Institutional Fund
Rush Island Management, LP
New York, NYCIK 17364655 filings on record
Portfolio Value
$1.49B
Q1 2026
Holdings
22
Reported positions
New Buys
9
Opened this quarter
QoQ Change
-6.9%
from $1.60B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Essex Ppty Tr Inc13.1%
- Sba Communications Corp New11.3%
- Kilroy Rlty Corp9.2%
- Nnn REIT Inc8.7%
- Healthcare Rlty Tr8.2%
- Ventas Inc7.7%
- Other41.7%
Portfolio Holdings
22 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Essex Ppty Tr Inc | 807.9K | $195.51M | 13.1% | +170.7K | Added |
| 2 | Sba Communications Corp New | 978.4K | $168.39M | 11.3% | −199.2K | Reduced |
| 3 | Kilroy Rlty Corp | 4.86M | $137.12M | 9.2% | +2.23M | Added |
| 4 | Nnn REIT Inc | 3.10M | $130.26M | 8.7% | −733.8K | Reduced |
| 5 | Healthcare Rlty Tr | 7.23M | $122.76M | 8.2% | −1.78M | Reduced |
| 6 | Ventas Inc | 1.40M | $114.71M | 7.7% | −230.8K | Reduced |
| 7 | Invitation Homes Inc | 4.24M | $105.29M | 7.1% | +4.24M | New |
| 8 | First Indl Rlty Tr Inc | 1.75M | $101.49M | 6.8% | −325.2K | Reduced |
| 9 | Federal Rlty Invt Tr New | 638.5K | $67.82M | 4.5% | −646.6K | Reduced |
| 10 | Independence Rlty Tr Inc | 3.46M | $51.46M | 3.5% | +3.46M | New |
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