SOPHRON CAPITAL MANAGEMENT L.P.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DRH | 949K | $8.51M |
 | FCPT | 673K | $15.53M |
 | BNL | 412K | $7.15M |
 | PECO | 371K | $13.21M |
 | UDR | 353K | $12.95M |
 | INVH | 351K | $9.76M |
 | TPH | 335K | $10.54M |
 | VICI | 317K | $8.91M |
 | ADC | 302K | $21.74M |
 | EQR | 288K | $18.14M |
 | MTH | 243K | $16.00M |
 | KIM | 207K | $4.19M |
 | REXR | 186K | $7.20M |
 | GLPI | 186K | $8.30M |
 | CUBE | 179K | $6.45M |
 | DOC | 173K | $2.79M |
 | CHH | 149K | $14.17M |
 | NNN | 142K | $5.62M |
 | ELS | 134K | $8.10M |
 | WH | 128K | $9.66M |
DiamondRock Hospitality Company
DRH
Shares Held
949K
Value
$8.51M
Four Corners Property Trust, Inc.
FCPT
Shares Held
673K
Value
$15.53M
Broadstone Net Lease, Inc.
BNL
Shares Held
412K
Value
$7.15M
Phillips Edison & Company, Inc.
PECO
Shares Held
371K
Value
$13.21M
UDR, Inc.
UDR
Shares Held
353K
Value
$12.95M
Invitation Homes Inc.
INVH
Shares Held
351K
Value
$9.76M
Tri Pointe Homes, Inc.
TPH
Shares Held
335K
Value
$10.54M
VICI Properties Inc.
VICI
Shares Held
317K
Value
$8.91M
Agree Realty Corporation
ADC
Shares Held
302K
Value
$21.74M
Equity Residential
EQR
Shares Held
288K
Value
$18.14M
Meritage Homes Corporation
MTH
Shares Held
243K
Value
$16.00M
Kimco Realty Corporation
KIM
Shares Held
207K
Value
$4.19M
Rexford Industrial Realty, Inc.
REXR
Shares Held
186K
Value
$7.20M
Gaming and Leisure Properties, Inc.
GLPI
Shares Held
186K
Value
$8.30M
CubeSmart
CUBE
Shares Held
179K
Value
$6.45M
Healthpeak Properties, Inc.
DOC
Shares Held
173K
Value
$2.79M
Choice Hotels International, Inc.
CHH
Shares Held
149K
Value
$14.17M
NNN REIT, Inc.
NNN
Shares Held
142K
Value
$5.62M
Equity LifeStyle Properties, Inc.
ELS
Shares Held
134K
Value
$8.10M
Wyndham Hotels & Resorts, Inc.
WH
Shares Held
128K
Value
$9.66M