EdgeMarket › What Rush Island Management, Lp reported owning
What Rush Island Management, Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.5BPositions
22Quarter
2026-03-31Shown below
22largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| ESS ESSEX PROPERTY TRUST, INC. | 195.5M | 13.1% | 807.9K | 289.00 | +10.3% |
| SBAC SBA COMMUNICATIONS CORP | 168.4M | 11.3% | 978.4K | 182.59 | -18.4% |
| KRC KILROY REALTY CORP | 137.1M | 9.2% | 4.9M | 36.58 | -6.0% |
| NNN NNN REIT, INC. | 130.3M | 8.7% | 3.1M | 45.83 | +8.4% |
| HR Healthcare Realty Trust Inc | 122.8M | 8.2% | 7.2M | 19.39 | +16.9% |
| VTR Ventas, Inc. | 114.7M | 7.7% | 1.4M | 93.06 | +34.5% |
| INVH Invitation Homes Inc. | 105.3M | 7.1% | 4.2M | 30.11 | -1.4% |
| FR FIRST INDUSTRIAL REALTY TRUST INC | 101.5M | 6.8% | 1.8M | 62.93 | +25.8% |
| FRT FEDERAL REALTY INVESTMENT TRUST | 67.8M | 4.5% | 638.5K | 116.74 | +21.1% |
| IRT INDEPENDENCE REALTY TRUST, INC. | 51.5M | 3.5% | 3.5M | 16.59 | -4.0% |
| ADC AGREE REALTY CORP | 51.1M | 3.4% | 677.4K | 73.88 | -0.0% |
| EPRT ESSENTIAL PROPERTIES REALTY TRUST, INC. | 37.9M | 2.5% | 1.2M | 30.84 | -0.8% |
| COLD AMERICOLD REALTY TRUST | 35.5M | 2.4% | 3.1M | 15.25 | +4.7% |
| AKR ACADIA REALTY TRUST | 32.3M | 2.2% | 1.7M | 21.05 | +9.1% |
| SBRA Sabra Health Care REIT, Inc. | 30.7M | 2.1% | 1.6M | 20.39 | +4.8% |
| SITC SITE Centers Corp. | 24.0M | 1.6% | 4.4M | 3.07 | -74.0% |
| CSGP COSTAR GROUP, INC. | 19.5M | 1.3% | 483.2K | 32.26 | -63.4% |
| APLE Apple Hospitality REIT, Inc. | 17.1M | 1.2% | 1.5M | 16.67 | +35.2% |
| CURB Curbline Properties Corp. | 17.1M | 1.1% | 664.5K | 29.39 | +31.6% |
| FUN Six Flags Entertainment Corporation/NEW | 16.5M | 1.1% | 927.8K | 16.73 | -36.0% |
| JAN Janus Living, Inc. | 7.1M | 0.5% | 300.0K | 30.71 | +4581.4% |
| SNDA SONIDA SENIOR LIVING, INC. | 7.0M | 0.5% | 218.2K | 39.56 | +54.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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