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
CCI
CTRE
EQIX7.2%
OUT7.1%
WH6.1%
RHP6.1%
CCI5.5%
CTRE5.4%
AHR4.9%
LINE4.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other87.3%
Real Estate12.7%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW6 new positions
↑14 increased
↓10 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022