Rush Island Management, Lp Top Holdings and 13F Report (2025) About Rush Island Management, LpInvestment ActivityRush Island Management, Lp has $1.57 billion in total holdings as of March 31, 2025.Rush Island Management, Lp owns shares of 14 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 18.60% of the portfolio was purchased this quarter.About 14.17% of the portfolio was sold this quarter.This quarter, Rush Island Management, Lp has purchased 14 new stocks and bought additional shares in 6 stocks.Rush Island Management, Lp sold shares of 6 stocks and completely divested from 2 stocks this quarter.Largest Holdings Healthcare Realty Trust $211,785,071Ventas $188,064,445Realty Income $162,053,023Kilroy Realty $145,413,090NNN REIT $141,023,846 Largest New Holdings this Quarter 78410G104 - SBA Communications $120,561,740 Holding448579102 - Hyatt Hotels $40,916,960 Holding Largest Purchases this Quarter SBA Communications 547,983 shares (about $120.56M)Kilroy Realty 1,731,637 shares (about $56.73M)Hyatt Hotels 334,016 shares (about $40.92M)Host Hotels & Resorts 1,870,882 shares (about $26.59M)Federal Realty Investment Trust 228,886 shares (about $22.39M) Largest Sales this Quarter Healthcare Realty Trust 3,149,779 shares (about $53.23M)Ventas 362,745 shares (about $24.94M)Realty Income 414,334 shares (about $24.04M)Rexford Industrial Realty 340,291 shares (about $13.32M)Brookdale Senior Living 1,841,860 shares (about $11.53M) 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$211,785,071$53,231,265 ▼-20.1%12,531,66113.5%FinanceVTRVentas$188,064,445$24,942,346 ▼-11.7%2,735,08512.0%FinanceORealty Income$162,053,023$24,035,515 ▼-12.9%2,793,53610.3%FinanceKRCKilroy Realty$145,413,090$56,728,428 ▲64.0%4,438,7399.3%FinanceNNNNNN REIT$141,023,846$12,920,050 ▲10.1%3,306,5389.0%FinanceFRTFederal Realty Investment Trust$138,671,588$22,389,628 ▲19.3%1,417,6208.8%FinanceREXRRexford Industrial Realty$121,060,296$13,322,393 ▼-9.9%3,092,2177.7%FinanceSBACSBA Communications$120,561,740$120,561,740 ▲New Holding547,9837.7%FinanceHSTHost Hotels & Resorts$107,207,146$26,585,233 ▲33.0%7,544,4866.8%FinanceCUZCousins Properties$80,888,351$7,961,018 ▼-9.0%2,741,9785.2%FinanceAIVApartment Investment and Management$42,058,342$2,073,130 ▲5.2%4,779,3572.7%FinanceHHyatt Hotels$40,916,960$40,916,960 ▲New Holding334,0162.6%Consumer DiscretionaryBKDBrookdale Senior Living$40,452,533$11,530,044 ▼-22.2%6,462,0662.6%MedicalSITE CTRS CORP$30,192,644$9,875,899 ▲48.6%2,351,4521.9%COMFRFirst Industrial Realty Trust$0$82,239,769 ▼-100.0%00.0%FinanceNTSTNETSTREIT$0$5,244,556 ▼-100.0%00.0%FinanceShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
