Argosy-Lionbridge Management, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$142.5M
Q ending 2026-03-31
Prior quarter
$158.2M
Q ending 2025-12-31
Change
-9.9% QoQ · -4.9% YoY
Positions
14
reported holdings

Largest positions

All 14 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Independence Rlty Tr IncIRTShares$27.1M1.8M
Rexford Indl Rlty IncREXRShares$19.8M604K
First Indl Rlty Tr IncFRShares$18.4M317K
Brookfield CorpBNShares$17.3M427K
Four Corners Ppty Tr IncFCPTShares$16.0M678K
Lennar CorpLENShares$13.0M150K
Vici Pptys IncVICIShares$7.5M273K
Camden Ppty TrCPTShares$7.0M72K
Equity Lifestyle PropertiesELSShares$4.8M77K
American Assets Tr IncAATShares$3.9M210K
Invitation Homes IncINVHShares$3.4M138K
Starwood Ppty Tr IncSTWDShares$3.0M176K
Kilroy Realty CorpKRCShares$846K30K
Elme CommunitiesELMEShares$556K277K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.