MondegarAI
GSI Capital Advisors LLC

Q4 2024 · 13F-HR

GSI Capital Advisors LLCholdings as filed

Filed 2025-02-12 · accession 0001172661-25-000694

$189.1M
Reported value
31
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
29444U700EQIXEQUINIX INC$18.6M9.81%19,676CommonSOLE
74340W103PLDPROLOGIS INC.$13.3M7.03%125,832CommonSOLE
95040Q104WELLWELLTOWER INC$9.3M4.89%73,399CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$8.5M4.51%28,502CommonSOLE
925652109VICIVICI PPTYS INC$7.7M4.07%263,617CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$7.7M4.05%44,448CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$7.5M3.97%149,791CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$7.5M3.96%369,840CommonSOLE
253868103DLRDIGITAL RLTY TR INC$7.5M3.94%42,052CommonSOLE
756109104OREALTY INCOME CORP$6.9M3.65%129,190CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$6.9M3.62%45,802CommonSOLE
29476L107EQREQUITY RESIDENTIAL$6.6M3.47%91,494CommonSOLE
46187W107INVHINVITATION HOMES INC$6.4M3.39%200,475CommonSOLE
222795502CUZCOUSINS PPTYS INC$6.0M3.19%196,934CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$6.0M3.18%343,276CommonSOLE
902653104UDRUDR INC$6.0M3.18%138,531CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$5.8M3.06%26,295CommonSOLE
554382101MACMACERICH CO$5.4M2.84%269,215CommonSOLE
46124J201IVTINVENTRUST PPTYS CORP$5.3M2.83%177,366CommonSOLE
78573L106SBRASABRA HEALTH CARE REIT INC$5.2M2.73%298,315CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$4.9M2.59%156,389CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$4.7M2.48%70,305CommonSOLE
23128Q101CURBCURBLINE PPTYS CORP$3.9M2.04%165,889CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$3.2M1.70%150,240CommonSOLE
49427F108KRCKILROY RLTY CORP$3.2M1.69%79,138CommonSOLE
46590V100JBGSJBG SMITH PPTYS$3.0M1.61%197,557CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$2.8M1.48%26,744CommonSOLE
008492100ADCAGREE RLTY CORP$2.7M1.45%38,882CommonSOLE
46284V101IRMIRON MTN INC DEL$2.7M1.45%26,029CommonSOLE
53566V106LINELINEAGE INC$2.2M1.16%37,328CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$1.8M0.98%10,064CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.