Institutional Manager · CIK 0002019534
TOWN LANE MANAGEMENT LP
NEW YORK, NY · File #028-26454
Latest AUM
$105.4M
Positions
4
Top-10 Concentration
100.0%
Filings
1
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | +750,000 | +$36.7M | $0 |
| NEW | EQUITY RESIDENTIAL | EQR | +422,900 | +$26.7M | $0 |
| NEW | KITE RLTY GROUP TR | 49803T300 | +1,062,404 | +$25.5M | $0 |
| NEW | CAMDEN PPTY TR | 133131102 | +150,700 | +$16.6M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20254 pos · $105.4M
Top 4 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 750,000 | $36.7M | 34.82% |
| 2 | EQUITY RESIDENTIAL | EQR | 422,900 | $26.7M | 25.29% |
| 3 | KITE RLTY GROUP TR | 49803T300 | 1,062,404 | $25.5M | 24.16% |
| 4 | CAMDEN PPTY TR | 133131102 | 150,700 | $16.6M | 15.74% |