Conversant Capital LLC Portfolio Holdings by Sector

Conversant Capital LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Medical Care Facilities \| Healthcare SNDA 1 stocks	$254,592 50.79% of portfolio	-	-	-	-	0 Calls 0 Puts
ETFs \| ETFs TLT 1 stocks	$111,712 22.29% of portfolio	1	-	1	-	0 Calls 1 Puts
REIT—Diversified \| Real Estate GNL 1 stocks	$42,102 8.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services WD 1 stocks	$29,527 5.89% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate NRZ 1 stocks	$28,189 5.62% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Office \| Real Estate HPP 1 stocks	$22,837 4.56% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate IRT 1 stocks	$12,292 2.45% of portfolio	1	-	1	-	0 Calls 0 Puts

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