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Yahoo
16-05-2025
- Business
- Yahoo
Is American Homes 4 Rent (AMH) an Attractive Stock?
Baron Funds, an investment management company, released its 'Baron Real Estate Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q1 2025, stocks were sold due to economic growth slowdown, inflation, and policymaking issues, including Baron Real Estate Fund®, without considering value. The fund declined 6.69% (Institutional Shares) in the quarter compared to a 3.11% decline for the MSCI USA IMI Extended Real Estate Index (the MSCI Real Estate Index) and a 0.76% gain for the MSCI US REIT Index (the REIT Index). In addition, please check the fund's top five holdings to know its best picks in 2025. In its first-quarter 2025 investor letter, Baron Real Estate Fund highlighted stocks such as American Homes 4 Rent (NYSE:AMH). American Homes 4 Rent (NYSE:AMH) is a large-scale integrated owner, operator, and developer of single-family rental homes. The one-month return of American Homes 4 Rent (NYSE:AMH) was 1.55%, and its shares gained 2.69% of their value over the last 52 weeks. On May 14, 2025, American Homes 4 Rent (NYSE:AMH) stock closed at $37.43 per share with a market capitalization of $15.778 billion. Baron Real Estate Fund stated the following regarding American Homes 4 Rent (NYSE:AMH) in its Q1 2025 investor letter: "American Homes 4 Rent (NYSE:AMH) is the second largest single-family home rental company with a portfolio of 60,000 single-family homes available for rent located across a diverse set of more than 30 markets with attractive renter demographics via above average incomes and employment growth. The exterior of a newly acquired rental property, showcasing the renovations made by the REIT. American Homes 4 Rent (NYSE:AMH) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 29 hedge fund portfolios held American Homes 4 Rent (NYSE:AMH) at the end of the fourth quarter which was 30 in the previous quarter. While we acknowledge the potential of American Homes 4 Rent (NYSE:AMH) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered American Homes 4 Rent (NYSE:AMH) and shared the list of best residential real estate stocks to buy according to analysts. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
16-05-2025
- Business
- Yahoo
Is Equity Residential (EQR) an Attractively Valued Stock?
Baron Funds, an investment management company, released its 'Baron Real Estate Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q1 2025, stocks were sold due to economic growth slowdown, inflation, and policymaking issues, including Baron Real Estate Fund®, without considering value. The fund declined 6.69% (Institutional Shares) in the quarter compared to a 3.11% decline for the MSCI USA IMI Extended Real Estate Index (the MSCI Real Estate Index) and a 0.76% gain for the MSCI US REIT Index (the REIT Index). In addition, please check the fund's top five holdings to know its best picks in 2025. In its first-quarter 2025 investor letter, Baron Real Estate Fund highlighted stocks such as Equity Residential (NYSE:EQR). Equity Residential (NYSE:EQR) is a real estate investment trust that focuses on the acquisition, development, and management of apartments. The one-month return of Equity Residential (NYSE:EQR) was 1.20%, and its shares gained 2.94% of their value over the last 52 weeks. On May 13, 2025, Equity Residential (NYSE:EQR) stock closed at $69.06 per share with a market capitalization of $27.044 billion. Baron Real Estate Fund stated the following regarding Equity Residential (NYSE:EQR) in its Q1 2025 investor letter: "Equity Residential (NYSE:EQR) is one of the largest U.S. apartment REITs with 80,000 high-quality apartment units concentrated in coastal markets with strong barriers to entry, compelling resident income/demographics, and high-cost home ownership. The company maintains a strong and liquid balance sheet. An exterior shot of a newly acquired apartment building, signifying the company's acquisition of large residential properties. Equity Residential (NYSE:EQR) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 25 hedge fund portfolios held Equity Residential (NYSE:EQR) at the end of the fourth quarter which was 30 in the previous quarter. While we acknowledge the potential of Equity Residential (NYSE:EQR) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Equity Residential (NYSE:EQR) and shared the list of best self-storage and apartment stocks to invest in. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
15-05-2025
- Business
- Yahoo
Digital Realty Trust (DLR) Slid on Normalization of Valuation
Baron Funds, an investment management company, released its 'Baron Real Estate Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q1 2025, stocks were sold due to economic growth slowdown, inflation, and policymaking issues, including Baron Real Estate Fund®, without considering value. The fund declined 6.69% (Institutional Shares) in the quarter compared to a 3.11% decline for the MSCI USA IMI Extended Real Estate Index (the MSCI Real Estate Index) and a 0.76% gain for the MSCI US REIT Index (the REIT Index). In addition, please check the fund's top five holdings to know its best picks in 2025. In its first-quarter 2025 investor letter, Baron Real Estate Fund highlighted stocks such as Digital Realty Trust, Inc. (NYSE:DLR). Digital Realty Trust, Inc. (NYSE:DLR) is a real estate investment trust that provides data center, colocation, and interconnection solutions. The one-month return of Digital Realty Trust, Inc. (NYSE:DLR) was 9.90%, and its shares gained 14.30% of their value over the last 52 weeks. On May 14, 2025, Digital Realty Trust, Inc. (NYSE:DLR) stock closed at $165.67 per share with a market capitalization of $56.848 billion. Baron Real Estate Fund stated the following regarding Digital Realty Trust, Inc. (NYSE:DLR) in its Q1 2025 investor letter: "Global data center REIT Digital Realty Trust, Inc. (NYSE:DLR), also detracted from performance in the quarter due to normalization of valuation from outsized absolute and relative levels, lower new bookings from an elevated high water mark achieved in 2024, and a more tempered outlook for the continued need of outsized capital investment spend from the global cloud providers on the back of the AI wave (i.e., digestion period). In addition, Microsoft, a top customer of Digital Realty's at over 10% of annualized rent, was rumored to be incrementally cancelling certain leases it had signed globally. While this was not specific to Digital Realty given the company's iron-clad lease agreements and likely included Microsoft specific considerations (e.g. capacity for Azure cloud versus incremental capacity earmarked for OpenAI), this development surfaced questions about the level of future incremental demand. A close-up view of a technician installing a server in the data center facility, representing the reliable services provided by the company. Digital Realty Trust, Inc. (NYSE:DLR) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 47 hedge fund portfolios held Digital Realty Trust, Inc. (NYSE:DLR) at the end of the fourth quarter which was 52 in the previous quarter. While we acknowledge the potential of Digital Realty Trust, Inc. (NYSE:DLR) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Digital Realty Trust, Inc. (NYSE:DLR) and shared the list of best REIT stocks to buy according to billionaires. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
15-05-2025
- Business
- Yahoo
What Gives Brookfield Corporation (BN) Significant Opportunities for Growth?
