Letters by company

Mid America Apartment Communities INC.

2 letters discussing MAA. Everything written about it on this site is on its ticker page.

Alluvial Capital Management Third Quarter 2025 Letter to Limited Partners Alluvial Fund trimmed Zegona Communications for risk control while retaining conviction in asset sales, deleveraging and operating improvements. The portfolio added to PHI Group and backed FitLife Brands’ Irwin Naturals acquisition, while awaiting property sales, refinancing and earnings growth at several out-of-favor holdings. Third Quarter 2025 ZEG $5.2BCBL $1.5BFTLF $81M
Davis Real Estate Fund Davis Real Estate Fund Annual Review 2026 Davis Real Estate Fund attributes its benchmark shortfall to exiting Welltower while maintaining a large Alexandria position through a deep life-science downturn. The fund is refining benchmark and valuation analysis while retaining convictions in apartments, select office REITs, industrials, London office properties and cautiously sized data-center holdings. the year ended December 31, 2025 ARE $7.3BWELL $169BBXP $9.5B