GILLSON CAPITAL LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HST | 791K | $13.46M |
 | TPG | 722K | $41.49M |
 | CTRE | 616K | $21.38M |
 | VTR | 574K | $40.14M |
 | BGC | 552K | $5.23M |
 | QNST | 535K | $8.28M |
 | TRNO | 459K | $26.04M |
 | SKT | 415K | $14.04M |
 | OWL | 407K | $6.89M |
 | ELS | 407K | $24.70M |
 | IREN | 397K | $18.64M |
 | WPC | 367K | $24.82M |
 | CRBG | 356K | $11.41M |
 | MET | 336K | $27.64M |
 | WULF | 290K | $3.31M |
 | IRM | 287K | $29.25M |
 | VCIC | 261K | $2.80M |
 | GLPI | 260K | $12.13M |
 | DRH | 255K | $2.03M |
 | XYZ | 246K | $17.78M |
Host Hotels & Resorts, Inc.
HST
Shares Held
791K
Value
$13.46M
TPG Inc.
TPG
Shares Held
722K
Value
$41.49M
CareTrust REIT, Inc.
CTRE
Shares Held
616K
Value
$21.38M
Ventas, Inc.
VTR
Shares Held
574K
Value
$40.14M
BGC Group, Inc
BGC
Shares Held
552K
Value
$5.23M
QuinStreet, Inc.
QNST
Shares Held
535K
Value
$8.28M
Terreno Realty Corporation
TRNO
Shares Held
459K
Value
$26.04M
Tanger Inc.
SKT
Shares Held
415K
Value
$14.04M
Blue Owl Capital Inc.
OWL
Shares Held
407K
Value
$6.89M
Equity LifeStyle Properties, Inc.
ELS
Shares Held
407K
Value
$24.70M
IREN Limited
IREN
Shares Held
397K
Value
$18.64M
W. P. Carey Inc.
WPC
Shares Held
367K
Value
$24.82M
Corebridge Financial, Inc.
CRBG
Shares Held
356K
Value
$11.41M
MetLife, Inc.
MET
Shares Held
336K
Value
$27.64M
TeraWulf Inc.
WULF
Shares Held
290K
Value
$3.31M
Iron Mountain Incorporated
IRM
Shares Held
287K
Value
$29.25M
Vine Hill Capital Investment Corp.
VCIC
Shares Held
261K
Value
$2.80M
Gaming and Leisure Properties, Inc.
GLPI
Shares Held
260K
Value
$12.13M
DiamondRock Hospitality Company
DRH
Shares Held
255K
Value
$2.03M
Block, Inc.
XYZ
Shares Held
246K
Value
$17.78M