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英文名称:Seritage Growth Properties
简介:Seritage Growth Properties作为一个新组成的实体于2014年12月18日在马里兰州成立
电话:1-212-3557800
由于西尔斯(SHLD) 竞争压力日益增大,长期运营不佳,在激进投资者和管理层的努力下,Sears终于决定将比较值钱的,长期增值的固定资产部分分拆成为reits,即:Seritage Growth Properties,以求股东利益最大化。这只REIT从Sears拿到了些什么?如图所示,其拿到了235个全资物业,31个合资物业,共计266处物业,总面积4200万平方英尺。其拥有的物业大多集中在繁华的都市区。加州的物业占其自由物业总收入的20.8%。Seritage在之前,91%的面积租给希尔百货,78%的收入来自希尔百货。且是以非常廉价的,4.31美元/平方英尺的价格出租的。而之前由于管理不善,出租给第三方的租金为11.23美元/平方英尺。分拆之后,Seritage根据合约,有权对50%的物业面积进行重新定价,签约。目前SNO(Signed not opened),即已签约未营业的租约价格已经上升到了18.95美元/平方英尺。而美国商用地块平均租金高达35.99美元/平方英尺。所以对Seritage来说,仍旧有很大的提升空间。由于Seritage刚上市不久,资料全部来自于其路演文件,如有不当之处请谅解。本文不代表本人观点,本人不吃持有Seritage股份。转载来自雪球徐佳杰Pierre
交易日期 | 交易人 | 职位 | 类型 | 交易份额 | 价格 |
---|---|---|---|---|---|
2017-08-06 | Mcclain (John T) | Director | Buy | 200 | 48.21 |
2017-06-26 | Berkowitz (Bruce R) | Beneficial Owner of More than 10% Class | Buy | 20000 | 42.16 |
2017-06-26 | Berkowitz (Bruce R) | Beneficial Owner of More than 10% Class | Sell | 20000 | 42.16 |
2017-06-26 | Berkowitz (Bruce R) | Beneficial Owner of More than 10% Class | Sell | 259600 | -- |
2017-05-25 | Berkowitz (Bruce R) | Beneficial Owner of More than 10% Class | Buy | 15300 | 39.56 |
2017-05-23 | Berkowitz (Bruce R) | Beneficial Owner of More than 10% Class | Buy | 13900 | 39.82 |
2017-05-23 | Berkowitz (Bruce R) | Beneficial Owner of More than 10% Class | Buy | 2000 | 39.82 |
2017-05-18 | Berkowitz (Bruce R) | Beneficial Owner of More than 10% Class | Buy | 100 | 38.75 |
2017-05-16 | Berkowitz (Bruce R) | Beneficial Owner of More than 10% Class | Buy | 4200 | 38.75 |
2017-05-15 | Berkowitz (Bruce R) | Beneficial Owner of More than 10% Class | Buy | 46600 | 38.75 |
2017-05-14 | Berkowitz (Bruce R) | Beneficial Owner of More than 10% Class | Buy | 46400 | 39.70 |
2017-05-14 | Berkowitz (Bruce R) | Beneficial Owner of More than 10% Class | Buy | 3100 | 39.63 |
2017-05-14 | Berkowitz (Bruce R) | Beneficial Owner of More than 10% Class | Buy | 5100 | 39.60 |
2017-05-14 | Berkowitz (Bruce R) | Beneficial Owner of More than 10% Class | Buy | 1900 | 39.64 |
2017-05-11 | Berkowitz (Bruce R) | Beneficial Owner of More than 10% Class | Buy | 4900 | 40.00 |
2017-05-11 | Berkowitz (Bruce R) | Beneficial Owner of More than 10% Class | Buy | 2400 | 39.99 |
2017-05-11 | Berkowitz (Bruce R) | Beneficial Owner of More than 10% Class | Buy | 38900 | 39.98 |
2017-05-10 | Berkowitz (Bruce R) | Beneficial Owner of More than 10% Class | Buy | 44800 | 39.92 |
2017-05-08 | Berkowitz (Bruce R) | Beneficial Owner of More than 10% Class | Buy | 17600 | 39.98 |
2017-05-07 | Mcclain (John T) | Director | Buy | 400 | 40.02 |
2017-05-07 | Berkowitz (Bruce R) | Beneficial Owner of More than 10% Class | Buy | 41100 | 40.07 |
2017-05-07 | Berkowitz (Bruce R) | Beneficial Owner of More than 10% Class | Buy | 500 | 40.26 |
2017-05-04 | Berkowitz (Bruce R) | Beneficial Owner of More than 10% Class | Buy | 7000 | 41.11 |
2017-05-04 | Berkowitz (Bruce R) | Beneficial Owner of More than 10% Class | Buy | 2600 | 40.25 |
2017-05-03 | Berkowitz (Bruce R) | Beneficial Owner of More than 10% Class | Buy | 12100 | 41.26 |
