GRS Advisors, LLC
CIK: 0001544554SEC EDGAR →
Portfolio Value
$1.1B
Holdings
33
As of
Q4 2025
New Positions
9
Closed Positions
5
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | EQUINIX INC | 105,044 | $80.5M | 7.22% |
| 2 | OUTFRONT MEDIA INC | 3,286,607 | $79.2M | 7.11% |
| 3 | WYNDHAM HOTELS & RESORTS INC | 906,144 | $68.5M | 6.14% |
| 4 | RYMAN HOSPITALITY PPTYS INC | 719,104 | $68.0M | 6.10% |
| 5 | CROWN CASTLE INC | 693,012 | $61.6M | 5.53% |
| 6 | CARETRUST REIT INC | 1,658,698 | $60.0M | 5.38% |
| 7 | AMERICAN HEALTHCARE REIT INC | 1,164,327 | $54.8M | 4.92% |
| 8 | LINEAGE INC | 1,515,244 | $53.0M | 4.76% |
| 9 | SBA COMMUNICATIONS CORP NEW | 264,256 | $51.1M | 4.59% |
| 10 | REGENCY CTRS CORP | 694,169 | $47.9M | 4.30% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Real Estate | 24 | $851.8M | 76.4% |
| Consumer Cyclical | 4 | $135.9M | 12.2% |
| Unknown | 3 | $67.0M | 6.0% |
| Industrials | 1 | $36.4M | 3.3% |
| Financial Services | 1 | $23.6M | 2.1% |