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Gillson Capital LP

13F filer · CIK 0001698055
Reported Aug 14, 2026
Net buyer this quarter
13F portfolio value$1.7BU.S. long equity reported on 13F
Positions7931 new · 19 closed
Net flow last quarter+$378MBuys minus sells
Top 10 positions weight40.6%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 14, 202679 positions
AIZAssurant, Inc.$125M7.35%0.94%+18.2%Q4 2018
AJGArthur J. Gallagher & Co.$81.8M4.82%0.14%+207.8%Q1 2018
AONAon plc$73.5M4.33%0.10%+115.7%Q1 2017
PGRProgressive Corp$70.1M4.13%0.06%Not reportedQ4 2016
COFCapital One Financial Corp$64.6M3.81%0.05%+92.6%Q2 2018
INVHInvitation Homes Inc.$62M3.65%0.35%+170.6%Q3 2019
WELLWelltower Inc.$57.5M3.39%0.04%+83.7%Q1 2022
NDAQNasdaq, Inc.$55.9M3.29%0.13%+9.4%Q2 2018
CTRECareTrust REIT, Inc.$52.4M3.09%0.55%+44.1%Q2 2019
UDRUDR, Inc.$46.8M2.76%0.37%Not reportedQ3 2020
MCOMoodys Corp$42.9M2.52%0.05%+4.7%Q1 2023
MSCIMSCI Inc.$40.8M2.40%0.10%+34.1%Q4 2024
RNRRenaissancere Holdings Ltd$37.1M2.18%0.28%+50.8%Q4 2016
BLKBlackRock, Inc.$33.7M1.98%0.02%Not reportedQ2 2017
MAMastercard Inc$33M1.94%0.01%-45.7%Q2 2022
APLEApple Hospitality REIT, Inc.$32.9M1.94%0.83%Not reportedQ2 2024
HLTHilton Worldwide Holdings Inc.$27.4M1.62%0.04%NewQ2 2026
VVisa Inc.$26.5M1.56%0.00%Not reportedQ4 2018
TRNOTerreno Realty Corp$26.1M1.54%0.37%-1.7%Q1 2024
DLRDigital Realty Trust, Inc.$25.8M1.52%0.04%Not reportedQ1 2022
ENSGEnsign Group, Inc$25.1M1.48%0.27%+193.4%Q3 2023
EXRExtra Space Storage Inc.$25M1.47%0.08%Not reportedQ3 2019
JKHYJack Henry & Associates Inc$22.9M1.35%0.23%Not reportedQ2 2023
CTASCintas Corp$21.5M1.27%0.03%Not reportedQ1 2024
AIGAmerican International Group, Inc.$21.1M1.24%0.05%-59.6%Q4 2016
PSAPublic Storage$20.6M1.21%0.04%-57.9%Q1 2020
PCTYPaylocity Holding Corp$19.4M1.14%0.35%-45.7%Q4 2022
ECLEcolab Inc.$19.2M1.13%0.02%Not reportedQ2 2023
CBChubb Ltd$18.5M1.09%0.01%-47.1%Q2 2020
SKWDSkyward Specialty Insurance Group, Inc.$18.2M1.07%0.70%+10.8%Q4 2025
IRMIron Mountain Inc$17.4M1.03%0.05%Not reportedQ1 2024
AFGAmerican Financial Group Inc$17.4M1.02%0.15%+131.1%Q4 2017
TRUTransUnion$16.5M0.97%0.12%+74.6%Q4 2022
WULFTerawulf Inc.$16.2M0.96%0.13%+309.3%Q3 2025
TPGTPG Inc.$16M0.94%Not reported+209.7%Q4 2024
APLDApplied Digital Corp.$15.8M0.93%0.18%+104.0%Q3 2025
