RUSH ISLAND MANAGEMENT, LP 13F Holdings

CIK 0001736465 · NEW YORK, NY

As of Sep 30, 2025, RUSH ISLAND MANAGEMENT, LP reported 17 positions worth .5B in its SEC Form 13F filing.

Top 17 holdings

SecurityTickerSectorSharesValue% of portfolio
SBA COMMUNICATIONS CORPSBACReal Estate943,523 82.4M12.51%
ESSEX PROPERTY TRUST INCESSReal Estate594,108 59.0M10.90%
HEALTHCARE REALTY TRUST INCHRReal Estate7,803,351 40.7M9.64%
FEDERAL REALTY INVESTMENT TRUSTFRTReal Estate1,311,488 32.9M9.11%
NNN REIT INCNNNReal Estate3,069,753 30.7M8.96%
REALTY INCOME CORPOReal Estate2,085,394 26.8M8.69%
VENTAS INCVTRReal Estate1,770,189 23.9M8.49%
KILROY REALTY CORPKRCReal Estate2,791,863 18.0M8.09%
FIRST INDUSTRIAL REALTY TRUST INCFRReal Estate2,053,829 05.7M7.25%
HYATT HOTELS CORPHConsumer Cyclical604,500$85.8M5.88%
SUNSTONE HOTEL INVESTORS INCSHOReal Estate3,708,130$34.7M2.38%
ACADIA REALTY TRUSTAKRReal Estate1,718,816$34.6M2.37%
SITE CENTERS CORPSITCReal Estate3,330,365$30.0M2.06%
LINEAGE INCLINEReal Estate513,900 9.9M1.36%
CURBLINE PROPERTIES CORPCURBReal Estate767,641 7.1M1.17%
SIX FLAGS ENTERTAINMENT CORPORATIONFUNConsumer Cyclical487,121 1.1M0.76%
HUT 8 CORPHUTFinancial Services158,627$5.5M0.38%