GRS Advisors, LLC — 13F Holdings & Portfolio
CIK 1544554 · latest 13F-HR filed 2026-05-15
GRS Advisors, LLC manages $1.01B in 13F-reported U.S. long-equity assets across 32 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are PLD (8.12%), FRT (7.21%), WH (6.05%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 8 new positions, exited 9, added to 7, and trimmed 15.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$1.01B
Long-equity book
32
Distinct positions
2026-03-31
Filed 2026-05-15
+8 / −9 / ↑7 / ↓15
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VENTAS INC$48.2M +1670.9%
- FEDERAL RLTY INVT TR NEW$38.2M +109.8%
- CBRE GROUP INC$34.8M +2956.1%
- COPT DEFENSE PROPERTIES$21.5M +74.2%
- CURBLINE PPTYS CORP$5.1M +13.8%
Top Trims
- RYMAN HOSPITALITY PPTYS INC-$65.7M -96.6%
- CROWN CASTLE INC-$57.8M -93.8%
- OUTFRONT MEDIA INC-$45.0M -56.8%
- EQUINIX INC-$36.7M -45.6%
- MERITAGE HOMES CORP-$32.5M -95.9%
New Positions
- PROLOGIS INC.$82.1M
- BROADSTONE NET LEASE INC$48.7M
- NETSTREIT CORP$42.3M
- COUSINS PPTYS INC$39.8M
- BLACKSTONE MORTGAGE TRUST IN$38.0M
Exited Positions
- DIGITALBRIDGE GROUP INC$39.5M
- CAMDEN PPTY TR$38.0M
- MACERICH CO$33.2M
- NORWEGIAN CRUISE LINE HLDG L$31.6M
- VORNADO RLTY TR$28.2M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | PROLOGIS INC. | PLD | 74340W103 | $82.1M | 8.12% | 621,204 | SH |
| 2 | FEDERAL RLTY INVT TR NEW | FRT | 313745101 | $72.9M | 7.21% | 686,774 | SH |
| 3 | WYNDHAM HOTELS & RESORTS INC | WH | 98311A105 | $61.2M | 6.05% | 753,625 | SH |
| 4 | VENTAS INC | VTR | 92276F100 | $51.1M | 5.05% | 624,771 | SH |
| 5 | COPT DEFENSE PROPERTIES | CDP | 22002T108 | $50.5M | 4.99% | 1,650,055 | SH |
| 6 | BROADSTONE NET LEASE INC | BNL | 11135E203 | $48.7M | 4.81% | 2,663,028 | SH |
| 7 | CARETRUST REIT INC | CTRE | 14174T107 | $48.2M | 4.76% | 1,314,081 | SH |
| 8 | AMERICAN HEALTHCARE REIT INC | AHR | 398182303 | $48.2M | 4.76% | 1,021,022 | SH |
| 9 | EQUINIX INC | EQIX | 29444U700 | $43.8M | 4.33% | 44,677 | SH |
| 10 | NETSTREIT CORP | NTST | 64119V303 | $42.3M | 4.18% | 2,244,307 | SH |
| 11 | CURBLINE PPTYS CORP | CURB | 23128Q101 | $42.3M | 4.18% | 1,638,232 | SH |
| 12 | COUSINS PPTYS INC | CUZ | 222795502 | $39.8M | 3.94% | 1,764,460 | SH |
| 13 | BLACKSTONE MORTGAGE TRUST IN | BXMT | 09257W100 | $38.0M | 3.76% | 1,985,984 | SH |
| 14 | CBRE GROUP INC | CBRE | 12504L109 | $36.0M | 3.56% | 265,867 | SH |
| 15 | REGENCY CTRS CORP | REG | 758849103 | $36.0M | 3.55% | 475,344 | SH |
| 16 | HYATT HOTELS CORP | H | 448579102 | $34.9M | 3.45% | 242,944 | SH |
| 17 | SBA COMMUNICATIONS CORP | SBAC | 78410G104 | $34.3M | 3.39% | 199,427 | SH |
| 18 | OUTFRONT MEDIA INC | OUT | 69007J304 | $34.2M | 3.38% | 1,290,414 | SH |
| 19 | PURSUIT ATTRACTIONS AND HOSP | PRSU | 92552R406 | $33.3M | 3.30% | 910,258 | SH |
| 20 | LINEAGE INC | LINE | 53566V106 | $31.7M | 3.13% | 966,233 | SH |
| 21 | WELLTOWER INC | WELL | 95040Q104 | $28.8M | 2.85% | 145,581 | SH |
| 22 | UDR INC | UDR | 902653104 | $27.6M | 2.72% | 815,632 | SH |
| 23 | TANGER INC | SKT | 875465106 | $23.5M | 2.32% | 690,491 | SH |
| 24 | JANUS LIVING INC | JAN | 471024109 | $5.0M | 0.49% | 212,217 | SH |
| 25 | CROWN CASTLE INC | CCI | 22822V101 | $3.8M | 0.38% | 46,938 | SH |
| 26 | CUBESMART | CUBE | 229663109 | $3.6M | 0.36% | 99,210 | SH |
| 27 | RYMAN HOSPITALITY PPTYS INC | RHP | 78377T107 | $2.3M | 0.23% | 24,851 | SH |
| 28 | INVITATION HOMES INC | INVH | 46187W107 | $2.1M | 0.21% | 84,578 | SH |
| 29 | IRON MTN INC DEL | IRM | 46284V101 | $2.0M | 0.19% | 19,231 | SH |
| 30 | VAIL RESORTS INC | MTN | 91879Q109 | $1.9M | 0.19% | 14,977 | SH |
| 31 | MERITAGE HOMES CORP | MTH | 59001A102 | $1.4M | 0.14% | 22,504 | SH |
| 32 | ROCKET COS INC | RKT | 77311W101 | $356.7K | 0.04% | 25,034 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $1.01B | 32 | 0001172661-26-002055 |
| 2025-12-31 | 2026-02-17 | $1.11B | 33 | 0001172661-26-000846 |
| 2025-09-30 | 2025-11-14 | $1.07B | 31 | 0001172661-25-004843 |