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Portfolio (Quarterly) Guide ↗

GSI Capital Advisors LLC

· CIK 0001391974
13F Portfolio $184M AUM 58 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 6 Added 1 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 WELL WELLTOWER INC Real Estate 99,129.0 $19.6M 10.64% +9K +10.5% $197.71 +10.6%
2 SBRA SABRA HEALTH CARE REIT INC Real Estate 337,944.0 $6.5M 3.53% +147K +77.1% $19.23 +9.5%
3 CTRE CARETRUST REIT INC Real Estate 164,360.0 $6.0M 3.27% +38K +30.2% $36.65 +11.9%
4 IVT INVENTRUST PPTYS CORP Real Estate 165,476.0 $5.0M 2.74% +12K +7.8% $30.46 +7.6%
5 TRNO TERRENO RLTY CORP Real Estate 60,809.0 $3.7M 2.03% +15K +33.6% $61.42 +7.7%
6 CPT CAMDEN PPTY TR Real Estate 35,281.0 $3.4M 1.87% +4K +12.1% $97.66 +8.7%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Real Estate 100.0%