Rush Island Management as of Dec. 31, 2025
Portfolio Holdings for Rush Island Management
Rush Island Management holds 17 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sba Communications Corp Cl A (SBAC) | 14.2 | $228M | 1.2M | 193.43 | |
| Essex Property Trust (ESS) | 10.4 | $167M | 637k | 261.68 | |
| Healthcare Rlty Tr Cl A Com (HR) | 9.5 | $153M | 9.0M | 16.95 | |
| National Retail Properties (NNN) | 9.5 | $152M | 3.8M | 39.63 | |
| Udr (UDR) | 8.2 | $131M | 3.6M | 36.68 | |
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 8.1 | $130M | 1.3M | 100.80 | |
| Ventas (VTR) | 7.9 | $126M | 1.6M | 77.38 | |
| First Industrial Realty Trust (FR) | 7.4 | $119M | 2.1M | 57.27 | |
| Realty Income (O) | 7.1 | $113M | 2.0M | 56.37 | |
| Kilroy Realty Corporation (KRC) | 6.2 | $98M | 2.6M | 37.37 | |
| Americold Rlty Tr (COLD) | 2.4 | $38M | 2.9M | 12.86 | |
| Acadia Rlty Tr Com Sh Ben Int (AKR) | 2.2 | $35M | 1.7M | 20.54 | |
| National Storage Affiliates Com Shs Ben In (NSA) | 2.1 | $34M | 1.2M | 28.21 | |
| SITE Centers Corp (SITC) | 1.6 | $26M | 4.0M | 6.42 | |
| Six Flags Entertainment Corp (FUN) | 1.1 | $18M | 1.2M | 15.34 | |
| Curbline Pptys Corp (CURB) | 1.1 | $18M | 768k | 23.21 | |
| Smartstop Self Storag Reit I Common Stock (SMA) | 1.0 | $16M | 506k | 30.94 |
