
MASTERTON CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | INVH | 436K | $12.78M |
![]() | APLE | 431K | $5.18M |
![]() | AMH | 368K | $12.25M |
![]() | EQR | 307K | $19.86M |
![]() | KIM | 285K | $6.23M |
![]() | FRT | 246K | $24.89M |
![]() | SKT | 161K | $5.43M |
![]() | TREX | 155K | $8.02M |
![]() | TRNO | 126K | $7.14M |
![]() | PFGC | 92K | $9.53M |
![]() | VICI | 81K | $2.64M |
![]() | BXP | 73K | $5.39M |
![]() | CHEF | 70K | $4.08M |
![]() | PLD | 68K | $7.80M |
![]() | EXR | 55K | $7.77M |
![]() | PSA | 55K | $15.84M |
![]() | BURL | 47K | $12.03M |
![]() | ROST | 28K | $4.23M |
![]() | MCD | 24K | $7.38M |
![]() | AVB | 13K | $2.43M |

Invitation Homes Inc.
INVH
Shares Held
436K
Value
$12.78M

Apple Hospitality REIT, Inc.
APLE
Shares Held
431K
Value
$5.18M

American Homes 4 Rent
AMH
Shares Held
368K
Value
$12.25M

Equity Residential
EQR
Shares Held
307K
Value
$19.86M

Kimco Realty Corporation
KIM
Shares Held
285K
Value
$6.23M

Federal Realty Investment Trust
FRT
Shares Held
246K
Value
$24.89M

Tanger Inc.
SKT
Shares Held
161K
Value
$5.43M

Trex Company, Inc.
TREX
Shares Held
155K
Value
$8.02M

Terreno Realty Corporation
TRNO
Shares Held
126K
Value
$7.14M

Performance Food Group Company
PFGC
Shares Held
92K
Value
$9.53M

VICI Properties Inc.
VICI
Shares Held
81K
Value
$2.64M

BXP, Inc.
BXP
Shares Held
73K
Value
$5.39M

The Chefs' Warehouse, Inc.
CHEF
Shares Held
70K
Value
$4.08M

Prologis, Inc.
PLD
Shares Held
68K
Value
$7.80M

Extra Space Storage Inc.
EXR
Shares Held
55K
Value
$7.77M

Public Storage
PSA
Shares Held
55K
Value
$15.84M

Burlington Stores, Inc.
BURL
Shares Held
47K
Value
$12.03M

Ross Stores, Inc.
ROST
Shares Held
28K
Value
$4.23M

McDonald's Corporation
MCD
Shares Held
24K
Value
$7.38M

AvalonBay Communities, Inc.
AVB
Shares Held
13K
Value
$2.43M