THGHanover Insurance Group, Inc.$15.7M0.92%0.21%+56.4%Q3 2018
UNMUnum Group$15.6M0.92%0.11%-53.2%Q4 2016
KKRKKR & Co. Inc.$15.5M0.91%0.02%+115.1%Q3 2020
WPCW. P. Carey Inc.$15.1M0.89%0.09%-55.1%Q3 2021
AFRMAffirm Holdings, Inc.$14.7M0.87%0.30%-45.2%Q1 2023
EGPEastgroup Properties Inc$13.8M0.81%0.13%-40.4%Q2 2023
TOSTToast, Inc.$13.8M0.81%0.23%Not reportedQ1 2023
NNNNNN REIT, Inc.$13.5M0.80%0.15%NewQ2 2026
EGEverest Group, Ltd.$12.9M0.76%0.05%Not reportedQ1 2018
APOApollo Global Management, Inc.$12.6M0.74%0.02%Not reportedQ3 2020
NTSTNETSTREIT Corp.$12.6M0.74%0.59%+78.8%Q3 2020
TWTradeweb Markets Inc.$12.4M0.73%124600.00%Not reportedQ4 2019
CPAYCorpay, Inc.$12.1M0.71%0.06%-47.7%Q4 2025
VOYAVoya Financial, Inc.$11.9M0.70%0.14%-37.0%Q4 2016
Q1 2026Reported May 15, 202667 positions
AIZAssurant, Inc.$85.6M7.02%0.79%+0.7%Q4 2018
MAMastercard Inc$59.1M4.84%0.01%Not reportedQ2 2022
NDAQNasdaq, Inc.$55.1M4.51%0.11%+10.0%Q2 2018
AIGAmerican International Group, Inc.$52.8M4.32%0.13%+209.1%Q4 2016
PSAPublic Storage$41.5M3.40%0.09%+70.1%Q1 2020
WHWyndham Hotels & Resorts, Inc.$40.3M3.30%0.66%+43.0%Q4 2025
MCOMoodys Corp$39.4M3.23%0.05%-29.1%Q1 2023
PCTYPaylocity Holding Corp$36.9M3.03%0.64%+6.2%Q4 2022
ICEIntercontinental Exchange, Inc.$33.8M2.77%0.04%+12.3%Q1 2018
CBChubb Ltd$33.5M2.74%0.03%-48.7%Q2 2020
AONAon plc$33.2M2.72%0.05%-45.7%Q1 2017
CTRECareTrust REIT, Inc.$33.1M2.71%0.40%+95.3%Q2 2019
WPCW. P. Carey Inc.$32M2.62%0.21%Not reportedQ3 2021
COFCapital One Financial Corp$30.5M2.50%0.03%+15.3%Q2 2018
MSCIMSCI Inc.$29.3M2.40%0.07%Not reportedQ4 2024
WELLWelltower Inc.$27.3M2.24%0.02%Not reportedQ1 2022
UNMUnum Group$27.2M2.23%0.23%+2.8%Q4 2016
TRNOTerreno Realty Corp$25.2M2.06%0.39%-29.0%Q1 2024
AJGArthur J. Gallagher & Co.$25.1M2.05%0.05%Not reportedQ1 2018
RNRRenaissancere Holdings Ltd$23.1M1.89%0.18%Not reportedQ4 2016
SCHWSchwab Charles Corp$21.4M1.75%0.01%+428.1%Q3 2018
EGPEastgroup Properties Inc$21.2M1.74%0.21%Not reportedQ2 2023
AXSAxis Capital Holdings Ltd$20.6M1.69%0.27%-15.6%Q4 2017
CPAYCorpay, Inc.$20.2M1.65%0.10%+592.2%Q4 2025
INVHInvitation Homes Inc.$18.9M1.54%0.13%Not reportedQ3 2019
GPNGlobal Payments Inc$18.3M1.50%0.10%Not reportedQ1 2023
AFRMAffirm Holdings, Inc.$15.1M1.24%0.56%+24.4%Q1 2023
WCNWaste Connections, Inc.$15.1M1.23%0.04%NewQ1 2026
EQIXEquinix Inc$14.7M1.20%0.02%-65.3%Q4 2021
