This is part 1 of a 5 part series where we analyze the REITs Soros Fund Management holds according to the latest 13f filings by his office.
George Soros, aka “The man who broke the Bank of England”, is Chairman of Soros Fund Management, which reported a stake of 42,541 shares as of September 30, 2015, that equates to approximately $3.2M as of today. His total stake in REITs equates to approximately $80M compared to his fund that manages $10B.
In this series, we’ll dive deep into his $80M long positions in REITs starting with EQR (EQR ).
EQR, along with a lot of REITs that he is long on, unsurprisingly have remained unscathed in 2016, as money moved from risky asset classes to less risky asset classes like REITs.
Below Dividend.com analyzes EQR’s business model and tries to understand why Soros is long on mortgage REITs.
