Fund HoldingsRUSH ISLAND MANAGEMENT, LP

Total Portfolio Value
$1.49B
Total Bought
$398.45M
Total Sold
$500.53M
Net Transaction
-$102.08M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
INVITATION HOMES INC(INVH)04,237,107+4,237,1070105,2927.06%+105,292
INDEPENDENCE RLTY TR INC(IRT)03,456,162+3,456,162051,4623.45%+51,462
AGREE RLTY CORP0677,438+677,438051,0653.43%+51,065
KILROY REALTY CORP(KRC)2,633,9214,860,742+2,226,82198,430137,1229.20%+38,692
ESSENTIAL PPTYS RLTY TR INC01,249,087+1,249,087037,9222.54%+37,922
SABRA HEALTH CARE REIT INC(SBRA)01,598,287+1,598,287030,7352.06%+30,735
ESSEX PPTY TR INC(ESS)637,211807,893+170,682166,745195,51013.12%+28,765
COSTAR GROUP INC(CSGP)0483,200+483,200019,4921.31%+19,492
APPLE HOSPITALITY REIT INC(APLE)01,489,435+1,489,435017,1431.15%+17,143
JANUS LIVING INC(JAN)0300,000+300,00007,0710.47%+7,071
SONIDA SENIOR LIVING INC(SNDA)0218,171+218,17107,0360.47%+7,036
CURBLINE PPTYS CORP(CURB)768,327664,514-103,81317,83317,1381.15%-695
SITE CTRS CORP3,989,6344,445,666+456,03225,61324,0071.61%-1,607
SIX FLAGS ENTERTAINMENT CORP(FUN)1,181,229927,829-253,40018,12016,4691.10%-1,651
AMERICOLD REALTY TRUST INC(COLD)2,928,6593,097,316+168,65737,66335,4952.38%-2,167
ACADIA RLTY TR1,718,8161,689,278-29,53835,30432,2992.17%-3,005
VENTAS INC(VTR)1,633,4551,402,660-230,795126,397114,7107.70%-11,687
SMARTSTOP SELF STORAG REIT I(SMA)505,6130-505,61315,6440-15,644
FIRST INDL RLTY TR INC(FR)2,079,5421,754,344-325,198119,095101,4896.81%-17,607
NNN REIT INC(NNN)3,833,0863,099,284-733,802151,905130,2638.74%-21,642
HEALTHCARE RLTY TR(HR)9,007,9027,225,362-1,782,540152,684122,7598.24%-29,925
NATIONAL STORAGE AFFILIATES(NSA)1,197,7160-1,197,71633,7880-33,788
SBA COMMUNICATIONS CORP(SBAC)1,177,595978,390-199,205227,782168,39111.30%-59,391
FEDERAL RLTY INVT TR NEW(FRT)1,285,095638,538-646,557129,53867,8194.55%-61,718
REALTY INCOME CORP(O)2,004,0650-2,004,065112,9690-112,969
UDR INC(UDR)3,566,1320-3,566,132130,8060-130,806
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