Q2 2026 13F · SEC CIK 1544554

GRS Advisors, LLC

Investment managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.2B
Reported positions: 27
Top holdings a year, 3 yrs: +6.5%
Average holding period: 1.3 yrs

GRS Advisors, LLC is an investment manager that reported 27 positions worth $1.2B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Caretrust REIT Inc (CTRE, 8.0%), American Tower Corp (AMT, 7.5%), Cbre Group Inc (CBRE, 6.3%). A portfolio copying its top holdings returned 6.5% a year over the last 3 years, against 20.4% for the S&P 500.

GRS Advisors, LLC holdings all 27 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

GRS Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
CTRECaretrust REIT Inc	8.0%	4.8%	2,338,620	+78.0%	$94.4M
AMTAmerican Tower Corp	7.5%	New	543,575	—	$88.9M
CBRECbre Group Inc	6.3%	3.6%	557,676	+109.8%	$75.1M
AHRAmerican Healthcare REIT Inc	6.2%	4.8%	1,408,592	+38.0%	$73.5M
CURBCurbline Pptys Corp	6.2%	4.2%	2,414,069	+47.4%	$73.4M
OFCCopt Defense Properties	5.9%	5.0%	1,930,934	+17.0%	$70.3M
SBACSba Communications Corp	5.5%	3.4%	368,869	+85.0%	$65.1M
REXRRexford Indl Rlty Inc	5.2%	New	1,849,516	—	$62.0M
RHPRyman Hospitality Pptys Inc	4.6%	0.2%	423,830	+1605.5%	$54.5M
BNLBroadstone Net Lease Inc	4.2%	4.8%	2,420,071	-9.1%	$50.0M
NTSTNetstreit Corp	4.1%	4.2%	2,292,175	+2.1%	$48.4M
OUTOutfront Media Inc	3.6%	3.4%	1,315,251	+1.9%	$43.1M
EQIXEquinix Inc	3.6%	4.3%	40,415	-9.5%	$42.1M
MHOM/i Homes Inc	3.5%	New	257,646	—	$41.4M
TNLTravel Plus Leisure Co	3.4%	New	526,334	—	$40.2M
MTHMeritage Homes Corp (MTH)	3.2%	0.1%	458,625	+1938.0%	$38.5M
IRTIndependence Rlty Tr Inc	3.2%	New	2,261,567	—	$37.7M
SKTTanger Factory Outlet Centers,	3.2%	2.3%	952,407	+37.9%	$37.6M
HHyatt Hotels Corp	2.9%	3.5%	179,953	-25.9%	$34.9M
LINELineage Inc	2.9%	3.1%	795,907	-17.6%	$34.4M
VVIPursuit Attractions and Hosp	2.1%	3.3%	439,471	-51.7%	$24.6M
HIWHighwoods Pptys Inc	2.0%	New	800,694	—	$24.1M
WELLWelltower Inc	1.7%	2.8%	90,543	-37.8%	$20.6M
CUBECubesmart	0.2%	0.4%	68,014	-31.4%	$2.7M
INVHInvitation Homes Inc	0.2%	0.2%	84,578	+0.0%	$2.6M
IRMIron Mtn Inc Del	0.2%	0.2%	19,231	+0.0%	$2.4M
FRTFederal Rlty Invt Tr New	0.2%	7.2%	15,479	-97.7%	$1.9M

What GRS Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

MTH Meritage Homes Corp (MTH)+1938.0% shares
RHP Ryman Hospitality Pptys Inc+1605.5% shares
CBRE Cbre Group Inc+109.8% shares
SBAC Sba Communications Corp+85.0% shares
CTRE Caretrust REIT Inc+78.0% shares
CURB Curbline Pptys Corp+47.4% shares
AHR American Healthcare REIT Inc+38.0% shares
SKT Tanger Factory Outlet Centers,+37.9% shares

Reduced

FRT Federal Rlty Invt Tr New-97.7% shares
VVI Pursuit Attractions and Hosp-51.7% shares
WELL Welltower Inc-37.8% shares
CUBE Cubesmart-31.4% shares
H Hyatt Hotels Corp-25.9% shares
LINE Lineage Inc-17.6% shares
EQIX Equinix Inc-9.5% shares
BNL Broadstone Net Lease Inc-9.1% shares

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +10.7% /yr; S&P 500 +20.1%
3 years: +6.5% /yr; S&P 500 +20.4%
5 years: +0.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.2B	27
Q1 2026	$1.0B	32
Q4 2025	$1.1B	33
Q3 2025	$1.1B	31
Q2 2025	$1.0B	27
Q1 2025	$961.1M	32
Q4 2024	$1.0B	30
Q3 2024	$1.1B	27
Q2 2024	$867.1M	26
Q1 2024	$745.0M	30
Q4 2023	$606.3M	30
Q3 2023	$565.2M	30

Questions about GRS Advisors, LLC's portfolio

What stocks does GRS Advisors, LLC own?

GRS Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 27 positions worth $1.2B. The largest are Caretrust REIT Inc (CTRE) at 8.0%, American Tower Corp (AMT) at 7.5%, Cbre Group Inc (CBRE) at 6.3%, American Healthcare REIT Inc (AHR) at 6.2% and Curbline Pptys Corp (CURB) at 6.2%.

What did GRS Advisors, LLC buy last quarter?

In Q2 2026, GRS Advisors, LLC added a new position in American Tower Corp (AMT), a new position in Rexford Indl Rlty Inc (REXR), a new position in M/i Homes Inc (MHO), a new position in Travel Plus Leisure Co (TNL), a new position in Independence Rlty Tr Inc (IRT), Meritage Homes Corp (MTH) (MTH) (+1938.0% shares), Ryman Hospitality Pptys Inc (RHP) (+1605.5% shares) and Cbre Group Inc (CBRE) (+109.8% shares), compared with its Q1 2026 filing.

What did GRS Advisors, LLC sell last quarter?

In Q2 2026, GRS Advisors, LLC sold all of Prologis Inc (PLD), sold all of Wyndham Hotels & Resorts Inc (WH), sold all of Ventas Inc (VTR), sold all of Cousins Pptys Inc (CUZ), sold all of Blackstone Mortgage Trust (BXMT), Federal Rlty Invt Tr New (FRT) (-97.7% shares), Pursuit Attractions and Hosp (VVI) (-51.7% shares) and Welltower Inc (WELL) (-37.8% shares), compared with its Q1 2026 filing.

How has GRS Advisors, LLC's portfolio performed?

A portfolio copying GRS Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +6.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +10.7% against +20.1%. Over 5 years: +0.0% a year against +11.6%.

When is GRS Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. GRS Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.