2017-05-03 | Berkowitz (Bruce R) | Beneficial Owner of More than 10% Class | Buy | 59100 | 41.26 |
2017-05-03 | Berkowitz (Bruce R) | Beneficial Owner of More than 10% Class | Buy | 1100 | 41.14 |
2017-05-01 | Berkowitz (Bruce R) | Beneficial Owner of More than 10% Class | Sell | 10000 | -- |
2017-04-30 | Berkowitz (Bruce R) | Beneficial Owner of More than 10% Class | Buy | 900 | 41.50 |
2017-04-30 | Berkowitz (Bruce R) | Beneficial Owner of More than 10% Class | Buy | 800 | 41.50 |
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机构持股 | |||||
---|---|---|---|---|---|
持有者 | 持有份额 | 持股比例 | 份额变化 | 变化率 | 报告日期 |
AXA SA | 706858 | 1.27% | -259461 | -26.85% | 2019-03-31 |
EMS Capital LP | 1738761 | 3.12% | 41725 | 2.46% | 2019-03-31 |
Empyrean Capital Partners, LP | 2217958 | 3.97% | -202420 | -8.36% | 2019-03-31 |
BloombergSan Investment Partners | 2799479 | 5.02% | 89639 | 3.31% | 2019-03-31 |
BlackRock Inc | 2860918 | 5.13% | -28777 | -1.00% | 2019-03-31 |
EdgePoint Investment Management Inc | 3832406 | 6.73% | 24546 | 0.64% | 2019-07-31 |
Vanguard Group Inc | 4499288 | 8.06% | -166167 | -3.56% | 2019-03-31 |
Hotchkis & Wiley Capital Management LLC | 4075880 | 7.30% | 184320 | 4.74% | 2019-03-31 |
EdgePoint Investment Group, Inc. | 4835506 | 8.66% | 3500 | 0.07% | 2019-03-31 |
Eagle Asset Management, Inc. | 1498227 | 2.68% | 162103 | 12.13% | 2019-03-31 |
Gates Capital Management Inc | 1423461 | 2.55% | 245093 | 20.80% | 2019-03-31 |
State Street Corporation | 1284178 | 2.30% | 246579 | 23.76% | 2019-03-31 |
Morgan Stanley Smith Barney LLC | 728246 | 1.30% | -38216 | -4.99% | 2019-03-31 |
Morgan Stanley - Brokerage Accounts | 734843 | 1.32% | -82911 | -10.14% | 2019-03-31 |
Manulife Asset Management Limited | 900676 | 1.58% | -114159 | -11.25% | 2019-07-31 |
Manufacturers Life Insurance Co | 943524 | 1.69% | -13683 | -1.43% | 2019-03-31 |
Vanguard Investments Australia Ltd | 973891 | 1.71% | 11370 | 1.18% | 2019-07-31 |
American Beacon Advisors Inc | 1058165 | 1.86% | 21900 | 2.11% | 2019-07-31 |
BlackRock Fund Advisors | 1091093 | 1.92% | 12666 | 1.17% | 2019-07-31 |
Carillon Tower Advisers, Inc. | 1169447 | 2.10% | 136883 | 13.26% | 2019-03-31 |
Geode Capital Management, LLC | 776962 | 1.39% | 425483 | 121.06% | 2018-12-31 |
Governors Lane LP | 1130500 | 2.03% | 404524 | 55.72% | 2018-12-31 |
XL Group Investments Ltd | 817996 | 1.46% | -- | -- | 2018-06-30 |
Principal Global Investors, LLC | 1097816 | 1.96% | 1056365 | 2548.47% | 2018-11-30 |
BlackRock Institutional Trust Company NA | 1264539 | 2.26% | 211319 | 20.06% | 2018-06-30 |
Fairholme Capital Management LLC | 2774498 | 4.96% | -666400 | -19.37% | 2018-11-30 |
AllianceBernstein L.P. | 959930 | 1.72% | 687532 | 252.40% | 2018-09-30 |
Elliott & Page Limited | 847453 | 1.52% | 52751 | 6.64% | 2018-07-31 |
Esl Partners LP | 949363 | 1.70% | -5599 | -0.59% | 2018-05-07 |
Northern Trust Investments N A | 534303 | 0.96% | 99248 | 22.81% | 2018-06-30 |
Wallace Capital Management, INC. | 501990 | 0.90% | 11871 | 2.42% | 2018-06-30 |
Charles Schwab Investment Management Inc | 344451 | 0.62% | 54261 | 18.70% | 2018-06-30 |
Schwerin Boyle Capital Management Inc | 460609 | 0.83% | 102125 | 28.49% | 2018-03-31 |
