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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
AMP +125,086+$47,511
ALL +276,362+$38,685
AIZ +160,322+$27,013
FI +165,356+$21,966
EG +60,487+$21,387
CTSH +266,631+$20,139
GLOB +76,817+$18,281
UDR +467,986+$17,919
PRU +159,444+$16,536
TRI +103,016+$15,063
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
RSP -421,744-$59,757
MET -820,415-$51,612
RE -93,955-$34,920
VRSK -128,083-$30,258
ADP -124,336-$29,913
ONB -1,918,479-$27,895
KEY -2,450,623-$26,369
HBAN -2,465,107-$25,637
PFG -322,491-$23,242
APO -252,117-$22,630
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
AVDX +556,066+$7,075
VTR +355,920+$19,491
EQR +186,344+$11,599
GDDY +63,421+$8,995
FLYW +56,428-$523
WTW +54,361+$19,535
PSA +26,573+$10,217
PCTY +12,793+$1,608
INTU +11,274+$8,128
SPGI +10,265+$9,973
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
FIS -222,594-$11,578
PGR -158,068-$17,125
STAG -150,715-$3,793
AIG -137,093-$1,647
SBRA -127,839-$1,542
REXR -85,192-$2,245
TRV -66,936-$9,614
RNR -66,586-$13,543
AJG -43,967-$10,411
Gillson Capital LP Info
Size ($ in 1000's)
At 12/31/2023: $949,345
At 09/30/2023: $1,348,858

Gillson Capital LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Gillson Capital LP 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Gillson Capital LP
As of  12/31/2023, we find all stocks held by Gillson Capital LP to be as follows, presented in the table below with each row detailing each Gillson Capital LP position, ordered by largest to smallest position size. The all-stocks-held-by-Gillson Capital LP table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Gillson Capital LP as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
AMERICAN INTL GROUP INC 931,613 -137,093 $63,117
     AIG931,613-137,093$63,117
WILLIS TOWERS WATSON PLC LTD 253,591 +54,361 $61,166
     WTW253,591+54,361$61,166
AMERIPRISE FINL INC 125,086 +125,086 $47,511
     AMP125,086+125,086$47,511
PROGRESSIVE CORP OHIO 244,953 -158,068 $39,016
     PGR244,953-158,068$39,016
ALLSTATE CORP 276,362 +276,362 $38,685
     ALL276,362+276,362$38,685
RENAISSANCERE HOLDINGS LTD 189,840 -66,586 $37,209
     RNR189,840-66,586$37,209
S&P GLOBAL INC 82,840 +10,265 $36,493
     SPGI82,840+10,265$36,493
MASTERCARD INCORPORATED 84,450 -13,860 $36,019
     MA84,450-13,860$36,019
VENTAS INC 583,143 +355,920 $29,064
     VTR583,143+355,920$29,064
GALLAGHER ARTHUR J & CO 127,655 -43,967 $28,707
     AJG127,655-43,967$28,707
ASSURANT INC 160,322 +160,322 $27,013
     AIZ160,322+160,322$27,013
GARTNER INC 54,271 -39,552 $24,482
     IT54,271-39,552$24,482
PUBLIC STORAGE 77,491 +26,573 $23,635
     PSA77,491+26,573$23,635
FISERV INC 165,356 +165,356 $21,966
     FI165,356+165,356$21,966
EVEREST GROUP LTD 60,487 +60,487 $21,387
     EG60,487+60,487$21,387
COGNIZANT TECHNOLOGY SOLUTIO 266,631 +266,631 $20,139
     CTSH266,631+266,631$20,139
GLOBANT S A 76,817 +76,817 $18,281
     GLOB76,817+76,817$18,281
UDR INC 467,986 +467,986 $17,919
     UDR467,986+467,986$17,919
