1y return+15.3%S&P 500 +20.9%
3y return+23.7%S&P 500 +68.5%
5y return+12.5%S&P 500 +74.5%
10y return+86.7%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $187 against $357 in the S&P 500.2
GRS Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CTRECaretrust Reit Inc | $94.4M | 8.0% | +78.0% |
| AMTAmerican Tower Corp | $88.9M | 7.5% | New |
| CBRECbre Group Inc | $75.1M | 6.3% | +109.8% |
| AHRAmerican Healthcare Reit Inc | $73.5M | 6.2% | +38.0% |
| CURBCurbline Pptys Corp | $73.4M | 6.2% | +47.4% |
| CDPCopt Defense Properties | $70.3M | 5.9% | +17.0% |
| SBACSba Communications Corp | $65.1M | 5.5% | +85.0% |
| REXRRexford Indl Rlty Inc | $62.0M | 5.2% | New |
| RHPRyman Hospitality Pptys Inc | $54.5M | 4.6% | +1605.5% |
| BNLBroadstone Net Lease Inc | $50.0M | 4.2% | −9.1% |
| NTSTNetstreit Corp | $48.4M | 4.1% | +2.1% |
| OUTOutfront Media Inc | $43.1M | 3.6% | +1.9% |
| EQIXEquinix Inc | $42.1M | 3.6% | −9.5% |
| MHOM/i Homes Inc | $41.4M | 3.5% | New |
| TNLTravel Plus Leisure Co | $40.2M | 3.4% | New |
| MTHMeritage Homes Corp | $38.5M | 3.2% | +1938.0% |
| IRTIndependence Rlty Tr Inc | $37.7M | 3.2% | New |
| SKTTanger Inc | $37.6M | 3.2% | +37.9% |
| HHyatt Hotels Corp | $34.9M | 2.9% | −25.9% |
| LINELineage Inc | $34.4M | 2.9% | −17.6% |
| PRSUPursuit Attractions And Hosp | $24.6M | 2.1% | −51.7% |
| HIWHighwoods Pptys Inc | $24.1M | 2.0% | New |
| WELLWelltower Inc | $20.6M | 1.7% | −37.8% |
| CUBECubesmart | $2.7M | 0.2% | −31.4% |
| INVHInvitation Homes Inc | $2.6M | 0.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| WELLWelltower Inc | December 31, 2023 | +151.7% | $20.6M |
| OUTOutfront Media Inc | March 31, 2025 | +103.0% | $43.1M |
| AHRAmerican Healthcare Reit Inc | September 30, 2024 | +99.8% | $73.5M |
| EQIXEquinix Inc | September 30, 2022 | +83.2% | $42.1M |
| CTRECaretrust Reit Inc | December 31, 2023 | +80.3% | $94.4M |
| SKTTanger Inc | June 30, 2023 | +78.8% | $37.6M |
| PRSUPursuit Attractions And Hosp | September 30, 2025 | +54.7% | $24.6M |
| HHyatt Hotels Corp | March 31, 2026 | +34.8% | $34.9M |
| CURBCurbline Pptys Corp | December 31, 2024 | +30.9% | $73.4M |
| RHPRyman Hospitality Pptys Inc | June 30, 2025 | +30.3% | $54.5M |
Sold off last quarter
- PLDPrologis Inc. was $82.1M
- WHWyndham Hotels & Resorts Inc was $61.2M
- VTRVentas Inc was $51.1M
- CUZCousins Pptys Inc was $39.8M
- BXMTBlackstone Mortgage Trust In was $38.0M
- REGRegency Ctrs Corp was $36.0M
- UDRUdr Inc was $27.6M
- JANJanus Living Inc was $5.0M
- CCICrown Castle Inc was $3.8M
- MTNVail Resorts Inc was $1.9M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.6% | +14.8% |
| March 31, 2026 | +0.9% | −4.6% |
| December 31, 2025 | −1.1% | +2.4% |
| September 30, 2025 | +1.8% | +7.8% |
| June 30, 2025 | +1.5% | +10.5% |
| March 31, 2025 | −2.8% | −4.6% |
| December 31, 2024 | −5.8% | +2.1% |
| September 30, 2024 | +14.4% | +5.4% |
| June 30, 2024 | −3.5% | +4.0% |
| March 31, 2024 | −2.8% | +10.0% |
| December 31, 2023 | +14.2% | +11.2% |
| September 30, 2023 | −5.8% | −3.6% |
| June 30, 2023 | +4.1% | +8.3% |
| March 31, 2023 | +3.1% | +7.0% |
| December 31, 2022 | +7.6% | +7.1% |
| September 30, 2022 | −12.1% | −5.3% |
| June 30, 2022 | −17.1% | −16.5% |
| March 31, 2022 | −6.6% | −4.9% |
| December 31, 2021 | +14.7% | +10.7% |
| September 30, 2021 | +1.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: GRS Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1544554&type=13F-HR&dateb=&owner=include&count=40CIK 1544554
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1544554/000117266126003501/Filed August 14, 2026 · accession 0001172661-26-003501