Fund HoldingsRUSH ISLAND MANAGEMENT, LP

Total Portfolio Value
$1.60B
Total Bought
$329.74M
Total Sold
$185.08M
Net Transaction
+$144.66M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
UDR INC(UDR)03,566,132+3,566,1320130,8068.17%+130,806
SBA COMMUNICATIONS CORP NEW(SBAC)943,5231,177,595+234,072182,430227,78214.23%+45,352
AMERICOLD REALTY TRUST INC(COLD)02,928,659+2,928,659037,6632.35%+37,663
NATIONAL STORAGE AFFILIATES(NSA)01,197,716+1,197,716033,7882.11%+33,788
NNN REIT INC(NNN)3,069,7533,833,086+763,333130,679151,9059.49%+21,226
SMARTSTOP SELF STORAG REIT I(SMA)0505,613+505,613015,6440.98%+15,644
FIRST INDL RLTY TR INC(FR)2,053,8292,079,542+25,713105,711119,0957.44%+13,385
HEALTHCARE RLTY TR(HR)7,803,3519,007,902+1,204,551140,694152,6849.54%+11,990
ESSEX PPTY TR INC(ESS)594,108637,211+43,103159,019166,74510.42%+7,726
SIX FLAGS ENTERTAINMENT CORP(FUN)487,1211,181,229+694,10811,06718,1201.13%+7,053
VENTAS INC(VTR)1,770,1891,633,455-136,734123,896126,3977.90%+2,501
CURBLINE PPTYS CORP(CURB)767,641768,327+68617,11817,8331.11%+714
ACADIA RLTY TR1,718,8161,718,816034,63435,3042.21%+670
FEDERAL RLTY INVT TR NEW(FRT)1,311,4881,285,095-26,393132,867129,5388.09%-3,329
SITE CTRS CORP3,330,3653,989,634+659,26930,00725,6131.60%-4,393
HUT 8 CORP(HUT)158,6270-158,6275,5220-5,522
REALTY INCOME CORP(O)2,085,3942,004,065-81,329126,771112,9697.06%-13,802
KILROY RLTY CORP(KRC)2,791,8632,633,921-157,942117,95698,4306.15%-19,527
LINEAGE INC(LINE)513,9000-513,90019,8570-19,857
SUNSTONE HOTEL INVS INC NEW(SHO)3,708,1300-3,708,13034,7450-34,745
HYATT HOTELS CORP(H)604,5000-604,50085,7970-85,797
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