion, the REIT's property holdings include health care, industrial and hospitality sectors. Its revenue of $2.75 billion has not changed over the past decade.

The stock is trading with a price-book ratio of 0.50. The current price of about $6 is 50.67% below its 52-week high and 14.96% above its 52-week low. Over the last 10 years, it has returned a loss of 54%.

The company's largest shareholder among the gurus is Seth Klarman (Trades, Portfolio) with 10.12% of outstanding shares, followed by NWQ Managers (Trades, Portfolio) with 1.54%, Hotchkis & Wiley with 1.1% and Jim Simons (Trades, Portfolio)' Renaissance Technologies with 0.25%.

The GEO Group Inc. (GEO) is held by eight gurus

The health care facility REIT has a market cap of $2.8 billion. Its revenue of $2.30 billion has grown 3.40% over the last 10 years.

The stock is trading with a price-earnings ratio of 18.72. The current price of $23.03 is 17.93% below its 52-week high and 20.89% above its 52-week low. Over the past decade, it has returned a gain of 91%.

With 6.87% of outstanding shares, Barrow, Hanley, Mewhinney & Strauss is the company's largest guru shareholder, followed by Hotchkis & Wiley with 4.3%, Ken Heebner (Trades, Portfolio) with 1.27% and Simons' firm with 0.15%.

Six gurus have positions in Green Brick Partners Inc. (GRBK)

With a market cap of $405.25 million, the company acquires and develops land as well as provides financing to its controlled builders. Its revenue of $569.65 million has not changed over the past decade.

The stock is trading with a price-earnings ratio of 13.87. The current price of about $8 is 36.08% below its 52-week high and 1.52% above its 52-week low. Over the last 10 years, it has returned a gain of 44%.

The company's largest shareholder among the gurus is David Einhorn (Trades, Portfolio) with 47.55% of outstanding shares, followed by John Rogers (Trades, Portfolio) with 4.17%, Hotchkis & Wiley with 0.2% and Third Avenue Management with 0.1%.

HCP Inc. (HCP) is held by seven gurus

The company, which manages and develops health care real estate and provides financing, has a market cap of $14.04 billion. Its revenue of $1.77 billion has fallen 1.40% over the past decade.

The stock is trading with a price-earnings ratio of 85.34. The current price of $29.87 is 1.31% below its 52-week high and 39.06% above its 52-week low. Over the last 10 years, it has returned a gain of 58%.

With 1.72% of outstanding shares, Barrow, Hanley, Mewhinney & Strauss is the company's largest guru shareholder, followed by Pioneer Investments (Trades, Portfolio) with 0.13%, Simons' firm with 0.12% and Davis with 0.1%.

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

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This article first appeared on GuruFocus.