§ 13F · FUND PROFILE
RUSH ISLAND MANAGEMENT, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 17Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1600.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SBAC | SBA COMMUNICATIONS CORP NEW | 1.18M | $227.8T | 14.2% | NEW |
| 2 | ESS | ESSEX PPTY TR INC | 637K | $166.7T | 10.4% | NEW |
| 3 | HR | HEALTHCARE RLTY TR | 9.01M | $152.7T | 9.5% | NEW |
| 4 | NNN | NNN REIT INC | 3.83M | $151.9T | 9.5% | NEW |
| 5 | UDR | UDR INC | 3.57M | $130.8T | 8.2% | NEW |
| 6 | FRT | FEDERAL RLTY INVT TR NEW | 1.29M | $129.5T | 8.1% | NEW |
| 7 | VTR | VENTAS INC | 1.63M | $126.4T | 7.9% | NEW |
| 8 | FR | FIRST INDL RLTY TR INC | 2.08M | $119.1T | 7.4% | NEW |
| 9 | O | REALTY INCOME CORP | 2.00M | $113.0T | 7.1% | NEW |
| 10 | KRC | KILROY RLTY CORP | 2.63M | $98.4T | 6.2% | 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
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed