GRS Advisors, LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
GRS Advisors, LLC disclosed 33 US equity positions worth $1.1bn in its Q4 2025 13F filing. The largest position was EQIX at 7.2% of the reported book, followed by OUT and WH. Against the Q3 2025 filing, it opened 6 new positions, added to 14 and reduced 10 among the top 33 holdings.
What did GRS Advisors, LLC own in Q4 2025? Top 33 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | EQIX EQUINIX INC | Real Estate | 7.2% | $80.5m | 105,044 | 30% | added |
| 2 | OUT OUTFRONT MEDIA INC | Real Estate | 7.1% | $79.2m | 3,286,607 | 33% | added |
| 3 | WH WYNDHAM HOTELS & RESORTS INC | Consumer Cyclical | 6.1% | $68.5m | 906,144 | 17858% | added |
| 4 | RHP RYMAN HOSPITALITY PPTYS INC | Real Estate | 6.1% | $68.0m | 719,104 | 41% | added |
| 5 | CCI CROWN CASTLE INC | Real Estate | 5.5% | $61.6m | 693,012 | -46% | reduced |
| 6 | CTRE CARETRUST REIT INC | Real Estate | 5.4% | $60.0m | 1,658,698 | 7% | added |
| 7 | AHR AMERICAN HEALTHCARE REIT INC | Real Estate | 4.9% | $54.8m | 1,164,327 | -21% | reduced |
| 8 | LINE LINEAGE INC | 4.8% | $53.0m | 1,515,244 | 37% | added | |
| 9 | SBAC SBA COMMUNICATIONS CORP NEW | Real Estate | 4.6% | $51.1m | 264,256 | 2339% | added |
| 10 | REG REGENCY CTRS CORP | Real Estate | 4.3% | $47.9m | 694,169 | – | new |
| 11 | DBRG DIGITALBRIDGE GROUP INC | Financial Services | 3.5% | $39.5m | 2,571,868 | – | new |
| 12 | CPT CAMDEN PPTY TR | Real Estate | 3.4% | $38.0m | 345,599 | – | new |
| 13 | CURB CURBLINE PPTYS CORP | 3.3% | $37.1m | 1,599,883 | -33% | reduced | |
| 14 | PRSU PURSUIT ATTRACTIONS AND HOSP | Consumer Cyclical | 3.3% | $36.4m | 1,079,979 | 37% | added |
| 15 | FRT FEDERAL RLTY INVT TR NEW | Real Estate | 3.1% | $34.8m | 344,990 | -47% | reduced |
| 16 | MTH MERITAGE HOMES CORP | Consumer Cyclical | 3.0% | $33.9m | 514,743 | – | new |
| 17 | MAC MACERICH CO | Real Estate | 3.0% | $33.2m | 1,797,730 | – | new |
| 18 | UDR UDR INC | Real Estate | 2.9% | $32.9m | 896,430 | 1657% | added |
| 19 | NCLH NORWEGIAN CRUISE LINE HLDG L | Consumer Cyclical | 2.8% | $31.6m | 1,415,073 | 2% | added |
| 20 | CDP COPT DEFENSE PROPERTIES | Real Estate | 2.6% | $29.0m | 1,042,348 | 7% | added |
| 21 | VNO VORNADO RLTY TR | Real Estate | 2.5% | $28.2m | 848,689 | 7% | added |
| 22 | WELL WELLTOWER INC | Real Estate | 2.4% | $27.1m | 145,803 | 9% | added |
| 23 | HIW HIGHWOODS PPTYS INC | Real Estate | 2.3% | $25.3m | 981,523 | -52% | reduced |
| 24 | RKT ROCKET COS INC | Financial Services | 2.1% | $23.6m | 1,219,127 | – | new |
| 25 | SKT TANGER INC | Real Estate | 2.1% | $23.2m | 694,827 | -41% | reduced |
| 26 | VTR VENTAS INC | Real Estate | 0.3% | $2.9m | 37,287 | 0% | held |
| 27 | DLR DIGITAL RLTY TR INC | Real Estate | 0.2% | $2.5m | 16,064 | -85% | reduced |
| 28 | INVH INVITATION HOMES INC | Real Estate | 0.2% | $2.4m | 84,578 | 9% | added |
| 29 | GLPI GAMING & LEISURE PPTYS INC | Real Estate | 0.2% | $2.1m | 46,885 | 0% | held |
| 30 | CUBE CUBESMART | Real Estate | 0.2% | $2.0m | 56,153 | 0% | held |
| 31 | MTN VAIL RESORTS INC | Consumer Cyclical | 0.2% | $2.0m | 14,977 | -97% | reduced |
| 32 | JLL JONES LANG LASALLE INC | Real Estate | 0.1% | $1.3m | 3,926 | -94% | reduced |
| 33 | CBRE CBRE GROUP INC | Real Estate | 0.1% | $1.2m | 7,329 | -94% | 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.