GRS Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), GRS Advisors, LLC reported 26 stock positions worth $867.1 million. Its top holding was Americold Realty Trust (COLD) at 7.4% of the portfolio, followed by American Homes 4 Rent- A (AMH, 6.8%) and Digital Realty Trust (DLR, 6.7%). Compared with Q1 2024, it opened 7 new positions, sold out of 11, added to 13 and reduced 4. The biggest buy was American Homes 4 Rent- A (AMH, shares +2441%) and the biggest sale an exit from SBA Communications (SBAC).
- Most Recent 13F
- Q2 2026
- Location
- Chicago, IL
- CIK
- 0001544554
- Portfolio Value
- $867.1M (Q2 2024)
- SEC Filing
- 0001172661-24-003441 ↗ filed Aug 14, 2024
Holdings Value
Holdings 26 stocks · $867.1M
| COLD Americold Realty Trust Inc. | 7.40% | 2,512,067 | $64.2M | Add +24.4% |
| AMH American Homes 4 Rent- A | 6.82% | 1,591,928 | $59.2M | Add +2441.3% |
| DLR Digital Realty Trust Inc. | 6.67% | 380,444 | $57.8M | Add +1710.1% |
| WH Wyndham Hotels & Resorts Inc. | 6.15% | 720,398 | $53.3M | Add +123.6% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 5.97% | 1,808,361 | $51.8M | Add +57.6% |
| SKT Tanger Inc. | 5.23% | 1,672,385 | $45.3M | Add +12.7% |
| AMT American Tower Corp. | 5.05% | 225,487 | $43.8M | New |
| AVB Avalonbay Communities Inc. | 4.52% | 189,392 | $39.2M | Reduce -17.0% |
| DBRG Digitalbridge Group Inc. | 4.50% | 2,847,524 | $39.0M | Add +61.6% |
| ADC Agree Realty Corp. | 4.35% | 608,407 | $37.7M | New |
| HIW Highwoods Properties Inc. | 4.27% | 1,409,505 | $37.0M | Reduce -32.8% |
| WELL Welltower Inc. | 3.96% | 329,389 | $34.3M | Add +13.2% |
| RLJ RLJ Lodging Trust | 3.94% | 3,547,188 | $34.2M | Add +65.9% |
| CTRE Caretrust REIT Inc. | 3.93% | 1,357,342 | $34.1M | Add +13.3% |
| EXR Extra Space Storage Inc. | 3.60% | 200,888 | $31.2M | New |
| VTR Ventas Inc. | 3.45% | 582,929 | $29.9M | New |
| REG Regency Centers Corp. | 3.42% | 477,456 | $29.7M | New |
| DOC Healthpeak Properties Inc. | 3.29% | 1,455,659 | $28.5M | New |
| EQIX Equinix Inc. | 3.29% | 37,654 | $28.5M | Add +1465.7% |
| STAG Stag Industrial Inc. | 3.12% | 750,248 | $27.1M | Add +12.7% |
| WFG West Fraser Timber Co. Ltd. | 2.33% | 262,864 | $20.2M | Reduce -56.5% |
| EPRT Essential Properties Realty | 2.11% | 661,806 | $18.3M | Reduce -55.8% |
| TOL Toll Brothers Inc. | 1.97% | 148,120 | $17.1M | New |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.27% | 19,445 | $2.3M | Add +56.8% |
| AGNC AGNC Investment Corp. | 0.26% | 238,280 | $2.3M | No change |
| EGP Eastgroup Properties Inc. | 0.13% | 6,616 | $1.1M | No change |
Portfolio Sells Q1 2024 → Q2 2024
| SBAC SBA Communications Corp. | Sold out | 0.00% | −6.15 |
| PECO Phillips Edison & Company Inc. | Sold out | 0.00% | −5.03 |
| PSA Public Storage | Sold out | 0.00% | −5.00 |
| WFG West Fraser Timber Co. Ltd. | Reduce -56.5% | 2.33% | −4.68 |
| IRT Independence Realty Trust Inc. | Sold out | 0.00% | −4.49 |
| VAC Marriott Vacations World | Sold out | 0.00% | −3.90 |
| HST Host Hotels & Resorts Inc. | Sold out | 0.00% | −3.52 |
| EPRT Essential Properties Realty | Reduce -55.8% | 2.11% | −3.25 |
| HIW Highwoods Properties Inc. | Reduce -32.8% | 4.27% | −3.10 |
| CPT Camden Property Trust | Sold out | 0.00% | −2.59 |
| BXP BXP Inc. | Sold out | 0.00% | −2.16 |
| AVB Avalonbay Communities Inc. | Reduce -17.0% | 4.52% | −1.16 |
| O Realty Income Corp. | Sold out | 0.00% | −0.24 |
| SBRA Sabra Health Care REIT Inc. | Sold out | 0.00% | −0.17 |
| KIM Kimco Realty Corp. | Sold out | 0.00% | −0.16 |
Portfolio Buys Q1 2024 → Q2 2024
| AMH American Homes 4 Rent- A | Add +2441.3% | 6.82% | +6.51 |
| DLR Digital Realty Trust Inc. | Add +1710.1% | 6.67% | +6.26 |
| AMT American Tower Corp. | New | 5.05% | +5.05 |
| ADC Agree Realty Corp. | New | 4.35% | +4.35 |
| EXR Extra Space Storage Inc. | New | 3.60% | +3.60 |
| VTR Ventas Inc. | New | 3.45% | +3.45 |
| REG Regency Centers Corp. | New | 3.42% | +3.42 |
| DOC Healthpeak Properties Inc. | New | 3.29% | +3.29 |
| EQIX Equinix Inc. | Add +1465.7% | 3.29% | +3.02 |
| WH Wyndham Hotels & Resorts Inc. | Add +123.6% | 6.15% | +2.83 |
| TOL Toll Brothers Inc. | New | 1.97% | +1.97 |
| VICI Vici Properties Inc. | Add +57.6% | 5.97% | +1.39 |
| COLD Americold Realty Trust Inc. | Add +24.4% | 7.40% | +0.64 |
| RLJ RLJ Lodging Trust | Add +65.9% | 3.94% | +0.55 |
| WELL Welltower Inc. | Add +13.2% | 3.96% | +0.31 |
| SUI Sun Communities Inc. | Add +56.8% | 0.27% | +0.06 |
| CTRE Caretrust REIT Inc. | Add +13.3% | 3.93% | +0.01 |
| DBRG Digitalbridge Group Inc. | Add +61.6% | 4.50% | −0.06 |
| STAG Stag Industrial Inc. | Add +12.7% | 3.12% | −0.31 |
| SKT Tanger Inc. | Add +12.7% | 5.23% | −0.65 |
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 |