RUSH ISLAND MANAGEMENT, LP
CIK 1736465
13F filing for Q2 2026・No. 1,992
- Holdings
- US$1.51B
- Quarter change
- +US$18.3M
- Entries
- 22
- Net bought (estimate)
- −US$149.79M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 8
- Sold out 8
- Cut 9
- Added 5
- Corporate actions 0
- Unchanged 0
Largest holdings
22 stocks worth US$1.51B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| INVHINVITATION HOMES INCCOM | Added | 4,545,176 | US$137.31M | 9.10% |
| ESSESSEX PPTY TR INCCOM | Cut | 438,518 | US$127.87M | 8.47% |
| NNNNNN REIT INCCOM | Cut | 2,474,091 | US$115.12M | 7.63% |
| KRCKILROY REALTY CORPCOM | Cut | 2,945,755 | US$110.38M | 7.31% |
| HEALTHCARE RLTY TRCL A COM | Cut | 5,213,764 | US$105.16M | 6.97% |
| VTRVENTAS INCCOM | Cut | 1,113,660 | US$98.89M | 6.55% |
| SABRA HEALTH CARE REIT INCCOM | Added | 4,210,530 | US$82.15M | 5.44% |
| SBACSBA COMMUNICATIONS CORPCL A | Cut | 456,290 | US$80.52M | 5.34% |
| FIRST INDL RLTY TR INCCOM | Cut | 1,282,572 | US$78.63M | 5.21% |
| BLACKSTONE DIGITAL INFRASTRUCOMMON STOCK | New | 3,587,500 | US$77.6M | 5.14% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.