Argosy-Lionbridge Management, LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$158.2B
Holdings
14
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IRTINDEPENDENCE RLTY TR INC | 1,536,859 | $26.9B | 16.98% | |
| 2 | FRFIRST INDL RLTY TR INC | 404,811 | $23.2B | 14.65% | |
| 3 | REXRREXFORD INDL RLTY INC | 538,661 | $20.9B | 13.19% | |
| 4 | LENLENNAR CORP | 155,420 | $16.0B | 10.11% | |
| 5 | ELMEELME COMMUNITIES | 697,708 | $12.1B | 7.67% | |
| 6 | INVHINVITATION HOMES INC | 417,167 | $11.6B | 7.33% | |
| 7 | FCPTFOUR CORNERS PPTY TR INC | 476,260 | $11.0B | 6.94% | |
| 8 | HHYATT HOTELS CORP | 45,000 | $7.2B | 4.56% | |
| 9 | AIVAPARTMENT INVT & MGMT CO | 1,137,063 | $6.8B | 4.27% | |
| 10 | ELSEQUITY LIFESTYLE PPTYS INC | 109,705 | $6.7B | 4.20% | |
| 11 | KRGKITE RLTY GROUP TR | 235,000 | $5.7B | 3.60% | |
| 12 | STWDSTARWOOD PPTY TR INC | 251,250 | $4.5B | 2.86% | |
| 13 | AATAMERICAN ASSETS TR INC | 214,863 | $4.1B | 2.57% | |
| 14 | BXMTBLACKSTONE MTG TR INC | 88,836 | $1.7B | 1.07% |