What Gillson Capital LP reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1698055 · Filed Aug 14, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| 356.2K |
| +207.8% |
| $81.8K |
| 4.8% |
AONAon plc | 221.6K | +115.7% | $73.5K | 4.3% |
PGRProgressive Corp | 321.1K | New | $70.1K | 4.1% |
COFCapital One Financial Corp | 322K | +92.6% | $64.6K | 3.8% |
INVHInvitation Homes Inc. | 2.1M | +170.6% | $62K | 3.7% |
WELLWelltower Inc. | 253.5K | +83.7% | $57.5K | 3.4% |
NDAQNasdaq, Inc. | 709.2K | +9.4% | $55.9K | 3.3% |
CTRECareTrust REIT, Inc. | 1.3M | +44.0% | $52.4K | 3.1% |
UDRUDR, Inc. | 1.2M | New | $46.8K | 2.8% |
MCOMoody's Corp | 94.6K | +4.7% | $42.9K | 2.5% |
MSCIMSCI Inc. | 72.9K | +34.1% | $40.8K | 2.4% |
RNRRenaissancere Holdings Ltd | 117K | +50.8% | $37.1K | 2.2% |
BLKBlackRock, Inc. | 35K | New | $33.7K | 2% |
MAMastercard Inc | 64.2K | −45.7% | $33K | 1.9% |
APLEApple Hospitality REIT, Inc. | 2M | New | $32.9K | 1.9% |
HLTHilton Worldwide Holdings Inc. | 83K | New | $27.4K | 1.6% |
VVisa Inc. | 77.1K | New | $26.5K | 1.6% |
TRNOTerreno Realty Corp | 403.4K | −1.7% | $26.1K | 1.5% |
DLRDigital Realty Trust, Inc. | 143.5K | New | $25.8K | 1.5% |
ENSGEnsign Group, Inc | 156.7K | +193.4% | $25.1K | 1.5% |
EXRExtra Space Storage Inc. | 172.3K | New | $25K | 1.5% |
JKHYJack Henry & Associates Inc | 166.1K | New | $22.9K | 1.3% |
CTASCintas Corp | 126.3K | New | $21.5K | 1.3% |
AIGAmerican International Group, Inc. | 283.1K | −59.6% | $21.1K | 1.2% |
PSAPublic Storage | 64.6K | −57.9% | $20.6K | 1.2% |
PCTYPaylocity Holding Corp | 185.8K | −45.7% | $19.4K | 1.1% |
ECLEcolab Inc. | 69K | New | $19.2K | 1.1% |
CBChubb Ltd | 54.3K | −47.1% | $18.5K | 1.1% |
SKWDSkyward Specialty Insurance Group, Inc. | 311.5K | +10.7% | $18.2K | 1.1% |
IRMIron Mountain Inc | 137.9K | New | $17.4K | 1% |
AFGAmerican Financial Group Inc | 124.3K | +131.1% | $17.4K | 1% |
TRUTransUnion | 228.2K | +74.6% | $16.5K | 1% |
WULFTerawulf Inc. | 657.4K | +309.3% | $16.2K | 1% |
TPGTPG Inc. | 394.9K | +209.7% | $16K | 0.9% |
THGHanover Insurance Group, Inc. | 73.2K | +56.4% | $15.7K | 0.9% |
UNMUnum Group | 174.6K | −53.2% | $15.6K | 0.9% |
KKRKKR & Co. Inc. | 168.6K | +115.0% | $15.5K | 0.9% |
APLDApplied Digital Corp. | 410K | +60.8% | $15.3K | 0.9% |
WPCW. P. Carey Inc. | 211.6K | −55.0% | $15.1K | 0.9% |
AFRMAffirm Holdings, Inc. | 180.6K | −45.2% | $14.7K | 0.9% |
EGPEastgroup Properties Inc | 68.2K | −40.4% | $13.8K | 0.8% |
TOSTToast, Inc. | 495.8K | New | $13.8K | 0.8% |
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT | 64.7K | −3.2% | $13.8K | 0.8% |
NNNNNN Reit, Inc. | 290.6K | New | $13.5K | 0.8% |
EGEverest Group, Ltd. | 36.1K | New | $12.9K | 0.8% |
APOApollo Global Management, Inc. | 106.8K | New | $12.6K | 0.7% |
NTSTNETSTREIT Corp. | 594.2K | +78.8% | $12.6K | 0.7% |
TWTradeweb Markets Inc. | 124.6K | New | $12.4K | 0.7% |
CPAYCorpay, Inc. | 36.3K | −47.7% | $12.1K | 0.7% |
VOYAVoya Financial, Inc. | 131.3K | −37.0% | $11.9K | 0.7% |
SBRASabra Health Care REIT, Inc. | 595.3K | New | $11.6K | 0.7% |
QTWOQ2 Holdings, Inc. | 238.3K | +170.0% | $11.5K | 0.7% |
LPLALPL Financial Holdings Inc. | 37.3K | +69.5% | $10.5K | 0.6% |
NPNeptune Insurance Holdings Inc. | 330.5K | +44.3% | $10.4K | 0.6% |
EQHEquitable Holdings, Inc. | 232K | +10.5% | $10.2K | 0.6% |
IBMInternational Business Machines Corp | 34.7K | New | $9.8K | 0.6% |
FPSForgent Power Solutions, Inc. | 166K | +315.0% | $9.3K | 0.5% |
SHOPShopify Inc. | 77.8K | New | $8.9K | 0.5% |
HUTHut 8 Corp. | 66.7K | −49.5% | $7.7K | 0.5% |
WCNWaste Connections, Inc. | 44.7K | −51.8% | $7.4K | 0.4% |
HOODRobinhood Markets, Inc. | 72.7K | New | $7.3K | 0.4% |
WEXWEX Inc. | 45.6K | New | $6.4K | 0.4% |
CHYMChime Financial, Inc. | 306.4K | New | $6.3K | 0.4% |
LINELineage, Inc. | 143.4K | −34.4% | $6.2K | 0.4% |
CBOECboe Global Markets, Inc. | 22.6K | −28.7% | $5.5K | 0.3% |
BOWBowhead Specialty Holdings Inc. | 175.2K | −59.8% | $5.2K | 0.3% |
COLDAmericold Realty Trust | 302K | New | $4.7K | 0.3% |
BWINBaldwin Insurance Group, Inc. | 173K | New | $4.6K | 0.3% |
IBKRInteractive Brokers Group, Inc. | 51.5K | New | $4.5K | 0.3% |
TWFGTWFG, Inc. | 148.7K | +15.5% | $3.6K | 0.2% |
HGTYHagerty, Inc. | 276.9K | +37.1% | $3.3K | 0.2% |
IRENIREN Ltd | 65.7K | −78.7% | $3K | 0.2% |
RIOTRiot Platforms, Inc. | 85.6K | −74.9% | $2.3K | 0.1% |
BXDCBlackstone Digital Infrastructure Trust Inc. | 91.7K | New | $2K | 0.1% |
JANJanus Living, Inc. | 38K | +52.0% | $1.1K | 0.1% |
IRENIREN Ltd | 220K | New | $950 | 0.1% |
LCLNLincoln International, Inc. | 30K | New | $716 | 0.1% |
APLDApplied Digital Corp. | 110K | New | $462 | 0.1% |
EROCERock, Inc. | 17.5K | New | $254 | 0.1% |
NHPNational Healthcare Properties, Inc. | 13.8K | New | $203 | 0.1% |
FCBMFirst Carolina Financial Services, Inc. | 9.5K | New | $126 | 0.1% |
