Argosy-Lionbridge Management, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$149.9B
Holdings
12
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ELMEELME COMMUNITIES | 2,295,674 | $39.9B | 26.65% | |
| 2 | FRFIRST INDL RLTY TR INC | 476,541 | $25.7B | 17.16% | |
| 3 | AIVAPARTMENT INVT & MGMT CO | 2,577,650 | $22.7B | 15.13% | |
| 4 | REXRREXFORD INDL RLTY INC | 496,722 | $19.4B | 12.97% | |
| 5 | VREVERIS RESIDENTIAL INC | 1,128,471 | $19.1B | 12.74% | |
| 6 | INVHINVITATION HOMES INC | 210,895 | $7.3B | 4.90% | |
| 7 | DBRGDIGITALBRIDGE GROUP INC | 500,217 | $4.4B | 2.94% | |
| 8 | COLDAMERICOLD REALTY TRUST INC | 165,000 | $3.5B | 2.36% | |
| 9 | BXMTBLACKSTONE MTG TR INC | 172,460 | $3.4B | 2.30% | |
| 10 | LENLENNAR CORP | 24,050 | $2.8B | 1.84% | |
| 11 | STWDSTARWOOD PPTY TR INC | 55,000 | $1.1B | 0.73% | |
| 12 | KRGKITE RLTY GROUP TR | 17,800 | $398.2M | 0.27% |