VOYAVoya Financial, Inc.$14.2M1.17%0.23%Not reportedQ4 2016
SKWDSkyward Specialty Insurance Group, Inc.$12.3M1.01%0.63%+53.1%Q4 2025
SIGISelective Insurance Group Inc$12.1M0.99%0.27%+107.4%Q4 2025
VMRKVivmark Residential$11.1M0.91%0.05%Not reportedQ2 2019
AXPAmerican Express Co$11M0.90%0.01%Not reportedQ1 2017
ENSGEnsign Group, Inc$10.8M0.88%0.09%-24.8%Q3 2023
JXNJackson Financial Inc.$10.7M0.87%0.14%NewQ1 2026
IRENIREN Ltd$10.6M0.87%0.09%-0.1%Q2 2025
RHPRyman Hospitality Properties, Inc.$9.8M0.80%0.17%Not reportedQ4 2019
BOWBowhead Specialty Holdings Inc.$9.79M0.80%1.33%+10.0%Q2 2024
BXBlackstone Inc.$9.27M0.76%0.01%-39.2%Q1 2021
CTSHCognizant Technology Solutions Corp$9.15M0.75%0.03%Not reportedQ4 2023
TRUTransUnion$9.04M0.74%0.07%+5.2%Q4 2022
CBOECboe Global Markets, Inc.$8.91M0.73%0.03%-77.9%Q1 2021
RGAReinsurance Group of America Inc$8.41M0.69%0.06%Not reportedQ3 2018
THGHanover Insurance Group, Inc.$8.11M0.66%0.13%-34.0%Q3 2018
EQHEquitable Holdings, Inc.$7.79M0.64%0.07%Not reportedQ4 2020
KKRKKR & Co. Inc.$7.25M0.59%0.01%+146.5%Q3 2020
LINELineage, Inc.$7.17M0.59%0.10%+75.0%Q3 2025
AFGAmerican Financial Group Inc$6.87M0.56%0.06%+38.0%Q4 2017
LPLALPL Financial Holdings Inc.$6.62M0.54%0.03%Not reportedQ3 2019
Q4 2025Reported Feb 17, 202675 positions
VVisa Inc.$99.1M6.48%0.02%+105.1%Q4 2018
AIZAssurant, Inc.$94M6.15%0.78%+62.6%Q4 2018
AONAon plc$66.7M4.36%0.09%+34.4%Q1 2017
MCOMoodys Corp$65.1M4.26%0.07%+12.2%Q1 2023
CBChubb Ltd$62.5M4.09%0.05%+91.4%Q2 2020
NDAQNasdaq, Inc.$57.2M3.75%0.10%Not reportedQ2 2018
JKHYJack Henry & Associates Inc$55.5M3.63%0.42%+49.0%Q2 2023
PCTYPaylocity Holding Corp$49.1M3.21%0.60%+68.5%Q4 2022
TPGTPG Inc.$47.7M3.12%Not reported+3.5%Q4 2024
CBOECboe Global Markets, Inc.$35.9M2.35%0.14%-30.8%Q1 2021
COFCapital One Financial Corp$35.2M2.30%0.02%+80.5%Q2 2018
TRNOTerreno Realty Corp$33.9M2.22%0.56%+25.9%Q1 2024
EQIXEquinix Inc$33M2.16%0.04%Not reportedQ4 2021
ICEIntercontinental Exchange, Inc.$31M2.03%0.03%Not reportedQ1 2018
VTRVentas, Inc.$30.6M2.00%0.08%-31.0%Q3 2020
HSTHost Hotels & Resorts, Inc.$30.5M2.00%0.25%+117.8%Q2 2019
FRFirst Industrial Realty Trust Inc$29M1.89%0.38%Not reportedQ1 2020
UNMUnum Group$28.1M1.84%0.22%+47.4%Q4 2016
EPRTEssential Properties Realty Trust, Inc.$26.9M1.76%0.43%Not reportedQ3 2023
WHWyndham Hotels & Resorts, Inc.$26.2M1.72%0.46%NewQ4 2025
