account_balance
Investment manager · 13F filer · SEC CIK 1817145
Masterton Capital Management, LP
Reported value$118Mas of Jun 30, 2026
Positions24 11 new, 6 sold out
Top 10 weight67.6%PLD alone is 14%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
PLDPrologis, Inc.
14.0%Added +112%
CBRECBRE Group, Inc.
9.1%Added +94%
FRTFederal Realty Investment Trust
7.9%Trimmed −57%
ADCAgree Realty Corp
6.6%Added +56%
SYYSysco Corp
5.7%New
HLTHilton Worldwide Holdings Inc.
5.2%New
KIMKimco Realty Corp
5.2%Trimmed −33%
TRNOTerreno Realty Corp
4.9%
VMRKVivmark Residential
4.9%
LPXLouisiana-Pacific Corp
4.0%+25%
SUISun Communities Inc
3.9%New
LOWLowe's Companies Inc
3.6%New
PLDPrologis, Inc.
14.0%Added +112%
CBRECBRE Group, Inc.
9.1%+94%
FRTFederal Realty Investment Trust
7.9%−57%
ADCAgree Realty Corp
6.6%+56%
SYYSysco Corp
5.7%New
HLTHilton Worldwide Holdings Inc.
5.2%
KIMKimco Realty Corp
5.2%
TRNOTerreno Realty Corp
4.9%
VMRKVivmark Residential
4.9%
LPX4.0%SUI3.9%LOW3.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PLD Prologis, Inc. 14.0% Added +112%CBRE CBRE Group, Inc. 9.1% Added +94%FRT Federal Realty Investment Trust 7.9% Trimmed −57%ADC Agree Realty Corp 6.6% Added +56%SYY Sysco Corp 5.7% NewHLT Hilton Worldwide Holdings Inc. 5.2% NewKIM Kimco Realty Corp 5.2% Trimmed −33%TRNO Terreno Realty Corp 4.9% HeldVMRK Vivmark Residential 4.9% HeldLPX Louisiana-Pacific Corp 4.0% Added +25%SUI Sun Communities Inc 3.9% NewLOW Lowe's Companies Inc 3.6% New
What changed
Biggest moves since Mar 31, 2026
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