GRS Advisors, LLC 13F Holdings · Q2 2026
GRS Advisors, LLC reported 27 securities worth $1.18B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CTRE (7.97%), AMT (7.51%), CBRE (6.34%). Among its top 25 positions this quarter: 6 new, 11 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CTRE | CARETRUST REIT INC | $94.4M | 7.97% | 2.3M | Added |
| 2 | AMT | AMERICAN TOWER CORP | $88.9M | 7.51% | 543,575 | New |
| 3 | CBRE | CBRE GROUP INC | $75.1M | 6.34% | 557,676 | Added |
| 4 | AHR | AMERICAN HEALTHCARE REIT INC | $73.5M | 6.20% | 1.4M | Added |
| 5 | CURB | CURBLINE PPTYS CORP | $73.4M | 6.20% | 2.4M | Added |
| 6 | CDP | COPT DEFENSE PROPERTIES | $70.3M | 5.93% | 1.9M | Added |
| 7 | SBAC | SBA COMMUNICATIONS CORP | $65.1M | 5.50% | 368,869 | Added |
| 8 | REXR | REXFORD INDL RLTY INC | $62.0M | 5.23% | 1.8M | New |
| 9 | RHP | RYMAN HOSPITALITY PPTYS INC | $54.5M | 4.60% | 423,830 | Added |
| 10 | BNL | BROADSTONE NET LEASE INC | $50.0M | 4.22% | 2.4M | Trimmed |
| 11 | NTST | NETSTREIT CORP | $48.4M | 4.09% | 2.3M | Added |
| 12 | OUT | OUTFRONT MEDIA INC | $43.1M | 3.64% | 1.3M | Added |
| 13 | EQIX | EQUINIX INC | $42.1M | 3.56% | 40,415 | Trimmed |
| 14 | MHO | M/I HOMES INC | $41.4M | 3.50% | 257,646 | New |
| 15 | TNL | TRAVEL PLUS LEISURE CO | $40.2M | 3.40% | 526,334 | New |
| 16 | MTH | MERITAGE HOMES CORP | $38.5M | 3.25% | 458,625 | Added |
| 17 | IRT | INDEPENDENCE RLTY TR INC | $37.7M | 3.19% | 2.3M | New |
| 18 | SKT | TANGER INC | $37.6M | 3.17% | 952,407 | Added |
| 19 | H | HYATT HOTELS CORP | $34.9M | 2.95% | 179,953 | Trimmed |
| 20 | LINE | LINEAGE INC | $34.4M | 2.91% | 795,907 | Trimmed |
| 21 | PRSU | PURSUIT ATTRACTIONS AND HOSP | $24.6M | 2.08% | 439,471 | Trimmed |
| 22 | HIW | HIGHWOODS PPTYS INC | $24.1M | 2.04% | 800,694 | New |
| 23 | WELL | WELLTOWER INC | $20.6M | 1.74% | 90,543 | Trimmed |
| 24 | CUBE | CUBESMART | $2.7M | 0.23% | 68,014 | Trimmed |
| 25 | INVH | INVITATION HOMES INC | $2.6M | 0.22% | 84,578 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR