Conversant Capital LLC
Net seller this quarter
$852M
16
-$73M
93.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SNDA | $596M | 69.90% | 30.83% | Not reported | Q4 2021 |
 COMP | $32.4M | 3.80% | 0.35% | New | Q2 2026 |
 CTRI | $28.7M | 3.37% | 0.94% | +11.1% | Q3 2025 |
 INVH | $28.7M | 3.37% | 0.16% | -24.0% | Q1 2026 |
 JAN | $24.4M | 2.87% | Not reported | -29.8% | Q1 2026 |
 WLDN | $23.3M | 2.73% | 1.95% | New | Q2 2026 |
 NUAI | $22.4M | 2.63% | 3.30% | New | Q2 2026 |
 DOC | $16.1M | 1.88% | 0.11% | New | Q2 2026 |
 CURB | $14.4M | 1.69% | 0.42% | Not reported | Q4 2024 |
 DRVN | $13.9M | 1.64% | 0.61% | Not reported | Q1 2026 |
 CBRE | $12.3M | 1.45% | 0.03% | New | Q2 2026 |
 BXDC | $10.8M | 1.27% | 0.50% | New | Q2 2026 |
 SHAZ | $8.53M | 1.00% | Not reported | New | Q2 2026 |
 HNI | $7.48M | 0.88% | 0.26% | New | Q2 2026 |
 HPP | $6.96M | 0.82% | 0.84% | Not reported | Q1 2025 |
 WHK | $5.56M | 0.65% | Not reported | New | Q2 2026 |
| Q1 2026 | |||||
| SNDA | $471M | 63.22% | 30.84% | +57.7% | Q4 2021 |
| INVH | $31.1M | 4.17% | 0.21% | New | Q1 2026 |
| JAN | $28.5M | 3.83% | Not reported | New | Q1 2026 |
 CCI | $27.2M | 3.64% | 0.08% | New | Q1 2026 |
 SMA | $26M | 3.49% | 1.55% | Not reported | Q2 2025 |
| CTRI | $25M | 3.35% | 0.85% | -38.9% | Q3 2025 |
 WD | $24.9M | 3.34% | 1.69% | +33.0% | Q4 2021 |
 RITM | $23.7M | 3.18% | 0.45% | -23.2% | Q3 2024 |
| PKST | $20.4M | 2.73% | 0.00% | Not reported | Q4 2025 |
 CDNL | $18.7M | 2.51% | Not reported | New | Q1 2026 |
| DRVN | $12.6M | 1.69% | 0.61% | New | Q1 2026 |
 COLD | $12.6M | 1.69% | 0.39% | -26.7% | Q2 2024 |
 KREF | $9M | 1.21% | 2.29% | New | Q1 2026 |
 H | $8.63M | 1.16% | Not reported | New | Q1 2026 |
 APC | $5.37M | 0.72% | 30000.00% | New | Q1 2026 |
| Q4 2025 | |||||
| SNDA | $302M | 57.38% | 49.36% | Not reported | Q4 2021 |
| RITM | $35.5M | 6.74% | 0.59% | -16.3% | Q3 2024 |
| CTRI | $35.4M | 6.71% | 1.39% | -46.5% | Q3 2025 |
 GNL | $32.7M | 6.21% | 1.76% | -26.6% | Q1 2025 |
| HPP | $28.2M | 5.36% | 4.81% | +120.6% | Q1 2025 |
| WD | $25.3M | 4.81% | 1.26% | +19.3% | Q4 2021 |
| NSA | $21.9M | 4.15% | 1.01% | New | Q4 2025 |
| COLD | $19.3M | 3.66% | 0.53% | Not reported | Q2 2024 |
 IRT | $14.9M | 2.82% | 0.36% | +13.3% | Q3 2025 |
 AVBC | $5.58M | 1.06% | 0.15% | New | Q4 2025 |
 UDR | $5.44M | 1.03% | 0.05% | Not reported | Q1 2023 |
| PKST | $1.44K | 0.00% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| SNDA | $257M | 43.53% | 49.29% | Not reported | Q4 2021 |
| CTRI | $55.4M | 9.39% | 2.95% | New | Q3 2025 |
| RITM | $44.3M | 7.51% | 0.70% | -1.8% | Q3 2024 |
| GNL | $42.1M | 7.14% | 2.35% | +19.2% | Q1 2025 |
| WD | $29.5M | 5.00% | 1.06% | Not reported | Q4 2021 |
| HPP | $22.8M | 3.87% | 2.18% | -22.7% | Q1 2025 |
| SILA | $14.9M | 2.52% | 1.08% | -59.9% | Q2 2024 |
| IRT | $12.3M | 2.08% | 0.31% | New | Q3 2025 |