GSI Capital Advisors LLC
Net buyer this quarter
$212M
29
+$8.05M
56.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 WELL | $20.6M | 9.70% | 0.01% | -8.6% | Q1 2016 |
 EQIX | $19.5M | 9.22% | 0.02% | -12.7% | Q2 2017 |
 PLD | $18.1M | 8.54% | 0.01% | +1.6% | Q4 2013 |
 SPG | $11.2M | 5.29% | 627.26% | +15.7% | Q2 2013 |
 MAC | $9.85M | 4.65% | 0.14% | +52.4% | Q4 2013 |
 ESS | $9.48M | 4.47% | 0.05% | +24.6% | Q4 2013 |
 HST | $7.95M | 3.75% | 0.05% | +22.9% | Q3 2013 |
 PSA | $7.9M | 3.73% | 0.01% | +1.6% | Q3 2013 |
 ELS | $7.6M | 3.58% | 0.06% | +58.7% | Q2 2013 |
 CTRE | $6.74M | 3.18% | 0.07% | +1.6% | Q3 2025 |
 SBRA | $6.7M | 3.16% | 0.13% | +1.6% | Q3 2017 |
 INVH | $6.46M | 3.05% | 0.04% | +12.6% | Q3 2017 |
 TRNO | $6.46M | 3.05% | 0.09% | +64.1% | Q2 2022 |
 AVBC | $6.4M | 3.02% | 0.17% | +6.1% | Q2 2013 |
 VICI | $6.1M | 2.88% | 0.02% | +1.6% | Q4 2021 |
 DLR | $6.07M | 2.86% | 0.01% | -31.2% | Q3 2015 |
 IVT | $5.95M | 2.81% | 0.22% | +1.6% | Q3 2023 |
 CUBE | $4.95M | 2.33% | 0.06% | +1.6% | Q1 2014 |
 CUZ | $4.91M | 2.32% | 0.10% | Not reported | Q2 2014 |
 CURB | $4.86M | 2.29% | 0.14% | +1.6% | Q4 2024 |
 BXP | $4.51M | 2.13% | 0.04% | +21.6% | Q2 2013 |
 EPRT | $4.46M | 2.11% | 0.07% | +1.6% | Q3 2023 |
 DOC | $4.4M | 2.07% | 0.03% | Not reported | Q4 2019 |
 BXDC | $4.21M | 1.99% | 0.19% | New | Q2 2026 |
 BNL | $3.92M | 1.85% | 0.10% | -5.5% | Q3 2023 |
 AMT | $3.85M | 1.82% | 0.01% | +1.6% | Q2 2013 |
 WPC | $3.62M | 1.71% | 0.02% | Not reported | Q2 2017 |
 ARE | $3.54M | 1.67% | 0.04% | +19.8% | Q3 2013 |
 O | $1.67M | 0.79% | 0.00% | -70.4% | Q3 2017 |
| Q1 2026 | |||||
| EQIX | $21M | 11.43% | 0.02% | -1.3% | Q2 2017 |
| WELL | $19.6M | 10.64% | 0.01% | +10.5% | Q1 2016 |
| PLD | $17.4M | 9.44% | 0.01% | -0.4% | Q4 2013 |
| DLR | $8.85M | 4.81% | 0.01% | -0.4% | Q3 2015 |
| SPG | $8.09M | 4.39% | 542.33% | -0.4% | Q2 2013 |
| PSA | $6.62M | 3.59% | 0.01% | Not reported | Q3 2013 |
| SBRA | $6.5M | 3.53% | 0.13% | +77.1% | Q3 2017 |
| ESS | $6.31M | 3.43% | 0.04% | -0.4% | Q4 2013 |
| VICI | $6.18M | 3.36% | 0.02% | -0.4% | Q4 2021 |
| CTRE | $6.02M | 3.27% | 0.07% | +30.2% | Q3 2025 |
| O | $5.58M | 3.03% | 0.01% | -0.4% | Q3 2017 |
| HST | $5.22M | 2.84% | 0.04% | -0.4% | Q3 2013 |
| AVBC | $5.22M | 2.84% | 0.16% | -0.3% | Q2 2013 |
| IVT | $5.04M | 2.74% | 0.21% | +7.8% | Q3 2023 |
| MAC | $4.85M | 2.63% | 0.10% | -0.4% | Q4 2013 |
| INVH | $4.72M | 2.56% | 0.03% | -0.4% | Q3 2017 |
| ELS | $4.64M | 2.52% | 0.04% | -0.4% | Q2 2013 |
| CUBE | $4.49M | 2.44% | 0.05% | Not reported | Q1 2014 |
| EPRT | $4.47M | 2.43% | 0.07% | -0.4% | Q3 2023 |
 GLPI | $4.11M | 2.23% | 0.03% | -0.4% | Q2 2017 |
| CURB | $4.06M | 2.21% | 0.15% | -0.4% | Q4 2024 |
| AMT | $4M | 2.17% | 0.01% | -0.4% | Q2 2013 |
| TRNO | $3.73M | 2.03% | 0.06% | +33.6% | Q2 2022 |
| BNL | $3.66M | 1.99% | 0.10% | -0.4% | Q3 2023 |
 CPT | $3.45M | 1.87% | 0.03% | +12.1% | Q1 2014 |
| BXP | $2.9M | 1.58% | 0.04% | -0.3% | Q2 2013 |
 LXP | $2.85M | 1.55% | 0.10% | Not reported | Q2 2024 |
| ARE | $2.6M | 1.41% | 0.03% | -0.4% | Q3 2013 |
 COLD | $1.98M | 1.07% | 0.06% | Not reported | Q1 2021 |
