RUSH ISLAND MANAGEMENT, LP: 13F holdings

CIK 17364652026Q2

Positions22
Reported value$1.5bn
Filed2026-08-14

Change since last quarter

Positions22 (+0 vs prior quarter)
Reported value$1.5bn (+1.2%)

Top 10 holdings

SecuritySharesValueWeight
INVH INVITATION HOMES INC4,545,176$137.3m9.1%
ESS ESSEX PPTY TR INC438,518$127.9m8.5%
NNN NNN REIT INC2,474,091$115.1m7.6%
KRC KILROY REALTY CORP2,945,755$110.4m7.3%
HR HEALTHCARE RLTY TR5,213,764$105.2m7.0%
VTR VENTAS INC1,113,660$98.9m6.6%
SBRA SABRA HEALTH CARE REIT INC4,210,530$82.1m5.4%
SBAC SBA COMMUNICATIONS CORP456,290$80.5m5.3%
FR FIRST INDL RLTY TR INC1,282,572$78.6m5.2%
BLACKSTONE DIGITAL INFRASTRU3,587,500$77.6m5.1%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1736465")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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