Fund HoldingsSophron Capital Management L.P.

Total Portfolio Value
$311.06M
Total Bought
$66.12M
Total Sold
$75.53M
Net Transaction
-$9.41M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
EQUITY RESIDENTIAL(EQR)116,977287,825+170,8487,57218,1445.83%+10,573
REXFORD INDL RLTY INC(REXR)0185,944+185,94407,2002.31%+7,200
INVITATION HOMES INC(INVH)118,590351,366+232,7763,4789,7643.14%+6,286
REGENCY CTRS CORP(REG)075,834+75,83405,2351.68%+5,235
EASTGROUP PPTYS INC(EGP)10,28438,110+27,8261,7416,7892.18%+5,048
AMERICAN TOWER CORP NEW(AMT)34,95064,305+29,3556,72211,2903.63%+4,568
VICI PPTYS INC(VICI)139,339316,683+177,3444,5448,9052.86%+4,361
KIMCO RLTY CORP(KIM)0206,723+206,72304,1901.35%+4,190
DIGITAL RLTY TR INC(DLR)12,31540,726+28,4112,1296,3012.03%+4,172
ESSEX PPTY TR INC(ESS)61,50377,089+15,58616,46220,1736.49%+3,711
UDR INC(UDR)287,352353,090+65,73810,70712,9514.16%+2,245
CHOICE HOTELS INTL INC(CHH)115,208148,795+33,58712,31714,1744.56%+1,857
NATIONAL HEALTH INVS INC(NHI)18,68542,815+24,1301,4853,2701.05%+1,784
EXTRA SPACE STORAGE INC(EXR)14,93525,197+10,2622,1053,2811.05%+1,176
NETSTREIT CORP(NTST)030,135+30,13505320.17%+532
SILA REALTY TRUST INC23,51744,832+21,3155901,0450.34%+455
BROADSTONE NET LEASE INC(BNL)379,369411,855+32,4866,7797,1542.30%+375
CROWN CASTLE INC(CCI)22,21227,223+5,0112,1432,4190.78%+276
ELME COMMUNITIES10,6960-10,6961800-180
SUN CMNTYS INC(SUI)15,58612,482-3,1042,0111,5470.50%-464
NNN REIT INC(NNN)143,336141,783-1,5536,1025,6191.81%-483
FOUR CORNERS PPTY TR INC(FCPT)658,446673,305+14,85916,06615,5264.99%-540
CUBESMART(CUBE)172,146178,792+6,6466,9996,4452.07%-554
RYMAN HOSPITALITY PPTYS INC(RHP)73,59663,196-10,4006,5935,9801.92%-614
AGREE RLTY CORP318,916301,782-17,13422,65621,7376.99%-918
PUBLIC STORAGE OPER CO(PSA)36,26936,578+30910,4769,4923.05%-984
EQUINIX INC(EQIX)5,0483,441-1,6073,9542,6360.85%-1,317
HEALTHPEAK PROPERTIES INC(DOC)218,281173,245-45,0364,1802,7860.90%-1,394
PROLOGIS INC.(PLD)18,1200-18,1202,0750-2,075
TRI POINTE HOMES INC
COM
373,186334,828-38,35812,67710,5373.39%-2,140
WYNDHAM HOTELS & RESORTS INC(WH)156,745127,814-28,93112,5249,6583.10%-2,866
GAMING & LEISURE PPTYS INC(GLPI)244,477185,694-58,78311,3958,2992.67%-3,096
MERITAGE HOMES CORP(MTH)277,782243,124-34,65820,12015,9985.14%-4,122
SBA COMMUNICATIONS CORP NEW(SBAC)36,57314,318-22,2557,0712,7700.89%-4,302
DIAMONDROCK HOSPITALITY CO(DRH)1,654,026949,477-704,54913,1668,5072.73%-4,659
EQUITY LIFESTYLE PPTYS INC(ELS)216,932133,592-83,34013,1688,0972.60%-5,071
FEDERAL RLTY INVT TR NEW(FRT)51,9560-51,9565,2640-5,264
AMERICAN HOMES 4 RENT(AMH)268,933105,996-162,9378,9423,4021.09%-5,540
FIRST INDL RLTY TR INC(FR)142,53231,000-111,5327,3361,7750.57%-5,561
INDEPENDENCE RLTY TR INC(IRT)347,4610-347,4615,6950-5,695
LENNAR CORP(LEN)75,83335,436-40,3979,5583,6431.17%-5,915
PHILLIPS EDISON & CO INC(PECO)573,661371,486-202,17519,69413,2144.25%-6,480
AVALONBAY CMNTYS INC92,95758,352-34,60517,95710,5803.40%-7,377
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