§ 13F · FUND PROFILE
RUSH ISLAND MANAGEMENT, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 22Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$327M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | ESS | ESSEX PPTY TR INC | 808K | $196M | 13.1% | +27% |
| 2 | SBAC | SBA COMMUNICATIONS CORP | 978K | $168M | 11.3% | −17% |
| 3 | KRC | KILROY REALTY CORP | 4.86M | $137M | 9.2% | +85% |
| 4 | NNN | NNN REIT INC | 3.10M | $130M | 8.7% | −19% |
| 5 | HR | HEALTHCARE RLTY TR | 7.23M | $123M | 8.2% | −20% |
| 6 | VTR | VENTAS INC | 1.40M | $115M | 7.7% | −14% |
| 7 | INVH | INVITATION HOMES INC | 4.24M | $105M | 7.1% | NEW |
| 8 | FR | FIRST INDL RLTY TR INC | 1.75M | $101M | 6.8% | −16% |
| 9 | FRT | FEDERAL RLTY INVT TR NEW | 639K | $68M | 4.5% | −50% |
| 10 | IRT | INDEPENDENCE RLTY TR INC | 3.46M | $51M | 3.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RUSH SIGNAL
AC read
RUSH ISLAND MANAGEMENT, LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed