Town Lane Management LP 13F Portfolio

CIK 2019534 Filing since Q4 2025 Q2 2026 filed Aug 14, 2026
Holdings as of Jun 30, 2026, from the 13F filed Aug 14, 2026.

Portfolio Snapshot

3 positions · Q2 2026

Town Lane Management LP reported 3 positions worth $112.04M for the quarter ended Jun 30, 2026, up 5.7% on the prior quarter. It opened 0 new positions, added to 1, trimmed 0 and exited 1. Its largest holding is Alexandria Real Estate Equities, Inc. at 59% of the portfolio.

Portfolio Value
$112.04M
+5.7% QoQ · — YoY
Positions
3
0 new · 1 sold out
Top 10 Concentration
100%
of portfolio value
Largest Position
ARE 59%
Alexandria Real Estate Equities, Inc.
Net Buying
-$5.80M
$20.28M bought · $26.08M sold
Turnover
18.6%
of the portfolio traded
Top Sector
Real Estate
100% of value
Track Record
3
quarters on file since Q4 2025

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

1 sectors
100%
Real Estate
Real Estate100%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

Real Estate

Largest Buys

Q2 2026
Holding Change Change % Trade Value Weight
ARE Alexandria Real Estate Equities, Inc. +383.7K +44.3% $20.28M 58.96%

Largest Sells

Q2 2026
Holding Change Change % Trade Value Weight
KRG Kite Realty Group Trust -1.06M -100.0% $26.08M Exited

New Positions

Q2 2026

No new positions this quarter.

Closed Positions

Q2 2026
Holding Shares Sold Trade Value Prior Weight
KRG Kite Realty Group Trust -1.06M $26.08M 24.6%
Holdings · Q2 2026

3 Positions

As ofJun 30, 2026
Value$112.04M
Top 10100%
Avg position$37.35M
# Activity
Showing all 3 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at Town Lane Management.

About Town Lane Management LP’s 13F Portfolio

What are Town Lane Management LP’s largest holdings?

As of its Q2 2026 13F filing, Town Lane Management LP’s five largest positions were Alexandria Real Estate Equities, Inc. (ARE) at 59.0%, Vivmark Residential (VMRK) at 25.6%, Camden Property Trust (CPT) at 15.4% of the reported portfolio.

How much is Town Lane Management LP’s portfolio worth?

Town Lane Management LP reported a 13F portfolio worth $112.04M across 3 positions for Q2 2026. That is up 5.7% from the previous quarter.

What did Town Lane Management LP buy in Q2 2026?

Its largest purchases by value were Alexandria Real Estate Equities, Inc. ($20.28M). It opened 0 new positions.

What did Town Lane Management LP sell in Q2 2026?

Its largest sales by value were Kite Realty Group Trust ($26.08M). It exited 1 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Town Lane Management LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.