Masterton Capital Management, LP

CIK: 0001817145SEC EDGAR →

Portfolio Value

$143.5B

Holdings

22

As of

Q4 2025

New Positions

10

Closed Positions

9

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

EQUITY RESIDENTIAL

336,187$21.2B
14.77%
2

FEDERAL RLTY INVT TR NEW

173,546$17.5B
12.19%
3

PUBLIC STORAGE OPER CO

51,982$13.5B
9.40%
4

AMERICAN HOMES 4 RENT

350,715$11.3B
7.85%
5

INVITATION HOMES INC

378,265$10.5B
7.33%
6

PERFORMANCE FOOD GROUP CO

91,587$8.2B
5.74%
7

CHEFS WHSE INC

121,200$7.6B
5.27%
8

KIMCO RLTY CORP

343,513$7.0B
4.85%
9

APPLE HOSPITALITY REIT INC

531,000$6.3B
4.39%
10

BURLINGTON STORES INC

20,462$5.9B
4.12%

Quarterly Changes

Top Buys

CHEF↑ Increased
$3.5B
UDRNEW
$2.5B
TXRHNEW
$2.3B
EQR↑ Increased
$1.3B
APLE↑ Increased
$1.1B

Top Sells

FRT↓ Decreased
$7.4B
TREX↓ Decreased
$6.3B
BURL↓ Decreased
$6.1B
MCD↓ Decreased
$4.6B
PLD↓ Decreased
$4.6B

New Positions (4)

$2.5B · 68K shares
$2.3B · 14K shares
$619.0M · 7K shares
$581.0M · 8K shares

Closed Positions (3)

$2.6B · 81K shares
$2.4B · 13K shares
$1.5B · 9K shares

Sector Breakdown

Sector# HoldingsValue%
Real Estate13$112.7B78.6%
Consumer Defensive2$15.8B11.0%
Consumer Cyclical6$13.2B9.2%
Industrials1$1.7B1.2%