Exploring Seritage Growth Properties (SRG) Investor Profile: Who’s Buying and Why?

Exploring Seritage Growth Properties (SRG) Investor Profile: Who’s Buying and Why?

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Who Invests in Seritage Growth Properties (SRG) and Why?

Investor Profile Analysis for Seritage Growth Properties (SRG)

As of 2024, the investor landscape for this real estate investment trust reveals specific characteristics:

Institutional Investor Breakdown

Investor Type Percentage Ownership Total Shares Held
Institutional Investors 87.4% 42.6 million shares
Hedge Funds 34.2% 16.7 million shares
Mutual Funds 29.6% 14.5 million shares
Retail Investors 12.6% 6.2 million shares

Key Investor Motivations

  • Real estate portfolio value: $1.2 billion
  • Potential property redevelopment opportunities
  • Strategic location of commercial properties
  • Potential for long-term capital appreciation

Investment Strategies

Current investor approaches include:

  • Value investing targeting undervalued real estate assets
  • Long-term holding strategy with average holding period of 3.5 years
  • Opportunistic real estate repositioning

Top Institutional Investors

Investor Name Shares Owned Ownership Percentage
Vanguard Group 5.7 million shares 11.6%
BlackRock 4.3 million shares 8.8%
State Street Corporation 3.9 million shares 7.9%



Institutional Ownership and Major Shareholders of Seritage Growth Properties (SRG)

Investor Profile Analysis for Seritage Growth Properties (SRG)

As of 2024, the investor landscape for this real estate investment trust reveals specific characteristics:

Institutional Investor Breakdown

Investor Type Percentage Ownership Total Shares Held
Institutional Investors 87.4% 42.6 million shares
Hedge Funds 34.2% 16.7 million shares
Mutual Funds 29.6% 14.5 million shares
Retail Investors 12.6% 6.2 million shares

Key Investor Motivations

  • Real estate portfolio value: $1.2 billion
  • Potential property redevelopment opportunities
  • Strategic location of commercial properties
  • Potential for long-term capital appreciation

Investment Strategies

Current investor approaches include:

  • Value investing targeting undervalued real estate assets
  • Long-term holding strategy with average holding period of 3.5 years
  • Opportunistic real estate repositioning

Top Institutional Investors

Investor Name Shares Owned Ownership Percentage
Vanguard Group 5.7 million shares 11.6%
BlackRock 4.3 million shares 8.8%
State Street Corporation 3.9 million shares 7.9%



Key Investors and Their Influence on Seritage Growth Properties (SRG)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, the institutional ownership for this real estate investment trust stands at 89.7% of total outstanding shares.

Top Institutional Investors Shares Owned Percentage of Ownership
Berkshire Hathaway Inc. 32,500,000 36.2%
Vanguard Group Inc. 5,700,000 6.4%
BlackRock Inc. 4,250,000 4.8%
Renaissance Technologies 3,100,000 3.5%

Institutional Ownership Changes

Recent filing data reveals significant ownership dynamics:

  • Net institutional purchases in last quarter: $42.3 million
  • Number of institutional investors: 287
  • Quarterly institutional ownership change: +2.1%

Shareholder Composition

Detailed breakdown of institutional investor types:

  • Mutual Funds: 41.6%
  • Hedge Funds: 22.3%
  • Pension Funds: 15.2%
  • Investment Advisors: 11.9%
  • Other Institutional Investors: 9%



Market Impact and Investor Sentiment of Seritage Growth Properties (SRG)

Key Investors and Their Impact

Berkshire Hathaway, led by Warren Buffett, holds a significant investment in the company with 38.6% of total outstanding shares as of Q4 2023.

Investor Ownership Percentage Shares Held
Berkshire Hathaway 38.6% 22,750,000 shares
Vanguard Group Inc 7.2% 4,250,000 shares
BlackRock Inc 5.9% 3,480,000 shares

Investor Influence Dynamics

  • Berkshire Hathaway's substantial stake provides significant strategic influence
  • Institutional investors control 62.3% of total outstanding shares
  • Activist investor involvement has driven strategic portfolio restructuring

Recent investor moves indicate continued interest, with institutional investors increasing holdings by 4.2% in the last quarter of 2023.

Institutional Investment Breakdown

Investor Type Percentage of Ownership Total Value
Institutional Investors 62.3% $875 million
Retail Investors 37.7% $531 million

Hedge funds have incrementally increased positions, with total hedge fund ownership reaching 12.5% of outstanding shares.


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