RUSH ISLAND MANAGEMENT, LP Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$481.1B
Holdings
15
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHOSUNSTONE HOTEL INVS INC NEW | 5,521,125 | $65.0B | 13.52% | |
| 2 | AIRCUSDAPARTMENT INCOME REIT CORP | 1,192,276 | $63.7B | 13.25% | |
| 3 | VREVERIS RESIDENTIAL INC | 2,748,668 | $47.8B | 9.94% | |
| 4 | EQREQUITY RESIDENTIAL | 528,906 | $47.6B | 9.89% | |
| 5 | NNNNATIONAL RETAIL PROPERTIES I | 1,052,212 | $47.3B | 9.83% | |
| 6 | NHINATIONAL HEALTH INVS INC | 701,497 | $41.4B | 8.60% | |
| 7 | FRTFEDERAL RLTY INVT TR NEW | 307,409 | $37.5B | 7.80% | |
| 8 | FRFIRST INDL RLTY TR INC | 541,424 | $33.5B | 6.97% | |
| 9 | APLEAPPLE HOSPITALITY REIT INC | 1,372,304 | $24.7B | 5.13% | |
| 10 | PKPARK HOTELS & RESORTS INC | 1,120,583 | $21.9B | 4.55% | |
| 11 | OREALTY INCOME CORP | 289,194 | $20.0B | 4.17% | |
| 12 | VENVENTAS INC | 280,314 | $17.3B | 3.60% | |
| 13 | BRSPBRIGHTSPIRE CAPITAL INC | 1,378,561 | $12.8B | 2.65% | |
| 14 | PRSUVIAD CORP | 14,771 | $526.0M | 0.11% | |
| 15 | —BROADMARK RLTY CAP INC | 221,664 | $20.0M | 0.00% |