Town Lane Management LP

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Town Lane Management LP reported 4 stock positions worth $105.4 million. Its top holding was Alexandria Real Estate Equit (ARE) at 34.8% of the portfolio, followed by Vivmark Residential (VMRK, 25.3%) and Kite Realty Group Trust (KRG, 24.2%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0002019534
Portfolio Value
$105.4M (Q4 2025)
SEC Filing
0002019534-26-000002 ↗ filed Feb 17, 2026

Holdings Value

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

Holdings 4 stocks · $105.4M
ARE Alexandria Real Estate Equit 34.82% 750,000 $36.7M —
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 25.29% 422,900 $26.7M —
KRG Kite Realty Group Trust 24.16% 1,062,404 $25.5M —
CPT Camden Property Trust 15.74% 150,700 $16.6M —

Portfolio Sells Q4 2025

No earlier filing to compare with.

Portfolio Buys Q4 2025

No earlier filing to compare with.

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