MASTERTON CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | APLE | 531K | $6.29M |
 | INVH | 378K | $10.51M |
 | AMH | 351K | $11.26M |
 | KIM | 344K | $6.96M |
 | EQR | 336K | $21.19M |
 | FRT | 174K | $17.49M |
 | SKT | 161K | $5.36M |
 | CHEF | 121K | $7.55M |
 | PFGC | 92K | $8.24M |
 | TRNO | 88K | $5.19M |
 | BXP | 73K | $4.89M |
 | UDR | 68K | $2.51M |
 | PSA | 52K | $13.49M |
 | TREX | 48K | $1.68M |
 | EXR | 34K | $4.41M |
 | PLD | 25K | $3.19M |
 | BURL | 20K | $5.91M |
 | TXRH | 14K | $2.34M |
 | MCD | 9K | $2.77M |
 | WH | 8K | $581.81K |
Apple Hospitality REIT, Inc.
APLE
Shares Held
531K
Value
$6.29M
Invitation Homes Inc.
INVH
Shares Held
378K
Value
$10.51M
American Homes 4 Rent
AMH
Shares Held
351K
Value
$11.26M
Kimco Realty Corporation
KIM
Shares Held
344K
Value
$6.96M
Equity Residential
EQR
Shares Held
336K
Value
$21.19M
Federal Realty Investment Trust
FRT
Shares Held
174K
Value
$17.49M
Tanger Inc.
SKT
Shares Held
161K
Value
$5.36M
The Chefs' Warehouse, Inc.
CHEF
Shares Held
121K
Value
$7.55M
Performance Food Group Company
PFGC
Shares Held
92K
Value
$8.24M
Terreno Realty Corporation
TRNO
Shares Held
88K
Value
$5.19M
BXP, Inc.
BXP
Shares Held
73K
Value
$4.89M
UDR, Inc.
UDR
Shares Held
68K
Value
$2.51M
Public Storage
PSA
Shares Held
52K
Value
$13.49M
Trex Company, Inc.
TREX
Shares Held
48K
Value
$1.68M
Extra Space Storage Inc.
EXR
Shares Held
34K
Value
$4.41M
Prologis, Inc.
PLD
Shares Held
25K
Value
$3.19M
Burlington Stores, Inc.
BURL
Shares Held
20K
Value
$5.91M
Texas Roadhouse, Inc.
TXRH
Shares Held
14K
Value
$2.34M
McDonald's Corporation
MCD
Shares Held
9K
Value
$2.77M
Wyndham Hotels & Resorts, Inc.
WH
Shares Held
8K
Value
$581.81K