Rush Island Management, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Rush Island Management, LP disclosed 22 US equity positions worth $1.5bn in its Q1 2026 13F filing. The largest position was ESS at 13.1% of the reported book, followed by SBAC and KRC.
What did Rush Island Management, LP own in Q1 2026? Top 22 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | ESS ESSEX PPTY TR INC | Real Estate | 13.1% | $195.5m | 807,893 | – | |
| 2 | SBAC SBA COMMUNICATIONS CORP | Real Estate | 11.3% | $168.4m | 978,390 | – | |
| 3 | KRC KILROY REALTY CORP | Real Estate | 9.2% | $137.1m | 4,860,742 | – | |
| 4 | NNN NNN REIT INC | Real Estate | 8.7% | $130.3m | 3,099,284 | – | |
| 5 | HR HEALTHCARE RLTY TR | Real Estate | 8.2% | $122.8m | 7,225,362 | – | |
| 6 | VTR VENTAS INC | Real Estate | 7.7% | $114.7m | 1,402,660 | – | |
| 7 | INVH INVITATION HOMES INC | Real Estate | 7.1% | $105.3m | 4,237,107 | – | |
| 8 | FR FIRST INDL RLTY TR INC | Real Estate | 6.8% | $101.5m | 1,754,344 | – | |
| 9 | FRT FEDERAL RLTY INVT TR NEW | Real Estate | 4.5% | $67.8m | 638,538 | – | |
| 10 | IRT INDEPENDENCE RLTY TR INC | Real Estate | 3.5% | $51.5m | 3,456,162 | – | |
| 11 | ADC AGREE RLTY CORP | Real Estate | 3.4% | $51.1m | 677,438 | – | |
| 12 | EPRT ESSENTIAL PPTYS RLTY TR INC | Real Estate | 2.5% | $37.9m | 1,249,087 | – | |
| 13 | COLD AMERICOLD REALTY TRUST INC | Real Estate | 2.4% | $35.5m | 3,097,316 | – | |
| 14 | AKR ACADIA RLTY TR | Real Estate | 2.2% | $32.3m | 1,689,278 | – | |
| 15 | SBRA SABRA HEALTH CARE REIT INC | Real Estate | 2.1% | $30.7m | 1,598,287 | – | |
| 16 | SITC SITE CTRS CORP | 1.6% | $24.0m | 4,445,666 | – | ||
| 17 | CSGP COSTAR GROUP INC | Real Estate | 1.3% | $19.5m | 483,200 | – | |
| 18 | APLE APPLE HOSPITALITY REIT INC | Real Estate | 1.2% | $17.1m | 1,489,435 | – | |
| 19 | CURB CURBLINE PPTYS CORP | 1.1% | $17.1m | 664,514 | – | ||
| 20 | FUN SIX FLAGS ENTERTAINMENT CORP | Consumer Cyclical | 1.1% | $16.5m | 927,829 | – | |
| 21 | JAN JANUS LIVING INC | Real Estate | 0.5% | $7.1m | 300,000 | – | |
| 22 | SNDA SONIDA SENIOR LIVING INC | Healthcare | 0.5% | $7.0m | 218,171 | – |
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.