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GRS Advisors, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1544554
Institutional-grade research for retail investors

Sector Allocation

  • Real Estate84.8%$1.0B
  • Industrials6.7%$79.9M
  • Consumer Discretionary6.3%$75.1M
  • Communication Services2.1%$24.6M

AUM History

13fpro.ai/research/fund/grs-advisors-llc-1544554

Conviction and streaks

Concentrating · top 10 = 59.7%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

CTRE$CTREConviction hold8.0% weight · held 10 quartersCBRE$CBREConviction hold6.3% weight · held 4 quartersAHR$AHRConviction hold6.2% weight · held 8 quartersCURB$CURBConviction hold6.2% weight · held 7 quartersCDP$CDPConviction hold5.9% weight · held 4 quartersCDP$CDPAccumulating+98% shares · 3 quarters runningAMT$AMTAccumulating+1895% shares · 2 quarters runningCBRE$CBREAccumulating+7509% shares · 2 quarters runningCURB$CURBAccumulating+51% shares · 2 quarters runningREXR$REXRAccumulating+58% shares · 2 quarters runningH$HTrimming-66% shares · 3 quarters runningEQIX$EQIXTrimming-62% shares · 2 quarters runningLINE$LINETrimming-48% shares · 2 quarters runningPRSU$PRSUTrimming-59% shares · 2 quarters runningHIW$HIWTrimming-61% shares · 2 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/grs-advisors-llc-1544554

GRS Advisors, LLC 13F holdings — Q2 2026

$1.2B portfolio (+17.1% QoQ) · 27 holdings · Q2 2026 13F · top 10 are 60% of the stock portfolio

All holdings — GRS Advisors, LLC (Q2 2026)

27 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
NTST$NTSTNETSTREIT Corp.$48.4M+2%
OUT$OUTOUTFRONT Media Inc.$43.1M+2%
EQIX$EQIXEQUINIX INC$42.1M-10%
MHO$MHOM/I HOMES, INC.$41.4MNew
TNL$TNLTravel & Leisure Co.$40.2MNew
MTH$MTHMeritage Homes CORP$38.5M+1938%
IRT$IRTINDEPENDENCE REALTY TRUST, INC.$37.7MNew
SKT$SKTTANGER INC.$37.6M+38%
H$HHyatt Hotels Corp$34.9M-26%
LINE$LINELineage, Inc.$34.4M-18%
PRSU$PRSUPursuit Attractions & Hospitality, Inc.$24.6M-52%
HIW$HIWHIGHWOODS PROPERTIES, INC.$24.1MNew
WELL$WELLWELLTOWER INC.$20.6M-38%
CUBE$CUBECubeSmart$2.7M-31%
INVH$INVHInvitation Homes Inc.$2.6M—

What changed in Q2 2026

Against the previous quarter's 13F: 6 new, 11 added to, 8 trimmed, 11 sold out. Share-count changes; largest moves by dollar size first.

New positions (6)

  • AMT$AMTAMERICAN TOWER CORP /MA/$88.9M

    first bought this quarter

  • REXR$REXRRexford Industrial Realty, Inc.$62.0M

    first bought this quarter

  • MHO$MHOM/I HOMES, INC.$41.4M

    first bought this quarter

  • TNL$TNLTravel & Leisure Co.$40.2M

    first bought this quarter

  • IRT$IRTINDEPENDENCE REALTY TRUST, INC.$37.7M

    first bought this quarter

  • HIW$HIWHIGHWOODS PROPERTIES, INC.$24.1M

    first bought this quarter

Added to (11)

  • RHP$RHPRyman Hospitality Properties, Inc.+1605%

    now $54.5M · held 4+ qtrs

  • CTRE$CTRECareTrust REIT, Inc.+78%

    now $94.4M · held 4+ qtrs

  • CBRE$CBRECBRE GROUP, INC.+110%

    now $75.1M · held 4+ qtrs, 2 adds in a row

  • MTH$MTHMeritage Homes CORP+1938%

    now $38.5M · held 3 qtrs

  • SBAC$SBACSBA COMMUNICATIONS CORP+85%

    now $65.1M · held 4+ qtrs

  • CURB$CURBCurbline Properties Corp.+47%

    now $73.4M · held 4+ qtrs, 2 adds in a row

+5 more in the Excel export

Trimmed (8)

  • FRT$FRTFEDERAL REALTY INVESTMENT TRUST-98%

    now $1.9M · held 4+ qtrs

  • PRSU$PRSUPursuit Attractions & Hospitality, Inc.-52%

    now $24.6M · held 4+ qtrs, 2 trims in a row

  • WELL$WELLWELLTOWER INC.-38%

    now $20.6M · held 4+ qtrs

  • H$HHyatt Hotels Corp-26%

    now $34.9M · held 2 qtrs

  • LINE$LINELineage, Inc.-18%

    now $34.4M · held 4+ qtrs, 2 trims in a row

  • BNL$BNLBroadstone Net Lease, Inc.-9%

    now $50.0M · held 2 qtrs

+2 more in the Excel export

Sold out (11)

  • PLD$PLDPrologis, Inc.was $82.1M

    held 1 qtr

  • WH$WHWYNDHAM HOTELS & RESORTS, INC.was $61.2M

    held 9+ qtrs

  • VTR$VTRVentas, Inc.was $51.1M

    held 8+ qtrs

  • CUZ$CUZCOUSINS PROPERTIES INCwas $39.8M

    held 1 qtr

  • BXMT$BXMTBLACKSTONE MORTGAGE TRUST, INC.was $38.0M

    held 1 qtr

  • REG$REGREGENCY CENTERS CORPwas $36.0M

+5 more in the Excel export

Share

Holdings by quarter

Every 13F GRS Advisors, LLC has filed, 39 earlier quarters. Pick one to see what it held then.

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Is it too late to follow GRS Advisors?

Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of GRS Advisors's top 20 holdings: 60/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)

Top 10 since filing

-3.8%

Value-weighted move of the 10 largest stock positions

Turnover

45%

Last quarter

Top 10 weight

60%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

60%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

GRS Advisors, LLC disclosed 27 positions worth $1.2B in its Form 13F-HR for Q2 2026, led by $CTRE (CareTrust REIT, Inc.) at 8.0% of the equity portfolio, followed by $AMT and $CBRE. During the quarter the fund opened 6 new positions and exited 11 — including a new stake in $AMT and a full exit from $PLD. The portfolio is most concentrated in Real Estate (84.8% of disclosed assets). All figures are sourced directly from GRS Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1544554.

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AI-Powered Hedge Fund Analysis: GRS Advisors, LLC

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Every holding in GRS Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.