The Analysis of Conversant Capital LLC's Holdings


Currently, Conversant Capital LLC holds 9 types of securities in its portfolio with a total value $478.3M. In the most recent quarter, they have increased their positions in CTRI (+2.6M shares, valued at $55.4M), WD (+353.1K shares, valued at $29.5M), IRT (+750.0K shares, valued at $12.3M); decreased their positions in SILA (-885.5K shares, valued at $22.2M), HPP (-2.4M shares, valued at $6.7M), RITM (-72.3K shares, valued at $823.5K); initiated new positions in CTRI (+2.6M shares, valued at $55.4M), WD (+353.1K shares, valued at $29.5M), IRT (+750.0K shares, valued at $12.3M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SNDA Sonida Senior Living Inc9.3M shares0.00%2025-09-302025-11-14history
CTRI Centuri Holdings Inc2.6M sharesnew addition2025-09-302025-11-14history
RITM Rithm Capital Corp3.9M shares-1.83%2025-09-302025-11-14history
GNL Global Net Lease Inc5.2M shares19.23%2025-09-302025-11-14history
WD Walker & Dunlop Inc353.1K sharesnew addition2025-09-302025-11-14history
HPP Hudson Pacific Properties Inc8.3M shares-22.67%2025-09-302025-11-14history
SILA Sila Realty Trust Inc592.2K shares-59.92%2025-09-302025-11-14history
IRT Independence Realty Trust Inc750.0K sharesnew addition2025-09-302025-11-14history
Sponsored
RAC.WS Rithm Acquisition Corp333.3K shares0.00%2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
TLT Put PutISHARES TR1.3M sharesnew addition2025-09-302025-11-14history