GILLSON CAPITAL LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HST | 1.72M | $30.54M |
 | VCIC | 1.59M | $17.08M |
 | SBRA | 1.08M | $20.51M |
 | DOC | 1.03M | $16.55M |
 | EPRT | 907K | $26.89M |
 | TPG | 747K | $47.72M |
 | WULF | 720K | $8.27M |
 | COLD | 702K | $9.03M |
 | IRT | 654K | $11.44M |
 | QNST | 614K | $8.82M |
 | NDAQ | 589K | $57.25M |
 | TRNO | 578K | $33.92M |
 | FR | 506K | $28.96M |
 | CTRE | 462K | $16.70M |
 | DRH | 421K | $3.77M |
 | CIFR | 417K | $6.15M |
 | GLPI | 397K | $17.75M |
 | BOW | 397K | $11.32M |
 | VTR | 396K | $30.62M |
 | AIZ | 390K | $93.98M |
Host Hotels & Resorts, Inc.
HST
Shares Held
1.72M
Value
$30.54M
Vine Hill Capital Investment Corp.
VCIC
Shares Held
1.59M
Value
$17.08M
Sabra Health Care REIT, Inc.
SBRA
Shares Held
1.08M
Value
$20.51M
Healthpeak Properties, Inc.
DOC
Shares Held
1.03M
Value
$16.55M
Essential Properties Realty Trust, Inc.
EPRT
Shares Held
907K
Value
$26.89M
TPG Inc.
TPG
Shares Held
747K
Value
$47.72M
TeraWulf Inc.
WULF
Shares Held
720K
Value
$8.27M
Americold Realty Trust, Inc.
COLD
Shares Held
702K
Value
$9.03M
Independence Realty Trust, Inc.
IRT
Shares Held
654K
Value
$11.44M
QuinStreet, Inc.
QNST
Shares Held
614K
Value
$8.82M
Nasdaq, Inc.
NDAQ
Shares Held
589K
Value
$57.25M
Terreno Realty Corporation
TRNO
Shares Held
578K
Value
$33.92M
First Industrial Realty Trust, Inc.
FR
Shares Held
506K
Value
$28.96M
CareTrust REIT, Inc.
CTRE
Shares Held
462K
Value
$16.70M
DiamondRock Hospitality Company
DRH
Shares Held
421K
Value
$3.77M
Cipher Mining Inc.
CIFR
Shares Held
417K
Value
$6.15M
Gaming and Leisure Properties, Inc.
GLPI
Shares Held
397K
Value
$17.75M
Bowhead Specialty Holdings Inc.
BOW
Shares Held
397K
Value
$11.32M
Ventas, Inc.
VTR
Shares Held
396K
Value
$30.62M
Assurant, Inc.
AIZ
Shares Held
390K
Value
$93.98M