58 is the total number of securities JLP Asset Management, LLC has owned. The longest JLP Asset Management, LLC has owned a single stock is 20 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| PLD | PROLOGIS INC. | 20 | 20 | 5.93% | 9.00% | 12.41% | Q4 2018 | Q3 2023 | 20 |
| ELS | EQUITY LIFESTYLE PROPE... | 20 | 20 | 4.36% | 6.05% | 9.74% | Q4 2018 | Q3 2023 | 20 |
| AMH | AMERICAN HOMES 4 RENT- A | 20 | 20 | 3.21% | 5.04% | 7.16% | Q4 2018 | Q3 2023 | 20 |
| PSA | PUBLIC STORAGE | 20 | 20 | 1.20% | 4.35% | 9.39% | Q4 2018 | Q3 2023 | 20 |
| CUBE | CUBESMART | 15 | 4 | 2.20% | 3.84% | 5.38% | Q4 2018 | Q3 2023 | 19 |
| EXR | EXTRA SPACE STORAGE INC | 19 | 19 | 0.41% | 1.52% | 7.55% | Q4 2018 | Q2 2023 | 19 |
| EQIX | EQUINIX INC | 17 | 17 | 1.42% | 9.17% | 11.96% | Q3 2019 | Q3 2023 | 17 |
| MAA | MID-AMERICA APARTMENT ... | 14 | 3 | 2.45% | 5.37% | 7.75% | Q4 2018 | Q3 2023 | 17 |
| ADC | AGREE RLTY CORP | 13 | 4 | 0.60% | 2.26% | 5.82% | Q4 2018 | Q3 2023 | 17 |
| CTRE | CARETRUST REIT INC | 14 | 3 | 0.42% | 1.47% | 2.53% | Q4 2018 | Q3 2023 | 17 |
| REXR | REXFORD INDUSTRIAL REA... | 16 | 16 | 4.33% | 8.56% | 11.08% | Q4 2019 | Q3 2023 | 16 |
| TRNO | TERRENO RLTY CORP | 13 | 3 | 0.63% | 2.33% | 4.58% | Q4 2018 | Q3 2023 | 16 |
| SBAC | SBA COMMUNICATIONS COR... | 15 | 15 | 1.15% | 6.67% | 11.78% | Q1 2020 | Q3 2023 | 15 |
| EQR | EQUITY RESIDENTIAL | 14 | 14 | 4.05% | 7.65% | 12.30% | Q2 2020 | Q3 2023 | 14 |
| CCI | CROWN CASTLE INTL CORP... | 14 | 14 | 2.75% | 4.45% | 8.18% | Q2 2020 | Q3 2023 | 14 |
| BXP | BOSTON PROPERTIES INC | 13 | 13 | 1.06% | 2.03% | 3.23% | Q4 2018 | Q4 2021 | 13 |
| REG | REGENCY CTRS CORP | 10 | 3 | 0.36% | 1.85% | 3.31% | Q4 2018 | Q4 2022 | 13 |
| NHI | NATL HEALTH INVESTORS INC | 13 | 13 | 0.24% | 1.44% | 3.25% | Q4 2018 | Q4 2021 | 13 |
| LSI | LIFE STORAGE INC | 13 | 13 | 0.51% | 1.34% | 3.26% | Q4 2018 | Q4 2021 | 13 |
| SPG | SIMON PROPERTY GROUP INC | 13 | 13 | 0.50% | 1.33% | 2.86% | Q4 2018 | Q4 2021 | 13 |
| INN | SUMMIT HOTEL PROPERTIE... | 8 | 5 | 0.49% | 1.20% | 2.15% | Q4 2018 | Q3 2022 | 13 |
| DEI | DOUGLAS EMMETT INC | 13 | 13 | 0.24% | 1.09% | 2.53% | Q4 2018 | Q4 2021 | 13 |
| KIM | KIMCO RLTY CORP | 12 | 12 | 0.66% | 1.53% | 2.57% | Q4 2020 | Q3 2023 | 12 |
| CUZ | COUSINS PROPERTIES INC | 11 | 1 | 0.40% | 1.05% | 2.37% | Q2 2019 | Q3 2022 | 12 |
| SUI | SUN COMMUNITIES INC | 11 | 11 | 0.32% | 0.69% | 1.26% | Q4 2018 | Q2 2021 | 11 |
| COLD | AMERICOLD RLTY TR | 8 | 2 | 1.00% | 2.62% | 4.31% | Q2 2019 | Q4 2021 | 10 |
| AMT | AMERICAN TOWER CORP NEW | 9 | 9 | 4.95% | 7.72% | 10.18% | Q1 2020 | Q1 2022 | 9 |
| CPT | CAMDEN PPTY TR | 6 | 3 | 1.33% | 3.62% | 5.54% | Q4 2018 | Q3 2023 | 9 |
| PSB | PS BUSINESS PKS INC CALIF | 6 | 2 | 2.13% | 4.42% | 5.46% | Q4 2018 | Q1 2022 | 8 |
| BKD | BROOKDALE SR LIVING INC | 8 | 8 | 0.16% | 0.72% | 1.57% | Q1 2021 | Q4 2022 | 8 |