State Street Corp | 959538 | 1.72% | 77049 | 8.73% | 2018-06-30 |
TCW Asset Management Co | 390505 | 0.70% | -154685 | -28.37% | 2018-03-31 |
Everett Capital Advisors UK LLP | 488889 | 0.88% | 164643 | 50.78% | 2017-12-31 |
Esl Investments Inc | 424347 | 0.76% | -97128 | -18.63% | 2017-12-31 |
Wells Fargo Advisors, LLC | 299503 | 0.54% | 34904 | 13.19% | 2017-12-31 |
Millennium Management LLC | 316575 | 0.57% | 241049 | 319.16% | 2017-12-31 |
Vanguard Specialized Funds | 1692332 | 3.03% | -23801 | -1.39% | 2017-12-31 |
Goldman, Sachs & Co. | 263319 | 0.47% | -65804 | -19.99% | 2017-09-30 |
OppenheimerFunds Inc | 188902 | 0.57% | 5764 | 3.15% | 2016-09-30 |
J.P. Morgan Securities Inc | 226554 | 0.68% | -32726 | -12.62% | 2016-09-30 |
Force Capital Management LLC | 258848 | 0.78% | -87458 | -25.25% | 2016-09-30 |
Citadel GP LLC | 389359 | 0.70% | 389359 | -- | 2015-12-31 |
Dalal Street LLC | 529113 | 1.59% | -- | -- | 2016-09-30 |
共同基金持股 | |||||
---|---|---|---|---|---|
持有者 | 持有份额 | 持股比例 | 份额变化 | 变化率 | 报告日期 |
State Street Russell Small Cap | 137492 | 0.24% | -- | -- | 2019-06-30 |
Vanguard Small Cap Index | 813684 | 1.43% | -25750 | -3.07% | 2019-06-30 |
Vanguard Total Stock Market Index Fund | 902007 | 1.58% | 34 | -- | 2019-06-30 |
Hotchkis & Wiley Small Cap Value Fund | 966900 | 1.70% | -- | -- | 2019-05-31 |
American Beacon Small Cap Value Fund | 1035565 | 1.82% | -- | -- | 2019-05-31 |
Edgepoint Global Growth & Income Port | 1049124 | 1.84% | 5972 | 0.57% | 2018-12-31 |
Carillon Eagle Small Cap Growth Fund | 1169447 | 2.05% | -- | -- | 2019-06-30 |
Vanguard Real Estate Index Fund | 1342302 | 2.36% | -8572 | -0.63% | 2019-06-30 |
Edgepoint Global Portfolio | 2783282 | 4.89% | 18574 | 0.67% | 2018-12-31 |
Manulife Monthly High Income Fund | 788349 | 1.38% | -- | -- | 2019-06-30 |
Hotchkis & Wiley Value Opps Fd | 734500 | 1.29% | -39500 | -5.10% | 2019-05-31 |
iShares Russell 2000 ETF | 723827 | 1.27% | 12113 | 1.70% | 2019-07-30 |
State Street Russell Small/Mid Cap | 140509 | 0.25% | -- | -- | 2019-06-30 |
DFA Real Estate Securities Portfolio | 149123 | 0.26% | 25796 | 20.92% | 2019-06-30 |
Vanguard Real Estate II Index Fund | 206460 | 0.36% | 532 | 0.26% | 2019-06-30 |
Schwab US REIT ETF | 225037 | 0.40% | 90 | 0.04% | 2019-07-31 |
Third Avenue Real Estate Value Fund | 255112 | 0.45% | -14188 | -5.27% | 2019-04-30 |
iShares Russell 2000 Value ETF | 270435 | 0.47% | 549 | 0.20% | 2019-07-31 |
Vanguard Extended Market Index Fund | 389342 | 0.68% | 411 | 0.11% | 2019-06-30 |
Vanguard Small Cap Value Index Fund | 516351 | 0.91% | -11349 | -2.15% | 2019-06-30 |
Fidelity | 136941 | 0.25% | -- | -- | 2019-06-30 |
iShares US Small Cap ETF (CAD-Hedged) | 662545 | 1.19% | -1116 | -0.17% | 2019-05-30 |
Vanguard Small Cap Index Fund | 841774 | 1.51% | 8976 | 1.08% | 2019-04-30 |
Aon Hewitt Small & Mid Cap Equity | 136964 | 0.25% | -32 | -0.02% | 2019-04-30 |
Manulife Yield Opportunities Fund | 116181 | 0.21% | -2840 | -2.39% | 2019-01-31 |
SPDR | 115124 | 0.21% | -- | -- | 2019-02-28 |
DFA Global Real Estate Securities Port | 83097 | 0.15% | 2180 | 2.69% | 2019-01-31 |
MainStay VP Eagle Small Cap Growth Port | 82680 | 0.15% | -- | -- | 2018-12-31 |