Baron Funds, an investment management company, released its 'Baron Real Estate Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q1 2025, stocks were sold due to economic growth slowdown, inflation, and policymaking issues, including Baron Real Estate Fund®, without considering value. The fund declined 6.69% (Institutional Shares) in the quarter compared to a 3.11% decline for the MSCI USA IMI Extended Real Estate Index (the MSCI Real Estate Index) and a 0.76% gain for the MSCI US REIT Index (the REIT Index). In addition, please check the fund's top five holdings to know its best picks in 2025. In its first-quarter 2025 investor letter, Baron Real Estate Fund highlighted stocks such as Brookfield Corporation (NYSE:BN). Brookfield Corporation (NYSE:BN) is an alternative asset manager and REIT/Real Estate Investment Manager firm. The one-month return of Brookfield Corporation (NYSE:BN) was 19.72%, and its shares gained 33.29% of their value over the last 52 weeks. On May 14, 2025, Brookfield Corporation (NYSE:BN) stock closed at $59.50 per share with a market capitalization of $92.046 billion. Baron Real Estate Fund stated the following regarding Brookfield Corporation (NYSE:BN) in its Q1 2025 investor letter: "Brookfield Corporation (NYSE:BN) is a leading global owner and operator of real assets such as real estate and infrastructure. We believe the company's global reach, capital, and the synergies among its businesses provide significant opportunities for growth. A portfolio manager reviewing financial documents in a modern office. Brookfield Corporation (NYSE:BN) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 37 hedge fund portfolios held Brookfield Corporation (NYSE:BN) at the end of the fourth quarter which was 37 in the previous quarter. In the first quarter 2025, Brookfield Corporation's (NYSE:BN) distributable earnings before realizations increased 30% to $1.3 billion. While we acknowledge the potential of Brookfield Corporation (NYSE:BN) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Brookfield Corporation (NYSE:BN) and shared billionaire Bill Ackman's stock picks with huge upside potential. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
15-05-2025
- Business
- Yahoo
American Tower Corporation (AMT) Underpinned by Strong Demand Driven by Secular Growth in Mobile Data
Baron Funds, an investment management company, released its 'Baron Real Estate Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q1 2025, stocks were sold due to economic growth slowdown, inflation, and policymaking issues, including Baron Real Estate Fund®, without considering value. The fund declined 6.69% (Institutional Shares) in the quarter compared to a 3.11% decline for the MSCI USA IMI Extended Real Estate Index (the MSCI Real Estate Index) and a 0.76% gain for the MSCI US REIT Index (the REIT Index). In addition, please check the fund's top five holdings to know its best picks in 2025. In its first-quarter 2025 investor letter, Baron Real Estate Fund highlighted stocks such as American Tower Corporation (NYSE:AMT). American Tower Corporation (NYSE:AMT) is a leading independent multitenant communications real estate operator. The one-month return of American Tower Corporation (NYSE:AMT) was -8.16%, and its shares gained 4.90% of their value over the last 52 weeks. On April 10, 2025, American Tower Corporation (NYSE:AMT) stock closed at $204.50 per share with a market capitalization of $95.73 billion. Baron Real Estate Fund stated the following regarding American Tower Corporation (NYSE:AMT) in its Q1 2025 investor letter: "American Tower Corporation (NYSE:AMT) is the leading global mobile tower operator with 150,000 sites globally, with demand underpinned by the increasing secular growth in mobile data. A wide angled view of a high-rise office building, the windows reflecting a nearby cityscape. American Tower Corporation (NYSE:AMT) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 70 hedge fund portfolios held American Tower Corporation (NYSE:AMT) at the end of the fourth quarter compared to 73 in the third quarter. While we acknowledge the potential of American Tower Corporation (NYSE:AMT) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered American Tower Corporation (NYSE:AMT) and shared the list of best-performing real estate stocks. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey.
