GRS Advisors, LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
GRS Advisors, LLC disclosed 27 US equity positions worth $1.0bn in its Q2 2025 13F filing. The largest position was H at 7.1% of the reported book, followed by MTN and EQR. Against the Q1 2025 filing, it opened 8 new positions, added to 6 and reduced 10 among the top 27 holdings.
What did GRS Advisors, LLC own in Q2 2025? Top 27 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | H HYATT HOTELS CORP | Consumer Cyclical | 7.1% | $74.3m | 531,786 | – | new |
| 2 | MTN VAIL RESORTS INC | Consumer Cyclical | 6.9% | $71.8m | 456,649 | – | new |
| 3 | EQR EQUITY RESIDENTIAL | Real Estate | 6.8% | $70.6m | 1,045,798 | – | new |
| 4 | AHR AMERICAN HEALTHCARE REIT INC | Real Estate | 6.5% | $67.2m | 1,828,328 | 43% | added |
| 5 | EQIX EQUINIX INC | Real Estate | 6.2% | $64.5m | 81,072 | 72% | added |
| 6 | CCI CROWN CASTLE INC | Real Estate | 6.1% | $63.9m | 622,178 | – | new |
| 7 | SKT TANGER INC | Real Estate | 5.6% | $57.8m | 1,889,097 | 99% | added |
| 8 | CURB CURBLINE PPTYS CORP | 5.2% | $54.1m | 2,370,777 | -6% | reduced | |
| 9 | CCL CARNIVAL CORP | Consumer Cyclical | 5.0% | $52.5m | 1,867,620 | -32% | reduced |
| 10 | FRT FEDERAL RLTY INVT TR NEW | Real Estate | 4.6% | $47.5m | 500,227 | – | new |
| 11 | RHP RYMAN HOSPITALITY PPTYS INC | Real Estate | 3.8% | $39.2m | 396,988 | – | new |
| 12 | HIW HIGHWOODS PPTYS INC | Real Estate | 3.7% | $38.8m | 1,247,470 | 40% | added |
| 13 | WELL WELLTOWER INC | Real Estate | 3.6% | $37.9m | 246,231 | -58% | reduced |
| 14 | VTR VENTAS INC | Real Estate | 3.6% | $37.8m | 597,828 | 1524% | added |
| 15 | WPC WP CAREY INC | Real Estate | 3.6% | $37.7m | 604,270 | – | new |
| 16 | SBAC SBA COMMUNICATIONS CORP NEW | Real Estate | 3.5% | $36.3m | 154,379 | 15% | added |
| 17 | LINE LINEAGE INC | 3.5% | $36.0m | 828,252 | -5% | reduced | |
| 18 | OUT OUTFRONT MEDIA INC | Real Estate | 3.4% | $35.7m | 2,188,906 | -38% | reduced |
| 19 | DLR DIGITAL RLTY TR INC | Real Estate | 3.3% | $34.7m | 199,202 | -51% | reduced |
| 20 | ADC AGREE RLTY CORP | Real Estate | 2.7% | $28.2m | 386,448 | -48% | reduced |
| 21 | CTRE CARETRUST REIT INC | Real Estate | 2.5% | $26.5m | 865,875 | -39% | reduced |
| 22 | DBRG DIGITALBRIDGE GROUP INC | Financial Services | 1.8% | $18.8m | 1,816,915 | -28% | reduced |
| 23 | CUBE CUBESMART | Real Estate | 0.2% | $2.4m | 56,153 | – | new |
| 24 | GLPI GAMING & LEISURE PPTYS INC | Real Estate | 0.2% | $2.2m | 46,885 | 0% | held |
| 25 | UDR UDR INC | Real Estate | 0.2% | $2.1m | 51,016 | -94% | reduced |
| 26 | MTH MERITAGE HOMES CORP | Consumer Cyclical | 0.2% | $1.8m | 26,236 | 0% | held |
| 27 | WH WYNDHAM HOTELS & RESORTS INC | Consumer Cyclical | 0.0% | $409.8k | 5,046 | 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.