DOSSIER · 13F-HR · Q1 2026

GRS Advisors, LLC

GRS's holding co. based in Greenwich, CT $1.0B in tracked AUM across 32 positions as of Q1 2026.

G
GRS·Greenwich, CT·Holding Co.
CIK 0001544554 · last filed Mar 31, 2026
Total AUM
$1.0B
10.5%
vs prior
Holdings
32
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
Top sector
Health Care
19% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

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Comprehensive Analysis of GRS Advisors, LLC SEC 13F Filing
Portfolio Overview

GRS Advisors, LLC reported a significant contraction in portfolio value for the quarter ending September 30, 2025. The total assets under management (AUM) decreased by 36.7%, dropping from approximately $1.04 billion to $658.56 million. This reduction in capital was accompanied by a streamlining of the portfolio's complexity, with the number of holdings decreasing to 19. The firm executed a high-turnover str...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
PLD
PROLOGIS INC.
$82M621K8.1%
02
FRT
FEDERAL RLTY INVT TR NEW
$73M687K7.2%
03
WH
WYNDHAM HOTELS & RESORTS INC
$61M754K6.1%
04
VTR
VENTAS INC
$51M625K5.1%
05
CDP
COPT DEFENSE PROPERTIES
$50M1.7M5.0%
06
BNL
BROADSTONE NET LEASE INC
$49M2.7M4.8%
07
CTRE
CARETRUST REIT INC
$48M1.3M4.8%
08
AHR
AMERICAN HEALTHCARE REIT INC
$48M1.0M4.8%
09
EQIX
EQUINIX INC
$44M45K4.3%
10
NTST
NETSTREIT CORP
$42M2.2M4.2%

Filing history

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