0001698055-21-000001.txt : 20210212 0001698055-21-000001.hdr.sgml : 20210212 20210212134641 ACCESSION NUMBER: 0001698055-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210212 DATE AS OF CHANGE: 20210212 EFFECTIVENESS DATE: 20210212 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Gillson Capital LP CENTRAL INDEX KEY: 0001698055 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17871 FILM NUMBER: 21625375 BUSINESS ADDRESS: STREET 1: 222 WEST ADAMS STREET STREET 2: SUITE 2180 CITY: CHICAGO STATE: IL ZIP: 60606 BUSINESS PHONE: 312-667-4379 MAIL ADDRESS: STREET 1: 222 WEST ADAMS STREET STREET 2: SUITE 2180 CITY: CHICAGO STATE: IL ZIP: 60606 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001698055 XXXXXXXX 12-31-2020 12-31-2020 Gillson Capital LP
222 WEST ADAMS STREET SUITE 2180 CHICAGO IL 60606
13F HOLDINGS REPORT 028-17871 N
Martin Kalish COO 312-667-4379 Martin Kalish Chicago IL 02-12-2021 0 95 909227 false
INFORMATION TABLE 2 q4-2020.xml ASSURANT INC COM 04621X108 7282 53459 SH SOLE 53459 0 0 AFFILIATED MANAGERS GROUP IN COM 008252108 14443 142012 SH SOLE 142012 0 0 APOLLO GLOBAL MGMT INC COM CL A 03768E105 14645 299001 SH SOLE 299001 0 0 AEQUI ACQUISITION CORP UNIT 11/30/2027 00775W201 2806 277791 SH SOLE 277791 0 0 ATHENE HOLDING LTD CL A G0684D107 4394 101856 SH SOLE 101856 0 0 BK OF AMERICA CORP COM 060505104 18158 599075 SH SOLE 599075 0 0 BAIN CAP SPECIALTY FIN INC COM STK 05684B107 2908 239759 SH SOLE 239759 0 0 BANK NEW YORK MELLON CORP COM 064058100 11326 266870 SH SOLE 266870 0 0 BLACKROCK INC COM 09247X101 10652 14763 SH SOLE 14763 0 0 BROADSTONE NET LEASE INC CL A COM 11135E104 6033 308121 SH SOLE 308121 0 0 POPULAR INC COM NEW 733174700 18450 327589 SH SOLE 327589 0 0 BROWN & BROWN INC COM 115236101 4000 84378 SH SOLE 84378 0 0 BRP GROUP INC COM CL A 05589G102 2736 91277 SH SOLE 91277 0 0 BRIGHTSPHERE INVT GROUP INC COM 10948W103 15838 821464 SH SOLE 821464 0 0 BOSTON PROPERTIES INC COM 101121101 13678 144695 SH SOLE 144695 0 0 CITIGROUP INC COM NEW 172967424 30526 495072 SH SOLE 495072 0 0 CADENCE BANCORPORATION CL A 12739A100 5720 348386 SH SOLE 348386 0 0 CASCADE ACQUISITION CORP UNIT 99/99/9999 147151203 1451 138895 SH SOLE 138895 0 0 CITIZENS FINL GROUP INC COM 174610105 21239 593939 SH SOLE 593939 0 0 CF ACQUISITION CORP IV UNIT 12/31/2027 12520T201 1477 143539 SH SOLE 143539 0 0 CARLYLE GROUP INC COM 14316J108 6355 202143 SH SOLE 202143 0 0 COMERICA INC COM 200340107 16620 297533 SH SOLE 297533 0 0 CME GROUP INC COM 12572Q105 16059 88211 SH SOLE 88211 0 0 AMERICOLD RLTY TR COM 03064D108 9850 263867 SH SOLE 263867 0 0 CUBESMART COM 229663109 7391 219911 SH SOLE 219911 0 0 DISCOVER FINL SVCS COM 254709108 21006 232036 SH SOLE 232036 0 0 DUKE REALTY CORP COM NEW 264411505 3130 78309 SH SOLE 78309 0 0 DELWINDS INS ACQUISITION COR UNIT 99/99/9999 24803C201 2361 231515 SH SOLE 231515 0 0 EQUITY LIFESTYLE PPTYS INC COM 29472R108 8113 128052 SH SOLE 128052 0 0 AXA EQUITABLE HLDGS INC COM 29452E101 2893 113056 SH SOLE 113056 0 0 EAST WEST BANCORP INC COM 27579R104 14567 287264 SH SOLE 287264 0 0 FIRST HORIZON NATL CORP COM 320517105 13473 1055846 SH SOLE 1055846 0 0 FIFTH THIRD BANCORP COM 316773100 20550 745379 SH SOLE 745379 0 0 FIRST MIDWEST BANCORP DEL COM 320867104 5595 351441 SH SOLE 351441 0 0 FIRST INDL RLTY TR INC COM 32054K103 2407 57130 SH SOLE 57130 0 0 GCM GROSVENOR INC COM CL A 36831E108 4202 315484 SH SOLE 315484 0 0 GUILD HLDGS CO CL A 40172N107 3260 192455 SH SOLE 192455 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 26834 101754 SH SOLE 101754 0 0 HARTFORD FINL SVCS GROUP INC COM 416515104 3493 71306 SH SOLE 71306 0 0 HIGHWOODS PPTYS INC COM 431284108 14195 358195 SH SOLE 