Back to RUSH ISLAND MANAGEMENT, LP
Q2 2026 13F filing
Updated 28 days ago22 disclosed positions worth $1.5B
Portfolio value
$1.5B
Total holdings
22
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | I INVH INVITATION HOMES INC | $137.3M | 4.55M | 9.10% | — |
| 2 | E ESS ESSEX PPTY TR INC | $127.9M | 438.5K | 8.47% | — |
| 3 | N NNN NNN REIT INC | $115.1M | 2.47M | 7.63% | — |
| 4 | K KRC KILROY REALTY CORP | $110.4M | 2.95M | 7.31% | — |
| 5 | H HR HEALTHCARE RLTY TR | $105.2M | 5.21M | 6.97% | — |
| 6 | V VTR VENTAS INC | $98.9M | 1.11M | 6.55% | — |
| 7 | S SBRA SABRA HEALTH CARE REIT INC | $82.1M | 4.21M | 5.44% | — |
| 8 | S SBAC SBA COMMUNICATIONS CORP | $80.5M | 456.3K | 5.34% | — |
| 9 | F FR FIRST INDL RLTY TR INC | $78.6M | 1.28M | 5.21% | — |
| 10 | B BXDC BLACKSTONE DIGITAL INFRASTRU | $77.6M | 3.59M | 5.14% | — |
| 11 | E EQR EQUITY RESIDENTIAL | $66.4M | 976.8K | 4.40% | — |
| 12 | A AMT AMERICAN TOWER CORP | $66.3M | 405.4K | 4.39% | — |
| 13 | A ADC-PA AGREE RLTY CORP | $66.2M | 873.8K | 4.39% | — |
| 14 | D DOC HEALTHPEAK PROPERTIES INC | $63M | 2.94M | 4.18% | — |
| 15 | M MAC MACERICH CO | $52.1M | 2.07M | 3.45% | — |
| 16 | E EPRT ESSENTIAL PPTYS RLTY TR INC | $48.7M | 1.63M | 3.22% | — |
| 17 | I IRT INDEPENDENCE RLTY TR INC | $38.7M | 2.32M | 2.56% | — |
| 18 | N NHC NATIONAL HEALTHCARE PPTYS IN | $37.8M | 2.58M | 2.50% | — |
| 19 | V VICI VICI PPTYS INC | $19.5M | 734.4K | 1.29% | — |
| 20 | S SITC SITE CTRS CORP | $17.9M | 4.50M | 1.18% | — |
| 21 | P POOL POOL CORP | $10M | 46.6K | 0.66% | — |
| 22 | F FUN SIX FLAGS ENTERTAINMENT CORP | $8.9M | 418.9K | 0.59% | — |