RUSH ISLAND MANAGEMENT, LP
CIK: 0001736465SEC EDGAR →
Portfolio Value
$1.6B
Holdings
17
As of
Q4 2025
New Positions
6
Closed Positions
6
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SBA COMMUNICATIONS CORP NEW | 1,177,595 | $227.8M | 14.23% |
| 2 | ESSEX PPTY TR INC | 637,211 | $166.7M | 10.42% |
| 3 | HEALTHCARE RLTY TR | 9,007,902 | $152.7M | 9.54% |
| 4 | NNN REIT INC | 3,833,086 | $151.9M | 9.49% |
| 5 | UDR INC | 3,566,132 | $130.8M | 8.17% |
| 6 | FEDERAL RLTY INVT TR NEW | 1,285,095 | $129.5M | 8.09% |
| 7 | VENTAS INC | 1,633,455 | $126.4M | 7.90% |
| 8 | FIRST INDL RLTY TR INC | 2,079,542 | $119.1M | 7.44% |
| 9 | REALTY INCOME CORP | 2,004,065 | $113.0M | 7.06% |
| 10 | KILROY RLTY CORP | 2,633,921 | $98.4M | 6.15% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Real Estate | 15 | $1.5B | 91.0% |
| Unknown | 1 | $126.4M | 7.9% |
| Consumer Cyclical | 1 | $18.1M | 1.1% |