TL
Town Lane Management LP Institutional Portfolio & 13F Holdings (Q2 2026)
Town Lane Management LPCIK: 0002019534
Concentrated strategySector-focusedMomentum follower
Total reported value
$112.0M
Reporting period: 2026-06-30 · Number of holdings: 3
TOWN LANE MANAGEMENT LP disclosed 3 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $112.0M and a quarterly turnover rate of 53.4%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 53.36
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 6
- Sizing Uniformity
- 93.17
Town Lane Management LP's disclosed holdings carry a Herfindahl concentration index of 0.437 — mathematically equivalent to about 2 equally-sized positions, close to its 3 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.68), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 37.9 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govSold out KRG
Add ARE
+44.3% $25.9M
Add EQR
0.0% $3.7M
Add CPT
0.0% $2.5M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 58.96% | +21.03% | +44.30% | |
| 2 | EQR | Equity Residential | Stock-Real Estate | 25.64% | +2.05% | — | |
| 3 | CPT | Camden Property Trust | Stock-Real Estate | 15.40% | +1.52% | — |
Portfolio Performance
Performance for Q3 2026
+0.5%
Performance Last 4 Quarters
+0.8%
- Stdev
- +21.8%
- Beta
- +0.56
- Alpha
- -10.3%
- Max Drawdown
- -5.2%
- Annualized Perf
- +1.7%
- Batting Avg vs S&P
- +33.3%
- Sortino
- +0.27
- Stutzer
- +0.05
- Treynor
- +0.06
- Sterling
- —
- Calmar
- +0.32
- Information Ratio
- -1.01
- Tracking Error
- +20.8%
- Stdev Down
- +13.5%
- Winning Months %
- +50%
- Losing Months %
- +50%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.03
- Sharpe
- +0.17
- Stdev Sectors
- 0%
- Skewness
- -0.07
- Kurtosis
- -1.19
- Upside Potential
- +2.33
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Town Lane Management LP's most significant position changes for 2026-06-30: Sold out: Kite Realty Group Trust (KRG); Add: Alexandria Real Estate Equit (ARE) — shares +44.30%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ARE | Alexandria Real Estate Equit | +21% | +44.30% | Add |
| 2 | EQR | Equity Residential | +2.1% | — | Unchanged |
| 3 | CPT | Camden Property Trust | +1.5% | — | Unchanged |
| 4 | KRG | Kite Realty Group Trust | -24.6% | EXIT | Sold out |
Filing History
FAQ
What is Town Lane Management LP and what type of investor is it?
Town Lane Management LP is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $112.0M, spread across 3 disclosed positions.
What are Town Lane Management LP's largest equity positions?
Based on the latest 13F filing, Town Lane Management LP's top holdings by market value are:
1. Alexandria Real Estate Equit (ARE) — $66.1M (59.0%)
2. Equity Residential (EQR) — $28.7M (25.6%)
3. Camden Property Trust (CPT) — $17.3M (15.4%)
What changes did Town Lane Management LP make in its most recent portfolio filing?
In the latest reported quarter, Town Lane Management LP made 2 notable position adjustments: 0 new positions were initiated, 1 existing holdings were added to, 0 positions were partially reduced, and 1 were completely exited. The largest of these moves: Sold out: Kite Realty Group Trust (KRG); Add: Alexandria Real Estate Equit (ARE) — shares +44.30%
What sectors does Town Lane Management LP focus on?
Town Lane Management LP is concentrated in the following sectors based on its current disclosed equity portfolio:
• Real Estate: 100.0%
Investment Profile
Town Lane Management LP returned an annualized 1.7% over the trailing 6 months — underperforming the S&P 500 by 10.3 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.56 (less volatile than the market) and a 33% quarterly batting average against the index.
Its portfolio is concentrated and moderately active, with 100.0% of the portfolio concentrated in Real Estate.
Its turnover score has risen from 0 to 53 over the past 2 quarters — a shift toward more active trading.
It has added to its ARE position for two straight quarters, increasing it by $29.4M to reach $66.1M.
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Developer Access
Access Town Lane Management LP's institutional profile programmatically:
REST API
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