Waterfront Capital Partners, LLC — Q4 2025 13F Holdings

Name: Waterfront Capital Partners, LLC — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001595077

Total reported value

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	✓	Ikena Oncology INC	Stock-Other	—	—	—

Position changes disclosed by Waterfront Capital Partners, LLC for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IRM	Iron Mountain INC	—	EXIT	Sold out
2	WELL	Welltower INC	—	EXIT	Sold out
3	REG	Regency Centers CORP	—	EXIT	Sold out
4	DLR	Digital Realty Trust INC	—	EXIT	Sold out
5	REXR	Rexford Industrial Realty In	—	EXIT	Sold out
6	CUBE	Cubesmart	—	EXIT	Sold out
7	SLG	Sl Green Realty CORP	—	EXIT	Sold out
8	AVB	Avalonbay Communities INC	—	EXIT	Sold out
9	GDS	Gds Holdings LTD - Adr	—	EXIT	Sold out
10	SKT	Tanger INC	—	EXIT	Sold out
11	ARE	Alexandria Real Estate Equit	—	EXIT	Sold out
12	VTR	Ventas INC	—	EXIT	Sold out
13	WPC	Wp Carey INC	—	EXIT	Sold out
14	AHR	American Healthcare Reit INC	—	EXIT	Sold out
15	CTRE	Caretrust Reit INC	—	EXIT	Sold out
16	BKD	Brookdale Senior Living INC	—	EXIT	Sold out
17	STAG	Stag Industrial INC	—	EXIT	Sold out
18	CPT	Camden Property Trust	—	EXIT	Sold out
19	FR	First Industrial Realty Tr	—	EXIT	Sold out
20	CUZ	Cousins Properties INC	—	EXIT	Sold out
21	✓	Ikena Oncology INC	—	—	Unchanged