Madison International Realty Holdings, LLC
Annual return '25
+15.5%
SPY '25
+17.7%
Alpha
-2.2ptsvs SPY
Invested
$729.5M
Holdings
203
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 90%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BSJQ
INVESCO EXCH TRD SLF IDX FD
Held since at least Q1 2024
10.7%
02
$BSJR
INVESCO EXCH TRD SLF IDX FD
Held since at least Q1 2024
6.6%
03
$GOOG
ALPHABET INC
Held since at least Q1 2024
5.2%
04
$AAPL
APPLE INC
Q1 2026: Increased +360.0% (25.0k → 115.0k shares)
4.2%
05
$AMZN
AMAZON COM INC
Q1 2026: Increased +9.7% (100.0k → 109.7k shares)
3.5%
06
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Held since at least Q1 2024
3.4%
07
$JPM
JPMORGAN CHASE & CO.
Held since at least Q1 2024
2.5%
08
$GOOGL
ALPHABET INC
Q1 2026: Exited (was 30.0k shares)
2.3%
09
$BX
BLACKSTONE INC
Held since at least Q1 2024
2.3%
10
$CHV
CHEVRON CORP NEW
Held since at least Q1 2024
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:18 UTC.