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GRS Advisors, LLC

High-turnover traderContrarianQuality / disciplined sizing

Total reported value

$1.0B

Reporting period: 2026-03-31 · Number of holdings: 32

GRS Advisors, LLC disclosed 32 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.0B and a quarterly turnover rate of 93.3%.

Personality snowflake

Concentration
18.36
Portfolio Stability
93.25
Momentum/Contrarian
0
Sector conviction
0
Diversification
64
Sizing Uniformity
93.04

Recent moves

  • Trim RHP

    -96.5%　-$65.7M

  • Trim CCI

    -93.2%　-$57.8M

  • Add VTR

    +1575.6%　$48.2M

  • Add FRT

    +99.1%　$38.2M

  • Trim OUT

    -60.7%　-$45.0M

  • Add CBRE

    +3527.6%　$34.8M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1PLDPrologis INCStock-Real Estate8.12%+8.12%NEW
2FRTFederal Realty Invs TrustStock-Real Estate7.21%+4.09%+99.07%
3WHWyndham Hotels & Resorts INCStock-Consumer Disc6.05%-0.09%-16.83%
4VTRVentas INCStock-Real Estate5.05%+4.79%+1575.57%
5CDPCopt Defense PropertiesStock-Other4.99%+2.39%+58.30%
6BNLBroadstone Net Lease INCStock-Real Estate4.81%+4.81%NEW
7CTRECaretrust Reit INCStock-Real Estate4.76%-0.62%-20.78%
8AHRAmerican Healthcare Reit INCStock-Real Estate4.76%-0.16%-12.31%
9EQIXEquinix INCStock-Real Estate4.33%-2.89%-57.47%
10NTSTNetstreit CORPStock-Other4.18%+4.18%NEW
11CURBCurbline Properties CORPStock-Other4.18%+0.85%+2.40%
12CUZCousins Properties INCStock-Real Estate3.94%+3.94%NEW
13BXMTBlackstone Mortgage Tru-cl AStock-Real Estate3.76%+3.76%NEW
14CBRECbre Group INC - AStock-Real Estate3.56%+3.45%+3527.60%
15REGRegency Centers CORPStock-Real Estate3.55%-0.75%-31.52%
16HHyatt Hotels CORP - Cl AStock-Consumer Disc3.45%+3.45%NEW
17SBACSba Communications CORPStock-Real Estate3.39%-1.20%-24.53%
18OUTOutfront Media INCStock-Other3.38%-3.73%-60.74%
19PRSUPursuit Attractions And HospStock-Other3.30%+0.04%-15.72%
20LINELineage INCStock-Other3.13%-1.63%-36.23%
21WELLWelltower INCStock-Real Estate2.85%+0.41%-0.15%
22UDRUdr INCStock-Real Estate2.72%-0.23%-9.01%
23SKTTanger INCStock-Real Estate2.32%+0.24%-0.62%
24JANJanus Living INC Cl-a-1Stock-Other0.49%+0.49%NEW
25CCICrown Castle INCStock-Real Estate0.38%-5.15%-93.23%
26CUBECubesmartStock-Real Estate0.36%+0.18%+76.68%
27RHPRyman Hospitality PropertiesStock-Real Estate0.23%-5.87%-96.54%
28INVHInvitation Homes INCStock-Real Estate0.21%——
29IRMIron Mountain INCStock-Real Estate0.19%+0.19%NEW
30MTNVail Resorts INCStock-Consumer Disc0.19%+0.01%—
31MTHMeritage Homes CORPStock-Consumer Disc0.14%-2.90%-95.63%
32RKTRocket Cos Inc-class AStock-Financials0.04%-2.08%-97.95%

Holding changes this quarter

GRS Advisors, LLC's most significant position changes for 2026-03-31: New buy: Prologis INC (PLD); New buy: Broadstone Net Lease INC (BNL); New buy: Netstreit CORP (NTST); New buy: Cousins Properties INC (CUZ); Sold out: Digitalbridge Group INC (DBRG).

