GRS Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), GRS Advisors, LLC reported 27 stock positions worth $1.2 billion. Its top holding was Caretrust REIT (CTRE) at 8.0% of the portfolio, followed by American Tower (AMT, 7.5%) and CBRE Class A (CBRE, 6.3%). Compared with Q1 2026, it opened 6 new positions, sold out of 11, added to 11 and reduced 8. The biggest buy was a new position in American Tower (AMT) and the biggest sale an exit from Prologis (PLD).
- Most Recent 13F
- Q2 2026
- Location
- Chicago, IL
- CIK
- 0001544554
- Portfolio Value
- $1.2B (Q2 2026)
- SEC Filing
- 0001172661-26-003501 ↗ filed Aug 14, 2026
Holdings Value
Holdings 27 stocks · $1.2B
| CTRE Caretrust REIT Inc. | 7.97% | 2,338,620 | $94.4M | Add +78.0% |
| AMT American Tower Corp. | 7.51% | 543,575 | $88.9M | New |
| CBRE CBRE Group Inc. Class A | 6.34% | 557,676 | $75.1M | Add +109.8% |
| AHR American Healthcare REIT Inc. | 6.20% | 1,408,592 | $73.5M | Add +38.0% |
| CURB Curbline Properties Corp. | 6.20% | 2,414,069 | $73.4M | Add +47.4% |
| CDP Copt Defense Properties | 5.93% | 1,930,934 | $70.3M | Add +17.0% |
| SBAC SBA Communications Corp. | 5.50% | 368,869 | $65.1M | Add +85.0% |
| REXR Rexford Industrial Realty Inc. | 5.23% | 1,849,516 | $62.0M | New |
| RHP Ryman Hospitality Properties | 4.60% | 423,830 | $54.5M | Add +1605.5% |
| BNL Broadstone Net Lease Inc. | 4.22% | 2,420,071 | $50.0M | Reduce -9.1% |
| NTST Netstreit Corp. | 4.09% | 2,292,175 | $48.4M | Add +2.1% |
| OUT Outfront Media Inc. | 3.64% | 1,315,251 | $43.1M | Add +1.9% |
| EQIX Equinix Inc. | 3.56% | 40,415 | $42.1M | Reduce -9.5% |
| MHO M/I Homes Inc. | 3.50% | 257,646 | $41.4M | New |
| TNL Travel + Leisure Co. | 3.40% | 526,334 | $40.2M | New |
| MTH Meritage Homes Corp. | 3.25% | 458,625 | $38.5M | Add +1938.0% |
| IRT Independence Realty Trust Inc. | 3.19% | 2,261,567 | $37.7M | New |
| SKT Tanger Inc. | 3.17% | 952,407 | $37.6M | Add +37.9% |
| H Hyatt Hotels Corp. Class A | 2.95% | 179,953 | $34.9M | Reduce -25.9% |
| LINE Lineage Inc. | 2.91% | 795,907 | $34.4M | Reduce -17.6% |
| PRSU Pursuit Attractions and Hosp | 2.08% | 439,471 | $24.6M | Reduce -51.7% |
| HIW Highwoods Properties Inc. | 2.04% | 800,694 | $24.1M | New |
| WELL Welltower Inc. | 1.74% | 90,543 | $20.6M | Reduce -37.8% |
| CUBE Cubesmart | 0.23% | 68,014 | $2.7M | Reduce -31.4% |
| INVH Invitation Homes Inc. | 0.22% | 84,578 | $2.6M | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.21% | 19,231 | $2.4M | No change |
| FRT Federal Realty Invs Trust | 0.16% | 15,479 | $1.9M | Reduce -97.8% |
Portfolio Sells Q1 2026 → Q2 2026
| PLD Prologis Inc. | Sold out | 0.00% | −8.12 |
