MondegarAI
GSI Capital Advisors LLC

Q1 2025 · 13F-HR

GSI Capital Advisors LLCholdings as filed

Filed 2025-05-15 · accession 0001172661-25-002156

$190.8M
Reported value
31
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
29444U700EQIXEQUINIX INC$16.3M8.53%19,966CommonSOLE
74340W103PLDPROLOGIS INC.$14.3M7.50%128,005CommonSOLE
95040Q104WELLWELLTOWER INC$12.5M6.54%81,436CommonSOLE
925652109VICIVICI PPTYS INC$8.8M4.64%271,119CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$8.7M4.55%29,020CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$8.2M4.31%152,257CommonSOLE
756109104OREALTY INCOME CORP$7.6M4.01%131,743CommonSOLE
297178105ESSESSEX PPTY TR INC$7.6M4.00%24,911CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$7.5M3.95%45,363CommonSOLE
229663109CUBECUBESMART$7.1M3.73%166,522CommonSOLE
46187W107INVHINVITATION HOMES INC$7.1M3.71%202,868CommonSOLE
92276F100VTRVENTAS INC$7.0M3.67%101,940CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$6.8M3.54%31,469CommonSOLE
253868103DLRDIGITAL RLTY TR INC$6.2M3.28%43,613CommonSOLE
222795502CUZCOUSINS PPTYS INC$5.9M3.10%200,625CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$5.2M2.72%158,968CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$4.8M2.51%71,720CommonSOLE
554382101MACMACERICH CO$4.7M2.46%273,545CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$4.5M2.37%20,781CommonSOLE
939653101ELMEELME COMMUNITIES$4.4M2.31%253,725CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$4.2M2.23%111,594CommonSOLE
23128Q101CURBCURBLINE PPTYS CORP$4.1M2.15%169,883CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$4.0M2.08%279,657CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$3.9M2.05%193,323CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$3.3M1.71%151,795CommonSOLE
46590V100JBGSJBG SMITH PPTYS$3.3M1.70%201,884CommonSOLE
008492100ADCAGREE RLTY CORP$3.0M1.59%39,375CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$2.6M1.37%26,707CommonSOLE
46124J201IVTINVENTRUST PPTYS CORP$2.5M1.33%86,467CommonSOLE
53566V106LINELINEAGE INC$2.3M1.20%39,159CommonSOLE
700517105PKPARK HOTELS & RESORTS INC$2.2M1.14%203,566CommonSOLE

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.