Fund Holdings — RUSH ISLAND MANAGEMENT, LP

Total Portfolio Value
$1.46B
Total Bought
$411.84M
Total Sold
$486.68M
Net Transaction
-$74.84M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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ESSEX PPTY TR INC(ESS)0594,108+594,1080159,01910.90%+159,019
SBA COMMUNICATIONS CORP NEW(SBAC)360,661943,523+582,86284,698182,43012.51%+97,733
SUNSTONE HOTEL INVS INC NEW(SHO)03,708,130+3,708,130034,7452.38%+34,745
ACADIA RLTY TR01,718,816+1,718,816034,6342.37%+34,634
FIRST INDL RLTY TR INC(FR)1,660,1742,053,829+393,65579,904105,7117.25%+25,806
LINEAGE INC(LINE)0513,900+513,900019,8571.36%+19,857
CURBLINE PPTYS CORP(CURB)0767,641+767,641017,1181.17%+17,118
HYATT HOTELS CORP(H)497,517604,500+106,98369,47885,7975.88%+16,318
HUT 8 CORP(HUT)0158,627+158,62705,5220.38%+5,522
SITE CTRS CORP(SITC)2,749,5463,330,365+580,81931,09730,0072.06%-1,091
REALTY INCOME CORP(O)2,374,4942,085,394-289,100136,795126,7718.69%-10,023
NNN REIT INC(NNN)3,300,0533,069,753-230,300142,496130,6798.96%-11,817
PARAMOUNT GROUP INC2,015,5330-2,015,53312,2950—-12,295
HUDSON PAC PPTYS INC4,529,0120-4,529,01212,4090—-12,409
FEDERAL RLTY INVT TR NEW(FRT)1,605,7361,311,488-294,248152,529132,8679.11%-19,662
CORE SCIENTIFIC INC NEW(CORZ)1,218,4750-1,218,47520,7990—-20,799
KILROY RLTY CORP(KRC)4,050,0742,791,863-1,258,211138,958117,9568.09%-21,002
VENTAS INC(VTR)2,576,6201,770,189-806,431162,714123,8968.49%-38,818
APARTMENT INVT & MGMT CO(AIV)4,779,3570-4,779,35741,3410—-41,341
EQUINIX INC(EQIX)52,1260-52,12641,4650—-41,465
HOST HOTELS & RESORTS INC(HST)4,374,6330-4,374,63367,1940—-67,194
HEALTHCARE RLTY TR(HR)14,260,1527,803,351-6,456,801226,166140,6949.64%-85,472
SIX FLAGS ENTERTAINMENT CORP(FUN)3,794,084487,121-3,306,963115,45411,0670.76%-104,387
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RUSH ISLAND MANAGEMENT, LP — 13F Holdings — Q3 2025 | TickerTrail