| WELL | WELLTOWER INC | 4 | 3 | 0.62% | 2.01% | 3.06% | Q2 2019 | Q3 2023 | 7 |
| AVB | AVALONBAY CMNTYS INC | 6 | 6 | 7.32% | 8.86% | 9.89% | Q4 2018 | Q1 2020 | 6 |
| CONE | CYRUSONE INC | 6 | 6 | 4.22% | 6.01% | 7.98% | Q1 2020 | Q2 2021 | 6 |
| DRE | DUKE REALTY CORP | 4 | 2 | 5.17% | 5.65% | 6.14% | Q4 2018 | Q3 2022 | 6 |
| MAC | MACERICH CO/THE | 6 | 6 | 0.47% | 0.99% | 1.56% | Q2 2021 | Q3 2022 | 6 |
| COR | CORESITE RLTY CORP | 5 | 5 | 1.41% | 3.50% | 6.36% | Q4 2018 | Q4 2019 | 5 |
| AIV | APARTMENT INVT & MGMT CO | 5 | 5 | 0.86% | 3.03% | 5.57% | Q3 2019 | Q3 2020 | 5 |
| SHO | SUNSTONE HOTEL INVS IN... | 5 | 5 | 1.71% | 2.35% | 2.86% | Q4 2018 | Q4 2019 | 5 |
| TCO | TAUBMAN CTRS INC | 5 | 5 | 1.51% | 2.03% | 2.97% | Q4 2018 | Q4 2019 | 5 |
| AIRC | APARTMENT INCOME REIT ... | 5 | 5 | 0.90% | 1.17% | 1.54% | Q4 2020 | Q4 2021 | 5 |
| NNN | NATIONAL RETAIL PROPER... | 5 | 5 | 0.37% | 0.51% | 0.66% | Q4 2020 | Q4 2021 | 5 |
| EGP | EASTGROUP PPTYS INC | 4 | 4 | 4.32% | 6.34% | 7.80% | Q4 2022 | Q3 2023 | 4 |
| HTA | HEALTHCARE TR AMER INC | 4 | 4 | 2.95% | 3.08% | 3.19% | Q4 2018 | Q3 2019 | 4 |
| NXRT | NEXPOINT RESIDENTIAL T... | 4 | 4 | 1.80% | 1.93% | 2.09% | Q4 2018 | Q3 2019 | 4 |
| SLG | SL GREEN RLTY CORP | 4 | 4 | 0.99% | 1.15% | 1.33% | Q1 2021 | Q4 2021 | 4 |
| SL GREEN RLTY CORP | 4 | 4 | 0.48% | 0.91% | 1.17% | Q1 2022 | Q4 2022 | 4 | |
| PGRE | PARAMOUNT GROUP INC | 4 | 4 | 0.39% | 0.53% | 0.72% | Q4 2019 | Q3 2020 | 4 |
| PEAK | HEALTHPEAK PROPERTIES INC | 3 | 3 | 4.14% | 4.29% | 4.48% | Q2 2022 | Q4 2022 | 3 |
| SITC | SITE CTRS CORP | 3 | 3 | 1.45% | 1.74% | 2.07% | Q2 2022 | Q4 2022 | 3 |
| HR | HEALTHCARE RLTY TR | 3 | 3 | 0.36% | 0.85% | 1.32% | Q2 2020 | Q4 2020 | 3 |
| KRC | KILROY RLTY CORP | 3 | 3 | 0.42% | 0.61% | 0.75% | Q1 2023 | Q3 2023 | 3 |
| DLR | DIGITAL RLTY TR INC | 2 | 2 | 3.70% | 4.67% | 5.64% | Q2 2023 | Q3 2023 | 2 |
| CUZ | COUSINS PPTYS INC | 2 | 2 | 2.31% | 2.79% | 3.27% | Q4 2018 | Q1 2019 | 2 |
| VTR | VENTAS INC | 2 | 2 | 1.17% | 2.46% | 3.74% | Q4 2019 | Q1 2020 | 2 |
| TIER | TIER REIT INC | 2 | 2 | 1.75% | 2.08% | 2.40% | Q4 2018 | Q1 2019 | 2 |
| RVI | RETAIL VALUE INC | 2 | 2 | 1.70% | 1.77% | 1.84% | Q4 2018 | Q1 2019 | 2 |
| HST | HOST HOTELS & RESORTS INC | 1 | 1 | 0.43% | 0.50% | 0.57% | Q4 2022 | Q3 2023 | 2 |
| RPAI | RETAIL PPTYS AMER INC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2019 | Q4 2019 | 1 |
Download | |||||||||
The securities at the top of the list , including PROLOGIS INC., EQUITY LIFESTYLE PROPERTIES, and AMERICAN HOMES 4 RENT- A, are the highest-conviction holdings of JLP Asset Management, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by JLP Asset Management, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that JLP Asset Management, LLC owns currently or has owned in the past.