Sophron Capital Management L.P. — 13F Holdings & Portfolio

CIK 2027142 · latest 13F-HR filed 2026-05-15

Sophron Capital Management L.P. manages $339.4M in 13F-reported U.S. long-equity assets across 41 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AVB (5.74%), ESS (5.64%), ADC (5.57%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 8 new positions, exited 6, added to 16, and trimmed 16.

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.

Loading holdings…
AUM

$339.4M

Long-equity book

Holdings

41

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+8 / −6 / ↑16 / ↓16

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • LENNAR CORP$14.1M +386.9%
  • AVALONBAY CMNTYS INC$8.9M +84.0%
  • AMERICAN HOMES 4 RENT$8.0M +234.5%
  • SBA COMMUNICATIONS CORP$6.0M +217.5%
  • RYMAN HOSPITALITY PPTYS INC$5.1M +84.7%
Show all 16

Top Trims

  • AMERICAN TOWER CORP-$7.6M -67.6%
  • EQUITY RESIDENTIAL-$2.9M -16.1%
  • AGREE RLTY CORP-$2.8M -13.0%
  • WYNDHAM HOTELS & RESORTS INC-$2.8M -29.0%
  • BROADSTONE NET LEASE INC-$2.5M -34.4%
Show all 16

New Positions

  • HOST HOTELS & RESORTS INC$6.9M
  • LXP INDUSTRIAL TRUST$5.9M
  • FEDERAL RLTY INVT TR NEW$3.7M
  • INDEPENDENCE RLTY TR INC$3.1M
  • JANUS LIVING INC$2.4M
Show all 8

Exited Positions

  • TRI POINTE HOMES INC$10.5M
  • REGENCY CTRS CORP$5.2M
  • KIMCO RLTY CORP$4.2M
  • EQUINIX INC$2.6M
  • FIRST INDL RLTY TR INC$1.8M
Show all 6
All Holdings

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 AVALONBAY CMNTYS INC AVB 053484101 $19.5M 5.74% 119,163 SH
2 ESSEX PPTY TR INC ESS 297178105 $19.1M 5.64% 79,068 SH
3 AGREE RLTY CORP ADC 008492100 $18.9M 5.57% 250,917 SH
4 LENNAR CORP LEN 526057104 $17.7M 5.23% 204,268 SH
5 EQUITY RESIDENTIAL EQR 29476L107 $15.2M 4.49% 257,495 SH
6 MERITAGE HOMES CORP MTH 59001A102 $14.5M 4.29% 235,255 SH
7 PHILLIPS EDISON & CO INC PECO 71844V201 $14.4M 4.23% 383,746 SH
8 FOUR CORNERS PPTY TR INC FCPT 35086T109 $13.9M 4.11% 589,561 SH
9 UDR INC UDR 902653104 $13.0M 3.84% 385,812 SH
10 GAMING & LEISURE P GLPI 36467J108 $12.7M 3.73% 285,340 SH
11 CHOICE HOTELS INTL INC CHH 169905106 $12.5M 3.68% 120,683 SH
12 REXFORD INDL RLTY INC REXR 76169C100 $11.7M 3.45% 357,439 SH
13 AMERICAN HOMES 4 RENT AMH 02665T306 $11.4M 3.35% 407,586 SH
14 RYMAN HOSPITALITY PPTYS INC RHP 78377T107 $11.0M 3.25% 119,704 SH
15 CUBESMART CUBE 229663109 $9.1M 2.68% 248,221 SH
16 EQUITY LIFESTYLE PROPERTIES ELS 29472R108 $9.0M 2.66% 144,735 SH
17 SBA COMMUNICATIONS CORP SBAC 78410G104 $8.8M 2.59% 51,089 SH
18 DIAMONDROCK HOSPITALITY CO DRH 252784301 $7.9M 2.32% 841,993 SH
19 INVITATION HOMES INC INVH 46187W107 $7.9M 2.32% 317,269 SH
20 PUBLIC STORAGE OPER CO PSA 74460D109 $7.8M 2.31% 28,889 SH
21 EASTGROUP PPTYS INC EGP 277276101 $7.8M 2.30% 42,127 SH
22 VICI PPTYS INC VICI 925652109 $7.3M 2.15% 266,763 SH
23 HOST HOTELS & RESORTS INC HST 44107P104 $6.9M 2.02% 358,267 SH
24 WYNDHAM HOTELS & RESORTS INC WH 98311A105 $6.9M 2.02% 84,358 SH
25 LXP INDUSTRIAL TRUST LXP 529043408 $5.9M 1.73% 127,219 SH
26 DIGITAL RLTY TR INC DLR 253868103 $5.5M 1.62% 30,457 SH
27 NNN REIT INC NNN 637417106 $5.1M 1.50% 121,122 SH
28 BROADSTONE NET LEASE INC BNL 11135E203 $4.7M 1.38% 256,949 SH
29 EXTRA SPACE STORAGE INC EXR 30225T102 $4.3M 1.26% 32,701 SH
30 CROWN CASTLE INC CCI 22822V101 $3.9M 1.15% 47,931 SH
31 FEDERAL RLTY INVT TR NEW FRT 313745101 $3.7M 1.10% 35,021 SH
32 AMERICAN TOWER CORP AMT 03027X100 $3.7M 1.08% 21,212 SH
33 HEALTHPEAK PROPERTIES INC DOC 42250P103 $3.6M 1.07% 221,423 SH
34 INDEPENDENCE RLTY TR INC IRT 45378A106 $3.1M 0.93% 211,234 SH
35 NATIONAL HEALTH INVS INC NHI 63633D104 $2.9M 0.84% 35,414 SH
36 JANUS LIVING INC JAN 471024109 $2.4M 0.69% 100,042 SH
37 SUN CMNTYS INC SUI 866674104 $1.8M 0.54% 14,571 SH
38 SILA REALTY TRUST INC SILA 146280508 $1.4M 0.42% 59,811 SH
39 HIGHWOODS PPTYS INC HIW 431284108 $1.1M 0.31% 49,717 SH
40 APOLLO COML REAL ESTATE FIN ARI 03762U105 $744.3K 0.22% 70,484 SH
41 STAG INDUSTRIAL INC STAG 85254J102 $630.8K 0.19% 17,493 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $339.4M 41 0001214659-26-006471
2025-12-31 2026-02-17 $311.1M 39 0001214659-26-001984
2025-09-30 2025-11-14 $324.6M 39 0001214659-25-016638