Holdings
Sophron Capital Management L.P.
As of Jun 30, 2026, Sophron Capital Management L.P. reported 43 positions worth US$323M. Largest: Agree Realty Corporation, Host Hotels & Resorts, Inc. and Lennar Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Agree Realty Corporation | 331K | US$25.1M | +80,170 | Jun 30, 2026 |
| Host Hotels & Resorts, Inc. | 863K | US$20.5M | +505K | Jun 30, 2026 |
| Lennar Corporation | 170K | US$15.4M | −34,133 | Jun 30, 2026 |
| Avalonbay Communities, Inc. | 74,987 | US$14.1M | −44,176 | Jun 30, 2026 |
| Four Corners Property Trust, Inc. | 536K | US$13.2M | −53,682 | Jun 30, 2026 |
| Equity Lifestyle Properties, Inc. | 200K | US$12.9M | +55,349 | Jun 30, 2026 |
| Rexford Industrial Realty, Inc. | 385K | US$12.9M | +27,324 | Jun 30, 2026 |
| Gaming And Leisure Properties, Inc. | 265K | US$11.8M | −20,179 | Jun 30, 2026 |
| Essex Property Trust, Inc. | 36,114 | US$10.5M | −42,954 | Jun 30, 2026 |
| Phillips Edison & Company, Inc. | 252K | US$10.5M | −132K | Jun 30, 2026 |