SOPHRON CAPITAL MANAGEMENT L.P.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DRH | 842K | $7.89M |
 | FCPT | 590K | $13.94M |
 | AMH | 408K | $11.38M |
 | UDR | 386K | $13.03M |
 | PECO | 384K | $14.36M |
 | HST | 358K | $6.86M |
 | REXR | 357K | $11.70M |
 | INVH | 317K | $7.88M |
 | GLPI | 285K | $12.66M |
 | VICI | 267K | $7.29M |
 | EQR | 257K | $15.23M |
 | BNL | 257K | $4.69M |
 | ADC | 251K | $18.91M |
 | CUBE | 248K | $9.10M |
 | MTH | 235K | $14.55M |
 | DOC | 221K | $3.64M |
 | IRT | 211K | $3.15M |
 | LEN | 204K | $17.74M |
 | ELS | 145K | $9.03M |
 | LXP | 127K | $5.89M |
DiamondRock Hospitality Company
DRH
Shares Held
842K
Value
$7.89M
Four Corners Property Trust, Inc.
FCPT
Shares Held
590K
Value
$13.94M
American Homes 4 Rent
AMH
Shares Held
408K
Value
$11.38M
UDR, Inc.
UDR
Shares Held
386K
Value
$13.03M
Phillips Edison & Co.
PECO
Shares Held
384K
Value
$14.36M
Host Hotels & Resorts, Inc.
HST
Shares Held
358K
Value
$6.86M
Rexford Industrial Realty, Inc.
REXR
Shares Held
357K
Value
$11.70M
Invitation Homes Inc.
INVH
Shares Held
317K
Value
$7.88M
Gaming and Leisure Properties, Inc.
GLPI
Shares Held
285K
Value
$12.66M
VICI Properties Inc.
VICI
Shares Held
267K
Value
$7.29M
Equity Residential
EQR
Shares Held
257K
Value
$15.23M
Broadstone Net Lease, Inc.
BNL
Shares Held
257K
Value
$4.69M
Agree Realty Corporation
ADC
Shares Held
251K
Value
$18.91M
CubeSmart
CUBE
Shares Held
248K
Value
$9.10M
Meritage Homes Corporation
MTH
Shares Held
235K
Value
$14.55M
Healthpeak Properties, Inc.
DOC
Shares Held
221K
Value
$3.64M
Independence Realty Trust, Inc.
IRT
Shares Held
211K
Value
$3.15M
Lennar Corporation
LEN
Shares Held
204K
Value
$17.74M
Equity LifeStyle Properties, Inc.
ELS
Shares Held
145K
Value
$9.03M
LXP Industrial Trust
LXP
Shares Held
127K
Value
$5.89M