Stock Taper 
GILLSON CAPITAL LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Invitation Homes Inc. | INVH | 2.05M | $62.01M |
 Apple Hospitality REIT, Inc. | APLE | 1.96M | $32.92M |
 CareTrust REIT, Inc. | CTRE | 1.3M | $52.43M |
 UDR, Inc. | UDR | 1.17M | $46.81M |
 Nasdaq, Inc. | NDAQ | 709.16K | $55.9M |
 TeraWulf Inc. | WULF | 657.4K | $16.24M |
 Sabra Health Care REIT, Inc. | SBRA | 595.3K | $11.61M |
 NETSTREIT Corp. | NTST | 594.18K | $12.55M |
 Applied Digital Corp. | APLD | 519.96K | $15.75M |
 Toast, Inc. | TOST | 495.75K | $13.79M |
 Assurant, Inc. | AIZ | 464.52K | $124.74M |
 Terreno Realty Corporation | TRNO | 403.37K | $26.13M |
 TPG Inc. | TPG | 394.93K | $16.02M |
 Arthur J. Gallagher & Co. | AJG | 356.2K | $81.77M |
 Capital One Financial Corporation | COF | 322.04K | $64.61M |
 The Progressive Corporation | PGR | 321.1K | $70.14M |
 Skyward Specialty Insurance Group, Inc. | SKWD | 311.54K | $18.18M |
 Chime Financial, Inc. Class A Common Stock | CHYM | 306.37K | $6.27M |
 Americold Realty Trust, Inc. | COLD | 302K | $4.75M |
 NNN REIT, Inc. | NNN | 290.6K | $13.52M |