Argosy-Lionbridge Management, LLC
Net buyer this quarter
$159M
20
+$6.51M
85.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 IRT | $30.4M | 19.10% | 0.77% | +0.1% | Q4 2024 |
 BN | $20.5M | 12.89% | Not reported | +12.9% | Q1 2026 |
 FCPT | $18.5M | 11.60% | 0.69% | +10.9% | Q4 2025 |
 ELS | $17.3M | 10.89% | 0.14% | +249.3% | Q3 2025 |
 CPT | $14.9M | 9.36% | 0.13% | +82.0% | Q1 2026 |
 FR | $8.52M | 5.35% | 0.10% | -56.2% | Q4 2024 |
 VICI | $8.45M | 5.31% | 0.03% | +16.5% | Q1 2026 |
 AAT | $6.11M | 3.84% | 0.40% | +17.9% | Q3 2025 |
 PLD | $5.8M | 3.65% | 0.00% | New | Q2 2026 |
 SMA | $5.75M | 3.61% | 0.32% | New | Q2 2026 |
 CBRE | $5.39M | 3.39% | 0.01% | New | Q2 2026 |
 INVH | $4.17M | 2.62% | 0.02% | Not reported | Q4 2024 |
 DHI | $2.98M | 1.88% | 0.01% | New | Q2 2026 |
 LEN | $2.82M | 1.77% | Not reported | -79.3% | Q1 2025 |
 VNO | $2.49M | 1.56% | 0.03% | New | Q2 2026 |
 STWD | $2.03M | 1.28% | 0.03% | -29.6% | Q4 2024 |
 BXMT | $1.26M | 0.79% | 0.04% | Not reported | Q4 2024 |
 KRC | $1.12M | 0.71% | 0.03% | Not reported | Q1 2026 |
 ELME | $410K | 0.26% | 0.31% | Not reported | Q4 2024 |
 TOL | $247K | 0.16% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| IRT | $27.1M | 19.01% | 0.77% | +18.4% | Q4 2024 |
 REXR | $19.8M | 13.86% | 0.27% | +12.1% | Q4 2024 |
| FR | $18.4M | 12.88% | 0.24% | -21.6% | Q4 2024 |
| BN | $17.3M | 12.11% | Not reported | New | Q1 2026 |
| FCPT | $16M | 11.25% | 0.62% | +42.4% | Q4 2025 |
| LEN | $13M | 9.15% | Not reported | -3.4% | Q1 2025 |
| VICI | $7.46M | 5.24% | 0.03% | New | Q1 2026 |
| CPT | $6.98M | 4.90% | 0.07% | New | Q1 2026 |
| ELS | $4.8M | 3.37% | 0.04% | -29.8% | Q3 2025 |
| AAT | $3.86M | 2.71% | 0.34% | -2.3% | Q3 2025 |
| INVH | $3.43M | 2.41% | 0.02% | -66.9% | Q4 2024 |
| STWD | $3.04M | 2.13% | 0.05% | -29.9% | Q4 2024 |
| KRC | $846K | 0.59% | 0.03% | New | Q1 2026 |
| ELME | $556K | 0.39% | 0.31% | -60.3% | Q4 2024 |
| Q4 2025 | |||||
| IRT | $26.9M | 16.98% | 0.65% | +106.3% | Q4 2024 |
| FR | $23.2M | 14.65% | 0.31% | +0.2% | Q4 2024 |
| REXR | $20.9M | 13.19% | 0.23% | -10.9% | Q4 2024 |
| LEN | $16M | 10.11% | Not reported | Not reported | Q1 2025 |
| ELME | $12.1M | 7.67% | 0.79% | -45.2% | Q4 2024 |
| INVH | $11.6M | 7.33% | 0.07% | Not reported | Q4 2024 |
| FCPT | $11M | 6.94% | 0.44% | New | Q4 2025 |
 H | $7.21M | 4.56% | Not reported | -30.2% | Q2 2025 |
 AIV | $6.75M | 4.27% | 0.81% | -61.0% | Q4 2024 |
| ELS | $6.65M | 4.20% | 0.06% | +79.8% | Q3 2025 |
 KRG | $5.7M | 3.60% | 0.11% | -1.2% | Q1 2025 |
| STWD | $4.53M | 2.86% | 0.07% | +145.0% | Q4 2024 |
| AAT | $4.07M | 2.57% | 0.35% | Not reported | Q3 2025 |
| BXMT | $1.7M | 1.07% | 0.05% | +128.8% | Q4 2024 |
| Q3 2025 | |||||
| REXR | $24.9M | 16.36% | 0.26% | Not reported | Q4 2024 |
| AIV | $23.1M | 15.19% | 2.08% | +8.2% | Q4 2024 |
| ELME | $21.5M | 14.11% | 1.44% | -35.5% | Q4 2024 |
| FR | $20.8M | 13.68% | 0.31% | -1.2% | Q4 2024 |
| LEN | $19.6M | 12.88% | Not reported | +21.7% | Q1 2025 |
| IRT | $12.2M | 8.03% | 0.31% | Not reported | Q4 2024 |
| H | $9.15M | 6.02% | Not reported | -29.3% | Q2 2025 |
| KRG | $5.3M | 3.49% | 0.11% | +25.3% | Q1 2025 |
| AAT | $4.37M | 2.87% | 0.35% | New | Q3 2025 |
| VRE | $4.03M | 2.65% | Not reported | -58.4% | Q4 2024 |
| ELS | $3.7M | 2.44% | 0.03% | New | Q3 2025 |
| STWD | $1.99M | 1.31% | 0.03% | +286.1% | Q4 2024 |
 DBRG | $755K | 0.50% | 0.04% | -86.2% | Q4 2024 |
| BXMT | $715K | 0.47% | 0.02% | -2.5% | Q4 2024 |