Argosy-Lionbridge Management, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$152.0B
Holdings
14
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | REXRREXFORD INDL RLTY INC | 604,839 | $24.9B | 16.36% | |
| 2 | AIVAPARTMENT INVT & MGMT CO | 2,913,134 | $23.1B | 15.19% | |
| 3 | ELMEELME COMMUNITIES | 1,272,442 | $21.5B | 14.11% | |
| 4 | FRFIRST INDL RLTY TR INC | 404,061 | $20.8B | 13.68% | |
| 5 | LENLENNAR CORP | 155,420 | $19.6B | 12.88% | |
| 6 | IRTINDEPENDENCE RLTY TR INC | 744,935 | $12.2B | 8.03% | |
| 7 | HHYATT HOTELS CORP | 64,500 | $9.2B | 6.02% | |
| 8 | KRGKITE RLTY GROUP TR | 237,800 | $5.3B | 3.49% | |
| 9 | AATAMERICAN ASSETS TR INC | 214,863 | $4.4B | 2.87% | |
| 10 | VREVERIS RESIDENTIAL INC | 265,413 | $4.0B | 2.65% | |
| 11 | ELSEQUITY LIFESTYLE PPTYS INC | 61,000 | $3.7B | 2.44% | |
| 12 | STWDSTARWOOD PPTY TR INC | 102,566 | $2.0B | 1.31% | |
| 13 | DBRGDIGITALBRIDGE GROUP INC | 64,535 | $755.1M | 0.50% | |
| 14 | BXMTBLACKSTONE MTG TR INC | 38,836 | $715.0M | 0.47% |