Town Lane Management LP

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Town Lane Management LP reported 4 stock positions worth $106.0 million. Its top holding was Alexandria Real Estate Equit (ARE) at 37.9% of the portfolio, followed by Kite Realty Group Trust (KRG, 24.6%) and Vivmark Residential (VMRK, 23.6%). Compared with Q4 2025, it added to 1. The biggest buy was Alexandria Real Estate Equit (ARE, shares +16%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0002019534
Portfolio Value
$106.0M (Q1 2026)
SEC Filing
0002019534-26-000004 ↗ filed May 15, 2026

Holdings Value

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

Holdings 4 stocks · $106.0M
ARE Alexandria Real Estate Equit 37.93% 866,266 $40.2M Add +15.5%
KRG Kite Realty Group Trust 24.60% 1,062,404 $26.1M No change
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 23.59% 422,900 $25.0M No change
CPT Camden Property Trust 13.88% 150,700 $14.7M No change

Portfolio Sells Q4 2025 → Q1 2026
None this quarter.

Portfolio Buys Q4 2025 → Q1 2026
ARE Alexandria Real Estate Equit Add +15.5% 37.93% +3.11

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