| FRT Federal Realty Invs Trust | Reduce -97.8% | 0.16% | −7.05 |
| WH Wyndham Hotels & Resorts Inc. | Sold out | 0.00% | −6.05 |
| VTR Ventas Inc. | Sold out | 0.00% | −5.05 |
| CUZ Cousins Properties Inc. | Sold out | 0.00% | −3.94 |
| BXMT Blackstone Mortgage Tru Class A | Sold out | 0.00% | −3.76 |
| REG Regency Centers Corp. | Sold out | 0.00% | −3.55 |
| UDR Udr Inc. | Sold out | 0.00% | −2.72 |
| PRSU Pursuit Attractions and Hosp | Reduce -51.7% | 2.08% | −1.22 |
| WELL Welltower Inc. | Reduce -37.8% | 1.74% | −1.11 |
| EQIX Equinix Inc. | Reduce -9.5% | 3.56% | −0.77 |
| BNL Broadstone Net Lease Inc. | Reduce -9.1% | 4.22% | −0.59 |
| H Hyatt Hotels Corp. Class A | Reduce -25.9% | 2.95% | −0.51 |
| JAN Janus Living Inc. Class-A-1 | Sold out | 0.00% | −0.49 |
| CCI Crown Castle Inc. | Sold out | 0.00% | −0.38 |
| LINE Lineage Inc. | Reduce -17.6% | 2.91% | −0.22 |
| MTN Vail Resorts Inc. | Sold out | 0.00% | −0.19 |
| CUBE Cubesmart | Reduce -31.4% | 0.23% | −0.13 |
| RKT Rocket Cos Inc. Class A | Sold out | 0.00% | −0.04 |
Portfolio Buys Q1 2026 → Q2 2026
| AMT American Tower Corp. | New | 7.51% | +7.51 |
| REXR Rexford Industrial Realty Inc. | New | 5.23% | +5.23 |
| RHP Ryman Hospitality Properties | Add +1605.5% | 4.60% | +4.37 |
| MHO M/I Homes Inc. | New | 3.50% | +3.50 |
| TNL Travel + Leisure Co. | New | 3.40% | +3.40 |
| CTRE Caretrust REIT Inc. | Add +78.0% | 7.97% | +3.21 |
| IRT Independence Realty Trust Inc. | New | 3.19% | +3.19 |
| MTH Meritage Homes Corp. | Add +1938.0% | 3.25% | +3.11 |
| CBRE CBRE Group Inc. Class A | Add +109.8% | 6.34% | +2.78 |
| SBAC SBA Communications Corp. | Add +85.0% | 5.50% | +2.10 |
| HIW Highwoods Properties Inc. | New | 2.04% | +2.04 |
| CURB Curbline Properties Corp. | Add +47.4% | 6.20% | +2.02 |
| AHR American Healthcare REIT Inc. | Add +38.0% | 6.20% | +1.44 |
| CDP Copt Defense Properties | Add +17.0% | 5.93% | +0.94 |
| SKT Tanger Inc. | Add +37.9% | 3.17% | +0.85 |
| OUT Outfront Media Inc. | Add +1.9% | 3.64% | +0.26 |
| NTST Netstreit Corp. | Add +2.1% | 4.09% | −0.09 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 27 | $1.2B | CTRE, AMT, CBRE, AHR, CURB |
| Q1 2026 | 32 | $1.0B | PLD, FRT, WH, VTR, CDP |
| Q4 2025 | 33 | $1.1B | EQIX, OUT, WH, RHP, CCI |
| Q3 2025 | 31 | $1.1B | CCI, MTN, FRT, HIW, EQIX |
| Q2 2025 | 27 | $1.0B | H, MTN, VMRK, AHR, EQIX |
| Q1 2025 | 32 | $961.1M | WELL, CURB, DLR, ADC, OUT |
| Q4 2024 | 30 | $1.0B | SBAC, MAR, O, CUZ, CURB |
| Q3 2024 | 27 | $1.1B | SBAC, MAR, REXR, SUI, RYN |
| Q2 2024 | 26 | $867.1M | COLD, AMH, DLR, WH, VICI |
| Q1 2024 | 30 | $745.0M | HIW, WFG, COLD, SBAC, SKT |