Arkolith/Funds/GRS Advisors, LLC

GRS Advisors, LLC

CIK 1544554Hedge fund
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

GRS Advisors, LLC holds a focused book of 32 stocks worth $1.0B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Prologis Inc and trimmed Wyndham Hotels & Resorts Inc. Their largest long position is Prologis Inc at 8% of the equity book.

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Use Arkolith to show GRS Advisors, LLC's latest
holdings, largest changes, and filing provenance.
Opened
8
new positions
Added to
6
existing
Trimmed
16
reduced
Sold out
9
exited

Concentration

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
54%
Top 20 holdings
90%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Real Estate
87%
Consumer Discretionary
13%
Industrials
0%
Financials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

32 positions
#SecurityValueShares% PortLast moveHistory
1Prologis Inc.
COM
$82.1M621.2K
8.1%
New
New position
2Federal Rlty Invt TR New
SH BEN INT NEW
$72.9M686.8K
7.2%
+99%
Added · +342K sh
3Wyndham Hotels & Resorts Inc
COM
$61.2M753.6K
6.1%
−17%
Reduced · −153K sh
4Ventas Inc
COM
$51.1M624.8K
5.1%
17×
Added · +587K sh
5Copt Defense Properties
SHS BEN INT
$50.5M1.65M
5.0%
+58%
Added · +608K sh
6Broadstone Net Lease Inc
COM
$48.7M2.66M
4.8%
New
New position
7Caretrust REIT Inc
COM
$48.2M1.31M
4.8%
−21%
Reduced · −345K sh
8American Healthcare REIT Inc
COM SHS
$48.2M1.02M
4.8%
−12%
Reduced · −143K sh
9Equinix Inc
COM
$43.8M44.7K
4.3%
−57%
Reduced · −60K sh
10Netstreit Corp
COM
$42.3M2.24M
4.2%
New
New position
11Curbline Pptys Corp
COM
$42.3M1.64M
4.2%
+2.4%
Added · +38K sh
12Cousins Pptys Inc
COM NEW
$39.8M1.76M
3.9%
New
New position
13Blackstone Mortgage Trust In
COM CL A
$38.0M1.99M
3.8%
New
New position
14Cbre Group Inc
CL A
$36.0M265.9K
3.6%
36×
Added · +259K sh
15Regency CTRS Corp
COM
$36.0M475.3K
3.6%
−32%
Reduced · −219K sh
16Hyatt Hotels Corp
COM CL A
$34.9M242.9K
3.5%
New
New position
17Sba Communications Corp
CL A
$34.3M199.4K
3.4%
−25%
Reduced · −65K sh
18Outfront Media Inc
COM NEW
$34.2M1.29M
3.4%
−61%
Reduced · −2.0M sh
19Pursuit Attractions And Hosp
COM
$33.3M910.3K
3.3%
−16%
Reduced · −170K sh
20Lineage Inc
COM
$31.7M966.2K
3.1%
−36%
Reduced · −549K sh
21Welltower Inc
COM
$28.8M145.6K
2.8%
−0.1%
Reduced · −222 sh
22Udr Inc
COM
$27.6M815.6K
2.7%
−9.0%
Reduced · −81K sh
23Tanger Inc
COM
$23.5M690.5K
2.3%
−0.6%
Reduced · −4K sh
24Janus Living Inc
CL A-1
$5.0M212.2K
0.5%
New
New position
25Crown Castle Inc
COM
$3.8M46.9K
0.4%
−93%
Reduced · −646K sh
26Cubesmart
COM
$3.6M99.2K
0.4%
+77%
Added · +43K sh
27Ryman Hospitality Pptys Inc
COM
$2.3M24.9K
0.2%
−97%
Reduced · −694K sh
28Invitation Homes Inc
COM
$2.1M84.6K
0.2%
Held
29Iron MTN Inc Del
COM
$2.0M19.2K
0.2%
New
New position
30Vail Resorts Inc
COM
$1.9M15.0K
0.2%
Held
31Meritage Homes Corp
COM
$1.4M22.5K
0.1%
−96%
Reduced · −492K sh
32Rocket Cos Inc
COM CL A
$357K25.0K
0.0%
−98%
Reduced · −1.2M sh
Showing all 32 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202632$1.0B13F-HR
Q4 2025Dec 31, 2025Feb 17, 202633$1.1B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202531$1.1B13F-HR
Q2 2025Jun 30, 2025Aug 14, 202527$1.0B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.