Institutions / Rush Island Management LP
Rush Island Management LP
CIK 1736465 · Institution · as of Dec 31, 2025
Portfolio value
$1.60B
Positions
17
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SBA Communications Corp | $227.78M | 14.2% |
| Essex Property Trust, Inc. | $166.75M | 10.4% |
| Healthcare Realty Trust Inc | $152.68M | 9.5% |
| Nnn REIT, Inc. | $151.91M | 9.5% |
| UDR, Inc. | $130.81M | 8.2% |
| Federal Realty Investment Trust | $129.54M | 8.1% |
| Ventas, Inc. | $126.40M | 7.9% |
| First Industrial Realty Trust Inc | $119.10M | 7.4% |
| Realty Income Corp | $112.97M | 7.1% |
| Kilroy Realty Corp | $98.43M | 6.2% |
| Americold Realty Trust, Inc. | $37.66M | 2.4% |
| Acadia Realty Trust | $35.30M | 2.2% |
| National Storage Affiliates Trust | $33.79M | 2.1% |
| SITE Centers Corp. | $25.61M | 1.6% |
| Six Flags Entertainment Corporation/NEW | $18.12M | 1.1% |
| Curbline Properties Corp | $17.83M | 1.1% |
| SmartStop Self Storage REIT, Inc. | $15.64M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.