Rush Island Management, Lp Top Holdings and 13F Report (2025) About Rush Island Management, LpInvestment ActivityRush Island Management, Lp has $1.55 billion in total holdings as of June 30, 2025.Rush Island Management, Lp owns shares of 17 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 23.80% of the portfolio was purchased this quarter.About 24.71% of the portfolio was sold this quarter.This quarter, Rush Island Management, Lp has purchased 14 new stocks and bought additional shares in 4 stocks.Rush Island Management, Lp sold shares of 6 stocks and completely divested from 3 stocks this quarter.Largest Holdings Healthcare Realty Trust $226,166,011Ventas $162,713,553Federal Realty Investment Trust $152,528,863NNN REIT $142,496,289Kilroy Realty $138,958,039 Largest New Holdings this Quarter 83001C108 - SIX FLAGS ENTERTAINMENT CORP $115,453,976 Holding32054K103 - First Industrial Realty Trust $79,904,175 Holding29444U700 - Equinix $41,464,669 Holding21874A106 - CORE SCIENTIFIC INC NEW $34,639,724 Holding444097109 - Hudson Pacific Properties $12,409,493 Holding Largest Purchases this Quarter SIX FLAGS ENTERTAINMENT CORP 3,794,084 shares (about $115.45M)First Industrial Realty Trust 1,660,174 shares (about $79.90M)Equinix 52,126 shares (about $41.46M)CORE SCIENTIFIC INC NEW 2,029,275 shares (about $34.64M)Healthcare Realty Trust 1,728,491 shares (about $27.41M) Largest Sales this Quarter Host Hotels & Resorts 3,169,853 shares (about $48.69M)SBA Communications 187,322 shares (about $43.99M)Realty Income 419,042 shares (about $24.14M)Kilroy Realty 388,665 shares (about $13.34M)Ventas 158,465 shares (about $10.01M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRush Island Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorHRHealthcare Realty Trust$226,166,011$27,413,867 ▲13.8%14,260,15214.6%FinanceVTRVentas$162,713,553$10,007,065 ▼-5.8%2,576,62010.5%FinanceFRTFederal Realty Investment Trust$152,528,863$17,869,139 ▲13.3%1,605,7369.8%FinanceNNNNNN REIT$142,496,289$280,022 ▼-0.2%3,300,0539.2%FinanceKRCKilroy Realty$138,958,039$13,335,096 ▼-8.8%4,050,0749.0%FinanceORealty Income$136,794,599$24,141,010 ▼-15.0%2,374,4948.8%FinanceSIX FLAGS ENTERTAINMENT CORP$115,453,976$115,453,976 ▲New Holding3,794,0847.5%COMSBACSBA Communications$84,697,629$43,990,698 ▼-34.2%360,6615.5%FinanceFRFirst Industrial Realty Trust$79,904,175$79,904,175 ▲New Holding1,660,1745.2%FinanceHHyatt Hotels$69,478,249$22,832,915 ▲49.0%497,5174.5%Consumer DiscretionaryHSTHost Hotels & Resorts$67,194,363$48,688,942 ▼-42.0%4,374,6334.3%FinanceEQIXEquinix$41,464,669$41,464,669 ▲New Holding52,1262.7%FinanceAIVApartment Investment and Management$41,341,4380.0%4,779,3572.7%FinanceCORE SCIENTIFIC INC NEW$34,639,724$34,639,724 ▲New Holding2,029,2752.2%COMSITE CTRS CORP$31,097,365$4,502,443 ▲16.9%2,749,5462.0%COMHPPHudson Pacific Properties$12,409,493$12,409,493 ▲New Holding4,529,0120.8%FinancePGREParamount Group$12,294,751$12,294,751 ▲New Holding2,015,5330.8%FinanceREXRRexford Industrial Realty$0$121,060,296 ▼-100.0%00.0%FinanceCUZCousins Properties$0$80,888,351 ▼-100.0%00.0%FinanceBKDBrookdale Senior Living$0$40,452,533 ▼-100.0%00.0%MedicalShowing 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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