Rush Island Management, Lp Top Holdings and 13F Report (2024) → Biotech's Best Kept Secret: Potential 46,751% Gain (From Behind the Markets) (Ad) About Rush Island Management, LpInvestment ActivityRush Island Management, Lp has $1.15 billion in total holdings as of March 31, 2024.Rush Island Management, Lp owns shares of 16 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 28.48% of the portfolio was purchased this quarter.About 37.03% of the portfolio was sold this quarter.This quarter, Rush Island Management, Lp has purchased 16 new stocks and bought additional shares in 8 stocks.Rush Island Management, Lp sold shares of 4 stocks and completely divested from 4 stocks this quarter.Largest Holdings Healthcare Realty Trust $224,777,674Realty Income $187,039,984Federal Realty Investment Trust $132,307,387NNN REIT $119,167,155Sunstone Hotel Investors $105,131,567 Largest New Holdings this Quarter Veris Residential $32,992,437 HoldingNETSTREIT $18,701,432 HoldingAmericold Realty Trust $13,955,200 HoldingBrookdale Senior Living $9,477,193 Holding Largest Purchases this Quarter W. P. Carey 1,023,461 shares (about $57.76M)Federal Realty Investment Trust 557,080 shares (about $56.89M)Healthcare Realty Trust 3,768,384 shares (about $53.32M)SITE Centers 3,061,648 shares (about $44.85M)Veris Residential 2,169,128 shares (about $32.99M) Largest Sales this Quarter Prologis 769,400 shares (about $100.19M)NNN REIT 1,731,897 shares (about $74.02M)Six Flags Entertainment 474,715 shares (about $12.49M)Cushman & Wakefield 114,925 shares (about $1.20M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRush Island Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorHRHealthcare Realty Trust$224,777,674$53,322,634 ▲31.1%15,885,34819.5%FinanceORealty Income$187,039,984$6,110,757 ▲3.4%3,457,30116.2%FinanceFRTFederal Realty Investment Trust$132,307,387$56,889,010 ▲75.4%1,295,60711.5%FinanceNNNNNN REIT$119,167,155$74,021,278 ▼-38.3%2,788,18810.3%FinanceSHOSunstone Hotel Investors$105,131,567$3,332,810 ▲3.3%9,437,3049.1%FinanceVTRVentas$74,959,378$30,787,787 ▲69.7%1,721,6216.5%FinanceWPCW. P. Carey$69,712,769$57,764,139 ▲483.4%1,235,1666.0%FinanceSITCSITE Centers$65,703,492$44,853,143 ▲215.1%4,484,8805.7%FinanceSIXSix Flags Entertainment$52,619,102$12,494,499 ▼-19.2%1,999,2064.6%Consumer DiscretionaryVREVeris Residential$32,992,437$32,992,437 ▲New Holding2,169,1282.9%FinanceCWKCushman & Wakefield$28,630,296$1,202,115 ▼-4.0%2,737,1222.5%FinanceNTSTNETSTREIT$18,701,432$18,701,432 ▲New Holding1,018,0421.6%FinanceIVTInvenTrust Properties$14,647,990$676,173 ▲4.8%569,7391.3%FinanceCOLDAmericold Realty Trust$13,955,200$13,955,200 ▲New Holding560,0001.2%FinanceBKDBrookdale Senior Living$9,477,193$9,477,193 ▲New Holding1,433,7660.8%MedicalPLDPrologis$4,909,294$100,191,268 ▼-95.3%37,7000.4%FinanceDHID.R. Horton$0$99,106,158 ▼-100.0%00.0%ConstructionSUISun Communities$0$57,992,472 ▼-100.0%00.0%FinancePKPark Hotels & Resorts$0$41,727,185 ▼-100.0%00.0%FinanceDEIDouglas Emmett$0$40,829,173 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. 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