§ 13F · FUND PROFILE
RUSH ISLAND MANAGEMENT, LP.
AUM · $1.5B (13F)Positions · 22Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$393M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | INVH | INVITATION HOMES INC | 4.55M | $137M | 9.1% | +7% |
| 2 | ESS | ESSEX PPTY TR INC | 439K | $128M | 8.5% | −46% |
| 3 | NNN | NNN REIT INC | 2.47M | $115M | 7.6% | −20% |
| 4 | KRC | KILROY REALTY CORP | 2.95M | $110M | 7.3% | −39% |
| 5 | HR | HEALTHCARE RLTY TR | 5.21M | $105M | 7.0% | −28% |
| 6 | VTR | VENTAS INC | 1.11M | $99M | 6.6% | −21% |
| 7 | SBRA | SABRA HEALTH CARE REIT INC | 4.21M | $82M | 5.4% | +163% |
| 8 | SBAC | SBA COMMUNICATIONS CORP | 456K | $81M | 5.3% | −53% |
| 9 | FR | FIRST INDL RLTY TR INC | 1.28M | $79M | 5.2% | −27% |
| 10 | BXDC | BLACKSTONE DIGITAL INFRASTRU | 3.59M | $78M | 5.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RUSH SIGNAL
AC read
RUSH ISLAND MANAGEMENT, LP is a Other fund managing $1.5 billion in assets. The fund runs a focused portfolio of just 22 positions.
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