Rush Island Management
$1.5B Assets Reported
26 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ESS | ESSEX PPTY TR INC | 807,893 | $196M | 13.1% |
| SBAC | SBA COMMUNICATIONS CORP | 978,390 | $168M | 11.3% |
| KRC | KILROY REALTY CORP | 4,860,742 | $137M | 9.2% |
| NNN | NNN REIT INC | 3,099,284 | $130M | 8.7% |
| HR | HEALTHCARE RLTY TR | 7,225,362 | $123M | 8.2% |
| VTR | VENTAS INC | 1,402,660 | $115M | 7.7% |
| INVH | INVITATION HOMES INC | 4,237,107 | $105M | 7.1% |
| FR | FIRST INDL RLTY TR INC | 1,754,344 | $101M | 6.8% |
| FRT | FEDERAL RLTY INVT TR NEW | 638,538 | $68M | 4.5% |
| IRT | INDEPENDENCE RLTY TR INC | 3,456,162 | $51M | 3.5% |
Track Rush Island Management's 13F portfolio: $1.5B in reported holdings, 26 positions. Top holdings, AUM, and quarterly changes on SentiSense.