Rush Island Management
Rush Island Management reported 22 stocks worth $1.5B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are INVH (9.1%), ESS (8.5%) and NNN (7.6%). Compared with Q1 2026, the fund opened new positions in BXDC, VMRK and AMT, added to INVH, SBRA and ADC, trimmed ESS, NNN and KRC and sold out of FRT, COLD and AKR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  INVH Invitation Homes Inc | $137M | 9.1% | 4.5M | +308K (+7%) | 2 of 8 | |
| 2 |  ESS Essex Ppty TR Inc | $128M | 8.5% | 439K | −369K (−46%) | 4 of 8 | |
| 3 |  NNN Nnn REIT Inc | $115M | 7.6% | 2.5M | −625K (−20%) | 8 of 8 | |
| 4 |  KRC Kilroy Rlty Corp | $110M | 7.3% | 2.9M | −1.9M (−39%) | 7 of 8 | |
| 5 |  HR Healthcare Rlty TR | $105M | 7.0% | 5.2M | −2M (−28%) | 8 of 8 | |
| 6 |  VTR Ventas Inc | $98.9M | 6.5% | 1.1M | −289K (−21%) | 8 of 8 | |
| 7 |  SBRA Sabra Health Care REIT Inc | $82.1M | 5.4% | 4.2M | +2.6M (+163%) | 2 of 8 | |
| 8 |  SBAC Sba Communications Corp New | $80.5M | 5.3% | 456K | −522K (−53%) | 7 of 8 | |
| 9 |  FR First Indl Rlty TR Inc | $78.6M | 5.2% | 1.3M | −472K (−27%) | 7 of 8 | |
| 10 |  BXDC Blackstone Digital Infrastru | $77.6M | 5.1% | 3.6M | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 FRT Federal Rlty Invt TR New | $67.8M | 639K |
 COLD Americold Realty Trust Inc | $35.5M | 3.1M |
 AKR Acadia Rlty TR | $32.3M | 1.7M |
 CSGP Costar Group Inc | $19.5M | 483K |
 APLE Apple Hospitality REIT Inc | $17.1M | 1.5M |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Rush Island Management 13F FAQ
What does Rush Island Management own?
Rush Island Management reported 22 stocks worth $1.5B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are INVH (9.1%), ESS (8.5%) and NNN (7.6%). The table above lists every position in the filing (the top 10 without an account).
What did Rush Island Management buy and sell in Q2 2026?
Compared with Q1 2026: 8 new positions, 5 added to, 9 trimmed and 8 sold out. New positions include BXDC, VMRK and AMT. It sold all of FRT, COLD and AKR.
When will Rush Island Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Rush Island Management's portfolio worth?
The Q2 2026 filing reports $1.5B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.