Argosy-Lionbridge Management, LLC — 13F holdings

Argosy-Lionbridge Management, LLC reported 20 holdings worth $159M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. IRT INDEPENDENCE RLTY TR INC — $30.4M (19.1%)
2. BN Brookfield Corp — $20.5M (12.9%)
3. FCPT FOUR CORNERS PPTY TR INC — $18.5M (11.6%)
4. ELS EQUITY LIFESTYLE PPTYS INC — $17.3M (10.9%)
5. CPT CAMDEN PPTY TR — $14.9M (9.4%)
6. FR FIRST INDL RLTY TR INC — $8.52M (5.4%)
7. VICI VICI PPTYS INC — $8.45M (5.3%)
8. AAT AMERICAN ASSETS TR INC — $6.11M (3.8%)
9. PLD PROLOGIS INC. — $5.80M (3.6%)
10. SMA SMARTSTOP SELF STORAG REIT I — $5.75M (3.6%)