Position changes disclosed by GRS Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VTRVentas INC+4.8%+1575.57%Add
2FRTFederal Realty Invs Trust+4.1%+99.07%Add
3CBRECbre Group INC - A+3.5%+3527.60%Add
4CDPCopt Defense Properties+2.4%+58.30%Add
5CURBCurbline Properties CORP+0.9%+2.40%Add
6WELLWelltower INC+0.4%-0.15%Trim
7SKTTanger INC+0.2%-0.62%Trim
8CUBECubesmart+0.2%+76.68%Add
9PRSUPursuit Attractions And Hosp0%-15.72%Trim
10MTNVail Resorts INC0%—Unchanged
11INVHInvitation Homes INC——Unchanged
12WHWyndham Hotels & Resorts INC-0.1%-16.83%Trim
13AHRAmerican Healthcare Reit INC-0.2%-12.31%Trim
14UDRUdr INC-0.2%-9.01%Trim
15CTRECaretrust Reit INC-0.6%-20.78%Trim
16REGRegency Centers CORP-0.8%-31.52%Trim
17SBACSba Communications CORP-1.2%-24.53%Trim
18LINELineage INC-1.6%-36.23%Trim
19RKTRocket Cos Inc-class A-2.1%-97.95%Trim
20EQIXEquinix INC-2.9%-57.47%Trim
21MTHMeritage Homes CORP-2.9%-95.63%Trim
22OUTOutfront Media INC-3.7%-60.74%Trim
23CCICrown Castle INC-5.2%-93.23%Trim
24RHPRyman Hospitality Properties-5.9%-96.54%Trim
25PLDPrologis INC—NEWNew buy
26BNLBroadstone Net Lease INC—NEWNew buy
27NTSTNetstreit CORP—NEWNew buy
28CUZCousins Properties INC—NEWNew buy
29DBRGDigitalbridge Group INC—EXITSold out
30CPTCamden Property Trust—EXITSold out
31BXMTBlackstone Mortgage Tru-cl A—NEWNew buy
32HHyatt Hotels CORP - Cl A—NEWNew buy
33MACMacerich Co/the—EXITSold out
34NCLHNorwegian Cruise Line Holdings Ltd.—EXITSold out
35VNOVornado Realty Trust—EXITSold out
36HIWHighwoods Properties INC—EXITSold out
37JANJanus Living INC Cl-a-1—NEWNew buy
38DLRDigital Realty Trust INC—EXITSold out
39GLPIGaming And Leisure Propertie—EXITSold out
40IRMIron Mountain INC—NEWNew buy
41JLLJones Lang Lasalle INC—EXITSold out

FAQ

What is GRS Advisors, LLC and what type of investor is it?
GRS Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.0B, spread across 32 disclosed positions.
What are GRS Advisors, LLC's largest equity positions?
Based on the latest 13F filing, GRS Advisors, LLC's top holdings by market value are: 1. Prologis INC (PLD) — $82.1M (8.1%) 2. Federal Realty Invs Trust (FRT) — $72.9M (7.2%) 3. Wyndham Hotels & Resorts INC (WH) — $61.2M (6.0%) 4. Ventas INC (VTR) — $51.1M (5.0%) 5. Copt Defense Properties (CDP) — $50.5M (5.0%)
What changes did GRS Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, GRS Advisors, LLC made 39 notable position adjustments: 8 new positions were initiated, 6 existing holdings were added to, 16 positions were partially reduced, and 9 were completely exited. The largest of these moves: New buy: Prologis INC (PLD); New buy: Broadstone Net Lease INC (BNL); New buy: Netstreit CORP (NTST); New buy: Cousins Properties INC (CUZ); Sold out: Digitalbridge Group INC (DBRG)
What sectors does GRS Advisors, LLC focus on?
GRS Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Real Estate: 87.1% • Consumer Discretionary: 12.9% • Financials: 0.1%