Rush Island Management, Lp Top Holdings and 13F Report (2026) About Rush Island Management, LpInvestment ActivityRush Island Management, Lp has $1.49 billion in total holdings as of March 31, 2026.Rush Island Management, Lp owns shares of 22 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 29.23% of the portfolio was purchased this quarter.About 33.72% of the portfolio was sold this quarter.This quarter, Rush Island Management, Lp has purchased 17 new stocks and bought additional shares in 4 stocks.Rush Island Management, Lp sold shares of 9 stocks and completely divested from 4 stocks this quarter.Largest Holdings Essex Property Trust $195,510,106SBA Communications $168,390,703Kilroy Realty $137,121,532NNN REIT $130,262,907Healthcare Realty Trust $122,758,900 Largest New Holdings this Quarter 46187W107 - Invitation Home $105,292,109 Holding45378A106 - Independence Realty Trust $51,462,252 Holding008492100 - Agree Realty $51,065,276 Holding29670E107 - Essential Properties Realty Trust $37,922,281 Holding78573L106 - Sabra Healthcare REIT $30,735,059 Holding Largest Purchases this Quarter Invitation Home 4,237,107 shares (about $105.29M)Kilroy Realty 2,226,821 shares (about $62.82M)Independence Realty Trust 3,456,162 shares (about $51.46M)Agree Realty 677,438 shares (about $51.07M)Essex Property Trust 170,682 shares (about $41.31M) Largest Sales this Quarter Federal Realty Investment Trust 646,557 shares (about $68.67M)SBA Communications 199,205 shares (about $34.29M)NNN REIT 733,802 shares (about $30.84M)Healthcare Realty Trust 1,782,540 shares (about $30.29M)Ventas 230,795 shares (about $18.87M) 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 PortfolioSectorESSEssex Property Trust$195,510,106$41,305,044 â–²26.8%807,89313.1%FinanceSBACSBA Communications$168,390,703$34,285,173 â–¼-16.9%978,39011.3%FinanceKRCKilroy Realty$137,121,532$62,818,620 â–²84.5%4,860,7429.2%FinanceNNNNNN REIT$130,262,907$30,841,698 â–¼-19.1%3,099,2848.7%FinanceHRHealthcare Realty Trust$122,758,900$30,285,355 â–¼-19.8%7,225,3628.2%FinanceVTRVentas$114,709,535$18,874,415 â–¼-14.1%1,402,6607.7%FinanceINVHInvitation Home$105,292,109$105,292,109 â–²New Holding4,237,1077.1%FinanceFRFirst Industrial Realty Trust$101,488,800$18,812,704 â–¼-15.6%1,754,3446.8%FinanceFRTFederal Realty Investment Trust$67,819,121$68,670,819 â–¼-50.3%638,5384.5%FinanceIRTIndependence Realty Trust$51,462,252$51,462,252 â–²New Holding3,456,1623.5%FinanceADCAgree Realty$51,065,276$51,065,276 â–²New Holding677,4383.4%FinanceEPRTEssential Properties Realty Trust$37,922,281$37,922,281 â–²New Holding1,249,0872.5%FinanceCOLDAmericold Realty Trust$35,495,241$1,932,809 â–²5.8%3,097,3162.4%FinanceAKRAcadia Realty Trust$32,298,995$564,767 â–¼-1.7%1,689,2782.2%FinanceSBRASabra Healthcare REIT$30,735,059$30,735,059 â–²New Holding1,598,2872.1%FinanceSITE CTRS CORP$24,006,596$2,462,573 â–²11.4%4,445,6661.6%COMCSGPCoStar Group$19,492,288$19,492,288 â–²New Holding483,2001.3%Computer and TechnologyAPLEApple Hospitality REIT$17,143,397$17,143,397 â–²New Holding1,489,4351.2%FinanceCURBLINE PPTYS CORP$17,137,816$2,677,337 â–¼-13.5%664,5141.1%COMSIX FLAGS ENTERTAINMENT CORP$16,468,965$4,497,850 â–¼-21.5%927,8291.1%COMJANUS LIVING INC$7,071,000$7,071,000 â–²New Holding300,0000.5%CL A-1SONIDA SENIOR LIVING INC$7,036,015$7,036,015 â–²New Holding218,1710.5%COMUDRUnited Dominion Realty Trust$0$130,805,722 â–¼-100.0%00.0%FinanceORealty Income$0$112,969,144 â–¼-100.0%00.0%FinanceNSANational Storage Affiliates Trust$0$33,787,568 â–¼-100.0%00.0%FinanceSMARTSTOP SELF STORAG REIT I$0$15,643,666 â–¼-100.0%00.0%COMMON STOCKShowing 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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