account_balance
Investment manager · 13F filer · SEC CIK 1736465
Rush Island Management, LP
Reported value$1.51Bas of Jun 30, 2026
Positions22 8 new, 8 sold out
Top 10 weight67.2%INVH alone is 9%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
INVHInvitation Homes Inc
9.1%Added +7%
ESSEssex Ppty Tr Inc
8.5%Trimmed −46%
NNNNNN REIT Inc
7.6%Trimmed −20%
KRCKilroy Realty Corp
7.3%Trimmed −39%
HRHealthcare Rlty Tr
7.0%Trimmed −28%
VTRVentas Inc
6.6%Trimmed −21%
SBRASabra Health Care REIT Inc
5.4%Added +163%
SBACSba Communications Corp
5.3%Trimmed −53%
FRFirst Indl Rlty Tr Inc
5.2%Trimmed −27%
BXDCBlackstone Digital Infrastru
5.1%New
VMRKEquity Residential
4.4%New
AMT4.4%INVH9.1%ESS8.5%NNN7.6%
KRCKilroy Realty Corp
7.3%Trimmed −39%
HRHealthcare Rlty Tr
7.0%Trimmed −28%
VTRVentas Inc
6.6%Trimmed −21%
SBRA5.4%SBAC5.3%FR5.2%BXDC5.1%VMRK4.4%AMT4.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
INVH Invitation Homes Inc 9.1% Added +7%ESS Essex Ppty Tr Inc 8.5% Trimmed −46%NNN NNN REIT Inc 7.6% Trimmed −20%KRC Kilroy Realty Corp 7.3% Trimmed −39%HR Healthcare Rlty Tr 7.0% Trimmed −28%VTR Ventas Inc 6.6% Trimmed −21%SBRA Sabra Health Care REIT Inc 5.4% Added +163%SBAC Sba Communications Corp 5.3% Trimmed −53%FR First Indl Rlty Tr Inc 5.2% Trimmed −27%BXDC Blackstone Digital Infrastru 5.1% NewVMRK Equity Residential 4.4% NewAMT American Tower Corp 4.4% New
What changed