AXSAxis Capital Holdings Ltd$25.8M1.69%0.32%Not reportedQ4 2017
TRVTravelers Companies, Inc.$25.3M1.65%0.04%Not reportedQ4 2016
PSAPublic Storage$23.4M1.53%0.05%Not reportedQ1 2020
MAAMid America Apartment Communities Inc.$21.3M1.39%0.13%+40.5%Q1 2020
SBRASabra Health Care REIT, Inc.$20.5M1.34%0.43%Not reportedQ3 2019
BXBlackstone Inc.$20.4M1.34%0.02%+30.3%Q1 2021
AFRMAffirm Holdings, Inc.$19.7M1.29%0.45%+117.1%Q1 2023
SPGIS&P Global Inc.$18.3M1.20%0.01%Not reportedQ4 2022
GLPIGaming & Leisure Properties, Inc.$17.8M1.16%0.14%+52.7%Q3 2021
VCICVine Hill Capital Investment Corp.$17.1M1.12%21.63%+507.2%Q3 2025
CTRECareTrust REIT, Inc.$16.7M1.09%0.21%-25.1%Q2 2019
DOCHealthpeak Properties, Inc.$16.5M1.08%0.15%Not reportedQ4 2019
INTUIntuit Inc.$14.8M0.97%0.01%Not reportedQ4 2022
MKTXMarketaxess Holdings Inc$14.6M0.96%0.23%+114.8%Q4 2021
ARESAres Management Corp$14.3M0.93%0.03%Not reportedQ1 2018
LNCLincoln National Corp$13.6M0.89%0.16%+54.6%Q1 2019
CBRECbre Group, Inc.$13.6M0.89%0.03%NewQ4 2025
GLGlobe Life Inc.$13M0.85%0.10%Not reportedQ3 2022
THGHanover Insurance Group, Inc.$13M0.85%0.20%+54.1%Q3 2018
MRSHMarsh & Mclennan Companies, Inc.$12.9M0.84%0.01%Not reportedQ4 2016
ENSGEnsign Group, Inc$12.4M0.81%0.12%+65.6%Q3 2023
RYANRyan Specialty Holdings, Inc.$12M0.79%0.21%Not reportedQ3 2021
IRENIREN Ltd$11.7M0.76%0.11%-22.2%Q2 2025
IRTIndependence Realty Trust, Inc.$11.4M0.75%0.28%Not reportedQ1 2024
HUTHut 8 Corp.$11.3M0.74%0.22%Not reportedQ4 2021
BOWBowhead Specialty Holdings Inc.$11.3M0.74%1.21%Not reportedQ2 2024
SYFSynchrony Financial$10.9M0.71%0.04%-40.2%Q4 2016
TRUTransUnion$10.7M0.70%0.06%Not reportedQ4 2022
ORIOld Republic International Corp$10.6M0.70%0.09%NewQ4 2025
SKWDSkyward Specialty Insurance Group, Inc.$9.39M0.61%0.45%NewQ4 2025
Q3 2025Reported Nov 14, 202565 positions
MCOMoodys Corp$54.2M4.70%0.06%+71.6%Q1 2023
AIZAssurant, Inc.$52M4.51%0.48%+8.5%Q4 2018
CBOECboe Global Markets, Inc.$50.7M4.40%0.20%+63.3%Q1 2021
AONAon plc$50.2M4.35%0.07%+54.8%Q1 2017
VVisa Inc.$47M4.08%0.01%Not reportedQ4 2018
TPGTPG Inc.$41.5M3.60%Not reportedNot reportedQ4 2024
VTRVentas, Inc.$40.1M3.48%0.12%Not reportedQ3 2020
AFGAmerican Financial Group Inc$31.3M2.71%0.26%+330.9%Q4 2017
PCTYPaylocity Holding Corp$30.4M2.64%0.35%+9.3%Q4 2022
JKHYJack Henry & Associates Inc$30.4M2.64%0.28%+76.2%Q2 2023
