ARGOSY-LIONBRIDGE MANAGEMENT, LLC

PrivateCIK: 2056354
Location

WAYNE, PA

14
Positions
$142.54M
Total AUM (reported)
5.25M
Total Shares

Allocation by class

TOTAL AUM$142.54M14 positions
COM$104.70M73.5%
CL A LTD VT SH$17.26M12.1%
CL A$13.04M9.1%
SH BEN INT$7.54M5.3%

Portfolio Concentration

Top 345.8%4–1048.7%11–255.5%TOP 1094.5%0%100%
Top 3$65.22M45.8%
4–10$69.45M48.7%
11–25$7.87M5.5%

Top 3 weight

45.8%

Top 10 weight

94.5%

Voting Authority Distribution

Total shares with voting rights: 5.25M

Sole

Full voting authority

5.25M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole14
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings14
Rows:

INDEPENDENCE RLTY TR INC

SOLE
COM
Shares1.82M
TypeSH
Market value$27.10M
19.01%
Sole
1.82M
Shared
0.00
None
0.00

REXFORD INDL RLTY INC

SOLE
COM
Shares603.66K
TypeSH
Market value$19.76M
13.86%
Sole
603.66K
Shared
0.00
None
0.00

FIRST INDL RLTY TR INC

SOLE
COM
Shares317.47K
TypeSH
Market value$18.37M
12.88%
Sole
317.47K
Shared
0.00
None
0.00

BROOKFIELD CORP

SOLE
CL A LTD VT SH
Shares426.50K
TypeSH
Market value$17.26M
12.11%
Sole
426.50K
Shared
0.00
None
0.00

FOUR CORNERS PPTY TR INC

SOLE
COM
Shares678.02K
TypeSH
Market value$16.04M
11.25%
Sole
678.02K
Shared
0.00
None
0.00

LENNAR CORP

SOLE
CL A
Shares150.17K
TypeSH
Market value$13.04M
9.15%
Sole
150.17K
Shared
0.00
None
0.00

VICI PPTYS INC

SOLE
COM
Shares273.20K
TypeSH
Market value$7.46M
5.24%
Sole
273.20K
Shared
0.00
None
0.00

CAMDEN PPTY TR

SOLE
SH BEN INT
Shares71.50K
TypeSH
Market value$6.98M
4.90%
Sole
71.50K
Shared
0.00
None
0.00

EQUITY LIFESTYLE PROPERTIES

SOLE
COM
Shares76.96K
TypeSH
Market value$4.80M
3.37%
Sole
76.96K
Shared
0.00
None
0.00

AMERICAN ASSETS TR INC

SOLE
COM
Shares209.86K
TypeSH
Market value$3.86M
2.71%
Sole
209.86K
Shared
0.00
None
0.00

INVITATION HOMES INC

SOLE
COM
Shares138K
TypeSH
Market value$3.43M
2.41%
Sole
138K
Shared
0.00
None
0.00

STARWOOD PPTY TR INC

SOLE
COM
Shares176.25K
TypeSH
Market value$3.04M
2.13%
Sole
176.25K
Shared
0.00
None
0.00

KILROY REALTY CORP

SOLE
COM
Shares30K
TypeSH
Market value$846.3K
0.59%
Sole
30K
Shared
0.00
None
0.00

ELME COMMUNITIES

SOLE
SH BEN INT
Shares276.78K
TypeSH
Market value$556.3K
0.39%
Sole
276.78K
Shared
0.00
None
0.00