RUSH ISLAND MANAGEMENT, LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.5T
Holdings
17
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SBACSBA COMMUNICATIONS CORP NEW | 943,523 | $182.4B | 12.51% | |
| 2 | ESSESSEX PPTY TR INC | 594,108 | $159.0B | 10.90% | |
| 3 | HRHEALTHCARE RLTY TR | 7,803,351 | $140.7B | 9.64% | |
| 4 | FRTFEDERAL RLTY INVT TR NEW | 1,311,488 | $132.9B | 9.11% | |
| 5 | NNNNNN REIT INC | 3,069,753 | $130.7B | 8.96% | |
| 6 | OREALTY INCOME CORP | 2,085,394 | $126.8B | 8.69% | |
| 7 | VENVENTAS INC | 1,770,189 | $123.9B | 8.49% | |
| 8 | KRCKILROY RLTY CORP | 2,791,863 | $118.0B | 8.09% | |
| 9 | FRFIRST INDL RLTY TR INC | 2,053,829 | $105.7B | 7.25% | |
| 10 | HHYATT HOTELS CORP | 604,500 | $85.8B | 5.88% | |
| 11 | SHOSUNSTONE HOTEL INVS INC NEW | 3,708,130 | $34.7B | 2.38% | |
| 12 | AKRACADIA RLTY TR | 1,718,816 | $34.6B | 2.37% | |
| 13 | SITCSITE CTRS CORP | 3,330,365 | $30.0B | 2.06% | |
| 14 | LINELINEAGE INC | 513,900 | $19.9B | 1.36% | |
| 15 | CURBCURBLINE PPTYS CORP | 767,641 | $17.1B | 1.17% | |
| 16 | FUNSIX FLAGS ENTERTAINMENT CORP | 487,121 | $11.1B | 0.76% | |
| 17 | HUTHUT 8 CORP | 158,627 | $5.5B | 0.38% |