2026 Q1 Portfolio Activity
In 2026 Q1, 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 15.5%.
Position History
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TOWN LANE MANAGEMENT LP
AUM $106M
Total Positions
4
Quarter
2026 Q1
Top Holding
ARE (37.9%)
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 Q1
| 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 | 37.93% | 34.82% |
#1
Prev: #1
|
8.0 |
—
|
116,266 | 15.5% |
P
S
|
866,266 | $40,212,068 |
$47.94
+1.4%
|
2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
KRG
KITE RLTY GROUP...
|
Real Estate | 24.60% | 24.16% |
#2
1
Prev: #3
|
6.5 |
—
|
no change | no change |
P
S
|
1,062,404 | $26,082,018 |
$23.27
+16.0%
|
2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
EQR
EQUITY RESIDENT...
|
Bond/Debt | 23.59% | 25.29% |
#3
1
Prev: #2
|
6.0 |
—
|
no change | no change |
P
S
|
422,900 | $25,014,535 |
$61.60
+6.8%
|
2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
CPT
CAMDEN PPTY TR
|
Bond/Debt | 13.88% | 15.74% |
#4
Prev: #4
|
5.5 |
—
|
no change | no change |
P
S
|
150,700 | $14,717,362 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-4 of 4 holdings