Rush Island Management, Lp Top Holdings and 13F Report (2026) About Rush Island Management, LpInvestment ActivityRush Island Management, Lp has $1.51 billion in total holdings as of June 30, 2026.Rush Island Management, Lp owns shares of 22 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 31.77% of the portfolio was purchased this quarter.About 41.70% of the portfolio was sold this quarter.This quarter, Rush Island Management, Lp has purchased 22 new stocks and bought additional shares in 5 stocks.Rush Island Management, Lp sold shares of 9 stocks and completely divested from 8 stocks this quarter.Largest Holdings Invitation Home $137,309,767Essex Property Trust $127,867,464NNN REIT $115,119,454Kilroy Realty $110,377,440Healthcare Realty Trust $105,161,620 Largest New Holdings this Quarter 09264B107 - BLACKSTONE DIGITAL INFRASTRU $77,597,625 Holding29476L107 - Equity Residential $66,351,646 Holding03027X100 - American Tower $66,309,642 Holding42250P103 - HEALTHPEAK PROPERTIES INC $63,015,061 Holding554382101 - Macerich $52,113,072 Holding Largest Purchases this Quarter BLACKSTONE DIGITAL INFRASTRU 3,587,500 shares (about $77.60M)Equity Residential 976,765 shares (about $66.35M)American Tower 405,390 shares (about $66.31M)HEALTHPEAK PROPERTIES INC 2,944,629 shares (about $63.02M)Macerich 2,068,800 shares (about $52.11M) Largest Sales this Quarter Essex Property Trust 369,375 shares (about $107.71M)SBA Communications 522,100 shares (about $92.13M)Kilroy Realty 1,914,987 shares (about $71.75M)Healthcare Realty Trust 2,011,598 shares (about $40.57M)NNN REIT 625,193 shares (about $29.09M) 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 PortfolioSectorINVHInvitation Home$137,309,767$9,306,764 â–²7.3%4,545,1769.1%Real EstateESSEssex Property Trust$127,867,464$107,706,057 â–¼-45.7%438,5188.5%Real EstateNNNNNN REIT$115,119,454$29,090,230 â–¼-20.2%2,474,0917.6%Real EstateKRCKilroy Realty$110,377,440$71,754,563 â–¼-39.4%2,945,7557.3%Real EstateHRHealthcare Realty Trust$105,161,620$40,573,932 â–¼-27.8%5,213,7647.0%Real EstateVTRVentas$98,893,008$25,663,200 â–¼-20.6%1,113,6606.6%Real EstateSBRASabra Healthcare REIT$82,147,440$50,964,861 â–²163.4%4,210,5305.4%Real EstateSBACSBA Communications$80,516,933$92,129,766 â–¼-53.4%456,2905.3%Real EstateFRFirst Industrial Realty Trust$78,634,489$28,924,341 â–¼-26.9%1,282,5725.2%Real EstateBLACKSTONE DIGITAL INFRASTRU$77,597,625$77,597,625 â–²New Holding3,587,5005.1%COMMON STOCKEQREquity Residential$66,351,646$66,351,646 â–²New Holding976,7654.4%Real EstateAMTAmerican Tower$66,309,642$66,309,642 â–²New Holding405,3904.4%Real EstateADCAgree Realty$66,183,808$14,874,654 â–²29.0%873,8294.4%Real EstateHEALTHPEAK PROPERTIES INC$63,015,061$63,015,061 â–²New Holding2,944,6294.2%COMMACMacerich$52,113,072$52,113,072 â–²New Holding2,068,8003.5%Real EstateEPRTEssential Properties Realty Trust$48,655,560$11,370,313 â–²30.5%1,630,0023.2%Real EstateIRTIndependence Realty Trust$38,666,608$19,016,736 â–¼-33.0%2,316,7532.6%Real EstateNATIONAL HEALTHCARE PPTYS IN$37,771,231$37,771,231 â–²New Holding2,578,2412.5%COM CLASS AVICIVICI Properties$19,498,320$19,498,320 â–²New Holding734,4001.3%Real EstateSITE CTRS CORP$17,864,416$215,122 â–²1.2%4,499,8531.2%COMPOOLPool$10,014,340$10,014,340 â–²New Holding46,6000.7%Consumer DiscretionarySIX FLAGS ENTERTAINMENT CORP$8,923,550$10,839,208 â–¼-54.8%418,9460.6%COMFRTFederal Realty Investment Trust$0$67,819,121 â–¼-100.0%00.0%Real EstateCOLDAmericold Realty Trust$0$35,495,241 â–¼-100.0%00.0%Real EstateAKRAcadia Realty Trust$0$32,298,995 â–¼-100.0%00.0%Real EstateCSGPCoStar Group$0$19,492,288 â–¼-100.0%00.0%Real EstateAPLEApple Hospitality REIT$0$17,143,397 â–¼-100.0%00.0%Real EstateCURBLINE PPTYS CORP$0$17,137,816 â–¼-100.0%00.0%COMJANUS LIVING INC$0$7,071,000 â–¼-100.0%00.0%CL A-1SONIDA SENIOR LIVING INC$0$7,036,015 â–¼-100.0%00.0%COMShowing largest 100 holdings. 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