358195 0 0 HOULIHAN LOKEY INC CL A 441593100 3561 52967 SH SOLE 52967 0 0 HUDSON PAC PPTYS INC COM 444097109 7781 323934 SH SOLE 323934 0 0 HEALTHCARE RLTY TR COM 421946104 5457 184350 SH SOLE 184350 0 0 HOST HOTELS & RESORTS INC COM 44107P104 3730 254979 SH SOLE 254979 0 0 HANCOCK WHITNEY CORPORATION COM 410120109 13447 395255 SH SOLE 395255 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 12819 111193 SH SOLE 111193 0 0 KEYCORP NEW COM 493267108 11200 682506 SH SOLE 682506 0 0 KKR & CO INC COM 48251W104 11633 287306 SH SOLE 287306 0 0 LANDCADIA HOLDINGS III INC UNIT 99/99/9999 51476H209 2076 185879 SH SOLE 185879 0 0 L&F ACQUISITION CORP UNIT 99/99/9999 G53702125 1920 185194 SH SOLE 185194 0 0 LPL FINL HLDGS INC COM 50212V100 7219 69267 SH SOLE 69267 0 0 LIFE STORAGE INC COM 53223X107 12947 108445 SH SOLE 108445 0 0 MID AMER APT CMNTYS INC COM 59522J103 9464 74705 SH SOLE 74705 0 0 MOELIS & CO CL A 60786M105 4048 86575 SH SOLE 86575 0 0 MIDWEST HLDG INC COM NEW 59833J206 2484 46302 SH SOLE 46302 0 0 MARKEL CORP COM 570535104 2191 2120 SH SOLE 2120 0 0 NETSTREIT CORP COM 64119V303 5375 275802 SH SOLE 275802 0 0 NEW YORK COMMUNITY BANCORP COM 649445103 6286 595862 SH SOLE 595862 0 0 OWL ROCK CAPITAL CORPORATION COM 69121K104 6089 480948 SH SOLE 480948 0 0 PACWEST BANCORP DEL COM 695263103 8771 345306 SH SOLE 345306 0 0 PAYA HOLDINGS INC COM CL A 70434P103 1974 145333 SH SOLE 145333 0 0 PLYMOUTH INDL REIT INC COM 729640102 5284 352262 SH SOLE 352262 0 0 RAYMOND JAMES FINL INC COM 754730109 28768 300703 SH SOLE 300703 0 0 RENAISSANCERE HOLDINGS LTD COM G7496G103 7870 47460 SH SOLE 47460 0 0 SIGNATURE BK NEW YORK N Y COM 82669G104 15878 117364 SH SOLE 117364 0 0 SABRA HEALTH CARE REIT INC COM 78573L106 4563 262668 SH SOLE 262668 0 0 THE CHARLES SCHWAB CORPORATI COM 808513105 7596 143204 SH SOLE 143204 0 0 SOLAR CAP LTD COM 83413U100 3297 188287 SH SOLE 188287 0 0 SYNOVUS FINL CORP COM NEW 87161C501 11737 362593 SH SOLE 362593 0 0 SPIRIT RLTY CAP INC NEW COM NEW 84860W300 17398 433103 SH SOLE 433103 0 0 STAG INDL INC COM 85254J102 8077 257890 SH SOLE 257890 0 0 SUN CMNTYS INC COM 866674104 6335 41694 SH SOLE 41694 0 0 SEVEN OAKS ACQUISITION CORP UNIT 12/18/2025 81787X205 1917 185212 SH SOLE 185212 0 0 SYNCHRONY FINANCIAL COM 87165B103 19022 548039 SH SOLE 548039 0 0 TRUIST FINL CORP COM 89832Q109 20686 431581 SH SOLE 431581 0 0 TREAN INS GROUP INC COM 89457R101 1577 120376 SH SOLE 120376 0 0 TRAVELERS COMPANIES INC COM 89417E109 5219 37181 SH SOLE 37181 0 0 SIXTH STREET SPECIALTY LENDN COM 83012A109 2514 121176 SH SOLE 121176 0 0 UDR INC COM 902653104 21050 547741 SH SOLE 547741 0 0 URBAN EDGE PPTYS COM 91704F104 10648 822887 SH SOLE 822887 0 0 UMPQUA HLDGS CORP COM 904214103 13210 872519 SH SOLE 872519 0 0 US BANCORP COM NEW 902973304 39428 846281 SH SOLE 846281 0 0 VEREIT INC COM 92339V308 19108 505625 SH SOLE 505625 0 0 VICI PPTYS INC COM 925652109 11330 444319 SH SOLE 444319 0 0 VPC IMPACT ACQUISITION HLDNG UNIT 09/22/2025 G9441E126 1981 185144 SH SOLE 185144 0 0 VIRTU FINL INC CL A 928254101 1400 55619 SH SOLE 55619 0 0 VOYA FINANCIAL INC COM 929089100 10680 181595 SH SOLE 181595 0 0 VIRTUS INVT PARTNERS INC COM 92828Q109 3316 15280 SH SOLE 15280 0 0 VENTAS INC COM 92276F100 9990 203720 SH SOLE 203720 0 0 WISDOMTREE INVTS INC COM 97717P104 5557 1038784 SH SOLE 1038784 0 0 BERKLEY W R CORP COM 084423102 9891 148921 SH SOLE 148921 0 0 WEINGARTEN RLTY INVS SH BEN INT 948741103 21678 1000354 SH SOLE 1000354 0 0 WINTRUST FINL CORP COM 97650W108 9645 157878 SH SOLE 157878 0 0 YELLOWSTONE ACQUISITION CO COM CL A 98566K105 1874 185166 SH SOLE 185166 0 0 YELLOWSTONE ACQUISITION CO *W EXP 10/21/202 98566K113 115 92583 SH SOLE 92583 0 0