Town Lane Management LP
Town Lane Management LP reported 3 US-listed holdings worth $112.0 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Alexandria Real Estate Equities, Inc. (59.0%), Vivmark Residential (25.6%) and Camden Property Trust (15.4%). Against the quarter before, it opened 0 positions, added to 1, trimmed 0 and sold out of 1.
The 3 largest of its 3 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +9.8% over the 2 quarters to 30 June 2026, against +9.5% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Added to 1
- Alexandria Real Estate Equities, Inc. ARE+383,734 shares · +44%
Sold out of 1
- Kite Realty Group Trust KRG$26.1 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Alexandria Real Estate Equities, Inc. ARE | 1.2M | $66.1 million | 58.96% | +383.7K |
| Vivmark Residential VMRK | 422.9K | $28.7 million | 25.64% | no change |
| Camden Property Trust CPT | 150.7K | $17.3 million | 15.40% | no change |