Gillson Capital Lp Top Holdings and 13F Report (2025) About Gillson Capital LpInvestment ActivityGillson Capital Lp has $1.17 million in total holdings as of March 31, 2025.Gillson Capital Lp owns shares of 64 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 56.49% of the portfolio was purchased this quarter.About 52.77% of the portfolio was sold this quarter.This quarter, Gillson Capital Lp has purchased 63 new stocks and bought additional shares in 21 stocks.Gillson Capital Lp sold shares of 16 stocks and completely divested from 26 stocks this quarter.Largest Holdings Invitation Homes $54,301Mastercard $49,578Assurant $41,710Intercontinental Exchange $40,240American Tower $39,780 Largest New Holdings this Quarter 46187W107 - Invitation Homes $54,301 Holding45866F104 - Intercontinental Exchange $40,240 Holding303250104 - Fair Isaac $32,739 Holding11120U105 - Brixmor Property Group $27,706 Holding89417E109 - Travelers Companies $27,395 Holding Largest Purchases this Quarter Invitation Homes 1,558,139 shares (about $54.30K)Intercontinental Exchange 233,275 shares (about $40.24K)American Tower 162,964 shares (about $35.46K)Fair Isaac 17,753 shares (about $32.74K)Brixmor Property Group 1,043,537 shares (about $27.71K) Largest Sales this Quarter Arthur J. Gallagher & Co. 228,380 shares (about $78.85K)Moody's 40,298 shares (about $18.77K)Accenture 55,354 shares (about $17.27K)Ventas 241,651 shares (about $16.62K)Extra Space Storage 110,925 shares (about $16.47K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGillson Capital Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorINVHInvitation Homes$54,301$54,301 ▲New Holding1,558,1394.6%FinanceMAMastercard$49,578$4,825 ▼-8.9%90,4514.2%Business ServicesAIZAssurant$41,710$12,745 ▼-23.4%198,8583.6%FinanceICEIntercontinental Exchange$40,240$40,240 ▲New Holding233,2753.4%FinanceAMTAmerican Tower$39,780$35,461 ▲821.0%182,8143.4%FinanceTRIThomson Reuters$37,485$8,787 ▼-19.0%216,9533.2%Business ServicesBRBroadridge Financial Solutions$35,492$17,698 ▲99.5%146,3813.0%Business ServicesFICOFair Isaac$32,739$32,739 ▲New Holding17,7532.8%Computer and TechnologyIRTIndependence Realty Trust$31,685$24,152 ▲320.6%1,492,4502.7%FinanceAPOApollo Global Management$31,108$24,052 ▲340.9%227,1672.7%FinanceSBRASabra Health Care REIT$29,141$2,094 ▲7.7%1,668,0662.5%FinanceBRXBrixmor Property Group$27,706$27,706 ▲New Holding1,043,5372.4%FinanceGLGlobe Life$27,565$9,223 ▲50.3%209,2722.4%FinanceTRVTravelers Companies$27,395$27,395 ▲New Holding103,5892.3%FinanceEXRExtra Space Storage$25,789$16,471 ▼-39.0%173,6742.2%FinanceKMPRKemper$25,217$8,725 ▲52.9%377,2202.2%FinanceTRNOTerreno Realty$23,987$23,987 ▲New Holding379,4142.0%FinanceWELLWelltower$23,947$16,744 ▲232.4%156,3012.0%FinanceESSEssex Property Trust$23,819$3,752 ▲18.7%77,6952.0%FinancePCTYPaylocity$23,422$4,326 ▼-15.6%125,0252.0%Computer and TechnologyVNQVanguard Real Estate ETF$22,776$22,776 ▲New Holding251,5531.9%ETFMCOMoody's$22,457$18,766 ▼-45.5%48,2241.9%FinanceCSGPCoStar Group$21,326$3,932 ▲22.6%269,1701.8%Computer and TechnologyUNMUnum Group$20,574$20,574 ▲New Holding252,5611.8%FinanceAONAON$20,496$20,496 ▲New Holding51,3571.7%FinanceVOYAVoya Financial$20,323$20,323 ▲New Holding299,9321.7%FinanceADCAgree Realty$19,633$14,029 ▲250.3%254,3501.7%FinanceEGPEastGroup Properties$19,500$9,883 ▲102.8%110,7001.7%FinanceADPAutomatic Data Processing$18,985$18,985 ▲New Holding62,1391.6%Business ServicesSPYSPDR S&P 500 ETF Trust$17,926$17,926 ▲New Holding32,0461.5%FinanceAPLEApple Hospitality REIT$16,641$16,641 ▲New Holding1,288,9841.4%FinanceEQIXEquinix$16,389$13,110 ▼-44.4%20,1001.4%FinanceGDDYGoDaddy$16,231$2,004 ▲14.1%90,1001.4%Computer and TechnologyNSANational Storage Affiliates Trust$16,014$16,014 ▲New Holding406,4451.4%FinanceNHINational Health Investors$15,821$15,821 ▲New Holding214,2001.3%FinanceENSGThe Ensign Group$15,617$4,315 ▲38.2%120,6861.3%MedicalTPGTPG$13,087$6,466 ▲97.7%275,9181.1%FinanceCBOECboe Global Markets$12,672$1,382 ▲12.2%56,0001.1%Financial ServicesAREAlexandria Real Estate Equities$12,637$12,637 ▲New Holding136,6001.1%FinanceHIGThe Hartford Financial Services Group$12,175$12,175 ▲New Holding98,4001.0%FinanceCINFCincinnati Financial$12,130$12,130 ▲New Holding82,1151.0%FinanceKKRKKR & Co. Inc.$11,527$5,757 ▲99.8%99,7041.0%FinanceVTRVentas$11,405$16,616 ▼-59.3%165,8711.0%FinanceACGLArch Capital Group$10,580$6,762 ▲177.1%110,0000.9%FinanceMKTXMarketAxess$10,168$10,168 ▲New Holding46,9990.9%FinanceREXRRexford Industrial Realty$9,788$7,050 ▼-41.9%250,0000.8%FinanceAXSAXIS Capital$9,179$1,066 ▼-10.4%91,5660.8%FinanceELSEquity LifeStyle Properties$9,151$9,151 ▲New Holding137,2000.8%FinanceEQHEquitable$8,972$7,159 ▼-44.4%172,2370.8%FinanceAJGArthur J. Gallagher & Co.$8,942$78,848 ▼-89.8%25,9000.8%FinanceACNAccenture$8,581$17,272 ▼-66.8%27,5000.7%Computer and TechnologyEGEverest Group$8,364$13,058 ▼-61.0%23,0210.7%FinanceLOWLowe's Companies$7,056$1,013 ▲16.8%30,2520.6%Retail/WholesaleBGCGeneral Cable$6,602$6,602 ▲New Holding720,0000.6%FinanceAFLAflac$6,182$6,182 ▲New Holding55,6000.5%FinanceTOSTToast$4,612$4,612 ▲New Holding139,0510.4%Computer and TechnologyTWFG INC$4,559$263 ▲6.1%147,4990.4%COM CL ALPLALPL Financial$4,089$4,089 ▲New Holding12,5000.3%FinanceSPGSimon Property Group$3,953$3,953 ▲New Holding23,8000.3%FinanceBHFBrighthouse Financial$3,900$2,193 ▲128.5%67,2470.3%FinanceHSTHost Hotels & Resorts$3,746$9,753 ▼-72.3%263,6000.3%FinanceLNCLincoln National$3,052$3,052 ▲New Holding85,0000.3%FinanceDRHDiamondRock Hospitality$1,678$1,678 ▲New Holding217,3610.1%FinanceHRHealthcare Realty Trust$830$482 ▼-36.7%49,1300.1%FinanceMAAMid-America Apartment Communities$0$35,767 ▼-100.0%00.0%FinanceFRTFederal Realty Investment Trust$0$30,943 ▼-100.0%00.0%FinanceFRFirst Industrial Realty Trust$0$29,670 ▼-100.0%00.0%FinanceGLOBGlobant$0$23,477 ▼-100.0%00.0%Computer and TechnologyMETMetLife$0$23,234 ▼-100.0%00.0%FinanceRGAReinsurance Group of America$0$22,051 ▼-100.0%00.0%FinanceMSCIMSCI$0$21,347 ▼-100.0%00.0%FinanceKRCKilroy Realty$0$17,140 ▼-100.0%00.0%FinanceIBMInternational Business Machines$0$16,020 ▼-100.0%00.0%Computer and TechnologyCMECME Group$0$15,431 ▼-100.0%00.0%FinanceNDAQNasdaq$0$15,330 ▼-100.0%00.0%FinanceWTWWillis Towers Watson Public$0$13,745 ▼-100.0%00.0%FinanceGPNGlobal Payments$0$13,464 ▼-100.0%00.0%Business ServicesBLOCK INC$0$13,350 ▼-100.0%00.0%CL ARHPRyman Hospitality Properties$0$12,301 ▼-100.0%00.0%FinanceMMCMarsh & McLennan Companies$0$11,273 ▼-100.0%00.0%FinanceTRUTransUnion$0$10,171 ▼-100.0%00.0%Business ServicesPYPLPayPal$0$9,047 ▼-100.0%00.0%Computer and TechnologyFLYWFlywire$0$8,639 ▼-100.0%00.0%Computer and TechnologyBILLBILL$0$8,436 ▼-100.0%00.0%Computer and TechnologyORealty Income$0$8,102 ▼-100.0%00.0%FinanceWIXWix.com$0$7,907 ▼-100.0%00.0%Computer and TechnologyBXBlackstone$0$6,695 ▼-100.0%00.0%FinanceBOWHEAD SPECIALTY HLDGS INC$0$5,380 ▼-100.0%00.0%COM SHSCRBGCorebridge Financial$0$5,003 ▼-100.0%00.0%FinanceFRONTVIEW REIT INC$0$4,451 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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