Stock Taper 
MASTERTON CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Kimco Realty Corporation | KIM | 242.91K | $6.16M |
 James Hardie Industries plc | JHX | 157.38K | $4.12M |
 Prologis, Inc. | PLD | 121.8K | $16.5M |
 American Homes 4 Rent | AMH | 115.5K | $3.87M |
 Agree Realty Corporation | ADC | 103.3K | $7.82M |
 Terreno Realty Corporation | TRNO | 89.98K | $5.83M |
| ER EQUITY RESIDENTIAL | EQR | 85.25K | $5.79M |
 Sysco Corporation | SYY | 80.9K | $6.76M |
 CBRE Group, Inc. | CBRE | 79.7K | $10.73M |
 Federal Realty Investment Trust | FRT | 75.25K | $9.29M |
 Louisiana-Pacific Corporation | LPX | 60.7K | $4.77M |
 Sun Communities, Inc. | SUI | 38.7K | $4.64M |
 Lowe's Companies, Inc. | LOW | 19.2K | $4.23M |
 Hilton Worldwide Holdings Inc. | HLT | 18.72K | $6.19M |
 Essex Property Trust, Inc. | ESS | 12.9K | $3.76M |
 Performance Food Group Co | PFGC | 12.74K | $1.42M |
 Public Storage | PSA | 12.71K | $4.05M |
 Century Communities, Inc. | CCS | 11.4K | $816.85K |
 The TJX Companies, Inc. | TJX | 8.4K | $1.27M |
 Domino's Pizza, Inc. | DPZ | 7.82K | $2.32M |