RUSH ISLAND MANAGEMENT, LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$1.6T
Holdings
14
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HRHEALTHCARE RLTY TR | 12,531,661 | $211.8B | 13.49% | |
| 2 | VENVENTAS INC | 2,735,085 | $188.1B | 11.98% | |
| 3 | OREALTY INCOME CORP | 2,793,536 | $162.1B | 10.32% | |
| 4 | KRCKILROY RLTY CORP | 4,438,739 | $145.4B | 9.26% | |
| 5 | NNNNNN REIT INC | 3,306,538 | $141.0B | 8.98% | |
| 6 | FRTFEDERAL RLTY INVT TR NEW | 1,417,620 | $138.7B | 8.83% | |
| 7 | REXRREXFORD INDL RLTY INC | 3,092,217 | $121.1B | 7.71% | |
| 8 | SBACSBA COMMUNICATIONS CORP NEW | 547,983 | $120.6B | 7.68% | |
| 9 | HSTHOST HOTELS & RESORTS INC | 7,544,486 | $107.2B | 6.83% | |
| 10 | CUZCOUSINS PPTYS INC | 2,741,978 | $80.9B | 5.15% | |
| 11 | AIVAPARTMENT INVT & MGMT CO | 4,779,357 | $42.1B | 2.68% | |
| 12 | HHYATT HOTELS CORP | 334,016 | $40.9B | 2.61% | |
| 13 | B7SBROOKDALE SR LIVING INC | 6,462,066 | $40.5B | 2.58% | |
| 14 | SITCSITE CTRS CORP | 2,351,452 | $30.2B | 1.92% |