Schwab US Small-Cap ETF | 78241 | 0.14% | -- | -- | 2019-02-28 |
1290 VT GAMCO Small Company Value Port | 76000 | 0.14% | 6000 | 8.57% | 2018-12-31 |
iShares Dev Mkts Prpty Yld ETF | 72020 | 0.13% | -- | -- | 2018-09-20 |
Undrly L&G Diversified Life | 68534 | 0.12% | 68534 | -- | 2018-09-30 |
Undrly L&G Pen PMC Diversified | 68534 | 0.12% | 68534 | -- | 2018-09-30 |
Keeley Small Cap Value Fund | 149380 | 0.27% | -- | -- | 2018-07-31 |
Fairholme Allocation Fund | 175918 | 0.31% | -511400 | -74.41% | 2018-02-28 |
Fairholme Focused Income Fund | 413000 | 0.74% | -155000 | -27.29% | 2018-02-28 |
Principal Global Multi-Strategy Fund | 1056153 | 1.89% | 1056153 | -- | 2018-09-30 |
Fairholme Fund | 2185580 | 3.91% | -- | -- | 2018-02-28 |
BlackRock Advantage US Total Market Fund | 175177 | 0.31% | 77777 | 79.85% | 2017-09-30 |
Vanguard Small Cap Value Index Inv | 500420 | 0.90% | 4521 | 0.91% | 2018-07-31 |
Vanguard Total Stock Mkt Idx | 785113 | 1.40% | -- | -- | 2018-07-31 |
Hotchkis & Wiley Value Opps A | 804600 | 1.44% | 40100 | 5.25% | 2018-07-31 |
Hotchkis & Wiley Small Cap Value I | 977400 | 1.75% | 17700 | 1.84% | 2018-07-31 |
American Beacon Small Cp Val Inst | 1012200 | 1.81% | 332200 | 48.85% | 2018-07-31 |
Eagle Small Cap Growth A | 1032564 | 1.85% | -- | -- | 2018-06-30 |
Vanguard REIT Index Inv | 1612391 | 2.88% | 16035 | 1.00% | 2018-07-31 |
iShares Russell 2000 Value | 302241 | 0.54% | -- | -- | 2018-09-12 |
Vanguard Extended Market Idx Inv | 354162 | 0.63% | 11000 | 3.21% | 2018-07-31 |
MainStay VP Eagle Small Growth Svc | 74736 | 0.13% | -- | -- | 2018-07-31 |
Northern Trust Russell 2000 Index Fund - DC - Non-Lending | 79340 | 0.14% | -282 | -0.35% | 2018-07-31 |
State Street Russell Small/Mid Cap Idx Fd Cl I | 84709 | 0.15% | 4017 | 4.98% | 2017-06-30 |
Fidelity Spartan | 119856 | 0.21% | -- | -- | 2018-07-31 |
AON HEWITT SMALL & MID CAP EQUITY FUND CL I | 134260 | 0.26% | -7603 | -5.36% | 2018-07-31 |
Keeley Small Cap Value A | 149380 | 0.27% | -- | -- | 2018-07-31 |
Third Avenue Real Estate Value Instl | 269300 | 0.48% | 269300 | -- | 2018-04-30 |
Fairholme Allocation | 175918 | 0.32% | -511400 | -74.41% | 2018-02-28 |
Fairholme | 2185580 | 3.92% | -- | -- | 2018-02-28 |
Fairholme Focused Income | 413000 | 0.74% | -155000 | -27.29% | 2018-02-28 |
BlackRock Value Opportunities Instl | 175177 | 0.31% | 77777 | 79.85% | 2017-09-30 |
BlackRock Master Value Opportunities LLC | 117149 | 0.21% | -- | -- | 2017-11-30 |
GoodHaven | 68058 | 0.12% | -- | -- | 2016-08-31 |
BlackRock Global SmallCap Inv A | 176026 | 0.53% | -- | -- | 2016-12-31 |
BlackRock Mid Cap Value Opps Inv A | 150991 | 0.45% | 1500 | 1.00% | 2016-12-31 |
Vanguard Small Cap Growth Index Fund | 143594 | 0.40% | -3215 | -2.20% | 2015-10-31 |
Fidelity Spartan® Total Market Idx Fund | 84106 | 0.20% | 84106 | -- | 2015-09-30 |
GoodHaven Fund | 68058 | 0.20% | 68058 | -- | 2015-08-31 |
Mellon Capital EB DL Mkt Completion Fund | 49403 | 0.20% | 49403 | -- | 2015-09-30 |
SEI Small/Mid Cap Equity (SIIT) | 39400 | 0.10% | 19300 | 96.00% | 2015-10-31 |
BlackRock Extended Equity Market Fund | 37071 | 0.10% | 37071 | -- | 2015-09-30 |
