JLP Asset Management as of Dec. 31, 2021
Portfolio Holdings for JLP Asset Management
JLP Asset Management holds 31 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sba Communications Corp Cl A (SBAC) | 10.8 | $22M | 57k | 389.02 | |
| Rexford Industrial Realty Inc reit (REXR) | 10.3 | $21M | 260k | 81.11 | |
| Equinix (EQIX) | 9.5 | $19M | 23k | 845.84 | |
| Prologis (PLD) | 8.6 | $18M | 105k | 168.36 | |
| Mid-America Apartment (MAA) | 7.5 | $15M | 67k | 229.45 | |
| Equity Residential Sh Ben Int (EQR) | 6.7 | $14M | 150k | 90.50 | |
| American Tower Reit (AMT) | 5.7 | $12M | 40k | 292.51 | |
| American Homes 4 Rent Cl A (AMH) | 5.4 | $11M | 254k | 43.61 | |
| PS Business Parks | 5.2 | $11M | 58k | 184.17 | |
| Equity Lifestyle Properties (ELS) | 4.9 | $10M | 115k | 87.66 | |
| Cubesmart (CUBE) | 4.3 | $8.7M | 153k | 56.91 | |
| Public Storage (PSA) | 3.7 | $7.5M | 20k | 374.55 | |
| Crown Castle Intl (CCI) | 2.8 | $5.7M | 27k | 208.75 | |
| Kimco Realty Corporation (KIM) | 1.9 | $3.9M | 156k | 24.65 | |
| Apartment Income Reit Corp (AIRC) | 1.4 | $2.9M | 54k | 54.68 | |
| Summit Hotel Properties (INN) | 1.4 | $2.9M | 293k | 9.76 | |
| Macerich Company (MAC) | 1.2 | $2.3M | 136k | 17.28 | |
| Boston Properties (BXP) | 1.1 | $2.2M | 19k | 115.16 | |
| Caretrust Reit (CTRE) | 1.0 | $2.1M | 93k | 22.83 | |
| Americold Rlty Tr (COLD) | 1.0 | $2.0M | 62k | 32.79 | |
| Sl Green Realty | 1.0 | $2.0M | 28k | 71.69 | |
| Terreno Realty Corporation (TRNO) | 0.9 | $1.8M | 22k | 85.27 | |
| Extra Space Storage (EXR) | 0.6 | $1.3M | 5.9k | 226.80 | |
| Agree Realty Corporation (ADC) | 0.6 | $1.2M | 17k | 71.34 | |
| Life Storage Inc reit | 0.6 | $1.2M | 7.8k | 153.18 | |
| Simon Property (SPG) | 0.5 | $1.0M | 6.4k | 159.72 | |
| Cousins Pptys Com New (CUZ) | 0.4 | $818k | 20k | 40.28 | |
| National Retail Properties (NNN) | 0.4 | $750k | 16k | 48.08 | |
| Douglas Emmett (DEI) | 0.2 | $492k | 15k | 33.47 | |
| National Health Investors (NHI) | 0.2 | $485k | 8.4k | 57.50 | |
| Brookdale Senior Living (BKD) | 0.2 | $334k | 65k | 5.16 |
