StockDriftsStockDriftsTop 27 Grs Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CTRE | CARETRUST REIT INC | 7.97% | 2.34M | $94.4M | +77.97%(+1.02M) | $31.99(+21.40%) | 2026-06-30 | |
| AMT | AMERICAN TOWER CORP | 7.51% | 543.6K | $88.9M | new | $177.66(-1.95%) | 2026-06-30 | |
| CBRE | CBRE GROUP INC | 6.34% | 557.7K | $75.1M | +109.76%(+291.81K) | $140.70(+7.95%) | 2026-06-30 | |
| AHR | AMERICAN HEALTHCARE REIT INC | 6.2% | 1.41M | $73.5M | +37.96%(+387.57K) | $31.34(+71.00%) | 2026-06-30 | |
| CURB | CURBLINE PPTYS CORP | 6.2% | 2.41M | $73.4M | +47.36%(+775.84K) | $25.14(+19.54%) | 2026-06-30 | |
| CDP | COPT DEFENSE PROPERTIES | 5.93% | 1.93M | $70.3M | +17.02%(+280.88K) | $29.38(+26.87%) | 2026-06-30 | |
| SBAC | SBA COMMUNICATIONS CORP | 5.5% | 368.9K | $65.1M | +84.96%(+169.44K) | $184.83(+0.73%) | 2026-06-30 | |
| REXR | REXFORD INDL RLTY INC | 5.23% | 1.85M | $62.0M | new | $45.39(-19.77%) | 2026-06-30 | |
| RHP | RYMAN HOSPITALITY PPTYS INC | 4.6% | 423.8K | $54.5M | +1605.48%(+398.98K) | $108.94(+14.47%) | 2026-06-30 | |
| BNL | BROADSTONE NET LEASE INC | 4.22% | 2.42M | $50.0M | -9.12%(-242.96K) | $17.82(+19.19%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +6.73% | +21.58% | +2.78% | +14.70% |
| Top 20 Holdings Unweighted | +7.18% | +23.13% | +2.18% | +11.37% |
Grs Advisors LLC reports $1.18B in US-listed equity holdings across 27 positions in its most recent 13F filing. Its largest disclosed positions are CTRE (8.0%), AMT (7.5%) and CBRE (6.3%). The top 20 holdings account for 93.36% of reported assets. Its disclosed equity book has returned +21.58% on a three-year cumulative basis. 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 Grs Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1544554). View Grs Advisors LLC’s 13F filings on SEC