Gillson Capital LP Purchases and Sells in Q2 2025

Gillson Capital LP

$1.31 Billion
Q2 2025

Top Buys

Incresed Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HEALTHCARE RLTY TR	1.74M + 3551.39%	N/A	1.79M $28.5M
EQH	314K + 182.32%	$43.98 - $56.1 $13.8M - $17.6M	486K $27.3M
ENSG	90.1K + 74.63%	$119.93 - $156.36 $10.8M - $14.1M	211K $32.5M
CBOE	70.7K + 126.18%	$205.81 - $234.23 $14.5M - $16.6M	127K $29.5M
WELL	94.7K + 60.56%	$136.49 - $155.22 $12.9M - $14.7M	251K $38.6M
ESS	52.5K + 67.58%	N/A	130K $36.9M

New Holdings

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRO	457K New	$104.48 - $124.43 $47.7M - $56.9M	457K $50.7M
IRM	369K New	$76.93 - $105.25 $28.4M - $38.9M	369K $37.9M
BLACKROCK INC	35K New	N/A	35K $36.7M
NDAQ	378K New	$66.4 - $89.42 $25.1M - $33.8M	378K $33.8M
CG	544K New	$34.78 - $51.4 $18.9M - $28M	544K $28M
WPC	438K New	$56.12 - $64.53 $24.6M - $28.3M	438K $27.3M

Top Sells

Reduced Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TRV	-88.1K - 85.03%	$233.83 - $276.34 $20.6M - $24.3M	15.5K $4.15M
UNM	-226K - 89.3%	$70.48 - $82.91 $15.9M - $18.7M	27K $2.18M
ICE	-114K - 48.73%	$151.62 - $183.47 $17.2M - $20.9M	120K $21.9M
BRX	-604K - 57.89%	N/A	439K $11.4M
INVH	-227K - 14.6%	$30.53 - $35.47 $6.94M - $8.07M	1.33M $43.6M
KMPR	-85.6K - 22.7%	$55.12 - $67.26 $4.72M - $5.76M	292K $18.8M

Activity Summary All Purchases 61 New Holdings 40 Increased Positions 21 All Sells 10 Reductions 10 Sold out 0 Calls 0 Puts 0

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