Stock Taper 
SOPHRON CAPITAL MANAGEMENT L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Host Hotels & Resorts, Inc. | HST | 862.91K | $20.46M |
 DiamondRock Hospitality Company | DRH | 813.68K | $9.91M |
 Sunstone Hotel Investors, Inc. | SHO | 545.87K | $6.25M |
 Four Corners Property Trust, Inc. | FCPT | 535.88K | $13.16M |
 Independence Realty Trust, Inc. | IRT | 427.94K | $7.14M |
 VICI Properties Inc. | VICI | 387.64K | $10.29M |
 Rexford Industrial Realty, Inc. | REXR | 384.76K | $12.89M |
 Agree Realty Corporation | ADC | 331.09K | $25.08M |
 American Homes 4 Rent | AMH | 283.36K | $9.5M |
 Gaming and Leisure Properties, Inc. | GLPI | 265.16K | $11.81M |
 Phillips Edison & Co. | PECO | 251.86K | $10.48M |
 UDR, Inc. | UDR | 213.16K | $8.51M |
 Equity LifeStyle Properties, Inc. | ELS | 200.08K | $12.9M |
 CubeSmart | CUBE | 182.76K | $7.27M |
 Lennar Corporation | LEN | 170.13K | $15.4M |
| ER EQUITY RESIDENTIAL | EQR | 134.53K | $9.14M |
 Invitation Homes Inc. | INVH | 125.74K | $3.8M |
 Wyndham Hotels & Resorts, Inc. | WH | 107.64K | $9.06M |
 Regency Centers Corporation | REG | 106.63K | $8.5M |
 STAG Industrial, Inc. | STAG | 103.85K | $3.95M |