Rush Island Management, LP holds a focused book of 22 stocks worth $1.5B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Invitation Homes Inc and trimmed Sba Communications Corp. Their largest long position is Essex Property Trust Inc at 13% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1736465/holdings"
Use Arkolith to show RUSH ISLAND MANAGEMENT, LP's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Essex Ppty TR Inc COM | $195.5M | 807.9K | 13.1% | ▲+27% Added · +171K sh | |
| 2 | Sba Communications Corp CL A | $168.4M | 978.4K | 11.3% | ▼−17% Reduced · −199K sh | |
| 3 | Kilroy Realty Corp COM | $137.1M | 4.86M | 9.2% | ▲+85% Added · +2.2M sh | |
| 4 | NNN REIT Inc COM | $130.3M | 3.10M | 8.7% | ▼−19% Reduced · −734K sh | |
| 5 | Healthcare Rlty TR CL A COM | $122.8M | 7.23M | 8.2% | ▼−20% Reduced · −1.8M sh | |
| 6 | Ventas Inc COM | $114.7M | 1.40M | 7.7% | ▼−14% Reduced · −231K sh | |
| 7 | Invitation Homes Inc COM | $105.3M | 4.24M | 7.1% | ▲New New position | |
| 8 | First Indl Rlty TR Inc COM | $101.5M | 1.75M | 6.8% | ▼−16% Reduced · −325K sh | |
| 9 | Federal Rlty Invt TR New SH BEN INT NEW | $67.8M | 638.5K | 4.5% | ▼−50% Reduced · −647K sh | |
| 10 | Independence Rlty TR Inc COM | $51.5M | 3.46M | 3.5% | ▲New New position | |
| 11 | Agree Rlty Corp COM | $51.1M | 677.4K | 3.4% | ▲New New position | |
| 12 | Essential Pptys Rlty TR Inc COM | $37.9M | 1.25M | 2.5% | ▲New New position | |
| 13 | Americold Realty Trust Inc COM | $35.5M | 3.10M | 2.4% | ▲+5.8% Added · +169K sh | |
| 14 | Acadia Rlty TR COM SH BEN INT | $32.3M | 1.69M | 2.2% | ▼−1.7% Reduced · −30K sh | |
| 15 | Sabra Health Care REIT Inc COM | $30.7M | 1.60M | 2.1% | ▲New New position | |
| 16 | Site CTRS Corp COM | $24.0M | 4.45M | 1.6% | ▲+11% Added · +456K sh | |
| 17 | Costar Group Inc COM | $19.5M | 483.2K | 1.3% | ▲New New position | |
| 18 | Apple Hospitality REIT Inc COM NEW | $17.1M | 1.49M | 1.2% | ▲New New position | |
| 19 | Curbline Pptys Corp COM | $17.1M | 664.5K | 1.1% | ▼−14% Reduced · −104K sh | |
| 20 | Six Flags Entertainment Corp COM | $16.5M | 927.8K | 1.1% | ▼−21% Reduced · −253K sh | |
| 21 | Janus Living Inc CL A-1 | $7.1M | 300.0K | 0.5% | ▲New New position | |
| 22 | Sonida Senior Living Inc COM | $7.0M | 218.2K | 0.5% | ▲New New position |
As-of date vs the date the SEC received each filing
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.