GRS Advisors, LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
GRS Advisors, LLC disclosed 30 US equity positions worth $1.0bn in its Q4 2024 13F filing. The largest position was SBAC at 7.2% of the reported book, followed by MAR and O. Against the Q3 2024 filing, it opened 8 new positions, added to 8 and reduced 12 among the top 30 holdings.
What did GRS Advisors, LLC own in Q4 2024? Top 30 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | SBAC SBA COMMUNICATIONS CORP NEW | Real Estate | 7.2% | $73.1m | 358,808 | 2% | added |
| 2 | MAR MARRIOTT INTL INC NEW | Consumer Cyclical | 7.1% | $71.9m | 257,896 | -4% | reduced |
| 3 | O REALTY INCOME CORP | Real Estate | 6.5% | $65.8m | 1,232,324 | 36% | added |
| 4 | CUZ COUSINS PPTYS INC | Real Estate | 6.3% | $63.8m | 2,080,891 | – | new |
| 5 | CURB CURBLINE PPTYS CORP | 5.1% | $51.9m | 2,234,702 | – | new | |
| 6 | MTH MERITAGE HOMES CORP | Consumer Cyclical | 5.0% | $50.2m | 326,620 | 226% | added |
| 7 | AHR AMERICAN HEALTHCARE REIT INC | Real Estate | 4.9% | $49.6m | 1,744,252 | 2% | added |
| 8 | REXR REXFORD INDL RLTY INC | Real Estate | 4.5% | $45.9m | 1,188,145 | 2% | added |
| 9 | PEB PEBBLEBROOK HOTEL TR | Real Estate | 4.3% | $43.4m | 3,199,423 | -20% | reduced |
| 10 | CTRE CARETRUST REIT INC | Real Estate | 4.3% | $43.3m | 1,599,922 | 0% | held |
| 11 | EQIX EQUINIX INC | Real Estate | 4.0% | $40.2m | 42,598 | -33% | reduced |
| 12 | WH WYNDHAM HOTELS & RESORTS INC | Consumer Cyclical | 3.7% | $37.4m | 370,643 | -38% | reduced |
| 13 | VTR VENTAS INC | Real Estate | 3.6% | $36.8m | 625,293 | 833% | added |
| 14 | ADC AGREE RLTY CORP | Real Estate | 3.5% | $35.9m | 509,719 | – | new |
| 15 | PSA PUBLIC STORAGE OPER CO | Real Estate | 3.3% | $33.6m | 112,307 | – | new |
| 16 | SKT TANGER INC | Real Estate | 3.0% | $30.6m | 895,897 | -17% | reduced |
| 17 | DBRG DIGITALBRIDGE GROUP INC | Financial Services | 2.9% | $29.9m | 2,647,194 | -7% | reduced |
| 18 | RYN RAYONIER INC | Real Estate | 2.9% | $29.2m | 1,117,054 | -38% | reduced |
| 19 | HGV HILTON GRAND VACATIONS INC | Consumer Cyclical | 2.4% | $24.4m | 626,793 | – | new |
| 20 | KRC KILROY RLTY CORP | Real Estate | 2.4% | $24.2m | 598,370 | -25% | reduced |
| 21 | MAC MACERICH CO | Real Estate | 2.3% | $23.1m | 1,159,504 | – | new |
| 22 | SHO SUNSTONE HOTEL INVS INC NEW | Real Estate | 2.3% | $23.0m | 1,940,880 | – | new |
| 23 | LINE LINEAGE INC | 1.9% | $19.7m | 336,954 | 223% | added | |
| 24 | AVBC AVALONBAY CMNTYS INC | Financial Services | 1.9% | $19.2m | 87,231 | -7% | reduced |
| 25 | COLD AMERICOLD REALTY TRUST INC | Real Estate | 1.5% | $15.7m | 731,924 | -59% | reduced |
| 26 | RLJ RLJ LODGING TR | Real Estate | 1.0% | $10.6m | 1,034,104 | -66% | reduced |
| 27 | DRH DIAMONDROCK HOSPITALITY CO | Real Estate | 1.0% | $9.9m | 1,098,474 | – | new |
| 28 | AMT AMERICAN TOWER CORP NEW | Real Estate | 0.5% | $5.0m | 27,242 | -82% | reduced |
| 29 | WELL WELLTOWER INC | Real Estate | 0.4% | $4.3m | 34,474 | 77% | added |
| 30 | EPRT ESSENTIAL PPTYS RLTY TR INC | Real Estate | 0.2% | $2.3m | 73,862 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.