Fund HoldingsRUSH ISLAND MANAGEMENT, LP

Total Portfolio Value
$1.50B
Total Bought
$606.55M
Total Sold
$376.21M
Net Transaction
+$230.34M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
REXFORD INDL RLTY INC(REXR)03,432,508+3,432,5080132,7018.82%+132,701
KILROY RLTY CORP(KRC)02,707,102+2,707,1020109,5027.28%+109,502
HOST HOTELS & RESORTS INC(HST)05,673,604+5,673,604099,4026.61%+99,402
VENTAS INC(VTR)1,343,3363,097,830+1,754,49486,148182,43112.13%+96,283
COUSINS PPTYS INC(CUZ)1,573,7163,011,843+1,438,12746,39392,2836.14%+45,890
HEALTHCARE RLTY TR(HR)12,933,59215,681,440+2,747,848234,745265,80017.67%+31,056
APARTMENT INVT & MGMT CO1,769,7904,543,774+2,773,98415,99941,3032.75%+25,304
FIRST INDL RLTY TR INC(FR)1,086,9631,640,530+553,56760,84882,2405.47%+21,392
FEDERAL RLTY INVT TR NEW(FRT)1,006,6141,188,734+182,120115,730133,0798.85%+17,348
SITE CTRS CORP227,4351,582,301+1,354,86613,76024,1931.61%+10,434
BROOKDALE SR LIVING INC(BKD)5,116,6328,303,926+3,187,29434,74241,7692.78%+7,027
IRIS ENERGY LTD
ORDINARY SHARES
566,7440-566,7444,7830-4,783
SITE CTRS CORP378,7560-378,7566,7420-6,742
NNN REIT INC(NNN)2,740,9813,003,606+262,625132,910122,6978.16%-10,213
CORE SCIENTIFIC INC NEW(CORZ)2,716,8000-2,716,80032,2210-32,221
NETSTREIT CORP(NTST)2,364,964370,640-1,994,32439,0935,2450.35%-33,848
KITE RLTY GROUP TR(KRG)1,773,7170-1,773,71747,1100-47,110
SBA COMMUNICATIONS CORP NEW(SBAC)199,0090-199,00947,9010-47,901
DIAMONDROCK HOSPITALITY CO(DRH)5,925,1250-5,925,12551,7260-51,726
REALTY INCOME CORP(O)3,523,7203,207,870-315,850223,474171,33211.39%-52,142
SUNSTONE HOTEL INVS INC NEW(SHO)9,663,9780-9,663,97899,7320-99,732
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