Universe · entity
Masterton Capital Management, LP
Institutional manager (13F) · CIK 1817145
13F holdings · as of 2026-03-31 · top 19 · reported portfolio $110M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | FEDERAL RLTY INVT TR NEW | $18M | 173,546 |
| 2 | PERFORMANCE FOOD GROUP CO | $9M | 106,788 |
| 3 | KIMCO REALTY CORP | $8M | 362,013 |
| 4 | PROLOGIS INC. | $8M | 57,500 |
| 5 | APPLE HOSPITALITY REIT INC | $8M | 652,800 |
| 6 | CHEFS WHSE INC | $7M | 122,375 |
| 7 | DOMINOS PIZZA INC | $6M | 17,460 |
| 8 | CBRE GROUP INC | $6M | 41,000 |
| 9 | TERRENO RLTY CORP | $6M | 89,980 |
| 10 | PUBLIC STORAGE OPER CO | $5M | 19,994 |
| 11 | EQUITY RESIDENTIAL | $5M | 85,246 |
| 12 | AGREE RLTY CORP | $5M | 66,300 |
| 13 | TJX COS INC NEW | $4M | 26,200 |
| 14 | LOUISIANA PAC CORP | $4M | 48,700 |
| 15 | TANGER INC | $3M | 102,469 |
| 16 | REXFORD INDL RLTY INC | $3M | 98,211 |
| 17 | ROSS STORES INC | $2M | 9,232 |
| 18 | WYNDHAM HOTELS & RESORTS INC | $1M | 15,800 |
| 19 | CHOICE HOTELS INTL INC | $1M | 11,600 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.