13F Filings for Gillson Capital LP (CIK: 1698055)
View the most recent portfolio holdings disclosed by Gillson Capital LP in their 13F filing.
Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
---|---|---|---|---|---|
MA - MASTERCARD INCORPORATED(Class: CL A) | 100.50K | $56.48K | 4.31% | Increased | 10.05K (11.0%, $6.90K) |
BRO - BROWN BROWN INC(Class: COM) | 456.93K | $50.66K | 3.87% | New | 456.93K ($50.66K) |
AIZ - ASSURANT INC(Class: COM) | 221.25K | $43.70K | 3.34% | Increased | 22.39K (11.0%, $1.99K) |
INVH - INVITATION HOMES INC(Class: COM) | 1.33M | $43.65K | 3.33% | Decreased | 227.44K (14.0%, $10.65K) |
AMT - AMERICAN TOWER CORP NEW(Class: COM) | 181.43K | $40.10K | 3.06% | Decreased | 1.38K (0.0%, $320) |
WELL - WELLTOWER INC(Class: COM) | 250.96K | $38.58K | 2.95% | Increased | 94.65K (60.0%, $14.63K) |
IRM - IRON MTN INC DEL(Class: COM) | 369.14K | $37.86K | 2.89% | New | 369.14K ($37.86K) |
ESS - ESSEX PPTY TR INC(Class: COM) | 130.20K | $36.90K | 2.82% | Increased | 52.51K (67.0%, $13.08K) |
BLK - BLACKROCK INC(Class: COM) | 34.96K | $36.68K | 2.80% | New | 34.96K ($36.68K) |
SBRA - SABRA HEALTH CARE REIT INC(Class: COM) | 1.85M | $34.17K | 2.61% | Increased | 184.87K (11.0%, $5.03K) |
NDAQ - NASDAQ INC(Class: COM) | 377.82K | $33.78K | 2.58% | N/A | - |
MCO - MOODYS CORP(Class: COM) | 66.23K | $33.22K | 2.54% | Increased | 18.01K (37.0%, $10.76K) |
ENSG - ENSIGN GROUP INC(Class: COM) | 210.75K | $32.51K | 2.48% | Increased | 90.07K (74.0%, $16.89K) |
AON - AON PLC(Class: SHS CL A) | 90.88K | $32.42K | 2.48% | Increased | 39.52K (76.0%, $11.93K) |
PCTY - PAYLOCITY HLDG CORP(Class: COM) | 174.86K | $31.68K | 2.42% | Increased | 49.84K (39.0%, $8.26K) |
N/A - CBOE HOLDINGS INC(Class: COM) | 126.66K | $29.54K | 2.26% | Increased | 70.66K (126.0%, $16.87K) |
CSGP - COSTAR GROUP INC(Class: COM) | 356.92K | $28.70K | 2.19% | Increased | 87.75K (32.0%, $7.37K) |
HR - HEALTHCARE RLTY TR(Class: COM) | 1.79M | $28.45K | 2.17% | Increased | 1.74M (3551.0%, $27.62K) |
CG - CARLYLE GROUP INC(Class: COM) | 544.21K | $27.97K | 2.14% | New | 544.21K ($27.97K) |
WPC - WP CAREY INC(Class: COM) | 437.94K | $27.32K | 2.09% | New | 437.94K ($27.32K) |
EQH - AXA EQUITABLE HLDGS INC(Class: COM) | 486.26K | $27.28K | 2.08% | Increased | 314.02K (182.0%, $18.31K) |
SPGI - SP GLOBAL INC(Class: COM) | 47.38K | $24.98K | 1.91% | New | 47.38K ($24.98K) |
EXR - EXTRA SPACE STORAGE INC(Class: COM) | 164.89K | $24.31K | 1.86% | Decreased | 8.78K (5.0%, $1.48K) |
EGP - EASTGROUP PPTYS INC(Class: COM) | 144.03K | $24.07K | 1.84% | Increased | 33.33K (30.0%, $4.57K) |
INTU - INTUIT(Class: COM) | 30.33K | $23.89K | 1.82% | New | 30.33K ($23.89K) |