Long-term investor
Gillson Capital LP @gillsoncapitallp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001698055).
Record
- Tracked since 2025-06-30 (446 days), 314 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +3.4% · all +3.4%
- Max drawdown n/a · win rate 19% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AIZ · 7.3% · long · since 2025-06-30
- AJG · 4.8% · long · since 2025-06-30
- AON · 4.3% · long · since 2025-06-30
- 743315103 · 4.1% · long · since 2026-06-30
- COF · 3.8% · long · since 2025-06-30
- INVH · 3.7% · long · since 2025-06-30
- WELL · 3.4% · long · since 2025-06-30
- NDAQ · 3.3% · long · since 2025-06-30
- CTRE · 3.1% · long · since 2025-06-30
- UDR · 2.8% · long · since 2026-06-30
- MCO · 2.5% · long · since 2025-06-30
- MSCI · 2.4% · long · since 2026-03-31