Gillson Capital LP Purchases and Sells in Q1 2025

Gillson Capital LP

$1.17 Billion
Q1 2025

Top Buys

Incresed Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMT	163K + 820.98%	$173.46 - $217.6 $28.3M - $35.5M	183K $39.8M
IRT	1.14M + 320.61%	$18.23 - $21.8 $20.7M - $24.8M	1.49M $31.7M
APO	176K + 340.88%	$126.01 - $172.06 $22.1M - $30.2M	227K $31.1M
BR	73K + 99.46%	$221.46 - $244.83 $16.2M - $17.9M	146K $35.5M
WELL	109K + 232.45%	$124.05 - $156.86 $13.6M - $17.1M	156K $23.9M
ADC	182K + 250.34%	$68.36 - $77.19 $12.4M - $14M	254K $19.6M

New Holdings

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
INVH	1.56M New	$30.28 - $34.85 $47.2M - $54.3M	1.56M $54.3M
ICE	233K New	$142.8 - $176.36 $33.3M - $41.1M	233K $40.2M
FICO	17.8K New	$1695.35 - $2030.47 $30.1M - $36M	17.8K $32.7M
BRX	1.04M New	N/A	1.04M $27.7M
TRV	104K New	$232.43 - $265.13 $24.1M - $27.5M	104K $27.4M
TRNO	379K New	$57.4 - $68.5 $21.8M - $26M	379K $24M

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AJG	-228K - 89.81%	$275.89 - $345.24 $63M - $78.8M	25.9K $8.94M
ACN	-55.4K - 66.81%	$300.91 - $398.25 $16.7M - $22M	27.5K $8.58M
MCO	-40.3K - 45.52%	$437.8 - $527.48 $17.6M - $21.3M	48.2K $22.5M
EQIX	-16.1K - 44.44%	$803.0 - $959.97 $12.9M - $15.4M	20.1K $16.4M
EXR	-111K - 38.98%	$143.8 - $161.28 $16M - $17.9M	174K $25.8M
AIZ	-60.8K - 23.41%	$198.92 - $218.67 $12.1M - $13.3M	199K $41.7M

Activity Summary All Purchases 48 New Holdings 27 Increased Positions 21 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

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