Stock Taper

SOPHRON CAPITAL MANAGEMENT L.P.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Essential Properties Realty Trust, Inc.EPRT95.75K$2.86M
Healthpeak Properties, Inc.DOC87.15K$1.86M
Choice Hotels International, Inc.CHH84.58K$9.33M
AC AVALONBAY CMNTYS INCAVB74.99K$14.15M
PulteGroup, Inc.PHM71.5K$9.81M
National Health Investors, Inc.NHI70.66K$5.39M
Crown Castle Inc.CCI62.46K$4.73M
Digital Realty Trust, Inc.DLR45.25K$8.13M
Sun Communities, Inc.SUI44.38K$5.32M
Ryman Hospitality Properties, Inc.RHP44.01K$5.66M
Prologis, Inc.PLD41.95K$5.68M
Essex Property Trust, Inc.ESS36.11K$10.53M
NNN REIT, Inc.NNN34.12K$1.59M
American Tower CorporationAMT24.68K$4.04M
SBA Communications CorporationSBAC22.2K$3.92M
LXP Industrial TrustLXP17.16K$924.74K
EastGroup Properties, Inc.EGP16.08K$3.26M
Extra Space Storage Inc.EXR15.66K$2.28M
Public StoragePSA9.42K$3M
Curbline Properties Corp.CURB7.21K$219.12K