Gillson Capital LP Purchases and Sells in Q3 2024

Gillson Capital LP

$1.03 Billion
Q3 2024

Top Buys

Incresed Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AIZ	98.4K + 49.7%	$161.28 - $199.95 $15.9M - $19.7M	296K $58.9M
EXR	97.2K + 71.96%	$151.92 - $183.06 $14.8M - $17.8M	232K $41.9M
IRM	106K + 285.48%	$89.69 - $119.32 $9.53M - $12.7M	143K $17M
GDDY	68.3K + 39.24%	$141.41 - $167.41 $9.66M - $11.4M	242K $38M
MA	18.7K + 26.15%	$429.6 - $500.99 $8.03M - $9.37M	90.2K $44.5M
VTR	17.7K + 2.47%	$50.88 - $65.33 $901K - $1.16M	736K $47.2M

New Holdings

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AON	160K New	$293.16 - $351.06 $47M - $56.3M	160K $55.5M
EQIX	35.9K New	$749.0 - $890.01 $26.9M - $32M	35.9K $31.9M
SUI	213K New	$117.46 - $147.6 $25M - $31.5M	213K $28.8M
CME	116K New	$193.43 - $220.62 $22.4M - $25.5M	116K $25.5M
ESS	87K New	$272.82 - $272.82 $23.7M - $23.7M	87K $23.7M
PCTY	139K New	$132.0 - $165.41 $18.4M - $23M	139K $23M

Top Sells

Reduced Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RGA	-121K - 92.46%	$192.62 - $225.79 $23.3M - $27.3M	9.86K $2.15M
CTSH	-284K - 75.75%	$66.89 - $77.87 $19M - $22.1M	91K $7.02M
PYPL	-308K - 65.28%	$57.22 - $80.08 $17.6M - $24.7M	164K $12.8M
EGP	-91.1K - 44.9%	$169.51 - $191.71 $15.4M - $17.5M	112K $20.9M
NSA	-253K - 85.86%	$39.73 - $49.13 $10.1M - $12.4M	41.7K $2.01M
PGR	-52.6K - 45.15%	$209.46 - $259.24 $11M - $13.6M	63.9K $16.2M

Activity Summary All Purchases 49 New Holdings 35 Increased Positions 14 All Sells 14 Reductions 14 Sold out 0 Calls 0 Puts 0

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