Fidelity Spartan® Extended Mkt Indx Fd | 147893 | 0.40% | 147893 | -- | 2015-09-30 |
Artemis US Extended Alpha Fund | 35618 | -- | 35618 | -- | 2015-07-31 |
SEI Small Cap (SIIT) | 28000 | 0.10% | 13700 | 95.80% | 2015-10-31 |
Litman Gregory Masters Alt Strats Fund | 36502 | 0.10% | 36502 | -- | 2015-09-30 |
John T. McClain | Presently, John T. McClain holds the position of Chief Financial Officer & Executive Vice President for Iconix Brand Group, Inc. Mr. McClain is also on the board of Lands' End, Inc. and Seritage Growth Properties. He previously held the position of Chief Financial Officer for Lindblad Expeditions Holdings, Inc., Director at Premier Brands Group Holdings LLC and Chief Financial Officer of The Jones Group, Inc. (a subsidiary of Premier Brands Group Holdings LLC), Audit Manager at Arthur Andersen LLP, Chief Accounting Officer of Avis Budget Group, Inc. Chief Operating Officer for Cendant Finance Holding Co. LLC and Senior Vice President-Finance & Controller at Cendant Corp. (Hotel Group) (both are subsidiaries of Avis Budget Group, Inc.), Chief Accounting Officer & Vice President at SIRIUS Satellite Radio, Inc. and Accounting Director & Controller at ITT Corp. He received an undergraduate degree from Lehigh University. |
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Kenneth Theodore Lombard | Kenneth Theodore Lombard occupies the position of Chief Operating Officer & Executive Vice President at Seritage Growth Properties. In his past career he was President & Partner at The Johnson Development Corp., SVP & President-Starbucks Entertainment at Starbucks Corp. and President-Starbucks Entertainment at Starbucks Coffee Co. (a subsidiary of Starbucks Corp.), Vice Chairman of Investments at Capri Capital Partners LLC and Principal at MacFarlane Partners LP. Mr. Lombard received an undergraduate degree from the University of Washington. |
Thomas M. Steinberg | Founder of TS Partners, Inc., Thomas M. Steinberg is on the board of Seritage Growth Properties and Seritage Growth Properties LP. In the past he occupied the position of Chief Executive Officer for TS Partners, Inc., President at Tisch Family Interests and Vice President of Goldman Sachs & Co. LLC. He received an MBA from Stanford University and an undergraduate degree from Yale University. |
Edward Scott Lampert | Edward Scott Lampert is a businessperson who founded ESL Investments, Inc. and who has been at the helm of 8 different companies. Presently, Mr. Lampert is Chairman of Seritage Growth Properties, Chairman of Seritage Growth Properties LP (a subsidiary of Seritage Growth Properties), Chief Executive Officer for ESL Investments, Inc., Chief Executive Officer of ESL Partners LP (a subsidiary of ESL Investments, Inc.), Chief Executive Officer of Transform Holdco LLC and Chairman & Chief Executive Officer for Sears, Roebuck & Co. Mr. Lampert is also on the board of Kmart Holding Corp. (former Chairman). In the past Mr. Lampert was Chairman at Sears Holdings Corp. Edward Scott Lampert received an undergraduate degree from Yale University. |
