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 $1.6B. In the most recent quarter, they have increased their positions in UDR (+3.6M shares, valued at $130.8M), SBAC (+234.1K shares, valued at $45.3M), COLD (+2.9M shares, valued at $37.7M); decreased their positions in VTR (-136.7K shares, valued at $10.6M), KRC (-157.9K shares, valued at $5.9M), O (-81.3K shares, valued at $4.6M); initiated new positions in UDR (+3.6M shares, valued at $130.8M), COLD (+2.9M shares, valued at $37.7M), NSA (+1.2M shares, valued at $33.8M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SBAC SBA COMMUNICATIONS CORP NEW1.2M shares24.81%2025-12-312026-02-17

ESS ESSEX PPTY TR INC637.2K shares7.26%2025-12-312026-02-17

HR HEALTHCARE RLTY TR9.0M shares15.44%2025-12-312026-02-17

NNN NNN REIT INC3.8M shares24.87%2025-12-312026-02-17

UDR UDR INC3.6M sharesnew addition2025-12-312026-02-17

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW1.3M shares-2.01%2025-12-312026-02-17

VTR VENTAS INC1.6M shares-7.72%2025-12-312026-02-17

FR FIRST INDL RLTY TR INC2.1M shares1.25%2025-12-312026-02-17

Sponsored

O REALTY INCOME CORP2.0M shares-3.90%2025-12-312026-02-17

KRC KILROY RLTY CORP2.6M shares-5.66%2025-12-312026-02-17

COLD AMERICOLD REALTY TRUST INC2.9M sharesnew addition2025-12-312026-02-17

AKR ACADIA RLTY TR1.7M shares0.00%2025-12-312026-02-17

NSA NATIONAL STORAGE AFFILIATES1.2M sharesnew addition2025-12-312026-02-17

SITE CTRS CORP SITE CTRS CORP4.0M shares19.80%2025-12-312026-02-17

SIX FLAGS ENTERTAINMENT CORP SIX FLAGS ENTERTAINMENT CORP1.2M shares142.49%2025-12-312026-02-17

CURB CURBLINE PPTYS CORP768.3K shares0.09%2025-12-312026-02-17