Rush Island Management, LP
Net seller this quarter
$1.51B
22
-$186M
67.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 INVH | $137M | 9.10% | 0.77% | +7.3% | Q4 2019 |
 ESS | $128M | 8.47% | 0.68% | -45.7% | Q1 2023 |
 NNN | $115M | 7.63% | 1.29% | -20.2% | Q3 2021 |
 KRC | $110M | 7.31% | 2.53% | -39.4% | Q3 2022 |
 HR | $105M | 6.97% | 1.52% | -27.8% | Q1 2023 |
 VTR | $98.9M | 6.55% | 0.22% | -20.6% | Q1 2020 |
 SBRA | $82.1M | 5.44% | 1.65% | +163.4% | Q2 2024 |
 SBAC | $80.5M | 5.34% | 0.43% | -53.4% | Q3 2024 |
 FR | $78.6M | 5.21% | 0.97% | -26.9% | Q2 2020 |
 BXDC | $77.6M | 5.14% | 3.56% | New | Q2 2026 |
 VMRK | $66.4M | 4.40% | 0.26% | Not reported | Q4 2020 |
 AMT | $66.3M | 4.39% | 0.09% | New | Q2 2026 |
 ADC | $66.2M | 4.39% | 0.70% | +29.0% | Q1 2026 |
 DOC | $63M | 4.18% | 0.43% | New | Q2 2026 |
 MAC | $52.1M | 3.45% | 0.73% | Not reported | Q4 2018 |
 EPRT | $48.7M | 3.22% | 0.75% | +30.5% | Q4 2018 |
 IRT | $38.7M | 2.56% | 0.98% | -33.0% | Q3 2021 |
 NHP | $37.8M | 2.50% | 9.07% | New | Q2 2026 |
 VICI | $19.5M | 1.29% | 0.07% | Not reported | Q4 2019 |
 SITC | $17.9M | 1.18% | 8.58% | +1.2% | Q4 2023 |
 POOL | $10M | 0.66% | 0.13% | New | Q2 2026 |
 FUN | $8.92M | 0.59% | 0.41% | -54.9% | Q2 2025 |
| Q1 2026 | |||||
| ESS | $196M | 13.12% | 1.26% | +26.8% | Q1 2023 |
| SBAC | $168M | 11.30% | 0.92% | -16.9% | Q3 2024 |
| KRC | $137M | 9.20% | 4.18% | +84.5% | Q3 2022 |
| NNN | $130M | 8.74% | 1.63% | -19.1% | Q3 2021 |
| HR | $123M | 8.24% | 2.09% | -19.8% | Q1 2023 |
| VTR | $115M | 7.70% | 0.29% | -14.1% | Q1 2020 |
| INVH | $105M | 7.06% | 0.71% | Not reported | Q4 2019 |
| FR | $101M | 6.81% | 1.32% | -15.6% | Q2 2020 |
 FRT | $67.8M | 4.55% | 0.74% | -50.3% | Q2 2021 |
| IRT | $51.5M | 3.45% | 1.47% | Not reported | Q3 2021 |
| ADC | $51.1M | 3.43% | 0.56% | New | Q1 2026 |
| EPRT | $37.9M | 2.54% | 0.58% | Not reported | Q4 2018 |
 COLD | $35.5M | 2.38% | 1.09% | +5.8% | Q1 2024 |
 AKR | $32.3M | 2.17% | 1.27% | -1.7% | Q3 2025 |
| SBRA | $30.7M | 2.06% | 0.63% | Not reported | Q2 2024 |
| SITC | $24M | 1.61% | 8.47% | +11.4% | Q4 2023 |
 CSGP | $19.5M | 1.31% | 0.12% | New | Q1 2026 |
 APLE | $17.1M | 1.15% | 0.63% | Not reported | Q2 2021 |
 CURB | $17.1M | 1.15% | 0.63% | -13.5% | Q4 2024 |
| FUN | $16.5M | 1.10% | 0.91% | -21.5% | Q2 2025 |
 JAN | $7.07M | 0.47% | Not reported | New | Q1 2026 |
 SNDA | $7.04M | 0.47% | 0.46% | New | Q1 2026 |
| Q4 2025 | |||||
| SBAC | $228M | 14.23% | 1.11% | +24.8% | Q3 2024 |
| ESS | $167M | 10.42% | 0.99% | +7.3% | Q1 2023 |
| HR | $153M | 9.54% | 2.56% | +15.4% | Q1 2023 |
| NNN | $152M | 9.49% | 2.02% | +24.9% | Q3 2021 |
 UDR | $131M | 8.17% | 1.09% | New | Q4 2025 |
| FRT | $130M | 8.09% | 1.49% | -2.0% | Q2 2021 |
| VTR | $126M | 7.90% | 0.34% | -7.7% | Q1 2020 |
| FR | $119M | 7.44% | 1.57% | +1.3% | Q2 2020 |
 O | $113M | 7.06% | 0.21% | -3.9% | Q2 2021 |
| KRC | $98.4M | 6.15% | 2.23% | -5.7% | Q3 2022 |
| COLD | $37.7M | 2.35% | 1.03% | Not reported | Q1 2024 |
| AKR | $35.3M | 2.21% | 1.31% | Not reported | Q3 2025 |
| NSA | $33.8M | 2.11% | 1.55% | New | Q4 2025 |
| SITC | $25.6M | 1.60% | 7.60% | +19.8% | Q4 2023 |
| FUN | $18.1M | 1.13% | 1.16% | +142.5% | Q2 2025 |
| CURB | $17.8M | 1.11% | 0.73% | +0.1% | Q4 2024 |
 SMA | $15.6M | 0.98% | 0.91% | New | Q4 2025 |
| Q3 2025 | |||||
| SBAC | $182M | 12.51% | 0.88% | +161.6% | Q3 2024 |
| ESS | $159M | 10.90% | 0.92% | Not reported | Q1 2023 |
| HR | $141M | 9.64% | 2.22% | -45.3% | Q1 2023 |
| FRT | $133M | 9.11% | 1.52% | -18.3% | Q2 2021 |
| NNN | $131M | 8.96% | 1.62% | -7.0% | Q3 2021 |
| O | $127M | 8.69% | 0.23% | -12.2% | Q2 2021 |
| VTR | $124M | 8.49% | 0.38% | -31.3% | Q1 2020 |
| KRC | $118M | 8.09% | 2.36% | -31.1% | Q3 2022 |
| FR | $106M | 7.25% | 1.55% | +23.7% | Q2 2020 |
 H | $85.8M | 5.88% | Not reported | +21.5% | Q1 2025 |
 SHO | $34.7M | 2.38% | 1.95% | Not reported | Q1 2019 |
| AKR | $34.6M | 2.37% | 1.31% | New | Q3 2025 |
| SITC | $30M | 2.06% | 6.35% | +21.1% | Q4 2023 |
 LINE | $19.9M | 1.36% | 0.23% | New | Q3 2025 |
| CURB | $17.1M | 1.17% | 0.73% | Not reported | Q4 2024 |
| FUN | $11.1M | 0.76% | 0.48% | -87.2% | Q2 2025 |
 HUT | $5.52M | 0.38% | 0.15% | New | Q3 2025 |