StockDriftsStockDriftsTop 3 Town Lane Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ARE | ALEXANDRIA REAL ESTATE EQ IN | 58.96% | 1.25M | $66.1M | +44.30%(+383.73K) | $59.34(-17.94%) | 2026-06-30 | |
| EQR | EQUITY RESIDENTIAL | 25.64% | 422.9K | $28.7M | +0.00%(+0) | $63.89(+3.01%) | 2026-06-30 | |
| CPT | CAMDEN PPTY TR | 15.4% | 150.7K | $17.3M | +0.00%(+0) | $108.43(+1.48%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.76% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.56% |
Town Lane Management LP reports $112.04M in US-listed equity holdings across 3 positions in its most recent 13F filing. Its largest disclosed positions are ARE (59.0%), EQR (25.6%) and CPT (15.4%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +9.76% cumulatively over 2 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 Town Lane Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2019534). View Town Lane Management LP’s 13F filings on SEC