GRS Advisors, LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
GRS Advisors, LLC disclosed 32 US equity positions worth $961.1m in its Q1 2025 13F filing. The largest position was WELL at 9.4% of the reported book, followed by CURB and DLR. Against the Q4 2024 filing, it opened 11 new positions, added to 10 and reduced 11 among the top 32 holdings.
What did GRS Advisors, LLC own in Q1 2025? Top 32 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | WELL WELLTOWER INC | Real Estate | 9.4% | $90.2m | 588,454 | 1607% | added |
| 2 | CURB CURBLINE PPTYS CORP | 6.3% | $60.7m | 2,510,383 | 12% | added | |
| 3 | DLR DIGITAL RLTY TR INC | Real Estate | 6.1% | $58.7m | 409,379 | – | new |
| 4 | ADC AGREE RLTY CORP | Real Estate | 6.0% | $57.3m | 742,060 | 46% | added |
| 5 | OUT OUTFRONT MEDIA INC | Real Estate | 6.0% | $57.2m | 3,545,582 | – | new |
| 6 | CCL CARNIVAL CORP | Consumer Cyclical | 5.6% | $53.5m | 2,739,623 | – | new |
| 7 | LINE LINEAGE INC | 5.3% | $51.4m | 875,998 | 160% | added | |
| 8 | KIM KIMCO RLTY CORP | Real Estate | 4.5% | $43.7m | 2,057,718 | – | new |
| 9 | CTRE CARETRUST REIT INC | Real Estate | 4.2% | $40.5m | 1,415,422 | -12% | reduced |
| 10 | CPT CAMDEN PPTY TR | Real Estate | 4.0% | $38.7m | 316,446 | – | new |
| 11 | AHR AMERICAN HEALTHCARE REIT INC | Real Estate | 4.0% | $38.6m | 1,275,125 | -27% | reduced |
| 12 | AMT AMERICAN TOWER CORP NEW | Real Estate | 4.0% | $38.6m | 177,415 | 551% | added |
| 13 | EQIX EQUINIX INC | Real Estate | 4.0% | $38.5m | 47,236 | 11% | added |
| 14 | RYN RAYONIER INC | Real Estate | 3.9% | $37.8m | 1,354,183 | 21% | added |
| 15 | UDR UDR INC | Real Estate | 3.9% | $37.7m | 833,572 | – | new |
| 16 | SKT TANGER INC | Real Estate | 3.3% | $32.1m | 949,673 | 6% | added |
| 17 | SBAC SBA COMMUNICATIONS CORP NEW | Real Estate | 3.1% | $29.5m | 134,288 | -63% | reduced |
| 18 | HIW HIGHWOODS PPTYS INC | Real Estate | 2.7% | $26.4m | 890,940 | – | new |
| 19 | PLD PROLOGIS INC. | Real Estate | 2.7% | $25.6m | 228,932 | – | new |
| 20 | DBRG DIGITALBRIDGE GROUP INC | Financial Services | 2.3% | $22.2m | 2,521,576 | -5% | reduced |
| 21 | DRH DIAMONDROCK HOSPITALITY CO | Real Estate | 2.2% | $20.7m | 2,678,153 | 144% | added |
| 22 | PEB PEBBLEBROOK HOTEL TR | Real Estate | 2.0% | $18.8m | 1,859,487 | -42% | reduced |
| 23 | BXP BXP INC | Real Estate | 1.9% | $18.7m | 277,849 | – | new |
| 24 | SHO SUNSTONE HOTEL INVS INC NEW | Real Estate | 0.9% | $8.9m | 945,690 | -51% | reduced |
| 25 | VTR VENTAS INC | Real Estate | 0.3% | $2.5m | 36,808 | -94% | reduced |
| 26 | EPRT ESSENTIAL PPTYS RLTY TR INC | Real Estate | 0.3% | $2.4m | 74,533 | 1% | added |
| 27 | GLPI GAMING & LEISURE PPTYS INC | Real Estate | 0.2% | $2.4m | 46,885 | – | new |
| 28 | PSA PUBLIC STORAGE OPER CO | Real Estate | 0.2% | $2.4m | 7,872 | -93% | reduced |
| 29 | MTH MERITAGE HOMES CORP | Consumer Cyclical | 0.2% | $1.9m | 26,236 | -92% | reduced |
| 30 | HGV HILTON GRAND VACATIONS INC | Consumer Cyclical | 0.2% | $1.8m | 47,248 | -92% | reduced |
| 31 | BRX BRIXMOR PPTY GROUP INC | Real Estate | 0.2% | $1.5m | 54,988 | – | new |
| 32 | WH WYNDHAM HOTELS & RESORTS INC | Consumer Cyclical | 0.0% | $456.7k | 5,046 | -99% | reduced |
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.