2026 Q2 Portfolio Activity
In 2026 Q2, TOWN LANE MANAGEMENT LP maintained a portfolio of 4 distinct positions. They heavily accumulated shares in ALEXANDRIA REAL ESTATE EQ IN, increasing the position by 44.3%. Conversely, TOWN LANE MANAGEMENT LP completely exited their position in KITE RLTY GROUP TR.
Position History
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TOWN LANE MANAGEMENT LP
AUM $112M
Total Positions
4
Quarter
2026 Q2
Top Holding
ARE (59.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-4 of 4
TOWN LANE MANAGEMENT LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ARE
ALEXANDRIA REAL...
|
Real Estate | 58.96% | 37.93% |
#1
Prev: #1
|
8.5 |
—
|
383,734 | 44.3% |
P
S
|
1,250,000 | $66,062,500 |
$49.02
+3.1%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
EQR
EQUITY RESIDENT...
|
Bond/Debt | 25.64% | 23.59% |
#2
1
Prev: #3
|
6.5 |
—
|
no change | no change |
P
S
|
422,900 | $28,727,597 |
$60.97
+4.4%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
CPT
CAMDEN PPTY TR
|
Bond/Debt | 15.40% | 13.88% |
#3
1
Prev: #4
|
6.0 |
—
|
no change | no change |
P
S
|
150,700 | $17,253,643 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KRG
KITE RLTY GROUP...
|
Real Estate | 0.00% | 24.60% |
Sold All 😨
(Was: #2) |
0.0 |
—
|
-1,062,404 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-4 of 4 holdings