Gsi Capital Advisors Llc Activity in Q2 2026: New Positions, Significant Increases
This article summarizes observable purchases and sales by Gsi Capital Advisors Llc during the second quarter of 2026 based on available data.
According to disclosures filed for Gsi Capital Advisors Llc, there were notable changes in its portfolio holdings during the second quarter of 2026.
Two stocks entered Gsi's portfolio this period: HEALTHPEAK (DOC) and COUSINS PROPERTIES (CUZ). Gsi acquired a substantial position in HEALTHPEAK, representing 100% of its shares for this quarter. Similarly, the firm took on a significant new stake in COUSINS PROPERTIES.
Several existing holdings saw strong increases during Q2:
- MACERICH (MAC): Gsi added over 134,500 shares, a massive increase of more than 52% from the previous quarter.
- HOST HOTELS RESORTS (HST): The firm increased its position by over 62,000 shares, a significant rise of more than 22%.
- WP CAREY (WPC): Gsi built this position from scratch in Q2, acquiring all the shares held today with no prior stake reported.
- TERRENO REALTY CORP (TRNO): The firm increased its holdings by nearly 39,000 shares during this quarter.
- INVITATION HOMES (INVH): Gsi added over 23,000 shares to its position in this stock.
Conversely, two holdings experienced notable decreases:
- REALTY INCOME CORP (O): Gsi sold off a large portion of its stake, reducing it by over 64,000 shares or approximately 70%.
- DIGITAL REALTY TRUST (DLR): The firm decreased its position by nearly 15,000 shares during the quarter.
Gsi Capital Advisors demonstrated significant conviction in Real Estate sector holdings throughout this period. The portfolio's overall allocation remained concentrated within Real Estate at 100% as of June 30th, 2026.