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Rush Island Management, LP
Rush Island Management, LP (RIM) is a New York-based, Delaware limited partnership investment adviser founded in 2017. The firm primarily serves institutional clients and manages investment portfolios, focusing on public equity markets. According to public filings, it operates with a small team, reported as having 7 employees as of 2025.
Investment Strategy
Rush Island Management, LP manages concentrated portfolios mainly in publicly traded real estate investment trusts (REITs) and related securities. The firm employs fundamental research and value-oriented strategies to identify opportunities predominantly in the U.S. real estate sector, maintaining a focused selection of positions with active monitoring and periodic rebalancing based on market conditions.
Latest 13F Filing Activity
Rush Island Management, LP filed their most recent 13F report on Jun 30, 2025 disclosing 17 equity positions and 1 options positions with a total 13F market value of $2B. The fund increased holdings in Six Flags Entertainment Corp., First Indl RLTY TR Inc., Equinix Inc. among other positions. Rush Island Management, LP reduced exposure to Rexford Indl RLTY Inc., Cousins PPTYS Inc., Brookdale SR Living Inc. among others.
Top Holdings
Equity Positions (17)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
H HR | HEALTHCARE RLTY TR | 14.59% | $226.2M | 14,260,152 | $16.83 | $15.86 | +$14.4M |
V VTR | VENTAS INC | 10.50% | $162.7M | 2,576,620 | $51.99 | $63.15 | -$25.4M |
F FRT | FEDERAL RLTY INVT TR NEW | 9.84% | $152.5M | 1,605,736 | $101.29 | $94.99 | +$13.9M |
N NNN | NNN REIT INC | 9.20% | $142.5M | 3,300,053 | $42.65 | $43.18 | +$1.5M |
K KRC | KILROY RLTY CORP | 8.97% | $139.0M | 4,050,074 | $37.45 | $34.31 | -$6.5M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
C CORZ | CORE SCIENTIFIC INC NEW | New | Call | $13.8M | 8,108 | $17.07 | $17.07 | +8,108 | +$13.8M |
Industry Allocation
Investment Team (7)
| Name | Role | Location | |
|---|---|---|---|
A Alexander Karimi | Senior Analyst | New York, NY , United States | |
 | Senior Analyst | New York, NY , United States | |
R Raleigh Nuckols | Chief Investment Officer and Co-Founder | New York, NY , United States | |
D David Gu | Senior Analyst | New York, NY , United States | |
E Elliot Lazar | Senior Analyst | New York, NY , United States | |
 | Principal | New York, NY , United States | |
S Steve Millham | Chief Investment Officer and Co-Founder | United States |
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