PRUDENTIAL FINANCIAL INC 159,444 +159,444 $16,536
     PRU159,444+159,444$16,536
EQUITY RESIDENTIAL 268,852 +186,344 $16,443
     EQR268,852+186,344$16,443
REXFORD INDL RLTY INC 290,226 -85,192 $16,282
     REXR290,226-85,192$16,282
THOMSON REUTERS CORP 103,016 +103,016 $15,063
     TRI103,016+103,016$15,063
INVITATION HOMES INC 430,479 +430,479 $14,684
     INVH430,479+430,479$14,684
GODADDY INC 134,823 +63,421 $14,313
     GDDY134,823+63,421$14,313
SPDR S&P 500 ETF TR (SPY) 28,171 +3,171 $13,390
     SPY28,171+3,171$13,390
INTUIT 20,755 +11,274 $12,972
     INTU20,755+11,274$12,972
COREBRIDGE FINL INC 540,890 +540,890 $11,716
     CRBG540,890+540,890$11,716
STAG INDL INC 296,593 -150,715 $11,644
     STAG296,593-150,715$11,644
BILL HOLDINGS INC 140,137 -5,757 $11,434
     BILL140,137-5,757$11,434
VOYA FINANCIAL INC 152,711 +152,711 $11,142
     VOYA152,711+152,711$11,142
SABRA HEALTH CARE REIT INC 728,766 -127,839 $10,399
     SBRA728,766-127,839$10,399
FLEETCOR TECHNOLOGIES INC 35,924 +35,924 $10,152
     FLT35,924+35,924$10,152
ACCENTURE PLC IRELAND 28,559 -2,219 $10,022
     ACN28,559-2,219$10,022
DIGITAL RLTY TR INC 71,671 -19,651 $9,645
     DLR71,671-19,651$9,645
EURONET WORLDWIDE INC 93,286 +93,286 $9,468
     EEFT93,286+93,286$9,468
AMERICAN TOWER CORP NEW 43,485 -8,178 $9,388
     AMT43,485-8,178$9,388
HOST HOTELS & RESORTS INC 479,913 +479,913 $9,344
     HST479,913+479,913$9,344
TRAVELERS COMPANIES INC 48,458 -66,936 $9,231
     TRV48,458-66,936$9,231
FIDELITY NATL INFORMATION SV 150,950 -222,594 $9,068
     FIS150,950-222,594$9,068
FIRST INDL RLTY TR INC 167,867 +167,867 $8,842
     FR167,867+167,867$8,842
KIMCO RLTY CORP 414,478 +414,478 $8,833
     KIM414,478+414,478$8,833
CROWN CASTLE INC 75,544 +75,544 $8,702
     CCI75,544+75,544$8,702
ECOLAB INC 42,218 +42,218 $8,374
     ECL42,218+42,218$8,374
MARQETA INC 1,182,503 +1,182,503 $8,254
     MQ1,182,503+1,182,503$8,254
AVIDXCHANGE HOLDINGS INC 619,893 +556,066 $7,680
     AVDX619,893+556,066$7,680
EQUIFAX INC 28,877 +28,877 $7,141
     EFX28,877+28,877$7,141
PAYLOCITY HLDG CORP 42,499 +12,793 $7,006
     PCTY42,499+12,793$7,006
FLYWIRE CORPORATION 265,775 +56,428 $6,153
     FLYW265,775+56,428$6,153
CARETRUST REIT INC 258,867 -11,244 $5,793
     CTRE258,867-11,244$5,793
TOAST INC 301,646 +301,646 $5,508
     TOST301,646+301,646$5,508
LOWES COS INC 24,037 +7,697 $5,349
     LOW24,037+7,697$5,349
EASTGROUP PPTYS INC 27,533 -22,845 $5,053
     EGP27,533-22,845$5,053
FAIR ISAAC CORP 3,487 -12,853 $4,059
     FICO3,487-12,853$4,059
HEALTHCARE RLTY TR 195,797 +195,797 $3,374
     HR195,797+195,797$3,374
ALEXANDRIA REAL ESTATE EQ IN 19,749 +19,749 $2,504
     ARE19,749+19,749$2,504
HAMILTON INSURANCE GROUP LTD 87,900 +87,900 $1,314
     HG87,900+87,900$1,314
PHYSICIANS RLTY TR 94,751 +94,751 $1,261
     DOC94,751+94,751$1,261
AMERIS BANCORP $0 (exited)
     ABCB0-362,613$0
AUTOMATIC DATA PROCESSING IN $0 (exited)
     ADP0-124,336$0
AFFILIATED MANAGERS GROUP IN $0 (exited)
     AMG0-22,510$0
AMERICAN HOMES 4 RENT $0 (exited)
     AMH0-510,362$0
