GRS Advisors, LLC 13F 持仓 · 2026年Q2
GRS Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 27 只证券，申报市值合计 11.84 亿美元。前几大持仓：CTRE（7.97%）、AMT（7.51%）、CBRE（6.34%）。本季前 25 大持仓中：新建仓 6 只、增持 11 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CTRE | CARETRUST REIT INC | $94.4M | 7.97% | 2.3M | 增持 |
| 2 | AMT | AMERICAN TOWER CORP | $88.9M | 7.51% | 543,575 | 新建仓 |
| 3 | CBRE | CBRE GROUP INC | $75.1M | 6.34% | 557,676 | 增持 |
| 4 | AHR | AMERICAN HEALTHCARE REIT INC | $73.5M | 6.20% | 1.4M | 增持 |
| 5 | CURB | CURBLINE PPTYS CORP | $73.4M | 6.20% | 2.4M | 增持 |
| 6 | CDP | COPT DEFENSE PROPERTIES | $70.3M | 5.93% | 1.9M | 增持 |
| 7 | SBAC | SBA COMMUNICATIONS CORP | $65.1M | 5.50% | 368,869 | 增持 |
| 8 | REXR | REXFORD INDL RLTY INC | $62.0M | 5.23% | 1.8M | 新建仓 |
| 9 | RHP | RYMAN HOSPITALITY PPTYS INC | $54.5M | 4.60% | 423,830 | 增持 |
| 10 | BNL | BROADSTONE NET LEASE INC | $50.0M | 4.22% | 2.4M | 减持 |
| 11 | NTST | NETSTREIT CORP | $48.4M | 4.09% | 2.3M | 增持 |
| 12 | OUT | OUTFRONT MEDIA INC | $43.1M | 3.64% | 1.3M | 增持 |
| 13 | EQIX | EQUINIX INC | $42.1M | 3.56% | 40,415 | 减持 |
| 14 | MHO | M/I HOMES INC | $41.4M | 3.50% | 257,646 | 新建仓 |
| 15 | TNL | TRAVEL PLUS LEISURE CO | $40.2M | 3.40% | 526,334 | 新建仓 |
| 16 | MTH | MERITAGE HOMES CORP | $38.5M | 3.25% | 458,625 | 增持 |
| 17 | IRT | INDEPENDENCE RLTY TR INC | $37.7M | 3.19% | 2.3M | 新建仓 |
| 18 | SKT | TANGER INC | $37.6M | 3.17% | 952,407 | 增持 |
| 19 | H | HYATT HOTELS CORP | $34.9M | 2.95% | 179,953 | 减持 |
| 20 | LINE | LINEAGE INC | $34.4M | 2.91% | 795,907 | 减持 |
| 21 | PRSU | PURSUIT ATTRACTIONS AND HOSP | $24.6M | 2.08% | 439,471 | 减持 |
| 22 | HIW | HIGHWOODS PPTYS INC | $24.1M | 2.04% | 800,694 | 新建仓 |
| 23 | WELL | WELLTOWER INC | $20.6M | 1.74% | 90,543 | 减持 |
| 24 | CUBE | CUBESMART | $2.7M | 0.23% | 68,014 | 减持 |
| 25 | INVH | INVITATION HOMES INC | $2.6M | 0.22% | 84,578 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR