Gillson Capital
$1.7B 13F equity value
100 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Gillson Capital covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AIZ | ASSURANT INC | 464,516 | $125M | 7.3% |
| AJG | GALLAGHER ARTHUR J & CO | 356,202 | $82M | 4.8% |
| AON | AON PLC | 221,600 | $74M | 4.3% |
| PGR | PROGRESSIVE CORP OHIO | 321,100 | $70M | 4.1% |
| COF | CAPITAL ONE FINL CORP | 322,039 | $65M | 3.8% |
| INVH | INVITATION HOMES INC | 2,052,463 | $62M | 3.7% |
| WELL | WELLTOWER INC | 253,512 | $58M | 3.4% |
| NDAQ | NASDAQ INC | 709,159 | $56M | 3.3% |
| CTRE | CARETRUST REIT INC | 1,299,374 | $52M | 3.1% |
| UDR | UDR INC | 1,172,691 | $47M | 2.8% |
Track Gillson Capital's 13F portfolio: $1.7B in reported holdings, 100 positions. Top holdings and quarterly changes on SentiSense.
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