GRS Advisors, LLC
SEC Form 13F institutional filer · CIK 0001544554
13F-HR · 13 reported holdings · 2026-03-31
Reported long-US-equity value
$0.46B
Top-10 concentration
98.3%
GRS Advisors, LLC — $458M AUM allocation strategy
GRS Advisors, LLC files SEC Form 13F and reports $458M of long US equity value across 13 reported holdings for 2026-03-31.
Its largest sector bet is Real Estate 91.7%, followed by Financials 8.3%.
The top 10 holdings account for 98% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
GRS Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$458M
total across 13 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
98% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$VTR +587K sh · +$48.2M+$FRT +342K sh · +$38.2M+$CBRE +259K sh · +$34.8M
Biggest trims (shares)
−$CCI −646K sh · −$57.8M−$REG −219K sh · −$12M−$UDR −80.8K sh · −$5.33M
Exited to nil (held last quarter, gone now)
$CPT ($38M last qtr)$NCLH ($31.6M last qtr)$DLR ($2.49M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Retail REITs23.8%—
- Industrial REITs17.9%—
- Health Care REITs17.4%—
- Data Center REITs9.6%—
- Telecom Tower REITs8.3%—
- Asset Management & Custody Banks8.3%—
- Real Estate Services7.9%—
- Multi-Family Residential REITs6.0%—
- Other holdings0.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $PLD | Prologis Inc | 621K | $82.1M | — | 17.9% |
| $FRT | Federal Realty Investment Trust | 687K | $72.9M | +342K | 15.9% |
| $VTR | Ventas Inc | 625K | $51.1M | +587K | 11.1% |
| $EQIX | Equinix Inc. Common Stock REIT | 44.7K | $43.8M | -60.4K | 9.6% |
| $BX | Blackstone Inc | 1.99M | $38M | — | 8.3% |
| $CBRE | CBRE Group Inc Common Stock Class A | 266K | $36M | +259K | 7.9% |
| $REG | Regency Centers Corporation | 475K | $36M | -219K | 7.8% |
| $SBAC | SBA Communications Corporation | 199K | $34.3M | -64.8K | 7.5% |
| $WELL | Welltower Inc | 146K | $28.8M | -222 | 6.3% |
| $UDR | UDR Inc | 816K | $27.6M | -80.8K | 6.0% |
…and 3 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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