Institutions / GSI Capital Advisors LLC

GSI Capital Advisors LLC

CIK 1391974 · Institution · as of Jun 30, 2026
Portfolio value
$212.00M
Positions
29
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$212.00M+15.1%
$212.00M$195.29M$178.59MQ4 '25Q1 '26Q2 '26

Positions

29+0.0%
303029Q4 '25Q1 '26Q2 '26

Top holdings

Jun 30, 2026View all 29 →
CompanyClassValueShares% of portfolio
Welltower, Inc.$20.56M90,5789.7%
Equinix Inc$19.54M18,7509.2%
Prologis Inc$18.11M133,7048.5%
Simon Property Group Inc$11.22M50,1815.3%
Macerich Co$9.85M391,1244.6%
Essex Property Trust, Inc.$9.48M32,5074.5%
Host Hotels & Resorts Inc$7.95M335,1533.7%
Public Storage$7.90M24,8313.7%
Equity Lifestyle Properties Inc$7.60M117,8783.6%
CareTrust REIT, Inc.$6.74M167,0003.2%
Sabra Health Care REIT, Inc.$6.70M343,2683.2%
Invitation Homes Inc.$6.46M213,8893.0%
Terreno Realty Corp$6.46M99,7563.0%
Avalonbay Communities Inc$6.40M33,9293.0%
Vici Properties Inc.$6.10M229,8342.9%
Digital Realty Trust Inc$6.07M33,7882.9%
InvenTrust Properties Corp$5.95M168,1602.8%
Cubesmart$4.95M124,4082.3%
Cousins Properties Inc$4.91M163,7092.3%
Curbline Properties Corp$4.86M160,0192.3%
BXP, Inc.$4.51M67,9742.1%
Essential Properties Realty Trust, Inc.$4.46M149,5012.1%
Healthpeak Properties, Inc.$4.40M205,5502.1%
Blackstone Digital Infrastructure Trust Inc.$4.21M194,6702.0%
Broadstone Net Lease, Inc.$3.92M189,4691.8%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
ExitVentas, Inc.$-7.41M-96K
-100.00%
medium
Q1 2026
as of
ExitExtra Space Storage Inc$-7.28M-56K
-100.00%
medium
Q1 2026
as of
NewPublic Storage$6.62M+24K
24,435
3.12% of portfolio
medium
Q2 2026
as of
NewCousins Properties Inc$4.91M+164K
163,709
2.32% of portfolio
low
Q1 2026
as of
NewCubesmart$4.49M+122K
122,450
2.12% of portfolio
low
Q2 2026
as of
NewHealthpeak Properties, Inc.$4.40M+206K
205,550
2.07% of portfolio
low
Q2 2026
as of
NewBlackstone Digital Infrastructure Trust Inc.$4.21M+195K
194,670
1.99% of portfolio
low
Q2 2026
as of
ExitGaming and Leisure Properties Inc$-4.11M-93K
-100.00%
low
Q2 2026
as of
TrimRealty Income Corp$-3.97M-64K
-70.38%
27,000
0.79% of portfolio
low
Q1 2026
as of
ExitSmartStop Self Storage REIT, Inc.$-3.86M-125K
-100.00%
low