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Investment manager · 13F filer · SEC CIK 2056354
Argosy-Lionbridge Management, LLC
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Reported value$159Mas of Jun 30, 2026
Positions20 7 new, 1 sold out
Top 10 weight85.6%IRT alone is 19%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IRTIndependence Realty Trust, Inc.
19.1%
BNBrookfield Corp
12.9%Added +13%
FCPTFour Corners Property Trust, Inc.
11.6%Added +11%
ELSEquity Lifestyle Properties Inc
10.9%Added +249%
CPTCamden Property Trust
9.4%Added +82%
FRFirst Industrial Realty Trust Inc
5.4%Trimmed −56%
VICIVICI Properties Inc.
5.3%Added +16%
AATAmerican Assets Trust, Inc.
3.8%Added +18%
PLDPrologis, Inc.
3.6%New
SMASmartStop Self Storage REIT, Inc.
3.6%New
CBRECBRE Group, Inc.
3.4%New
INVHInvitation Homes Inc.
2.6%
IRTIndependence Realty Trust, Inc.
19.1%
BNBrookfield Corp
12.9%+13%
FCPTFour Corners Property Trust, Inc.
11.6%+11%
ELSEquity Lifestyle Properties Inc
10.9%+249%
CPTCamden Property Trust
9.4%+82%
FR5.4%VICIVICI Properties Inc.
5.3%
AAT3.8%PLD3.6%SMA3.6%CBREINVHBoxes 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
IRT Independence Realty Trust, Inc. 19.1% HeldBN Brookfield Corp 12.9% Added +13%FCPT Four Corners Property Trust, Inc. 11.6% Added +11%ELS Equity Lifestyle Properties Inc 10.9% Added +249%CPT Camden Property Trust 9.4% Added +82%FR First Industrial Realty Trust Inc 5.4% Trimmed −56%VICI VICI Properties Inc. 5.3% Added +16%AAT American Assets Trust, Inc. 3.8% Added +18%PLD Prologis, Inc. 3.6% NewSMA SmartStop Self Storage REIT, Inc. 3.6% NewCBRE CBRE Group, Inc. 3.4% NewINVH Invitation Homes Inc. 2.6% Held
What changed
Biggest moves since Mar 31, 2026
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