Data as of Q4 2025 (Dec 31, 2025)

GRS Advisors, LLC

•CIK: 1544554•Filing: Q4 2025

**GRS Advisors, LLC** manages $1.1B across a concentrated portfolio of 33 positions. The fund exhibits significant exposure to digital infrastructure and technology, highlighted by top holdings including EQIX at $80.5M and OUT at $79.2M. Notable allocations also include WH ($68.5M), RHP ($68.0M), and 8CW ($61.6M). This structure suggests a conviction-driven, sector-specific investment mandate.

Total AUM
$1.1B
QoQ Performance
+4.3%
Positions
33
Top 10 Concentration
56.0%
Latest Filing
Q4 2025

Top Holdings Allocation

EQIX
OUT
WH
RHP
8CW
CTRE
EQIX7.2%
OUT7.1%
WH6.1%
RHP6.1%
8CW5.5%
CTRE5.4%
AHR4.9%
LINE4.8%

📈 Biggest Buys

WH
WYNDHAM HOTELS & RESORTS INC
+17857.7%
6.1% of portfolio
SBAC
SBA COMMUNICATIONS CORP NEW
+2338.9%
4.6% of portfolio
REG
REGENCY CTRS CORP
NEW
4.3% of portfolio
DBRG
DIGITALBRIDGE GROUP INC
NEW
3.5% of portfolio
CPT
CAMDEN PPTY TR
NEW
3.4% of portfolio

📉 Biggest Sells

MTN
VAIL RESORTS INC
-96.7%
0.2% of portfolio
8CW
CROWN CASTLE INC
-46.5%
5.5% of portfolio
FRT
FEDERAL RLTY INVT TR NEW
-47.3%
3.1% of portfolio
HIW
HIGHWOODS PPTYS INC
-52.0%
2.3% of portfolio
JLL
JONES LANG LASALLE INC
-93.7%
0.1% of portfolio

Sector Breakdown

Other92.8%
Real Estate7.2%

🚪 Exited Positionssold since Q3 2025

H
HYATT HOTELS CORP
SOLD
$62.4M
TOL
TOLL BROTHERS INC
SOLD
$28.4M
PHM
PULTE GROUP INC
SOLD
$19.5M
CCL
CARNIVAL CORP
SOLD
$11.5M

Changes from Q3 2025

NEW6 new positions
↑14 increased
↓10 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

EQIX7.2%
EQUINIX INC
$80.5M
OUT7.1%
OUTFRONT MEDIA INC
$79.2M
WH6.1%
WYNDHAM HOTELS & RESORTS INC
$68.5M
RHP6.1%
RYMAN HOSPITALITY PPTYS INC
$68.0M
8CW5.5%
CROWN CASTLE INC
$61.6M

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