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.
GSI Capital Advisors LLC (CIK 1391974) reported $212.0M across 29 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: WELL ($20.6M, 9.70%), EQIX ($19.5M, 9.22%), PLD ($18.1M, 8.54%), SPG ($11.2M, 5.29%), MAC ($9.9M, 4.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WELL | WELLTOWER INC | $20.6M | 9.70% | 90,578 | Trimmed |
| 2 | EQIX | EQUINIX | $19.5M | 9.22% | 18,750 | Trimmed |
| 3 | PLD | PROLOGIS | $18.1M | 8.54% | 133,704 | Added |
| 4 | SPG | SIMON PROPERTY GROUP | $11.2M | 5.29% | 50,181 | Added |
| 5 | MAC | MACERICH CO | $9.9M | 4.65% | 391,124 | Added |
| 6 | ESS | ESSEX PROPERTY TRUST | $9.5M | 4.47% | 32,507 | Added |
| 7 | HST | HOST HOTELS RESORTS | $7.9M | 3.75% | 335,153 | Added |
| 8 | PSA | PUBLIC STORAGE | $7.9M | 3.73% | 24,831 | Added |
| 9 | ELS | EQUITY LIFESTYLE PPTYS | $7.6M | 3.58% | 117,878 | Added |
| 10 | CTRE | CARETRUST REIT | $6.7M | 3.18% | 167,000 | Added |
| 11 | SBRA | SABRA HEALTH CARE REIT | $6.7M | 3.16% | 343,268 | Added |
| 12 | INVH | INVITATION HOMES | $6.5M | 3.05% | 213,889 | Added |
| 13 | TRNO | TERRENO REALTY CORP | $6.5M | 3.05% | 99,756 | Added |
| 14 | AVB | AVALONBAY COMMUNITIES | $6.4M | 3.02% | 33,929 | Added |
| 15 | VICI | VICI PROPERTIES | $6.1M | 2.88% | 229,834 | Added |
| 16 | DLR | DIGITAL REALTY TRUST | $6.1M | 2.86% | 33,788 | Trimmed |
| 17 | IVT | INVENTRUST PROPERTIES | $6.0M | 2.81% | 168,160 | Added |
| 18 | CUBE | CUBESMART | $4.9M | 2.33% | 124,408 | Added |
| 19 | CUZ | COUSINS PROPERTIES | $4.9M | 2.32% | 163,709 | New |
| 20 | CURB | CURBLINE | $4.9M | 2.29% | 160,019 | Added |
| 21 | BXP | BOSTON PROPERTIES | $4.5M | 2.13% | 67,974 | Added |
| 22 | EPRT | ESSENTIAL PROP RLTY TR | $4.5M | 2.11% | 149,501 | Added |
| 23 | DOC | HEALTHPEAK | $4.4M | 2.07% | 205,550 | New |
| 24 | BXDC | BLACKSTONE DIG INFRA TRUST | $4.2M | 1.99% | 194,670 | New |
| 25 | BNL | BROADSTONE NET LEASE | $3.9M | 1.85% | 189,469 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30