The Analysis of RUSH ISLAND MANAGEMENT, LP's Holdings
Currently, RUSH ISLAND MANAGEMENT, LP holds 17 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in ESS (+594.1K shares, valued at $159.0M), SBAC (+582.9K shares, valued at $112.7M), SHO (+3.7M shares, valued at $34.7M); decreased their positions in HR (-6.5M shares, valued at $116.4M), FUN (-3.3M shares, valued at $75.1M), VTR (-806.4K shares, valued at $56.4M); initiated new positions in ESS (+594.1K shares, valued at $159.0M), SHO (+3.7M shares, valued at $34.7M), AKR (+1.7M shares, valued at $34.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SBAC SBA COMMUNICATIONS CORP NEW943.5K shares161.61%2025-09-302025-11-14
ESS ESSEX PPTY TR INC594.1K sharesnew addition2025-09-302025-11-14 HR HEALTHCARE RLTY TR7.8M shares-45.28%2025-09-302025-11-14 FRT FEDERAL RLTY INVT TR NEW1.3M shares-18.32%2025-09-302025-11-14 NNN NNN REIT INC3.1M shares-6.98%2025-09-302025-11-14 O REALTY INCOME CORP2.1M shares-12.18%2025-09-302025-11-14 VTR VENTAS INC1.8M shares-31.30%2025-09-302025-11-14 KRC KILROY RLTY CORP2.8M shares-31.07%2025-09-302025-11-14 FR FIRST INDL RLTY TR INC2.1M shares23.71%2025-09-302025-11-14 H HYATT HOTELS CORP604.5K shares21.50%2025-09-302025-11-14 SHO SUNSTONE HOTEL INVS INC NEW3.7M sharesnew addition2025-09-302025-11-14 AKR ACADIA RLTY TR1.7M sharesnew addition2025-09-302025-11-14 SITC SITE CTRS CORP3.3M shares21.12%2025-09-302025-11-14 LINE LINEAGE INC513.9K sharesnew addition2025-09-302025-11-14 CURB CURBLINE PPTYS CORP767.6K sharesnew addition2025-09-302025-11-14 FUN SIX FLAGS ENTERTAINMENT CORP487.1K shares-87.16%2025-09-302025-11-14 HUT HUT 8 CORP158.6K sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available