| Q4 2025 | |||||
| PLD | $16.9M | 9.44% | 0.01% | +9.3% | Q4 2013 |
| EQIX | $16.7M | 9.33% | 0.02% | +1.5% | Q2 2017 |
| WELL | $16.6M | 9.32% | 0.01% | +1.5% | Q1 2016 |
| SPG | $8.06M | 4.51% | 544.33% | +1.5% | Q2 2013 |
| DLR | $7.63M | 4.27% | 0.01% | +1.5% | Q3 2015 |
 VTR | $7.41M | 4.15% | 0.02% | -25.1% | Q4 2013 |
 EXR | $7.28M | 4.08% | 0.03% | +42.4% | Q2 2013 |
| ESS | $6.85M | 3.84% | 0.04% | +1.5% | Q4 2013 |
| VICI | $6.38M | 3.58% | 0.02% | -9.6% | Q4 2021 |
| AVBC | $5.82M | 3.26% | 0.16% | Not reported | Q2 2013 |
| INVH | $5.3M | 2.97% | 0.03% | +1.5% | Q3 2017 |
| O | $5.16M | 2.89% | 0.01% | +1.5% | Q3 2017 |
| HST | $4.85M | 2.72% | 0.04% | +5.8% | Q3 2013 |
| MAC | $4.75M | 2.66% | 0.10% | +1.5% | Q4 2013 |
| CTRE | $4.56M | 2.56% | 0.06% | +1.5% | Q3 2025 |
| ELS | $4.52M | 2.53% | 0.04% | +1.5% | Q2 2013 |
| EPRT | $4.38M | 2.45% | 0.07% | +0.4% | Q3 2023 |
| IVT | $4.33M | 2.42% | 0.20% | +91.8% | Q3 2023 |
| GLPI | $4.15M | 2.33% | 0.03% | +28.3% | Q2 2017 |
| AMT | $4.08M | 2.29% | 0.01% | +20.7% | Q2 2013 |
 SMA | $3.86M | 2.16% | 0.23% | -36.7% | Q2 2025 |
| BXP | $3.79M | 2.12% | 0.04% | +8.6% | Q2 2013 |
 FR | $3.71M | 2.08% | 0.05% | -54.0% | Q4 2014 |
| CURB | $3.67M | 2.05% | 0.15% | +0.5% | Q4 2024 |
| SBRA | $3.61M | 2.02% | 0.08% | Not reported | Q3 2017 |
| BNL | $3.5M | 1.96% | 0.11% | +1.5% | Q3 2023 |
| CPT | $3.46M | 1.94% | 0.03% | +1.5% | Q1 2014 |
| ARE | $2.75M | 1.54% | 0.03% | +23.4% | Q3 2013 |
| TRNO | $2.67M | 1.50% | 0.04% | Not reported | Q2 2022 |
 LINE | $1.87M | 1.05% | 0.02% | Not reported | Q4 2024 |
| Q3 2025 | |||||
| EQIX | $16.8M | 9.48% | 0.02% | -7.7% | Q2 2017 |
| WELL | $15.7M | 8.90% | 0.01% | -5.6% | Q1 2016 |
| PLD | $13.8M | 7.82% | 0.01% | -5.9% | Q4 2013 |
| VTR | $8.95M | 5.05% | 0.03% | +2.2% | Q4 2013 |
| DLR | $8.39M | 4.74% | 0.01% | -7.7% | Q3 2015 |
| VICI | $8.19M | 4.63% | 0.02% | -7.6% | Q4 2021 |
| SPG | $8.05M | 4.55% | 536.33% | -5.7% | Q2 2013 |
| SMA | $7.43M | 4.20% | 0.64% | +73.2% | Q2 2025 |
| FR | $7.25M | 4.10% | 0.11% | -7.7% | Q4 2014 |
| ESS | $6.91M | 3.90% | 0.04% | -7.6% | Q4 2013 |
| EXR | $5.53M | 3.13% | 0.02% | Not reported | Q2 2013 |
| INVH | $5.51M | 3.11% | 0.03% | -7.7% | Q3 2017 |
| O | $5.48M | 3.10% | 0.01% | -31.8% | Q3 2017 |
 UDR | $5.15M | 2.91% | 0.04% | Not reported | Q3 2013 |
| MAC | $4.62M | 2.61% | 0.10% | -7.5% | Q4 2013 |
| ELS | $4.46M | 2.52% | 0.04% | -7.6% | Q2 2013 |
| HST | $4.4M | 2.49% | 0.04% | -7.8% | Q3 2013 |
| EPRT | $4.38M | 2.47% | 0.07% | -7.7% | Q3 2023 |
| CTRE | $4.31M | 2.44% | 0.06% | New | Q3 2025 |
| BXP | $3.84M | 2.17% | 0.03% | +24.2% | Q2 2013 |
| ARE | $3.79M | 2.14% | 0.03% | Not reported | Q3 2013 |
| AMT | $3.71M | 2.09% | 0.00% | -7.5% | Q2 2013 |
| BNL | $3.54M | 2.00% | 0.10% | Not reported | Q3 2023 |
| CURB | $3.51M | 1.98% | 0.15% | -7.7% | Q4 2024 |
| GLPI | $3.38M | 1.91% | 0.03% | -7.8% | Q2 2017 |
| CPT | $3.31M | 1.87% | 0.03% | -7.7% | Q1 2014 |
 FRT | $2.51M | 1.42% | 0.03% | -7.6% | Q4 2013 |
| IVT | $2.29M | 1.29% | 0.10% | -7.8% | Q3 2023 |
| COLD | $1.72M | 0.97% | 0.05% | -7.7% | Q1 2021 |