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.
RUSH ISLAND MANAGEMENT, LP (CIK 1736465) reported $1.49B across 21 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ESS ($195.5M, 13.12%), SBAC ($168.4M, 11.30%), KRC ($137.1M, 9.20%), NNN ($130.3M, 8.74%), HR ($122.8M, 8.24%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ESS | ESSEX PPTY TR INC | $195.5M | 13.12% | 807,893 | Added |
| 2 | SBAC | SBA COMMUNICATIONS CORP | $168.4M | 11.30% | 978,390 | Trimmed |
| 3 | KRC | KILROY REALTY CORP | $137.1M | 9.20% | 4.9M | Added |
| 4 | NNN | NNN REIT INC | $130.3M | 8.74% | 3.1M | Trimmed |
| 5 | HR | HEALTHCARE RLTY TR | $122.8M | 8.24% | 7.2M | Trimmed |
| 6 | VTR | VENTAS INC | $114.7M | 7.70% | 1.4M | Trimmed |
| 7 | INVH | INVITATION HOMES INC | $105.3M | 7.06% | 4.2M | New |
| 8 | FR | FIRST INDL RLTY TR INC | $101.5M | 6.81% | 1.8M | Trimmed |
| 9 | FRT | FEDERAL RLTY INVT TR NEW | $67.8M | 4.55% | 638,538 | Trimmed |
| 10 | IRT | INDEPENDENCE RLTY TR INC | $51.5M | 3.45% | 3.5M | New |
| 11 | ADC | AGREE RLTY CORP | $51.1M | 3.43% | 677,438 | New |
| 12 | EPRT | ESSENTIAL PPTYS RLTY TR INC | $37.9M | 2.54% | 1.2M | New |
| 13 | COLD | AMERICOLD REALTY TRUST INC | $35.5M | 2.38% | 3.1M | Added |
| 14 | AKR | ACADIA RLTY TR | $32.3M | 2.17% | 1.7M | Trimmed |
| 15 | SBRA | SABRA HEALTH CARE REIT INC | $30.7M | 2.06% | 1.6M | New |
| 16 | SITC | SITE CTRS CORP | $24.0M | 1.61% | 4.4M | Added |
| 17 | CSGP | COSTAR GROUP INC | $19.5M | 1.31% | 483,200 | New |
| 18 | APLE | APPLE HOSPITALITY REIT INC | $17.1M | 1.15% | 1.5M | New |
| 19 | CURB | CURBLINE PPTYS CORP | $17.1M | 1.15% | 664,514 | Trimmed |
| 20 | FUN | SIX FLAGS ENTERTAINMENT CORP | $16.5M | 1.10% | 927,829 | Trimmed |
| 21 | SNDA | SONIDA SENIOR LIVING INC | $7.0M | 0.47% | 218,171 | New |
| 22 | JANUS LIVING INC | $7.1M | 0.47% | 300,000 | New | |
| 23 | NSA | NATIONAL STORAGE AFFILIATES | $0 | 0.00% | 0 | Exited |
| 24 | O | REALTY INCOME CORP | $0 | 0.00% | 0 | Exited |
| 25 | SMA | SMARTSTOP SELF STORAG REIT I | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31