Town Lane Management LP

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Town Lane Management LP reported 3 stock positions worth $112.0 million. Its top holding was Alexandria Real Estate Equit (ARE) at 59.0% of the portfolio, followed by Vivmark Residential (VMRK, 25.6%) and Camden Property Trust (CPT, 15.4%). Compared with Q1 2026, it sold out of 1 and added to 1. The biggest buy was Alexandria Real Estate Equit (ARE, shares +44%) and the biggest sale an exit from Kite Realty Group Trust (KRG).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0002019534
Portfolio Value
$112.0M (Q2 2026)
SEC Filing
0002019534-26-000005 ↗ filed Aug 14, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q4 2025: $105.4M Q4 2025 Q1 2026: $106.0M Q1 2026 Q2 2026: $112.0M $112.0M Q2 2026

Holdings 3 stocks · $112.0M
ARE Alexandria Real Estate Equit 58.96% 1,250,000 $66.1M Add +44.3%
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 25.64% 422,900 $28.7M No change
CPT Camden Property Trust 15.40% 150,700 $17.3M No change

Portfolio Sells Q1 2026 → Q2 2026
KRG Kite Realty Group Trust Sold out 0.00% −24.60

Portfolio Buys Q1 2026 → Q2 2026
ARE Alexandria Real Estate Equit Add +44.3% 58.96% +21.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$112.0MARE, VMRK, CPT
Q1 2026 4$106.0MARE, KRG, VMRK, CPT
Q4 2025 4$105.4MARE, VMRK, KRG, CPT