Argosy-Lionbridge Management, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$144.7B
Holdings
12
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ELMEELME COMMUNITIES | 1,972,850 | $31.4B | 21.68% | |
| 2 | AIVAPARTMENT INVT & MGMT CO | 2,692,653 | $23.3B | 16.10% | |
| 3 | REXRREXFORD INDL RLTY INC | 604,839 | $21.5B | 14.87% | |
| 4 | FRFIRST INDL RLTY TR INC | 409,061 | $19.7B | 13.61% | |
| 5 | LENLENNAR CORP | 127,670 | $14.1B | 9.76% | |
| 6 | HHYATT HOTELS CORP | 91,250 | $12.7B | 8.81% | |
| 7 | VREVERIS RESIDENTIAL INC | 637,545 | $9.5B | 6.56% | |
| 8 | DBRGDIGITALBRIDGE GROUP INC | 467,717 | $4.8B | 3.35% | |
| 9 | KRGKITE RLTY GROUP TR | 189,800 | $4.3B | 2.97% | |
| 10 | COLDAMERICOLD REALTY TRUST INC | 120,000 | $2.0B | 1.38% | |
| 11 | BXMTBLACKSTONE MTG TR INC | 39,836 | $766.8M | 0.53% | |
| 12 | STWDSTARWOOD PPTY TR INC | 26,566 | $533.2M | 0.37% |