StockDriftsStockDriftsTop 21 Rush Island Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ESS | ESSEX PPTY TR INC | 13.12% | 807.9K | $195.5M | +26.79%(+170.68K) | $269.95(-1.07%) | 2026-03-31 | |
| SBAC | SBA COMMUNICATIONS CORP | 11.3% | 978.4K | $168.4M | -16.92%(-199.21K) | $210.04(-4.96%) | 2026-03-31 | |
| KRC | KILROY REALTY CORP | 9.2% | 4.86M | $137.1M | +84.54%(+2.23M) | $35.44(-3.06%) | 2026-03-31 | |
| NNN | NNN REIT INC | 8.74% | 3.10M | $130.3M | -19.14%(-733.80K) | $42.04(+4.00%) | 2026-03-31 | |
| HR | HEALTHCARE RLTY TR | 8.24% | 7.23M | $122.8M | -19.79%(-1.78M) | $17.40(+16.63%) | 2026-03-31 | |
| VTR | VENTAS INC | 7.7% | 1.40M | $114.7M | -14.13%(-230.79K) | $54.96(+59.10%) | 2026-03-31 | |
| INVH | INVITATION HOMES INC | 7.06% | 4.24M | $105.3M | new | $26.32(+6.12%) | 2026-03-31 | |
| FR | FIRST INDL RLTY TR INC | 6.81% | 1.75M | $101.5M | -15.64%(-325.20K) | $51.75(+17.55%) | 2026-03-31 | |
| FRT | FEDERAL RLTY INVT TR NEW | 4.55% | 638.5K | $67.8M | -50.31%(-646.56K) | $103.66(+9.16%) | 2026-03-31 | |
| IRT | INDEPENDENCE RLTY TR INC | 3.45% | 3.46M | $51.5M | new | $16.18(-1.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +2.96% | +9.15% |
| Top 20 Holdings Unweighted | +5.37% | +17.01% |
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