CBChubb Ltd$29.5M2.56%0.03%Not reportedQ2 2020
IRMIron Mountain Inc$29.2M2.54%0.10%-22.3%Q1 2024
VRSKVerisk Analytics, Inc.$28M2.43%0.08%Not reportedQ4 2022
METMetlife Inc$27.6M2.40%0.05%Not reportedQ3 2017
CINFCincinnati Financial Corp$27.2M2.36%0.11%+41.7%Q1 2025
TRNOTerreno Realty Corp$26M2.26%0.45%Not reportedQ1 2024
WPCW. P. Carey Inc.$24.8M2.15%0.17%-16.1%Q3 2021
ELSEquity Lifestyle Properties Inc$24.7M2.14%0.21%Not reportedQ4 2020
ALLAllstate Corp$24.3M2.11%0.04%Not reportedQ4 2016
CTRECareTrust REIT, Inc.$21.4M1.86%0.28%-15.7%Q2 2019
WTWWillis Towers Watson PLC$21.2M1.84%0.06%Not reportedQ4 2018
MARMarriott International Inc$19.3M1.67%0.03%+27.4%Q2 2025
UNMUnum Group$19.1M1.66%0.14%+810.1%Q4 2016
IRENIREN Ltd$18.6M1.62%Not reported+189.9%Q2 2025
XYZBlock, Inc.$17.8M1.54%Not reported-12.3%Q4 2022
MAMastercard Inc$17.7M1.53%0.00%-69.1%Q2 2022
BXBlackstone Inc.$17.4M1.51%0.01%Not reportedQ1 2021
COFCapital One Financial Corp$17.1M1.48%0.01%+100.9%Q2 2018
RNRRenaissancere Holdings Ltd$16.8M1.46%0.14%Not reportedQ4 2016
SMASmartStop Self Storage REIT, Inc.$15.6M1.35%1.33%+10.9%Q2 2025
SYFSynchrony Financial$15.5M1.35%0.06%Not reportedQ4 2016
MAAMid America Apartment Communities Inc.$15.2M1.32%0.09%Not reportedQ1 2020
RGAReinsurance Group of America Inc$14.7M1.27%0.12%-19.6%Q3 2018
HIGHartford Insurance Group, Inc.$14.2M1.24%0.04%Not reportedQ1 2017
SKTTanger Inc.$14M1.22%0.36%NewQ3 2025
HSTHost Hotels & Resorts, Inc.$13.5M1.17%0.12%Not reportedQ2 2019
CSGPCostar Group, Inc.$12.6M1.09%0.04%-58.2%Q4 2022
GLPIGaming & Leisure Properties, Inc.$12.1M1.05%0.09%Not reportedQ3 2021
BRBroadridge Financial Solutions, Inc.$11.9M1.03%0.04%Not reportedQ4 2024
CRBGCorebridge Financial, Inc.$11.4M0.99%0.07%Not reportedQ3 2022
BLKBlackRock, Inc.$9.73M0.84%0.01%-76.1%Q2 2017
AFRMAffirm Holdings, Inc.$8.92M0.77%0.21%+61.0%Q1 2023
AMTAmerican Tower Corp$8.4M0.73%0.01%-75.9%Q4 2017
THGHanover Insurance Group, Inc.$8.36M0.73%0.13%+268.0%Q3 2018
MIAXMiami International Holdings, Inc.$8.33M0.72%0.25%NewQ3 2025
QNSTQuinstreet, Inc$8.28M0.72%0.93%NewQ3 2025
LNCLincoln National Corp$7.98M0.69%0.10%Not reportedQ1 2019
CTASCintas Corp$7.96M0.69%0.01%Not reportedQ1 2024
ENSGEnsign Group, Inc$7.4M0.64%0.07%-79.7%Q3 2023
SHOPShopify Inc.$7.37M0.64%0.01%Not reportedQ2 2024
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