Sophron Capital Management L.P.
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| LENNAR CORP | 0 | 204,268 | +204,268 | 0 | 17,738,633 | +17,738,633 |
| AVALONBAY CMNTYS INC | 0 | 119,163 | +119,163 | 0 | 19,465,276 | +19,465,276 |
| AMERICAN HOMES 4 RENT | 0 | 407,586 | +407,586 | 0 | 11,379,801 | +11,379,801 |
| HOST HOTELS & RESORTS INC | 0 | 358,267 | +358,267 | 0 | 6,864,396 | +6,864,396 |
| SBA COMMUNICATIONS CORP | 0 | 51,089 | +51,089 | 0 | 8,792,928 | +8,792,928 |
| LXP INDUSTRIAL TRUST | 0 | 127,219 | +127,219 | 0 | 5,885,151 | +5,885,151 |
| RYMAN HOSPITALITY PPTYS INC | 0 | 119,704 | +119,704 | 0 | 11,045,088 | +11,045,088 |
| REXFORD INDL RLTY INC | 0 | 357,439 | +357,439 | 0 | 11,698,978 | +11,698,978 |
| GAMING & LEISURE P | 0 | 285,340 | +285,340 | 0 | 12,660,536 | +12,660,536 |
| FEDERAL RLTY INVT TR NEW | 0 | 35,021 | +35,021 | 0 | 3,719,580 | +3,719,580 |
| INDEPENDENCE RLTY TR INC | 0 | 211,234 | +211,234 | 0 | 3,145,274 | +3,145,274 |
| CUBESMART | 0 | 248,221 | +248,221 | 0 | 9,097,300 | +9,097,300 |
| JANUS LIVING INC | 0 | 100,042 | +100,042 | 0 | 2,357,990 | +2,357,990 |
| CROWN CASTLE INC | 0 | 47,931 | +47,931 | 0 | 3,897,270 | +3,897,270 |
| PHILLIPS EDISON & CO INC | 0 | 383,746 | +383,746 | 0 | 14,359,775 | +14,359,775 |
| HIGHWOODS PPTYS INC | 0 | 49,717 | +49,717 | 0 | 1,064,441 | +1,064,441 |
| EASTGROUP PPTYS INC | 0 | 42,127 | +42,127 | 0 | 7,797,286 | +7,797,286 |
| EXTRA SPACE STORAGE INC | 0 | 32,701 | +32,701 | 0 | 4,288,082 | +4,288,082 |
| EQUITY LIFESTYLE PROPERTIES | 0 | 144,735 | +144,735 | 0 | 9,034,359 | +9,034,359 |
| HEALTHPEAK PROPERTIES INC | 0 | 221,423 | +221,423 | 0 | 3,637,980 | +3,637,980 |
| APOLLO COML REAL ESTATE FIN | 0 | 70,484 | +70,484 | 0 | 744,311 | +744,311 |
| STAG INDUSTRIAL INC | 0 | 17,493 | +17,493 | 0 | 630,798 | +630,798 |
| SILA REALTY TRUST INC | 0 | 59,811 | +59,811 | 0 | 1,416,324 | +1,416,324 |
| SUN CMNTYS INC | 0 | 14,571 | +14,571 | 0 | 1,835,363 | +1,835,363 |
| UDR INC | 0 | 385,812 | +385,812 | 0 | 13,032,729 | +13,032,729 |
| NATIONAL HEALTH INVS INC | 0 | 35,414 | +35,414 | 0 | 2,863,576 | +2,863,576 |
| NNN REIT INC | 0 | 121,122 | +121,122 | 0 | 5,090,758 | +5,090,758 |
| NETSTREIT CORP | 0 | 0 | 0 | 0 | 0 | 0 |
| DIAMONDROCK HOSPITALITY CO | 0 | 841,993 | +841,993 | 0 | 7,889,474 | +7,889,474 |
| DIGITAL RLTY TR INC | 0 | 30,457 | +30,457 | 0 | 5,488,656 | +5,488,656 |
| ESSEX PPTY TR INC | 0 | 79,068 | +79,068 | 0 | 19,134,456 | +19,134,456 |
| MERITAGE HOMES CORP | 0 | 235,255 | +235,255 | 0 | 14,548,169 | +14,548,169 |
| FOUR CORNERS PPTY TR INC | 0 | 589,561 | +589,561 | 0 | 13,943,118 | +13,943,118 |
| VICI PPTYS INC | 0 | 266,763 | +266,763 | 0 | 7,287,965 | +7,287,965 |
| PUBLIC STORAGE OPER CO | 0 | 28,889 | +28,889 | 0 | 7,825,452 | +7,825,452 |
| CHOICE HOTELS INTL INC | 0 | 120,683 | +120,683 | 0 | 12,490,690 | +12,490,690 |
| FIRST INDL RLTY TR INC | 0 | 0 | 0 | 0 | 0 | 0 |
| INVITATION HOMES INC | 0 | 317,269 | +317,269 | 0 | 7,884,135 | +7,884,135 |
| BROADSTONE NET LEASE INC | 0 | 256,949 | +256,949 | 0 | 4,694,458 | +4,694,458 |
| EQUINIX INC | 0 | 0 | 0 | 0 | 0 | 0 |
| WYNDHAM HOTELS & RESORTS INC | 0 | 84,358 | +84,358 | 0 | 6,852,400 | +6,852,400 |
| AGREE RLTY CORP | 0 | 250,917 | +250,917 | 0 | 18,914,123 | +18,914,123 |
| EQUITY RESIDENTIAL | 0 | 257,495 | +257,495 | 0 | 15,230,829 | +15,230,829 |
| KIMCO RLTY CORP | 0 | 0 | 0 | 0 | 0 | 0 |
| REGENCY CTRS CORP | 0 | 0 | 0 | 0 | 0 | 0 |
| AMERICAN TOWER CORP | 0 | 21,212 | +21,212 | 0 | 3,660,767 | +3,660,767 |
| TRI POINTE HOMES INC | 0 | 0 | 0 | 0 | 0 | 0 |