APOLLO GLOBAL MGMT INC $0 (exited)
     APO0-252,117$0
AVALONBAY CMNTYS INC $0 (exited)
     AVB0-40,876$0
BGC GROUP INC $0 (exited)
     BGC0-772,472$0
BLACKROCK INC $0 (exited)
     BLK0-1,532$0
BOK FINL CORP $0 (exited)
     BOKF0-208,950$0
BLACKSTONE GROUP LP THE $0 (exited)
     BX0-126,532$0
CBOE HOLDINGS INC $0 (exited)
     CBOE0-28,209$0
CERIDIAN HCM HLDG INC $0 (exited)
     CDAY0-118,322$0
CAPITAL ONE FINL CORP $0 (exited)
     COF0-82,091$0
COLUMBIA BANKING SYSTEM INC $0 (exited)
     COLB0-284,559$0
AMERICOLD RLTY TR $0 (exited)
     COLD0-170,213$0
EASTERN BANKSHARES INC $0 (exited)
     EBC0-185,263$0
ENSIGN GROUP INC $0 (exited)
     ENSG0-67,772$0
ESSENTIAL PPTYS RLTY TR INC $0 (exited)
     EPRT0-254,525$0
FEDERATED HERMES INC $0 (exited)
     FHI0-4,298$0
FIRST HORIZON NATL CORP $0 (exited)
     FHN0-1,038,913$0
FIFTH THIRD BANCORP $0 (exited)
     FITB0-620,558$0
FNB CORP PA $0 (exited)
     FNB0-494,851$0
HUNTINGTON BANCSHARES INC $0 (exited)
     HBAN0-2,465,107$0
ROBINHOOD MKTS INC $0 (exited)
     HOOD0-268,840$0
INTERACTIVE BROKERS GRO CL A $0 (exited)
     IBKR0-166,326$0
INTERCONTINENTAL EXCHANGE IN $0 (exited)
     ICE0-108,564$0
INVESCO LTD $0 (exited)
     IVZ0-1,078,299$0
JEFFERIES FINL GROUP INC $0 (exited)
     JEF0-285,641$0
JANUS HENDERSON GROUP PLC $0 (exited)
     JHG0-153,712$0
JPMORGAN CHASE & CO $0 (exited)
     JPM0-54,097$0
KEYCORP NEW $0 (exited)
     KEY0-2,450,623$0
LIGHTSPEED COMMERCE INC $0 (exited)
     LSPD0-490,106$0
METLIFE INC $0 (exited)
     MET0-820,415$0
MARSH & MCLENNAN COS INC $0 (exited)
     MMC0-113,710$0
NATIONAL STORAGE AFFILIATES $0 (exited)
     NSA0-135,390$0
NUVEI CORPORATION $0 (exited)
     NVEI0-187,457$0
NEW YORK COMMUNITY BANCORP $0 (exited)
     NYCB0-1,353,340$0
OLD NATIONAL BANCORP $0 (exited)
     ONB0-1,918,479$0
PROSPERITY BANCSHARES INC $0 (exited)
     PB0-157,703$0
PRINCIPAL FINL GROUP INC $0 (exited)
     PFG0-322,491$0
PNC FINL SVCS GROUP INC $0 (exited)
     PNC0-162,670$0
EVEREST GROUP LTD $0 (exited)
     RE0-93,955$0
INVESCO EXCHANGE TRADED FD T $0 (exited)
     RSP0-421,744$0
SIMMONS FIRST NATL CORP CL A $0 (exited)
     SFNC0-627,602$0
STEPSTONE GROUP INC $0 (exited)
     STEP0-115,777$0
STATE STR CORP $0 (exited)
     STT0-64,225$0
SUN CMNTYS INC $0 (exited)
     SUI0-153,770$0
TEXAS CAPITAL BANCSHARES INC $0 (exited)
     TCBI0-129,756$0
TRUSTMARK CORP $0 (exited)
     TRMK0-353,683$0
TRANSUNION $0 (exited)
     TRU0-257,233$0
UNUM GROUP $0 (exited)
     UNM0-312,905$0
VIRTU FINL INC $0 (exited)
     VIRT0-170,200$0
VALLEY NATIONAL BANCORP $0 (exited)
     VLY0-2,419,969$0
VERISK ANALYTICS INC $0 (exited)
     VRSK0-128,083$0
WESTERN ALLIANCE BANCORP $0 (exited)
     WAL0-182,152$0
WEBSTER FINL CORP CONN $0 (exited)
     WBS0-66,721$0
WELLS FARGO CO NEW $0 (exited)
     WFC0-472,278$0
SELECT SECTOR SPDR TR 0 -73,009 $0 (exited)
     XLF0-73,009$0

See Summary: Gillson Capital LP Top Holdings
See Details: Top 10 Stocks Held By Gillson Capital LP

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