Benjamin W. Schall | Currently, Benjamin W. Schall occupies the position of President, Chief Executive Officer & Trustee at Seritage Growth Properties and President, Chief Executive Officer & Trustee at Seritage Growth Properties LP (a subsidiary of Seritage Growth Properties). He is also on the board of University Settlement Society of New York, Inc. In his past career he occupied the position of Senior Vice President of Vornado Realty Trust and Chief Operating Officer of Rouse Properties, Inc. Mr. Schall received an undergraduate degree from Swarthmore College and an MBA from Harvard Business School. |
Allison Laine Thrush | Allison Laine Thrush is on the board of Seritage Growth Properties and Seritage Growth Properties LP. In her past career Ms. Thrush was Principal at New York State Urban Development Corp., Principal at PricewaterhouseCoopers Corporate Finance LLC, Principal at New York State Common Retirement Fund and Managing Director at FIG LLC (Private Equity). She received an undergraduate degree from the University of California, Berkeley and a graduate degree from Harvard University. |
Brian R. Dickman | Presently, Brian R. Dickman occupies the position of Chief Financial Officer & Executive Vice President of Seritage Growth Properties and Chief Financial Officer & Executive Vice President of Seritage Growth Properties LP (a subsidiary of Seritage Growth Properties). In his past career he occupied the position of Chief Financial Officer & Secretary of Agree Realty Corp. He received an undergraduate degree from the University of Michigan and an MBA from Stephen M. Ross School of Business. |
Mary E. Rottler | Presently, Mary E. Rottler is Executive Vice President-Leasing & Operations at Seritage Growth Properties and Executive Vice President-Leasing & Operations at Seritage Growth Properties LP (a subsidiary of Seritage Growth Properties). She previously was Vice President-Real Estate at Walmart, Inc. |
James E. Bry | James E. Bry is Executive VP-Development & Construction at Seritage Growth Properties. In his past career Mr. Bry held the position of Senior Vice President-Development & Construction at Vornado Realty Trust. |
David Seth Fawer | David Seth Fawer is on the board of Seritage Growth Properties and Seritage Growth Properties LP. He previously held the position of Senior Managing Director at Blackstone Real Estate Debt Strategies, Managing Director & Partner at Dune Real Estate Partners LP, Managing Director & Partner at Dune Capital LP and Secretary & Director at IMB HoldCo LLC. |
Matthew E. Fernand | Currently, Matthew E. Fernand is Secretary, Executive VP & General Counsel at Seritage Growth Properties and Executive Vice President & General Counsel at Seritage Growth Properties LP (a subsidiary of Seritage Growth Properties). In the past Mr. Fernand was Partner at Sidley Austin LLP. |
Sharon Osberg | Sharon Osberg is on the board of Seritage Growth Properties, Seritage Growth Properties LP, Felidae Conservation Fund and Orangutan Foundation International. In the past Ms. Osberg held the position of Chief Operating Officer of 724 Solutions, Inc. (Canada) and Chairman of Sequoia Fund, Inc. She received an undergraduate degree from Dickinson College. |
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