GSI Capital Advisors LLC: 13F holdings
CIK 13919742026Q2
| Positions | 29 |
|---|
| Reported value | $212.0m |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 29 (+0 vs prior quarter) |
|---|
| Reported value | $212.0m (+15.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| WELL WELLTOWER INC | 90,578 | $20.6m | 9.7% |
| EQIX EQUINIX | 18,750 | $19.5m | 9.2% |
| PLD PROLOGIS | 133,704 | $18.1m | 8.5% |
| SPG SIMON PROPERTY GROUP | 50,181 | $11.2m | 5.3% |
| MAC MACERICH CO | 391,124 | $9.9m | 4.6% |
| ESS ESSEX PROPERTY TRUST | 32,507 | $9.5m | 4.5% |
| HST HOST HOTELS RESORTS | 335,153 | $7.9m | 3.7% |
| PSA PUBLIC STORAGE | 24,831 | $7.9m | 3.7% |
| ELS EQUITY LIFESTYLE PPTYS | 117,878 | $7.6m | 3.6% |
| CTRE CARETRUST REIT | 167,000 | $6.7m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1391974")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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