Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Argosy-Lionbridge Management, LLC (CIK 2056354) reported $142.5M across 14 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IRT ($27.1M, 19.01%), REXR ($19.8M, 13.86%), FR ($18.4M, 12.88%), BN ($17.3M, 12.11%), FCPT ($16.0M, 11.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IRT | INDEPENDENCE RLTY TR INC | $27.1M | 19.01% | 1.8M | Added |
| 2 | REXR | REXFORD INDL RLTY INC | $19.8M | 13.86% | 603,661 | Added |
| 3 | FR | FIRST INDL RLTY TR INC | $18.4M | 12.88% | 317,468 | Trimmed |
| 4 | BN | BROOKFIELD CORP | $17.3M | 12.11% | 426,500 | New |
| 5 | FCPT | FOUR CORNERS PPTY TR INC | $16.0M | 11.25% | 678,021 | Added |
| 6 | LEN | LENNAR CORP | $13.0M | 9.15% | 150,170 | Trimmed |
| 7 | VICI | VICI PPTYS INC | $7.5M | 5.24% | 273,200 | New |
| 8 | CPT | CAMDEN PPTY TR | $7.0M | 4.90% | 71,500 | New |
| 9 | ELS | EQUITY LIFESTYLE PROPERTIES | $4.8M | 3.37% | 76,964 | Trimmed |
| 10 | AAT | AMERICAN ASSETS TR INC | $3.9M | 2.71% | 209,863 | Trimmed |
| 11 | INVH | INVITATION HOMES INC | $3.4M | 2.41% | 138,000 | Trimmed |
| 12 | STWD | STARWOOD PPTY TR INC | $3.0M | 2.13% | 176,250 | Trimmed |
| 13 | KRC | KILROY REALTY CORP | $846,300 | 0.59% | 30,000 | New |
| 14 | ELME | ELME COMMUNITIES | $556,322 | 0.39% | 276,777 | Trimmed |
| 15 | AIV | APARTMENT INVT & MGMT CO | $0 | 0.00% | 0 | Exited |
| 16 | BXMT | BLACKSTONE MTG TR INC | $0 | 0.00% | 0 | Exited |
| 17 | H | HYATT HOTELS CORP | $0 | 0.00% | 0 | Exited |
| 18 | KRG | KITE RLTY GROUP TR | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31