account_balance
Investment manager · 13F filer · SEC CIK 1736465
Rush Island Management, LP
Reported value$1.51Bas of Jun 30, 2026
Positions22 8 new, 8 sold out
Top 10 weight67.2%INVH alone is 9%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
The top 10 stocks are 67.2% of this fund. 12 other stocks make up the rest.
INVH Invitation Homes Inc 9.1% Added +7%ESS Essex Ppty Tr Inc 8.5% Trimmed −46%NNN NNN REIT Inc 7.6% Trimmed −20%KRC Kilroy Realty Corp 7.3% Trimmed −39%HR Healthcare Rlty Tr 7.0% Trimmed −28%VTR Ventas Inc 6.6% Trimmed −21%SBRA Sabra Health Care REIT Inc 5.4% Added +163%SBAC Sba Communications Corp 5.3% Trimmed −53%FR First Indl Rlty Tr Inc 5.2% Trimmed −27%BXDC Blackstone Digital Infrastru 5.1% New
12 other stocks32.8%
Bar length compares each stock with the biggest holding. Tags compare share counts with the Mar 31, 2026 filing. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed