RUSH ISLAND MANAGEMENT, LP

PrivateCIK: 1736465
Location

NEW YORK, NY

22
Positions
$1.51B
Total AUM (reported)
45.76M
Total Shares

Allocation by class

TOTAL AUM$1.51B22 positions
COM$1.14B75.7%
CL A COM$105.16M7.0%
CL A$80.52M5.3%
COMMON STOCK$77.60M5.1%
SH BEN INT$66.35M4.4%
COM CLASS A$37.77M2.5%

Portfolio Concentration

Top 325.2%4–1042.0%11–2532.8%TOP 1067.2%0%100%
Top 3$380.30M25.2%
4–10$633.33M42.0%
11–25$495.37M32.8%

Top 3 weight

25.2%

Top 10 weight

67.2%

Voting Authority Distribution

Total shares with voting rights: 45.76M

Sole

Full voting authority

45.76M

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)

Sole22
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings22
Rows:

INVITATION HOMES INC

SOLE
COM
Shares4.55M
TypeSH
Market value$137.31M
9.10%
Sole
4.55M
Shared
0.00
None
0.00

ESSEX PPTY TR INC

SOLE
COM
Shares438.52K
TypeSH
Market value$127.87M
8.47%
Sole
438.52K
Shared
0.00
None
0.00

NNN REIT INC

SOLE
COM
Shares2.47M
TypeSH
Market value$115.12M
7.63%
Sole
2.47M
Shared
0.00
None
0.00

KILROY REALTY CORP

SOLE
COM
Shares2.95M
TypeSH
Market value$110.38M
7.31%
Sole
2.95M
Shared
0.00
None
0.00

HEALTHCARE RLTY TR

SOLE
CL A COM
Shares5.21M
TypeSH
Market value$105.16M
6.97%
Sole
5.21M
Shared
0.00
None
0.00

VENTAS INC

SOLE
COM
Shares1.11M
TypeSH
Market value$98.89M
6.55%
Sole
1.11M
Shared
0.00
None
0.00

SABRA HEALTH CARE REIT INC

SOLE
COM
Shares4.21M
TypeSH
Market value$82.15M
5.44%
Sole
4.21M
Shared
0.00
None
0.00

SBA COMMUNICATIONS CORP

SOLE
CL A
Shares456.29K
TypeSH
Market value$80.52M
5.34%
Sole
456.29K
Shared
0.00
None
0.00

FIRST INDL RLTY TR INC

SOLE
COM
Shares1.28M
TypeSH
Market value$78.63M
5.21%
Sole
1.28M
Shared
0.00
None
0.00

BLACKSTONE DIGITAL INFRASTRU

SOLE
COMMON STOCK
Shares3.59M
TypeSH
Market value$77.60M
5.14%
Sole
3.59M
Shared
0.00
None
0.00

EQUITY RESIDENTIAL

SOLE
SH BEN INT
Shares976.76K
TypeSH
Market value$66.35M
4.40%
Sole
976.76K
Shared
0.00
None
0.00

AMERICAN TOWER CORP

SOLE
COM
Shares405.39K
TypeSH
Market value$66.31M
4.39%
Sole
405.39K
Shared
0.00
None
0.00

AGREE RLTY CORP

SOLE
COM
Shares873.83K
TypeSH
Market value$66.18M
4.39%
Sole
873.83K
Shared
0.00
None
0.00

HEALTHPEAK PROPERTIES INC

SOLE
COM
Shares2.94M
TypeSH
Market value$63.02M
4.18%
Sole
2.94M
Shared
0.00
None
0.00

MACERICH CO

SOLE
COM
Shares2.07M
TypeSH
Market value$52.11M
3.45%
Sole
2.07M
Shared
0.00
None
0.00

ESSENTIAL PPTYS RLTY TR INC

SOLE
COM
Shares1.63M
TypeSH
Market value$48.66M
3.22%
Sole
1.63M
Shared
0.00
None
0.00

INDEPENDENCE RLTY TR INC

SOLE
COM
Shares2.32M
TypeSH
Market value$38.67M
2.56%
Sole
2.32M
Shared
0.00
None
0.00

NATIONAL HEALTHCARE PPTYS IN

SOLE
COM CLASS A
Shares2.58M
TypeSH
Market value$37.77M
2.50%
Sole
2.58M
Shared
0.00
None
0.00

VICI PPTYS INC

SOLE
COM
Shares734.40K
TypeSH
Market value$19.50M
1.29%
Sole
734.40K
Shared
0.00
None
0.00

SITE CTRS CORP

SOLE
COM
Shares4.50M
TypeSH
Market value$17.86M
1.18%
Sole
4.50M
Shared
0.00
None
0.00

POOL CORP

SOLE
COM
Shares46.60K
TypeSH
Market value$10.01M
0.66%
Sole
46.60K
Shared
0.00
None
0.00

SIX FLAGS ENTERTAINMENT CORP

SOLE
COM
Shares418.95K
TypeSH
Market value$8.92M
0.59%
Sole
418.95K
Shared
0.00
None
0.00