StockDriftsStockDriftsTop 20 Rush Island Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| INVH | INVITATION HOMES INC | 9.1% | 4.55M | $137.3M | +7.27%(+308.07K) | $26.40(+14.74%) | 2026-06-30 | |
| ESS | ESSEX PPTY TR INC | 8.47% | 438.5K | $127.9M | -45.72%(-369.38K) | $269.95(+4.57%) | 2026-06-30 | |
| NNN | NNN REIT INC | 7.63% | 2.47M | $115.1M | -20.17%(-625.19K) | $42.04(+8.92%) | 2026-06-30 | |
| KRC | KILROY REALTY CORP | 7.31% | 2.95M | $110.4M | -39.40%(-1.91M) | $35.44(+2.44%) | 2026-06-30 | |
| HR | HEALTHCARE RLTY TR | 6.97% | 5.21M | $105.2M | -27.84%(-2.01M) | $17.40(+10.65%) | 2026-06-30 | |
| VTR | VENTAS INC | 6.55% | 1.11M | $98.9M | -20.60%(-289.00K) | $54.96(+66.51%) | 2026-06-30 | |
| SBRA | SABRA HEALTH CARE REIT INC | 5.44% | 4.21M | $82.1M | +163.44%(+2.61M) | $19.33(+5.14%) | 2026-06-30 | |
| SBAC | SBA COMMUNICATIONS CORP | 5.34% | 456.3K | $80.5M | -53.36%(-522.10K) | $210.04(-11.83%) | 2026-06-30 | |
| FR | FIRST INDL RLTY TR INC | 5.21% | 1.28M | $78.6M | -26.89%(-471.77K) | $51.75(+21.49%) | 2026-06-30 | |
| EQR | EQUITY RESIDENTIAL | 4.4% | 976.8K | $66.4M | new | $63.26(+4.29%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.16% | +26.54% | +4.64% | +25.46% |
| Top 20 Holdings Unweighted | +11.45% | +38.43% | +4.61% | +25.28% |
Rush Island Management LP reports $1.51B in US-listed equity holdings across 22 positions in its most recent 13F filing. Its largest disclosed positions are INVH (9.1%), ESS (8.5%) and NNN (7.6%). The top 20 holdings account for 92.33% of reported assets. Its disclosed equity book has returned +26.54% 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 Rush Island Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1736465). View Rush Island Management LP’s 13F filings on SEC