GSI Capital Advisors LLC — 13F holdings

GSI Capital Advisors LLC reported 58 holdings worth $212M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

1. WELL Welltower Inc — $20.6M (9.7%)
2. EQIX EQUINIX INC — $19.5M (9.2%)
3. PLD PROLOGIS INC. — $18.1M (8.5%)
4. SPG SIMON PPTY GROUP INC NEW — $11.2M (5.3%)
5. MAC MACERICH CO — $9.85M (4.6%)
6. ESS ESSEX PPTY TR INC — $9.48M (4.5%)
7. HST HOST HOTELS & RESORTS INC — $7.95M (3.7%)
8. PSA PUBLIC STORAGE OPER CO — $7.90M (3.7%)
9. ELS EQUITY LIFESTYLE PPTYS INC — $7.60M (3.6%)
10. CTRE CARETRUST REIT INC — $6.74M (3.2%)