StockDriftsStockDriftsTop 20 Argosy-Lionbridge Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IRT | INDEPENDENCE RLTY TR INC | 19.1% | 1.82M | $30.4M | +0.07%(+1.25K) | $16.87(+0.75%) | 2026-06-30 | |
| BN | BROOKFIELD CORP | 12.89% | 481.5K | $20.5M | +12.90%(+55.00K) | $42.89(+5.17%) | 2026-06-30 | |
| FCPT | FOUR CORNERS PPTY TR INC | 11.6% | 752.1K | $18.5M | +10.92%(+74.06K) | $23.68(+6.26%) | 2026-06-30 | |
| ELS | EQUITY LIFESTYLE PROPERTIES | 10.89% | 268.9K | $17.3M | +249.34%(+191.90K) | $62.76(+3.31%) | 2026-06-30 | |
| CPT | CAMDEN PPTY TR | 9.36% | 130.1K | $14.9M | +82.02%(+58.65K) | $104.90(+4.89%) | 2026-06-30 | |
| FR | FIRST INDL RLTY TR INC | 5.35% | 139.0K | $8.5M | -56.23%(-178.50K) | $53.06(+19.78%) | 2026-06-30 | |
| VICI | VICI PPTYS INC | 5.31% | 318.2K | $8.4M | +16.47%(+45.00K) | $27.59(-4.54%) | 2026-06-30 | |
| AAT | AMERICAN ASSETS TR INC | 3.84% | 247.5K | $6.1M | +17.94%(+37.64K) | $20.26(+13.31%) | 2026-06-30 | |
| PLD | PROLOGIS INC. | 3.65% | 42.8K | $5.8M | new | $132.13(+6.88%) | 2026-06-30 | |
| SMA | SMARTSTOP SELF STORAG REIT I | 3.61% | 176.8K | $5.7M | new | $31.14(+9.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -13.61% |
| Top 20 Holdings Unweighted | — | — | — | — | -7.01% |
Argosy-Lionbridge Management LLC reports $159.14M in US-listed equity holdings across 20 positions in its most recent 13F filing. Its largest disclosed positions are IRT (19.1%), BN (12.9%) and FCPT (11.6%). The top 20 holdings account for 100.02% of reported assets. Its disclosed equity book has returned -13.61% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Argosy-Lionbridge Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056354). View Argosy-Lionbridge Management LLC’s 13F filings on SEC