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RUSH ISLAND MANAGEMENT, LP

Q4 2025 · Filed 2026-02-17
Market Value
$1.6B
+9.8%
Holdings
19
-1
New Purchases
4
Added To
6
Closed
4
Reduced
4
Top 10 Concentration
91.0%
Turnover
42.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
UDR 8.40% 0.00% +8.40% $131M
COLD 2.42% 0.00% +2.42% $38M
NSA 2.17% 0.00% +2.17% $34M
SBAC 14.63% 12.87% +1.77% $228M
SMA 1.01% 0.00% +1.01% $16M
NNN 9.76% 9.22% +0.54% $152M
FR 7.65% 7.46% +0.19% $119M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
H 0.00% 6.05% -6.05% $0
SHO 0.00% 2.45% -2.45% $0
KRC 6.32% 8.32% -2.00% $98M
O 7.26% 8.94% -1.68% $113M
LINE 0.00% 1.40% -1.40% $0
FRT 8.32% 9.37% -1.05% $130M
VTR 8.12% 8.74% -0.62% $126M
ESS 10.71% 11.22% -0.50% $167M
HUT.TO 0.00% 0.39% -0.39% $0
AKR 2.27% 2.44% -0.17% $35M
HR 9.81% 9.92% -0.12% $153M
CURB 1.15% 1.21% -0.06% $18M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 8 $894M 57.4%
Mid Cap 9 $647M 41.5%
Small Cap 2 $16M 1.0%

Portfolio Analytics

Avg Market Cap
$13.2B
Median Market Cap
$8.6B
Avg P/E
54.7
Median P/E
36.4
Avg Dividend Yield
0.04%
Avg Beta
1.15
# Stocks
19
# ETFs / Funds
0

Top Holdings (19 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SBAC 14.63% 1,177,595 $228M $193.43 $45M +234,072 +24.8%
2 ESS 10.71% 637,211 $167M $261.68 $8M +43,103 +7.3%
3 HR 9.81% 9,007,902 $153M $16.95 $12M +1,204,551 +15.4%
4 NNN 9.76% 3,833,086 $152M $39.63 $21M +763,333 +24.9%
5 UDR 8.40% 3,566,132 $131M $36.68 +3,566,132 NEW
6 FRT 8.32% 1,285,095 $130M $100.80 -$3M -26,393 -2.0%
7 VTR 8.12% 1,633,455 $126M $77.38 $3M -136,734 -7.7%
8 FR 7.65% 2,079,542 $119M $57.27 $13M +25,713 +1.2%
9 O 7.26% 2,004,065 $113M $56.37 -$14M -81,329 -3.9%
10 KRC 6.32% 2,633,921 $98M $37.37 -$20M -157,942 -5.7%
11 COLD 2.42% 2,928,659 $38M $12.86 +2,928,659 NEW
12 AKR 2.27% 1,718,816 $35M $20.54 $670K
13 NSA 2.17% 1,197,716 $34M $28.21 +1,197,716 NEW
14 CURB 1.15% 768,327 $18M $23.21 $714K +686 +0.1%
15 SMA 1.01% 505,613 $16M $30.94 +505,613 NEW
16 H —% -$86M -604,500 -100.0% SOLD
17 HUT.TO —% -$6M -158,627 -100.0% SOLD
18 SHO —% -$35M -3,708,130 -100.0% SOLD
19 LINE —% -$20M -513,900 -100.0% SOLD

New Positions

SymbolValue% Port
UDR $131M 8.40%
COLD $38M 2.42%
NSA $34M 2.17%
SMA $16M 1.01%

Sold Out Positions

SymbolValue% Port
H —%
SHO —%
HUT.TO —%
LINE —%
View SEC EDGAR Filings for RUSH ISLAND MANAGEMENT, LP →

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