— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

RUSH ISLAND MANAGEMENT, LP

Q2 2025 · Filed 2025-08-14
Market Value
$1.3B
-10.0%
Holdings
17
+3
New Purchases
5
Added To
3
Closed
3
Reduced
6
Top 10 Concentration
93.5%
Turnover
47.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FR 5.93% 0.00% +5.93% $80M
EQIX 3.08% 0.00% +3.08% $41M
HR 16.78% 14.14% +2.64% $226M
H 5.15% 2.73% +2.42% $69M
FRT 11.32% 9.26% +2.06% $153M
CORZ 1.54% 0.00% +1.54% $21M
NNN 10.57% 9.41% +1.16% $142M
HPP 0.92% 0.00% +0.92% $12M
PGRE 0.91% 0.00% +0.91% $12M
KRC 10.31% 9.71% +0.60% $139M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
REXR 0.00% 8.08% -8.08% $0
CUZ 0.00% 5.40% -5.40% $0
BKD 0.00% 2.70% -2.70% $0
HST 4.99% 7.16% -2.17% $67M
SBAC 6.28% 8.05% -1.76% $85M
O 10.15% 10.82% -0.67% $137M
VTR 12.07% 12.55% -0.48% $163M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 7 $715M 53.0%
Mid Cap 8 $608M 45.1%
Small Cap 2 $25M 1.8%

Portfolio Analytics

Avg Market Cap
$19.1B
Median Market Cap
$8.4B
Avg P/E
44.3
Median P/E
23.2
Avg Dividend Yield
0.03%
Avg Beta
1.30
# Stocks
17
# ETFs / Funds
0

Top Holdings (17 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 HR 16.78% 14,260,152 $226M $15.86 $14M +1,728,491 +13.8%
2 VTR 12.07% 2,576,620 $163M $63.15 -$25M -158,465 -5.8%
3 FRT 11.32% 1,605,736 $153M $94.99 $14M +188,116 +13.3%
4 NNN 10.57% 3,300,053 $142M $43.18 $1M -6,485 -0.2%
5 KRC 10.31% 4,050,074 $139M $34.31 -$6M -388,665 -8.8%
6 O 10.15% 2,374,494 $137M $57.61 -$25M -419,042 -15.0%
7 SBAC 6.28% 360,661 $85M $234.84 -$36M -187,322 -34.2%
8 FR 5.93% 1,660,174 $80M $48.13 +1,660,174 NEW
9 H 5.15% 497,517 $69M $139.65 $29M +163,501 +49.0%
10 HST 4.99% 4,374,633 $67M $15.36 -$40M -3,169,853 -42.0%
11 EQIX 3.08% 52,126 $41M $795.47 +52,126 NEW
12 CORZ 1.54% 1,218,475 $21M $17.07 +1,218,475 NEW
13 HPP 0.92% 4,529,012 $12M $2.74 +4,529,012 NEW
14 PGRE 0.91% 2,015,533 $12M $6.10 +2,015,533 NEW
15 CUZ —% -$81M -2,741,978 -100.0% SOLD
16 REXR —% -$121M -3,092,217 -100.0% SOLD
17 BKD —% -$40M -6,462,066 -100.0% SOLD

New Positions

SymbolValue% Port
FR $80M 5.93%
EQIX $41M 3.08%
CORZ $21M 1.54%
HPP $12M 0.92%
PGRE $12M 0.91%

Sold Out Positions

SymbolValue% Port
BKD —%
REXR —%
CUZ —%
View SEC EDGAR Filings for RUSH ISLAND MANAGEMENT, LP →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms