SOPHRON CAPITAL MANAGEMENT L.P.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DRH | 1.65M | $13.17M |
 | FCPT | 658K | $16.07M |
 | PECO | 574K | $19.69M |
 | BNL | 379K | $6.78M |
 | TPH | 373K | $12.68M |
 | IRT | 347K | $5.69M |
 | ADC | 319K | $22.66M |
 | UDR | 287K | $10.71M |
 | MTH | 278K | $20.12M |
 | AMH | 269K | $8.94M |
 | GLPI | 244K | $11.40M |
 | DOC | 218K | $4.18M |
 | ELS | 217K | $13.17M |
 | CUBE | 172K | $7.00M |
 | WH | 157K | $12.52M |
 | NNN | 143K | $6.10M |
 | FR | 143K | $7.34M |
 | VICI | 139K | $4.54M |
 | INVH | 119K | $3.48M |
 | EQR | 117K | $7.57M |
DiamondRock Hospitality Company
DRH
Shares Held
1.65M
Value
$13.17M
Four Corners Property Trust, Inc.
FCPT
Shares Held
658K
Value
$16.07M
Phillips Edison & Company, Inc.
PECO
Shares Held
574K
Value
$19.69M
Broadstone Net Lease, Inc.
BNL
Shares Held
379K
Value
$6.78M
Tri Pointe Homes, Inc.
TPH
Shares Held
373K
Value
$12.68M
Independence Realty Trust, Inc.
IRT
Shares Held
347K
Value
$5.69M
Agree Realty Corporation
ADC
Shares Held
319K
Value
$22.66M
UDR, Inc.
UDR
Shares Held
287K
Value
$10.71M
Meritage Homes Corporation
MTH
Shares Held
278K
Value
$20.12M
American Homes 4 Rent
AMH
Shares Held
269K
Value
$8.94M
Gaming and Leisure Properties, Inc.
GLPI
Shares Held
244K
Value
$11.40M
Healthpeak Properties, Inc.
DOC
Shares Held
218K
Value
$4.18M
Equity LifeStyle Properties, Inc.
ELS
Shares Held
217K
Value
$13.17M
CubeSmart
CUBE
Shares Held
172K
Value
$7.00M
Wyndham Hotels & Resorts, Inc.
WH
Shares Held
157K
Value
$12.52M
NNN REIT, Inc.
NNN
Shares Held
143K
Value
$6.10M
First Industrial Realty Trust, Inc.
FR
Shares Held
143K
Value
$7.34M
VICI Properties Inc.
VICI
Shares Held
139K
Value
$4.54M
Invitation Homes Inc.
INVH
Shares Held
119K
Value
$3.48M
Equity Residential
EQR
Shares Held
117K
Value
$7.57M