GRS Advisors, LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
GRS Advisors, LLC disclosed 31 US equity positions worth $1.1bn in its Q3 2025 13F filing. The largest position was CCI at 11.7% of the reported book, followed by MTN and FRT. Against the Q2 2025 filing, it opened 9 new positions, added to 8 and reduced 9 among the top 31 holdings.
What did GRS Advisors, LLC own in Q3 2025? Top 31 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CCI CROWN CASTLE INC | Real Estate | 11.7% | $124.9m | 1,294,803 | 108% | added |
| 2 | MTN VAIL RESORTS INC | Consumer Cyclical | 6.3% | $67.6m | 452,114 | -1% | reduced |
| 3 | FRT FEDERAL RLTY INVT TR NEW | Real Estate | 6.2% | $66.4m | 655,162 | 31% | added |
| 4 | HIW HIGHWOODS PPTYS INC | Real Estate | 6.1% | $65.1m | 2,046,809 | 64% | added |
| 5 | EQIX EQUINIX INC | Real Estate | 5.9% | $63.4m | 80,895 | -0% | held |
| 6 | H HYATT HOTELS CORP | Consumer Cyclical | 5.8% | $62.4m | 439,810 | -17% | reduced |
| 7 | AHR AMERICAN HEALTHCARE REIT INC | Real Estate | 5.8% | $62.2m | 1,480,722 | -19% | reduced |
| 8 | CTRE CARETRUST REIT INC | Real Estate | 5.0% | $53.8m | 1,550,583 | 79% | added |
| 9 | CURB CURBLINE PPTYS CORP | 5.0% | $53.6m | 2,402,558 | 1% | added | |
| 10 | RHP RYMAN HOSPITALITY PPTYS INC | Real Estate | 4.3% | $45.8m | 511,078 | 29% | added |
| 11 | OUT OUTFRONT MEDIA INC | Real Estate | 4.2% | $45.2m | 2,468,232 | 13% | added |
| 12 | LINE LINEAGE INC | 4.0% | $42.7m | 1,105,351 | 33% | added | |
| 13 | SKT TANGER INC | Real Estate | 3.7% | $39.9m | 1,178,942 | -38% | reduced |
| 14 | NCLH NORWEGIAN CRUISE LINE HLDG L | Consumer Cyclical | 3.2% | $34.2m | 1,390,358 | – | new |
| 15 | VNO VORNADO RLTY TR | Real Estate | 3.0% | $32.1m | 791,560 | – | new |
| 16 | PRSU PURSUIT ATTRACTIONS AND HOSP | Consumer Cyclical | 2.7% | $28.5m | 787,930 | – | new |
| 17 | TOL TOLL BROTHERS INC | Consumer Cyclical | 2.7% | $28.4m | 205,612 | – | new |
| 18 | CDP COPT DEFENSE PROPERTIES | Real Estate | 2.7% | $28.4m | 977,264 | – | new |
| 19 | WELL WELLTOWER INC | Real Estate | 2.2% | $23.8m | 133,616 | -46% | reduced |
| 20 | PHM PULTE GROUP INC | Consumer Cyclical | 1.8% | $19.5m | 147,637 | – | new |
| 21 | JLL JONES LANG LASALLE INC | Real Estate | 1.7% | $18.7m | 62,554 | – | new |
| 22 | CBRE CBRE GROUP INC | Real Estate | 1.7% | $18.4m | 116,793 | – | new |
| 23 | DLR DIGITAL RLTY TR INC | Real Estate | 1.7% | $18.0m | 104,375 | -48% | reduced |
| 24 | CCL CARNIVAL CORP | Consumer Cyclical | 1.1% | $11.5m | 399,186 | -79% | reduced |
| 25 | VTR VENTAS INC | Real Estate | 0.2% | $2.6m | 37,287 | -94% | reduced |
| 26 | CUBE CUBESMART | Real Estate | 0.2% | $2.3m | 56,153 | 0% | held |
| 27 | INVH INVITATION HOMES INC | Real Estate | 0.2% | $2.3m | 77,407 | – | new |
| 28 | GLPI GAMING & LEISURE PPTYS INC | Real Estate | 0.2% | $2.2m | 46,885 | 0% | held |
| 29 | SBAC SBA COMMUNICATIONS CORP NEW | Real Estate | 0.2% | $2.1m | 10,835 | -93% | reduced |
| 30 | UDR UDR INC | Real Estate | 0.2% | $1.9m | 51,016 | 0% | held |
| 31 | WH WYNDHAM HOTELS & RESORTS INC | Consumer Cyclical | 0.0% | $403.2k | 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.