Stock Taper

SOPHRON CAPITAL MANAGEMENT L.P.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Equinix, Inc.EQIX517$538.92K
Marriott International, Inc.MAR4.13K$1.53M
Curbline Properties Corp.CURB7.21K$219.12K
Public StoragePSA9.42K$3M
Extra Space Storage Inc.EXR15.66K$2.28M
EastGroup Properties, Inc.EGP16.08K$3.26M
LXP Industrial TrustLXP17.16K$924.74K
SBA Communications CorporationSBAC22.2K$3.92M
American Tower CorporationAMT24.68K$4.04M
NNN REIT, Inc.NNN34.12K$1.59M
Essex Property Trust, Inc.ESS36.11K$10.53M
Prologis, Inc.PLD41.95K$5.68M
Ryman Hospitality Properties, Inc.RHP44.01K$5.66M
Sun Communities, Inc.SUI44.38K$5.32M
Digital Realty Trust, Inc.DLR45.25K$8.13M
Crown Castle Inc.CCI62.46K$4.73M
National Health Investors, Inc.NHI70.66K$5.39M
PulteGroup, Inc.PHM71.5K$9.81M
AC AVALONBAY CMNTYS INCAVB74.99K$14.15M
Choice Hotels International, Inc.CHH84.58K$9.33M