Arkhouse Management Co. LP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Arkhouse Management Co. LP reported 16 stock positions worth $35.9 million. Its top holding was People (PPLI) at 76.0% of the portfolio, followed by Centerspace (CSR, 3.2%) and Frontview REIT (FVR, 2.8%). Compared with Q2 2025, it opened 3 new positions, sold out of 3, added to 6 and reduced 1. The biggest buy was Centerspace (CSR, shares +202%) and the biggest sale an exit from Healthpeak Properties (DOC).
- Most Recent 13F
- Q3 2025
- Location
- New York, NY
- CIK
- 0002021808
- Portfolio Value
- $35.9M (Q3 2025)
- SEC Filing
- 0001172661-25-004763 ↗ filed Nov 13, 2025
Holdings Value
Holdings 16 stocks · $35.9M
| PPLI People Inc. filed as IAC INC | 76.03% | 800,061 | $27.3M | Add +0.3% |
| CSR Centerspace | 3.17% | 19,289 | $1.1M | Add +201.9% |
| FVR Frontview REIT Inc. | 2.81% | 73,449 | $1.0M | Add +6.5% |
| JACK Jack in the Box Inc. | 2.45% | 44,474 | $879K | Reduce -13.7% |
| IRT Independence Realty Trust Inc. | 2.10% | 45,932 | $753K | Add +67.1% |
| AKR Acadia Realty Trust | 1.49% | 26,519 | $534K | Add +5.2% |
| SILA Sila Realty Trust Inc. | 1.45% | 20,640 | $518K | No change |
| PKST Peakstone Realty Trust | 1.40% | 38,206 | $501K | New |
| CPT Camden Property Trust | 1.39% | 4,665 | $498K | New |
| ELS Equity Lifestyle Properties | 1.39% | 8,200 | $498K | No change |
| WH Wyndham Hotels & Resorts Inc. | 1.38% | 6,170 | $493K | No change |
| AMH American Homes 4 Rent- A | 1.31% | 14,135 | $470K | No change |
| PLYM Plymouth Industrial REIT Inc. | 1.28% | 20,530 | $458K | Add +13.4% |
| COLD Americold Realty Trust Inc. | 1.06% | 30,905 | $378K | No change |
| AHRT Ah Realty Trust Inc. filed as ARMADA HOFFLER PPTYS INC | 0.81% | 41,208 | $289K | New |
| ELME Elme Communities | 0.50% | 10,712 | $181K | No change |
Options reported separately and not counted above: COLD calls ($449K), ELME calls ($373K).
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 2025
| CSR Centerspace | Add +201.9% | 3.17% | +2.12 |
| PKST Peakstone Realty Trust | New | 1.40% | +1.40 |
| CPT Camden Property Trust | New | 1.39% | +1.39 |
| AHRT Ah Realty Trust Inc. | New | 0.81% | +0.81 |
| IRT Independence Realty Trust Inc. | Add +67.1% | 2.10% | +0.78 |
| FVR Frontview REIT Inc. | Add +6.5% | 2.81% | +0.56 |
| PLYM Plymouth Industrial REIT Inc. | Add +13.4% | 1.28% | +0.49 |
| AKR Acadia Realty Trust | Add +5.2% | 1.49% | +0.22 |
| PPLI People Inc. | Add +0.3% | 76.03% | −4.82 |
Options Activity Q2 2025 → Q3 2025
| ELME Elme Communities | call | Reduce -4.3% | 22,100 | $373K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.