Investor
GRS Advisors, LLC
CIK 0001544554 · filed 2026-05-15 · SEC filing
13F book
$1.01B
Positions
32
8 new · 9 sold
Largest name
8.1%
Prologis Inc.
Est. mark
$24.9M
Price effect on 24 names still held. Flow −$127.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Prologis Inc. | — | 621.2K | $82.1M | 8.1% | — | New |
| Federal Rlty Invt Tr New | — | 686.8K | $72.9M | 7.2% | $1.87M | Added$38.2M |
| Wyndham Hotels & Resorts, Inc. | WH | 753.6K | $61.2M | 6.1% | $4.27M | Cut−$7.25M |
| Ventas, Inc. | VTR | 624.8K | $51.1M | 5.1% | $164.1K | Added$48.2M |
| Copt Defense Properties | CDP | 1.65M | $50.5M | 5.0% | $2.92M | Added$21.5M |
| Broadstone Net Lease, Inc. | BNL | 2.66M | $48.7M | 4.8% | — | New |
| CareTrust REIT, Inc. | CTRE | 1.31M | $48.2M | 4.8% | $643.9K | Cut−$11.8M |
| American Healthcare REIT, Inc. | AHR | 1.02M | $48.2M | 4.8% | $102.1K | Cut−$6.64M |
| Equinix Inc | EQIX | 44.7K | $43.8M | 4.3% | $9.56M | Cut−$36.7M |
| NETSTREIT Corp. | NTST | 2.24M | $42.3M | 4.2% | — | New |
| Curbline Pptys Corp | — | 1.64M | $42.3M | 4.2% | $4.13M | Added$5.12M |
| Cousins Pptys Inc | — | 1.76M | $39.8M | 3.9% | — | New |
| Blackstone Mtg Tr Inc | — | 1.99M | $38M | 3.8% | — | New |
| Cbre Group, Inc. | CBRE | 265.9K | $36M | 3.6% | −$185.6K | Added$34.8M |
| Regency Ctrs Corp | — | 475.3K | $36M | 3.6% | $3.15M | Cut−$12M |
| Hyatt Hotels Corp | H | 242.9K | $34.9M | 3.5% | — | New |
| Sba Communications Corp New | SBAC | 199.4K | $34.3M | 3.4% | −$4.25M | Cut−$16.8M |
| OUTFRONT Media Inc. | OUT | 1.29M | $34.2M | 3.4% | $3.1M | Cut−$45M |
| Pursuit Attractions And Hosp | — | 910.3K | $33.3M | 3.3% | $2.69M | Cut−$3.03M |
| Lineage, Inc. | LINE | 966.2K | $31.7M | 3.1% | −$2.16M | Cut−$21.4M |
| Welltower Inc. | WELL | 145.6K | $28.8M | 2.8% | $1.76M | Cut$1.72M |
| UDR, Inc. | UDR | 815.6K | $27.6M | 2.7% | −$2.37M | Cut−$5.33M |
| Tanger Inc. | SKT | 690.5K | $23.5M | 2.3% | $421.2K | Cut$276.5K |
| Janus Living, Inc. | JAN | 212.2K | $5M | 0.5% | — | New |
| Crown Castle Inc. | CCI | 46.9K | $3.82M | 0.4% | −$354.9K | Cut−$57.8M |
| Cubesmart | CUBE | 99.2K | $3.64M | 0.4% | $33.7K | Added$1.61M |
| Ryman Hospitality Pptys Inc | — | 24.9K | $2.29M | 0.2% | −$58.4K | Cut−$65.7M |
| Invitation Homes Inc. | INVH | 84.6K | $2.1M | 0.2% | −$248.7K | Held |
| Iron Mtn Inc Del | — | 19.2K | $1.96M | 0.2% | — | New |
| Vail Resorts Inc | MTN | 15K | $1.92M | 0.2% | −$67.1K | Held |
| Meritage Homes Corp | MTH | 22.5K | $1.39M | 0.1% | −$89.1K | Cut−$32.5M |
| Rocket Cos Inc | — | 25K | $356.7K | 0.0% | −$127.9K | Cut−$23.2M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.