§ 13F · FUND PROFILE
Conversant Capital LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 13Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$526.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SNDA | Sonida Senior Living Inc | 9.26M | $302.1T | 57.4% | NEW |
| 2 | RITM | Rithm Capital Corp | 3.25M | $35.5T | 6.7% | NEW |
| 3 | CTRI | Centuri Holdings Inc | 1.40M | $35.4T | 6.7% | NEW |
| 4 | GNL | Global Net Lease Inc | 3.80M | $32.7T | 6.2% | NEW |
| 5 | HPP | Hudson Pacific Properties Inc | 2.61M | $28.2T | 5.4% | NEW |
| 6 | WD | Walker & Dunlop Inc | 421K | $25.3T | 4.8% | NEW |
| 7 | NSA | National Storage Affiliates Trust | 775K | $21.9T | 4.2% | NEW |
| 8 | COLD | Americold Realty Trust Inc | 1.50M | $19.3T | 3.7% | NEW |
| 9 | IRT | Independence Realty Trust Inc | 850K | $14.9T | 2.8% | NEW |
| 10 | AVB | AvalonBay Communities Inc | 31K | $5.6T | 1.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CONVERSANT SIGNAL
AC read
Conversant Capital LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed