Fund HoldingsRUSH ISLAND MANAGEMENT, LP

Total Portfolio Value
$1.29B
Total Bought
$295.44M
Total Sold
$275.77M
Net Transaction
+$19.67M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
FIRST INDL RLTY TR INC(FR)01,086,963+1,086,963060,8484.70%+60,848
DIAMONDROCK HOSPITALITY CO(DRH)05,925,125+5,925,125051,7264.00%+51,726
SBA COMMUNICATIONS CORP NEW(SBAC)0199,009+199,009047,9013.70%+47,901
COUSINS PPTYS INC(CUZ)01,573,716+1,573,716046,3933.59%+46,393
CORE SCIENTIFIC INC NEW(CORZ)02,716,800+2,716,800032,2212.49%+32,221
REALTY INCOME CORP(O)3,857,7653,523,720-334,045203,767223,47417.27%+19,707
APARTMENT INVT & MGMT CO01,769,790+1,769,790015,9991.24%+15,999
SITE CTRS CORP0227,435+227,435013,7601.06%+13,760
BROOKDALE SR LIVING INC(BKD)3,878,9055,116,632+1,237,72726,49334,7422.68%+8,249
NNN REIT INC(NNN)2,937,2102,740,981-196,229125,125132,91010.27%+7,785
NETSTREIT CORP(NTST)2,004,9712,364,964+359,99332,28039,0933.02%+6,813
SITE CTRS CORP0378,756+378,75606,7420.52%+6,742
IRIS ENERGY LTD
ORDINARY SHARES
0566,744+566,74404,7830.37%+4,783
KITE RLTY GROUP TR(KRG)2,067,3461,773,717-293,62946,26747,1103.64%+843
SUNSTONE HOTEL INVS INC NEW(SHO)9,663,9789,663,9780101,08599,7327.71%-1,353
VENTAS INC(VTR)1,842,7211,343,336-499,38594,45886,1486.66%-8,310
INVENTRUST PPTYS CORP(IVT)569,7390-569,73914,1070-14,107
SABRA HEALTH CARE REIT INC(SBRA)1,278,9220-1,278,92219,6950-19,695
CUSHMAN WAKEFIELD PLC(CWK)2,040,3760-2,040,37621,2200-21,220
HEALTHCARE RLTY TR(HR)17,022,13812,933,592-4,088,546280,525234,74518.14%-45,780
FEDERAL RLTY INVT TR NEW(FRT)1,608,4441,006,614-601,830162,405115,7308.94%-46,674
SITE CTRS CORP6,320,6620-6,320,66291,6500-91,650
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