RUSH ISLAND MANAGEMENT, LP

PrivateCIK: 1736465
Location

NEW YORK, NY

22
Positions
$1.49B
Total AUM (reported)
45.30M
Total Shares

Allocation by class

TOTAL AUM$1.49B22 positions
COM$1.08B72.1%
CL A$168.39M11.3%
CL A COM$122.76M8.2%
SH BEN INT NEW$67.82M4.5%
COM SH BEN INT$32.30M2.2%
COM NEW$17.14M1.2%
CL A-1$7.07M0.5%

Portfolio Concentration

Top 333.6%4–1046.5%11–2519.8%TOP 1080.2%0%100%
Top 3$501.02M33.6%
4–10$693.79M46.5%
11–25$295.87M19.8%

Top 3 weight

33.6%

Top 10 weight

80.2%

Voting Authority Distribution

Total shares with voting rights: 45.30M

Sole

Full voting authority

45.30M

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:

ESSEX PPTY TR INC

SOLE
COM
Shares807.89K
TypeSH
Market value$195.51M
13.12%
Sole
807.89K
Shared
0.00
None
0.00

SBA COMMUNICATIONS CORP

SOLE
CL A
Shares978.39K
TypeSH
Market value$168.39M
11.30%
Sole
978.39K
Shared
0.00
None
0.00

KILROY REALTY CORP

SOLE
COM
Shares4.86M
TypeSH
Market value$137.12M
9.20%
Sole
4.86M
Shared
0.00
None
0.00

NNN REIT INC

SOLE
COM
Shares3.10M
TypeSH
Market value$130.26M
8.74%
Sole
3.10M
Shared
0.00
None
0.00

HEALTHCARE RLTY TR

SOLE
CL A COM
Shares7.23M
TypeSH
Market value$122.76M
8.24%
Sole
7.23M
Shared
0.00
None
0.00

VENTAS INC

SOLE
COM
Shares1.40M
TypeSH
Market value$114.71M
7.70%
Sole
1.40M
Shared
0.00
None
0.00

INVITATION HOMES INC

SOLE
COM
Shares4.24M
TypeSH
Market value$105.29M
7.06%
Sole
4.24M
Shared
0.00
None
0.00

FIRST INDL RLTY TR INC

SOLE
COM
Shares1.75M
TypeSH
Market value$101.49M
6.81%
Sole
1.75M
Shared
0.00
None
0.00

FEDERAL RLTY INVT TR NEW

SOLE
SH BEN INT NEW
Shares638.54K
TypeSH
Market value$67.82M
4.55%
Sole
638.54K
Shared
0.00
None
0.00

INDEPENDENCE RLTY TR INC

SOLE
COM
Shares3.46M
TypeSH
Market value$51.46M
3.45%
Sole
3.46M
Shared
0.00
None
0.00

AGREE RLTY CORP

SOLE
COM
Shares677.44K
TypeSH
Market value$51.07M
3.43%
Sole
677.44K
Shared
0.00
None
0.00

ESSENTIAL PPTYS RLTY TR INC

SOLE
COM
Shares1.25M
TypeSH
Market value$37.92M
2.54%
Sole
1.25M
Shared
0.00
None
0.00

AMERICOLD REALTY TRUST INC

SOLE
COM
Shares3.10M
TypeSH
Market value$35.50M
2.38%
Sole
3.10M
Shared
0.00
None
0.00

ACADIA RLTY TR

SOLE
COM SH BEN INT
Shares1.69M
TypeSH
Market value$32.30M
2.17%
Sole
1.69M
Shared
0.00
None
0.00

SABRA HEALTH CARE REIT INC

SOLE
COM
Shares1.60M
TypeSH
Market value$30.74M
2.06%
Sole
1.60M
Shared
0.00
None
0.00

SITE CTRS CORP

SOLE
COM
Shares4.45M
TypeSH
Market value$24.01M
1.61%
Sole
4.45M
Shared
0.00
None
0.00

COSTAR GROUP INC

SOLE
COM
Shares483.20K
TypeSH
Market value$19.49M
1.31%
Sole
483.20K
Shared
0.00
None
0.00

APPLE HOSPITALITY REIT INC

SOLE
COM NEW
Shares1.49M
TypeSH
Market value$17.14M
1.15%
Sole
1.49M
Shared
0.00
None
0.00

CURBLINE PPTYS CORP

SOLE
COM
Shares664.51K
TypeSH
Market value$17.14M
1.15%
Sole
664.51K
Shared
0.00
None
0.00

SIX FLAGS ENTERTAINMENT CORP

SOLE
COM
Shares927.83K
TypeSH
Market value$16.47M
1.10%
Sole
927.83K
Shared
0.00
None
0.00

JANUS LIVING INC

SOLE
CL A-1
Shares300K
TypeSH
Market value$7.07M
0.47%
Sole
300K
Shared
0.00
None
0.00

SONIDA SENIOR LIVING INC

SOLE
COM
Shares218.17K
TypeSH
Market value$7.04M
0.47%
Sole
218.17K
Shared
0.00
None
0.00